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, Q2 2025
Institutional positions in PepsiCo Inc as of Jun 30, 2025. 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
- 3,329
- −51 vs. Q1 2025
- Shares held
- 1.03B
- +3.37M (+0.3%) vs. Q1 2025
- Total value
- $135.9B
- −$17.8B (−11.6%) vs. Q1 2025
- New holders
- 188
- 1,315 more added
- Sold out
- 239
- 1,511 more reduced
50 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 3,205 | $423.1K | 0.32% | −286−8.2% | Reduced |
| Partners Wealth Management, LLC | 2,836 | $424.5K | 0.48% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 3,216 | $424.6K | 0.04% | −76−2.3% | Reduced |
| Aspire Private Capital, LLC | 3,224 | $425.7K | 0.10% | −31−1.0% | Reduced |
| Arlington Trust Co LLC | 3,229 | $426.4K | 0.08% | −1,379−29.9% | Reduced |
| Waterfront Wealth Inc. | 3,230 | $426.4K | 0.10% | +50+1.6% | Added |
| Maven Securities LTD | 3,230 | $426.5K | 0.11% | −4,837−60.0% | Reduced |
| Capstone Financial Advisors, Inc. | 3,231 | $426.6K | 0.02% | −536−14.2% | Reduced |
| Cranbrook Wealth Management, LLC | 3,246 | $428.6K | 0.09% | −448−12.1% | Reduced |
| Family Management Corp | 3,251 | $429.3K | 0.07% | −169−4.9% | Reduced |
| Claris Financial LLC | 3,259 | $430.4K | 0.32% | −443−12.0% | Reduced |
| Embree Financial Group | 3,273 | $432.2K | 0.07% | +332+11.3% | Added |
| CM Wealth Advisors LLC | 3,275 | $432.4K | 0.13% | −204−5.9% | Reduced |
| Avalon Trust Co | 3,277 | $432.7K | 0.03% | +303+10.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,242 | $433.0K | 0.18% | 00.0% | Unchanged |
| Renasant Bank | 3,295 | $435.1K | 0.29% | +1,087+49.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,299 | $435.6K | 0.12% | −146−4.2% | Reduced |
| West Tower Group, LLC | 3,300 | $435.7K | 0.95% | +300+10.0% | Added |
| Hickory Point Bank & Trust | 3,316 | $437.8K | 0.35% | +175+5.6% | Added |
| Paulson Wealth Management Inc. | 3,323 | $438.7K | 0.11% | +223+7.2% | Added |
| Financial Advocates Investment Management | 3,341 | $441.1K | 0.04% | −1,773−34.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,268 | $442.0K | 0.15% | +819+33.4% | Added |
| Optivise Advisory Services LLC | 3,358 | $443.3K | 0.23% | +1,082+47.5% | Added |
| AllSquare Wealth Management LLC | 3,362 | $443.9K | 0.25% | −200−5.6% | Reduced |
| City State Bank | 3,364 | $444.2K | 0.14% | +200+6.3% | Added |
| Sachetta, LLC | 3,372 | $445.3K | 0.18% | −318−8.6% | Reduced |
| Quantum Financial Advisors, LLC | 3,375 | $445.6K | 0.06% | −113−3.2% | Reduced |
| Capital City Trust Co | 3,376 | $445.8K | 0.12% | +100+3.1% | Added |
| Ridgecrest Wealth Partners, LLC | 3,378 | $446.0K | 0.24% | −2−0.1% | Reduced |
| Ames National Corp | 3,380 | $446.3K | 0.29% | −1,000−22.8% | Reduced |
| Hardy Reed LLC | 3,384 | $446.8K | 0.04% | +1,463+76.2% | Added |
| Garde Capital, Inc. | 3,388 | $447.3K | 0.02% | +483+16.6% | Added |
| Midwest Professional Planners, LTD. | 3,391 | $447.7K | 0.12% | −5,015−59.7% | Reduced |
| Register Financial Advisors LLC | 3,393 | $448.0K | 0.20% | +41+1.2% | Added |
| Bay Capital Advisors, LLC | 3,394 | $448.2K | 0.34% | −376−10.0% | Reduced |
| Gentry Private Wealth, LLC | 3,397 | $448.5K | 0.34% | +11+0.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,402 | $449.3K | 0.10% | −22−0.6% | Reduced |
| Burford Brothers, Inc. | 3,402 | $449.4K | 0.21% | +12+0.4% | Added |
| Smith Thornton Advisors LLC | 3,410 | $450.3K | 0.26% | +1,380+68.0% | Added |
| Burton Enright Welch | 3,412 | $450.6K | 0.08% | +199+6.2% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,417 | $451.2K | 0.36% | −71−2.0% | Reduced |
| Financial Council Asset Management Inc | 3,421 | $451.7K | 0.22% | −239−6.5% | Reduced |
| Willner & Heller, LLC | 3,426 | $452.3K | 0.38% | −371−9.8% | Reduced |
| Symmetry Partners, LLC | 3,427 | $452.5K | 0.06% | +1,743+103.5% | Added |
| Baker Avenue Asset Management, LP | 3,428 | $452.6K | 0.01% | −2,057−37.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,428 | $452.7K | 0.22% | +35+1.0% | Added |
| Sand Hill Global Advisors, LLC | 3,429 | $452.8K | 0.02% | +180+5.5% | Added |
