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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 21,494 | $3.65M | 2.01% | +224+1.1% | Added |
| Shakespeare Wealth Management, Inc. | 21,445 | $3.64M | 1.13% | +10.0% | Added |
| Delta Capital Management LLC | 21,410 | $3.64M | 2.54% | −60−0.3% | Reduced |
| Heritage Trust Co | 21,349 | $3.63M | 0.51% | +129+0.6% | Added |
| Moran Wealth Management, LLC | 21,315 | $3.62M | 0.13% | −2,215−9.4% | Reduced |
| Bristlecone Advisors, LLC | 21,302 | $3.62M | 0.37% | −81−0.4% | Reduced |
| Adirondack Trust Co | 21,873 | $3.62M | 1.56% | −434−1.9% | Reduced |
| QV Investors Inc. | 21,255 | $3.61M | 0.33% | −670−3.1% | Reduced |
| Kesler, Norman & Wride, LLC | 21,236 | $3.61M | 0.83% | −805−3.7% | Reduced |
| Arrow Financial Corp | 21,219 | $3.60M | 0.37% | −3,872−15.4% | Reduced |
| Eagle Capital Management, LLC | 21,165 | $3.60M | 1.75% | −128−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 21,166 | $3.59M | 0.66% | +576+2.8% | Added |
| Pinnbrook Capital Management LP | 21,145 | $3.59M | 0.84% | +21,145 | New |
| Independent Financial Group, LLC | 21,044 | $3.57M | 0.19% | +1,442+7.4% | Added |
| Peoples Bank | 20,964 | $3.56M | 2.85% | −400−1.9% | Reduced |
| Physicians Financial Services, Inc. | 20,928 | $3.55M | 1.35% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 20,884 | $3.55M | 0.30% | −5,855−21.9% | Reduced |
| Strategic Advisors LLC | 20,786 | $3.53M | 0.67% | −35,064−62.8% | Reduced |
| StoneX Group Inc. | 20,586 | $3.52M | 0.35% | +2,082+11.3% | Added |
| Sendero Wealth Management, LLC | 20,680 | $3.51M | 0.66% | +57+0.3% | Added |
| Field & Main Bank | 20,646 | $3.51M | 1.48% | +145+0.7% | Added |
| WCG Wealth Advisors LLC | 20,643 | $3.51M | 0.26% | +3,116+17.8% | Added |
| Smith Shellnut Wilson LLC | 20,564 | $3.49M | 2.00% | −605−2.9% | Reduced |
| Bayesian Capital Management, LP | 20,489 | $3.48M | 0.37% | +20,489 | New |
| Essex Savings Bank | 20,479 | $3.48M | 1.01% | +1,888+10.2% | Added |
| Watchman Group, Inc. | 20,367 | $3.46M | 1.14% | −52−0.3% | Reduced |
| Mirabaud & Cie SA | 20,364 | $3.46M | 1.15% | +20,364 | New |
| Koshinski Asset Management, Inc. | 20,361 | $3.46M | 0.53% | −2,602−11.3% | Reduced |
| Baxter Bros Inc | 20,331 | $3.45M | 0.48% | +312+1.6% | Added |
| IFP Advisors, Inc | 20,314 | $3.45M | 0.16% | −1,768−8.0% | Reduced |
| Beach Investment Counsel Inc | 20,296 | $3.45M | 0.43% | −5,538−21.4% | Reduced |
| Aull & Monroe Investment Management Corp | 20,289 | $3.45M | 1.70% | −280−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 20,218 | $3.43M | 0.45% | +18,981+1,534.4% | Added |
| Sumitomo Life Insurance Co | 20,210 | $3.43M | 0.11% | −940−4.4% | Reduced |
| Csenge Advisory Group | 20,202 | $3.43M | 0.21% | +1,614+8.7% | Added |
| Crescent Sterling, Ltd. | 20,178 | $3.43M | 3.42% | −352−1.7% | Reduced |
| Texas Yale Capital Corp. | 20,111 | $3.42M | 0.16% | −1,455−6.7% | Reduced |
| Oak Asset Management, LLC | 20,099 | $3.41M | 1.36% | +371+1.9% | Added |
| LGT Fund Management Co Ltd. | 20,150 | $3.41M | 1.46% | +7,600+60.6% | Added |
| Bull Street Advisors, LLC | 20,080 | $3.41M | 1.73% | −15−0.1% | Reduced |
| Ritholtz Wealth Management | 20,071 | $3.41M | 0.13% | −37,370−65.1% | Reduced |
| Cadent Capital Advisors, LLC | 20,063 | $3.41M | 1.72% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 20,058 | $3.41M | 1.66% | +147+0.7% | Added |
| HBW Advisory Services LLC | 20,028 | $3.40M | 0.64% | +754+3.9% | Added |
| Altrius Capital Management Inc | 20,024 | $3.40M | 0.95% | +842+4.4% | Added |
| Gs Investments, Inc. | 19,986 | $3.39M | 1.77% | +1,715+9.4% | Added |
| Te Ahumairangi Investment Management Ltd | 19,979 | $3.39M | 0.64% | −2,170−9.8% | Reduced |
| Waldron Private Wealth LLC | 19,830 | $3.39M | 0.16% | +35+0.2% | Added |
| Independent Investors Inc | 19,963 | $3.39M | 0.78% | −33−0.2% | Reduced |
| Claro Advisors LLC | 19,853 | $3.37M | 0.73% | −1,012−4.9% | Reduced |
