PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q4 2023
Institutional positions in PepsiCo Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,347
- +206 vs. Q3 2023
- Shares held
- 1.01B
- +5.86M (+0.6%) vs. Q3 2023
- Total value
- $170.9B
- +$1.19B (+0.7%) vs. Q3 2023
- New holders
- 324
- 1,341 more added
- Sold out
- 118
- 1,329 more reduced
53 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 24,659 | $4.19M | 0.48% | +1,438+6.2% | Added |
| Icon Wealth Advisors, LLC | 24,615 | $4.18M | 0.44% | +24,615 | New |
| Hallmark Capital Management Inc | 24,605 | $4.18M | 0.33% | −477−1.9% | Reduced |
| Vista Investment Partners LLC | 24,595 | $4.18M | 1.54% | +24,595 | New |
| Peninsula Asset Management Inc | 24,594 | $4.18M | 2.43% | +17+0.1% | Added |
| LMCG Investments, LLC | 24,589 | $4.18M | 0.26% | +448+1.9% | Added |
| Institutional & Family Asset Management, LLC | 24,543 | $4.17M | 0.69% | −1,751−6.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,468 | $4.16M | 0.32% | −441−1.8% | Reduced |
| Peloton Wealth Strategists | 24,462 | $4.16M | 1.80% | +1,265+5.5% | Added |
| St. Clair Advisors, LLC | 24,415 | $4.15M | 1.43% | 00.0% | Unchanged |
| Middleton & Co Inc | 24,228 | $4.11M | 0.51% | −167−0.7% | Reduced |
| Naples Global Advisors, LLC | 24,054 | $4.11M | 0.45% | +778+3.3% | Added |
| Pictet North America Advisors SA | 24,212 | $4.11M | 0.53% | +46+0.2% | Added |
| Verdence Capital Advisors LLC | 24,206 | $4.11M | 0.40% | −214−0.9% | Reduced |
| Headlands Technologies LLC | 24,191 | $4.11M | 1.23% | +2,383+10.9% | Added |
| J. W. Coons Advisors, LLC | 24,186 | $4.11M | 1.11% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 24,170 | $4.10M | 0.93% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 24,112 | $4.10M | 0.68% | +2,751+12.9% | Added |
| Hayek Kallen Investment Management | 24,108 | $4.09M | 1.71% | +830+3.6% | Added |
| Level Four Advisory Services, LLC | 23,963 | $4.07M | 0.23% | +4,570+23.6% | Added |
| Bill Few Associates, Inc. | 23,959 | $4.07M | 1.86% | +336+1.4% | Added |
| Plancorp, LLC | 23,937 | $4.07M | 0.19% | +277+1.2% | Added |
| Spring Capital Management, LLC | 23,929 | $4.06M | 3.19% | +714+3.1% | Added |
| Bank of New Hampshire | 23,873 | $4.05M | 1.15% | −172−0.7% | Reduced |
| Waterloo Capital, L.P. | 23,821 | $4.05M | 0.65% | +1,621+7.3% | Added |
| Horizon Investments, LLC | 23,757 | $4.03M | 0.11% | −7,283−23.5% | Reduced |
| WMS Partners, LLC | 23,749 | $4.03M | 0.30% | −5,193−17.9% | Reduced |
| Mission Wealth Management, LP | 23,747 | $4.03M | 0.13% | +368+1.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 23,608 | $4.01M | 0.13% | +3,238+15.9% | Added |
| Capital Asset Advisory Services LLC | 23,589 | $4.01M | 0.25% | −65−0.3% | Reduced |
| NovaPoint Capital, LLC | 23,444 | $3.98M | 1.48% | −154−0.7% | Reduced |
| Inscription Capital, LLC | 23,438 | $3.98M | 1.09% | +1,091+4.9% | Added |
| Chesapeake Asset Management LLC | 23,419 | $3.98M | 3.55% | +190+0.8% | Added |
| Freestone Capital Holdings, LLC | 23,416 | $3.98M | 0.18% | +791+3.5% | Added |
| Mutual Advisors, LLC | 23,378 | $3.97M | 0.14% | −2,461−9.5% | Reduced |
| First National Advisers, LLC | 23,376 | $3.97M | 1.14% | +5,548+31.1% | Added |
| Country Club Bank | 23,430 | $3.97M | 0.30% | −476−2.0% | Reduced |
| Boit C F David | 22,900 | $3.96M | 2.24% | +1,400+6.5% | Added |
| Burney Co | 23,294 | $3.96M | 0.17% | −2,019−8.0% | Reduced |
| Exchange Capital Management, Inc. | 23,273 | $3.95M | 0.71% | −1,077−4.4% | Reduced |
| Principal Securities, Inc. | 23,258 | $3.95M | 0.15% | +23,258 | New |
| Ronald Blue Trust, Inc. | 23,300 | $3.95M | 0.06% | +8,742+60.0% | Added |
| LVW Advisors, LLC | 23,199 | $3.94M | 0.74% | −1,682−6.8% | Reduced |
| Dana Investment Advisors, Inc. | 23,187 | $3.94M | 0.19% | −1,096−4.5% | Reduced |
| STF Management LP | 23,176 | $3.94M | 1.85% | +706+3.1% | Added |
| Atlas Brown,Inc. | 23,163 | $3.93M | 1.63% | +211+0.9% | Added |
| Scholtz & Company, LLC | 23,154 | $3.93M | 1.95% | +23,154 | New |