| Abel Hall, LLC | 3,429 | $452.8K | 0.21% | +1,519+79.5% | Added |
| Traynor Capital Management, Inc. | 3,350 | $453.1K | 0.03% | +1,158+52.8% | Added |
| Fagan Associates, Inc. | 3,435 | $453.6K | 0.07% | −8−0.2% | Reduced |
| Huntleigh Advisors, Inc. | 3,445 | $454.9K | 0.09% | −12−0.3% | Reduced |
| Sigma Investment Counselors Inc | 3,453 | $456.0K | 0.03% | +239+7.4% | Added |
| Elefante Mark B | 3,455 | $456.2K | 0.34% | −900−20.7% | Reduced |
| Cooper Financial Group | 3,467 | $457.7K | 0.05% | −648−15.7% | Reduced |
| Elser Financial Planning, Inc | 3,469 | $458.0K | 0.57% | −286−7.6% | Reduced |
| Vertex Planning Partners, LLC | 3,471 | $458.3K | 0.10% | −235−6.3% | Reduced |
| Auxano Advisors, LLC | 3,480 | $459.5K | 0.11% | −253−6.8% | Reduced |
| Capital Investment Services of America, Inc. | 3,486 | $460.3K | 0.04% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,493 | $461.2K | 0.46% | +170+5.1% | Added |
| Gables Capital Management Inc. | 3,499 | $462.0K | 0.22% | −803−18.7% | Reduced |
| Brooktree Capital Management | 3,500 | $462.1K | 0.30% | +3,500 | New |
| Golden State Wealth Management, LLC | 3,507 | $463.2K | 0.06% | +121+3.6% | Added |
| Arista Wealth Management, LLC | 3,513 | $463.9K | 0.06% | +3,513 | New |
| Apexium Financial, LP | 3,516 | $464.3K | 0.02% | −112−3.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,518 | $464.5K | 0.13% | −3−0.1% | Reduced |
| Hardin Capital Partners, LLC | 3,444 | $465.8K | 0.27% | +368+12.0% | Added |
| Perritt Capital Management Inc | 3,532 | $466.4K | 0.24% | +104+3.0% | Added |
| Covenant Asset Management, LLC | 3,543 | $467.8K | 0.10% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,552 | $469.0K | 0.18% | −554−13.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,555 | $469.4K | 0.09% | −173−4.6% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,499 | $470.6K | 0.21% | +3,499 | New |
| Silverlake Wealth Management LLC | 3,569 | $471.2K | 0.14% | +777+27.8% | Added |
| Broadleaf Partners, LLC | 3,595 | $474.7K | 0.10% | −344−8.7% | Reduced |
| Quest Partners LLC | 3,599 | $475.2K | 0.05% | −9,385−72.3% | Reduced |
| Range Financial Group LLC | 3,599 | $475.2K | 0.19% | +385+12.0% | Added |
| Notis-McConarty Edward | 3,600 | $475.3K | 0.23% | −1,630−31.2% | Reduced |
| Summitry LLC | 3,610 | $476.7K | 0.02% | +36+1.0% | Added |
| Triad Wealth Partners, LLC | 3,617 | $477.6K | 0.10% | +242+7.2% | Added |
| Apeiron RIA LLC | 3,624 | $478.5K | 0.12% | −332−8.4% | Reduced |
| Onefund, LLC | 3,627 | $479.0K | 0.34% | −45−1.2% | Reduced |
| Salomon & Ludwin, LLC | 3,510 | $479.0K | 0.05% | −266−7.0% | Reduced |
| Lecap Asset Management Ltd | 3,629 | $479.2K | 0.17% | −10,955−75.1% | Reduced |
| First Heartland Consultants, Inc. | 3,650 | $482.0K | 0.04% | +34+0.9% | Added |
| United Advisor Group, LLC | 3,659 | $483.1K | 0.08% | +651+21.6% | Added |
| Rock Point Advisors, LLC | 3,662 | $483.5K | 0.14% | 00.0% | Unchanged |
| SOL Capital Management CO | 3,667 | $484.0K | 0.05% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,672 | $484.9K | 0.08% | −28−0.8% | Reduced |
| Riverpark Capital Management LLC | 3,673 | $485.0K | 0.79% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 3,673 | $485.0K | 0.29% | 00.0% | Unchanged |
| Finward Bancorp | 3,678 | $485.6K | 0.38% | −44−1.2% | Reduced |
| FinDec Wealth Services, Inc. | 3,681 | $486.0K | 0.51% | +23+0.6% | Added |
| Hollencrest Capital Management | 3,693 | $487.6K | 0.02% | −242−6.1% | Reduced |
| Mattern Wealth Management LLC | 3,705 | $489.2K | 0.10% | −658−15.1% | Reduced |
| Voya Financial Advisors, Inc. | 3,740 | $490.1K | 0.05% | +132+3.7% | Added |
| Argent Advisors, Inc. | 3,726 | $492.0K | 0.15% | +247+7.1% | Added |
| Lesa Sroufe & Co | 3,727 | $492.0K | 0.45% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,729 | $492.4K | 0.02% | +272+7.9% | Added |
| Founders Capital Management | 3,730 | $492.5K | 0.30% | −5,260−58.5% | Reduced |
| Sweeney & Michel, LLC | 3,647 | $493.3K | 0.18% | −423−10.4% | Reduced |
| Essential Partners LLC | 3,737 | $493.4K | 0.20% | +3,737 | New |