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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 46,369 | $7.88M | 1.26% | +373+0.8% | Added |
| Chicago Capital, LLC | 45,980 | $7.81M | 0.28% | +1,209+2.7% | Added |
| KCM Investment Advisors LLC | 45,825 | $7.78M | 0.31% | −901−1.9% | Reduced |
| Wedbush Securities Inc | 45,614 | $7.75M | 0.34% | −3,532−7.2% | Reduced |
| Vestor Capital, LLC | 45,555 | $7.74M | 0.74% | −72,589−61.4% | Reduced |
| SevenBridge Financial Group, LLC | 45,379 | $7.71M | 1.82% | +5,299+13.2% | Added |
| North Star Asset Management Inc | 45,303 | $7.69M | 0.39% | +10,473+30.1% | Added |
| Alps Advisors Inc | 45,203 | $7.68M | 0.06% | +265+0.6% | Added |
| Bright Rock Capital Management, LLC | 45,000 | $7.64M | 1.73% | 00.0% | Unchanged |
| Papp L Roy & Associates | 44,964 | $7.64M | 0.95% | −1,509−3.2% | Reduced |
| Kavar Capital Partners Group, LLC | 44,890 | $7.62M | 0.85% | +25,039+126.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,679 | $7.59M | 1.44% | +383+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 44,652 | $7.58M | 0.16% | +1,792+4.2% | Added |
| Hudson Valley Investment Advisors Inc | 44,838 | $7.58M | 1.04% | −2,711−5.7% | Reduced |
| Roundview Capital LLC | 44,395 | $7.54M | 0.70% | −1,230−2.7% | Reduced |
| Iowa State Bank | 44,354 | $7.53M | 1.81% | +330+0.7% | Added |
| Taurus Asset Management, LLC | 44,323 | $7.53M | 0.81% | −1,120−2.5% | Reduced |
| Ironwood Investment Counsel, LLC | 44,311 | $7.53M | 1.41% | −592−1.3% | Reduced |
| Fred Alger Management, LLC | 44,262 | $7.52M | 0.04% | +1,476+3.4% | Added |
| Stonebridge Capital Management Inc | 44,185 | $7.50M | 3.66% | −250−0.6% | Reduced |
| Buckingham Capital Management, Inc. | 44,180 | $7.50M | 1.00% | +3,698+9.1% | Added |
| Everence Capital Management Inc | 44,129 | $7.50M | 0.53% | +2,650+6.4% | Added |
| First National Bank & Trust Co of Newtown | 44,047 | $7.48M | 1.61% | −1,546−3.4% | Reduced |
| SG Americas Securities, LLC | 44,021 | $7.48M | 0.08% | −61,499−58.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 43,946 | $7.46M | 0.67% | +65+0.1% | Added |
| Close Asset Management Ltd | 43,723 | $7.43M | 0.31% | +7,442+20.5% | Added |
| Mattern Capital Management, LLC | 43,541 | $7.40M | 1.08% | +2,675+6.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,518 | $7.39M | 0.19% | +68+0.2% | Added |
| Dynamic Advisor Solutions LLC | 43,622 | $7.37M | 0.27% | +19,012+77.3% | Added |
| Parallel Advisors, LLC | 43,346 | $7.36M | 0.22% | −2,620−5.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,224 | $7.34M | 2.00% | +1,282+3.1% | Added |
| Sawtooth Solutions, LLC | 43,188 | $7.34M | 0.20% | −2,663−5.8% | Reduced |
| Perigon Wealth Management, LLC | 43,139 | $7.33M | 0.24% | −155−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 43,012 | $7.31M | 1.28% | +43,012 | New |
| Searle & Co. | 43,010 | $7.30M | 2.00% | −200−0.5% | Reduced |
| Focus Financial Network Inc | 42,673 | $7.30M | 0.27% | +42,673 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,873 | $7.28M | 2.09% | +255+0.6% | Added |
| Artisan Partners Limited Partnership | 42,575 | $7.23M | 0.01% | +42,575 | New |
| LMG Wealth Partners, LLC | 42,428 | $7.21M | 2.00% | +642+1.5% | Added |
| JGP Wealth Management, LLC | 42,348 | $7.19M | 1.07% | +926+2.2% | Added |
| Ar Asset Management Inc | 42,209 | $7.17M | 1.88% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 42,196 | $7.17M | 1.45% | −580−1.4% | Reduced |
| Ostrum Asset Management | 42,002 | $7.13M | 0.62% | +6,335+17.8% | Added |
| Veriti Management LLC | 41,959 | $7.13M | 0.64% | +6,579+18.6% | Added |
| Allworth Financial LP | 41,602 | $7.07M | 0.05% | −1,255−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 41,212 | $7.00M | 0.40% | +9,262+29.0% | Added |
| Van Strum & Towne Inc. | 41,061 | $6.97M | 2.73% | −172−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 40,805 | $6.93M | 0.65% | −837−2.0% | Reduced |
| Banque Cantonale Vaudoise | 40,772 | $6.92M | 0.30% | −11,185−21.5% | Reduced |
| Palisade Capital Management LLC | 40,739 | $6.92M | 0.18% | −335−0.8% | Reduced |