| Coastline Trust Co | 23,139 | $3.93M | 0.52% | −202−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,135 | $3.93M | 2.01% | +196+0.9% | Added |
| Compass Wealth Management LLC | 23,104 | $3.92M | 1.10% | +29+0.1% | Added |
| Union Heritage Capital, LLC | 23,095 | $3.92M | 2.03% | 00.0% | Unchanged |
| Trust Point Inc. | 23,052 | $3.92M | 0.32% | +23,052 | New |
| NewEdge Wealth, LLC | 23,048 | $3.91M | 0.10% | −13,486−36.9% | Reduced |
| Pegasus Partners Ltd. | 23,026 | $3.91M | 0.46% | −1,663−6.7% | Reduced |
| Chicago Trust Co NA | 23,025 | $3.91M | 0.87% | −3,077−11.8% | Reduced |
| DFPG Investments, LLC | 22,600 | $3.91M | 0.31% | +383+1.7% | Added |
| Coastal Bridge Advisors, LLC | 22,983 | $3.90M | 1.00% | +29+0.1% | Added |
| Chatham Capital Group, Inc. | 22,979 | $3.90M | 0.79% | −615−2.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 22,973 | $3.90M | 0.81% | +726+3.3% | Added |
| Northeast Financial Consultants Inc | 22,895 | $3.89M | 0.22% | +80.0% | Added |
| Mathes Company, Inc. | 22,866 | $3.88M | 1.60% | −75−0.3% | Reduced |
| Essex LLC | 22,768 | $3.87M | 0.96% | −115−0.5% | Reduced |
| Geller Advisors LLC | 22,558 | $3.86M | 0.38% | +6,056+36.7% | Added |
| Beck Mack & Oliver LLC | 22,662 | $3.85M | 0.09% | 00.0% | Unchanged |
| Asio Capital, LLC | 22,423 | $3.84M | 0.90% | +563+2.6% | Added |
| Exeter Financial, LLC | 22,861 | $3.82M | 1.85% | +553+2.5% | Added |
| Brooks, Moore & Associates, Inc. | 22,488 | $3.82M | 2.63% | +1,790+8.6% | Added |
| AlTi Global, Inc. | 22,279 | $3.81M | 0.12% | +22,279 | New |
| Fragasso Group Inc. | 22,396 | $3.80M | 0.35% | +2,942+15.1% | Added |
| Investmark Advisory Group LLC | 22,387 | $3.80M | 2.23% | +68+0.3% | Added |
| Artemis Investment Management LLP | 22,377 | $3.80M | 0.06% | −20,912−48.3% | Reduced |
| Schulhoff & Co Inc | 22,372 | $3.80M | 1.81% | −105−0.5% | Reduced |
| Security National Bank | 22,359 | $3.80M | 0.86% | −909−3.9% | Reduced |
| Winthrop Capital Management, LLC | 22,297 | $3.79M | 1.24% | +22,297 | New |
| Jag Capital Management, LLC | 22,264 | $3.78M | 0.58% | −40.0% | Reduced |
| Martin Capital Partners, LLC | 22,214 | $3.77M | 1.54% | −643−2.8% | Reduced |
| Broderick Brian C | 22,192 | $3.77M | 0.94% | −368−1.6% | Reduced |
| Sunbelt Securities, Inc. | 22,192 | $3.77M | 0.47% | +399+1.8% | Added |
| Integrated Advisors Network LLC | 22,151 | $3.76M | 0.21% | +388+1.8% | Added |
| Benson Investment Management Company, Inc. | 22,102 | $3.75M | 1.92% | +627+2.9% | Added |
| Meeder Advisory Services, Inc. | 22,040 | $3.74M | 0.43% | −476−2.1% | Reduced |
| Capital Insight Partners, LLC | 22,013 | $3.74M | 0.76% | +219+1.0% | Added |
| Stevens Capital Management LP | 21,945 | $3.73M | 0.93% | +11,178+103.8% | Added |
| Notis-McConarty Edward | 21,922 | $3.72M | 1.49% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 21,903 | $3.72M | 0.87% | +21,903 | New |
| Spectrum Wealth Counsel, LLC | 21,900 | $3.72M | 0.52% | +21,900 | New |
| EPG Wealth Management LLC | 22,024 | $3.72M | 0.98% | +821+3.9% | Added |
| Bank Ozk | 21,894 | $3.72M | 1.82% | −742−3.3% | Reduced |
| Fairhaven Wealth Management, LLC | 21,809 | $3.70M | 1.36% | +234+1.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 21,807 | $3.70M | 0.72% | +2,171+11.1% | Added |
| SageView Advisory Group, LLC | 21,799 | $3.70M | 0.16% | +3,632+20.0% | Added |
| Sigma Planning Corp | 21,745 | $3.69M | 0.29% | −17,408−44.5% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.69M | 0.97% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 21,725 | $3.69M | 1.34% | +438+2.1% | Added |
| Gladstone Institutional Advisory LLC | 21,685 | $3.68M | 0.21% | +2,475+12.9% | Added |
| Lake Street Advisors Group, LLC | 21,523 | $3.68M | 0.18% | +354+1.7% | Added |
| Evergreen Capital Management LLC | 21,503 | $3.68M | 0.15% | −305−1.4% | Reduced |
| Shoker Investment Counsel, Inc. | 21,619 | $3.67M | 1.42% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 21,394 | $3.66M | 0.23% | +2,301+12.1% | Added |
| Ledyard National Bank | 21,524 | $3.66M | 0.38% | −696−3.1% | Reduced |