| HTLF Bank | 19,853 | $3.37M | 0.40% | +19,853 | New |
| Aspiriant, LLC | 19,793 | $3.36M | 0.15% | −11−0.1% | Reduced |
| Fulton Bank, N.A. | 19,792 | $3.36M | 0.15% | −322−1.6% | Reduced |
| Northstar Group, Inc. | 19,792 | $3.36M | 0.73% | −694−3.4% | Reduced |
| Jupiter Wealth Management LLC | 19,770 | $3.36M | 1.97% | +633+3.3% | Added |
| Sapient Capital LLC | 19,619 | $3.36M | 0.09% | +19,619 | New |
| Patten Group, Inc. | 19,687 | $3.34M | 0.91% | +156+0.8% | Added |
| Resonant Capital Advisors, LLC | 19,565 | $3.34M | 0.32% | −529−2.6% | Reduced |
| Cottage Street Advisors LLC | 19,632 | $3.34M | 2.26% | +126+0.6% | Added |
| Riverbridge Partners LLC | 19,623 | $3.33M | 0.04% | −475−2.4% | Reduced |
| Wintrust Investments LLC | 19,612 | $3.33M | 0.32% | +1,452+8.0% | Added |
| James Investment Research Inc | 19,571 | $3.32M | 0.42% | −473−2.4% | Reduced |
| Red Cedar Investment Management, LLC | 19,448 | $3.30M | 0.48% | 00.0% | Unchanged |
| RNC Capital Management LLC | 19,441 | $3.30M | 0.20% | −2,342−10.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,317 | $3.30M | 0.31% | +2,193+12.8% | Added |
| Triangle Securities Wealth Management | 19,414 | $3.30M | 1.03% | +205+1.1% | Added |
| Enterprise Bank & Trust Co | 19,398 | $3.29M | 1.17% | +777+4.2% | Added |
| Leavell Investment Management, Inc. | 19,204 | $3.29M | 0.21% | −173−0.9% | Reduced |
| Hengehold Capital Management LLC | 19,301 | $3.28M | 0.39% | +164+0.9% | Added |
| Guardian Capital LP | 19,286 | $3.28M | 0.12% | −400−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 19,215 | $3.26M | 0.19% | +8,717+83.0% | Added |
| Quadrant Capital Group LLC | 19,131 | $3.25M | 0.28% | +100+0.5% | Added |
| BOK Financial Private Wealth, Inc. | 18,979 | $3.25M | 0.26% | −376−1.9% | Reduced |
| Lummis Asset Management, LP | 18,883 | $3.24M | 2.48% | +18,883 | New |
| All Terrain Financial Advisors, LLC | 19,041 | $3.23M | 1.49% | +74+0.4% | Added |
| Griffin Asset Management, Inc. | 19,040 | $3.23M | 0.41% | −125−0.7% | Reduced |
| Keene & Associates, Inc. | 18,983 | $3.22M | 2.68% | −145−0.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 19,234 | $3.22M | 0.89% | −875−4.4% | Reduced |
| Kinloch Capital, LLC | 18,930 | $3.22M | 2.04% | −531−2.7% | Reduced |
| TFG Advisers LLC | 18,875 | $3.21M | 1.35% | +97+0.5% | Added |
| Radnor Capital Management, LLC | 18,861 | $3.20M | 0.60% | −1,615−7.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.20M | 0.44% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 18,824 | $3.20M | 0.58% | +1,675+9.8% | Added |
| Zhang Financial LLC | 18,804 | $3.19M | 0.27% | +1,211+6.9% | Added |
| Estabrook Capital Management | 18,721 | $3.18M | 0.52% | −321−1.7% | Reduced |
| Wealth Alliance | 18,679 | $3.17M | 0.44% | −658−3.4% | Reduced |
| McDonald Partners LLC | 18,677 | $3.17M | 0.94% | +369+2.0% | Added |
| Marino, Stram & Associates LLC | 18,618 | $3.16M | 0.82% | +69+0.4% | Added |
| Moody National Bank Trust Division | 18,469 | $3.14M | 0.24% | −16,647−47.4% | Reduced |
| Moloney Securities Asset Management, LLC | 18,424 | $3.13M | 0.50% | +900+5.1% | Added |
| FJ Investments, LLC | 18,335 | $3.11M | 0.15% | +18,335 | New |
| Somerset Trust Co | 18,313 | $3.11M | 1.36% | −710−3.7% | Reduced |
| Financial Advisory Service, Inc. | 18,310 | $3.11M | 0.30% | +2,375+14.9% | Added |
| Romano Brothers and Company | 18,291 | $3.11M | 0.46% | +1,593+9.5% | Added |
| Alpha Omega Wealth Management LLC | 18,208 | $3.09M | 0.51% | +81+0.4% | Added |
| Thomasville National Bank | 18,166 | $3.09M | 0.27% | +305+1.7% | Added |
| Northstar Asset Management LLC | 18,108 | $3.08M | 0.81% | −180−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 18,097 | $3.07M | 0.93% | +1,737+10.6% | Added |
| Peak Asset Management, LLC | 18,032 | $3.06M | 0.67% | 00.0% | Unchanged |
| First Western Trust Bank | 18,007 | $3.06M | 0.15% | −91−0.5% | Reduced |