| Intrust Bank NA | 40,650 | $6.90M | 0.80% | −3,704−8.4% | Reduced |
| M&R Capital Management Inc | 40,460 | $6.87M | 1.72% | +8,575+26.9% | Added |
| Boston Financial Mangement LLC | 40,369 | $6.86M | 0.23% | −1,722−4.1% | Reduced |
| David Loasby | 40,423 | $6.83M | 0.73% | +102+0.3% | Added |
| Howland Capital Management LLC | 39,689 | $6.79M | 0.36% | −761−1.9% | Reduced |
| Caldwell Trust Co | 39,941 | $6.78M | 0.86% | −3,808−8.7% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.76M | 0.70% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 39,758 | $6.75M | 0.24% | −328−0.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 39,643 | $6.73M | 0.49% | +888+2.3% | Added |
| Bleakley Financial Group, LLC | 39,372 | $6.69M | 0.21% | −2,537−6.1% | Reduced |
| Lindbrook Capital, LLC | 39,350 | $6.68M | 0.67% | +209+0.5% | Added |
| Lafayette Investments, Inc. | 39,264 | $6.67M | 1.66% | +3,553+9.9% | Added |
| Capital Investment Advisors, LLC | 39,140 | $6.65M | 0.17% | +662+1.7% | Added |
| Boothbay Fund Management, LLC | 38,994 | $6.62M | 0.25% | +29,630+316.4% | Added |
| Private Wealth Partners, LLC | 38,990 | $6.62M | 0.56% | −829−2.1% | Reduced |
| NTV Asset Management LLC | 38,942 | $6.61M | 1.11% | −76−0.2% | Reduced |
| Lountzis Asset Management, LLC | 38,552 | $6.60M | 3.60% | −532−1.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 38,676 | $6.59M | 0.55% | +2,142+5.9% | Added |
| Gotham Asset Management, LLC | 38,480 | $6.54M | 0.12% | +5,498+16.7% | Added |
| Brady Family Wealth, LLC | 38,256 | $6.50M | 2.23% | +3,134+8.9% | Added |
| Peregrine Asset Advisers, Inc. | 37,894 | $6.44M | 3.14% | −13,962−26.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 37,805 | $6.42M | 1.64% | +23,122+157.5% | Added |
| Grassi Investment Management | 37,800 | $6.42M | 0.67% | −200−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 37,992 | $6.42M | 0.79% | −452−1.2% | Reduced |
| Concentric Wealth Management, LLC | 37,700 | $6.40M | 1.86% | +5,702+17.8% | Added |
| Albion Financial Group | 37,458 | $6.36M | 0.52% | +325+0.9% | Added |
| Sage Capital Advisors,llc | 37,379 | $6.35M | 2.05% | +20,130+116.7% | Added |
| Pavion Blue Capital, LLC | 37,335 | $6.34M | 3.50% | +2,052+5.8% | Added |
| Baker Ellis Asset Management LLC | 37,334 | $6.34M | 1.02% | −992−2.6% | Reduced |
| Costello Asset Management, INC | 37,271 | $6.33M | 5.25% | +4,138+12.5% | Added |
| Pacific Global Investment Management CO | 37,092 | $6.30M | 1.28% | −313−0.8% | Reduced |
| Coston, McIsaac & Partners | 37,030 | $6.29M | 2.19% | +733+2.0% | Added |
| Marietta Wealth Management, LLC | 36,966 | $6.28M | 1.12% | +1,656+4.7% | Added |
| Stokes Capital Advisors, LLC | 36,897 | $6.27M | 1.98% | +612+1.7% | Added |
| Beacon Investment Advisory Services, Inc. | 36,812 | $6.25M | 0.28% | +17,865+94.3% | Added |
| NewSquare Capital LLC | 37,322 | $6.25M | 0.60% | +1,088+3.0% | Added |
| Citizens National Bank Trust Department | 36,601 | $6.22M | 1.58% | −325−0.9% | Reduced |
| Destination Wealth Management | 36,568 | $6.21M | 0.22% | −1,214−3.2% | Reduced |
| Whitener Capital Management, Inc. | 36,532 | $6.20M | 2.25% | +359+1.0% | Added |
| Legacy Advisors, LLC | 36,192 | $6.19M | 0.80% | −496−1.4% | Reduced |
| Bridge Creek Capital Management LLC | 36,348 | $6.17M | 2.14% | +329+0.9% | Added |
| Raab & Moskowitz Asset Management LLC | 36,233 | $6.15M | 1.94% | +1,127+3.2% | Added |
| Global Retirement Partners, LLC | 37,027 | $6.15M | 0.26% | +1,090+3.0% | Added |
| Hills Bank & Trust Co | 36,099 | $6.13M | 0.60% | −650−1.8% | Reduced |
| Eastover Investment Advisors LLC | 36,044 | $6.12M | 3.24% | +941+2.7% | Added |
| Verity & Verity, LLC | 36,025 | $6.12M | 0.70% | +792+2.2% | Added |
| Balentine LLC | 35,934 | $6.10M | 0.19% | +3,414+10.5% | Added |
| Cornerstone Wealth Group, LLC | 35,856 | $6.09M | 0.87% | +7,759+27.6% | Added |
| South Dakota Investment Council | 35,318 | $6.00M | 0.13% | −700−1.9% | Reduced |
| New Hampshire Trust | 35,153 | $5.97M | 1.44% | −25−0.1% | Reduced |