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 |
|---|---|---|---|---|---|
| Robinson Smith Wealth Advisors LLC | 3,741 | $494.0K | 0.39% | −18−0.5% | Reduced |
| ICONIQ Capital, LLC | 3,745 | $494.5K | 0.01% | −3,614−49.1% | Reduced |
| Westfuller Advisors, LLC | 3,748 | $494.9K | 0.28% | +3,748 | New |
| Personal Cfo Solutions, LLC | 3,758 | $496.2K | 0.09% | −1,139−23.3% | Reduced |
| Verity Asset Management, Inc. | 3,771 | $498.0K | 0.24% | −3,613−48.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,773 | $498.2K | 0.08% | +413+12.3% | Added |
| Hoge Financial Services, LLC | 3,749 | $498.3K | 0.31% | +116+3.2% | Added |
| Proficio Capital Partners LLC | 3,775 | $498.4K | 0.03% | −645−14.6% | Reduced |
| Arcadia Investment Management Corp | 3,775 | $498.5K | 0.08% | −3,080−44.9% | Reduced |
| Liberty Wealth Management LLC | 3,776 | $498.6K | 0.08% | −20−0.5% | Reduced |
| Balentine LLC | 3,778 | $498.8K | 0.02% | −4,134−52.2% | Reduced |
| Compass Capital Management, Inc | 3,788 | $500.2K | 0.03% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 3,797 | $501.0K | 0.47% | −2,035−34.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,802 | $502.0K | 0.13% | +225+6.3% | Added |
| Heck Capital Advisors, LLC | 3,816 | $503.9K | 0.04% | +408+12.0% | Added |
| Clarendon Private LLC | 3,819 | $504.3K | 0.48% | −310−7.5% | Reduced |
| Ackerman Capital Advisors, LLC | 3,828 | $505.4K | 0.12% | +1,136+42.2% | Added |
| Park Place Capital Corp | 3,739 | $505.7K | 0.12% | +319+9.3% | Added |
| Legacy Edge Advisors, LLC | 3,843 | $507.5K | 0.07% | −82−2.1% | Reduced |
| Carr Financial Group Corp | 3,848 | $508.1K | 0.15% | +36+0.9% | Added |
| CoreCap Advisors, LLC | 3,850 | $508.5K | 0.02% | −985−20.4% | Reduced |
| Creekmur Asset Management LLC | 3,851 | $508.5K | 0.09% | +395+11.4% | Added |
| Aft, Forsyth & Company, Inc. | 3,864 | $510.2K | 0.26% | 00.0% | Unchanged |
| Maseco LLP | 3,866 | $510.4K | 0.02% | +3,866 | New |
| Capital Planning Advisors, LLC | 3,871 | $511.1K | 0.07% | −4,446−53.5% | Reduced |
| BIP Wealth, LLC | 3,871 | $511.2K | 0.03% | +363+10.3% | Added |
| JNBA Financial Advisors | 3,877 | $511.9K | 0.05% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,880 | $512.3K | 0.46% | +15+0.4% | Added |
| Root Financial Partners, LLC | 3,880 | $512.3K | 0.05% | +113+3.0% | Added |
| Klingman & Associates, LLC | 3,881 | $512.4K | 0.03% | +285+7.9% | Added |
| Winebrenner Capital Management LLC | 3,883 | $512.7K | 0.41% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,885 | $513.0K | 0.08% | +58+1.5% | Added |
| Capital Advisors, Ltd. LLC | 3,887 | $513.0K | 0.06% | −21−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 3,892 | $513.9K | 0.04% | −68−1.7% | Reduced |
| BWM Planning, LLC | 3,900 | $515.0K | 0.18% | +37+1.0% | Added |
| Davis Investment Partners, LLC | 3,808 | $515.1K | 0.18% | −903−19.2% | Reduced |
| SOA Wealth Advisors, LLC. | 3,904 | $515.5K | 0.10% | −711−15.4% | Reduced |
| Corps Capital Advisors, LLC | 3,907 | $515.8K | 0.83% | −5,131−56.8% | Reduced |
| Lake Street Financial LLC | 3,910 | $516.4K | 0.07% | +1,653+73.2% | Added |
| Alpha Cubed Investments, LLC | 3,918 | $517.4K | 0.02% | −1,608−29.1% | Reduced |
| Archetype Wealth Partners | 3,949 | $521.0K | 0.07% | +2,528+177.9% | Added |
| American Investment Services, Inc. | 3,951 | $521.7K | 0.13% | −287−6.8% | Reduced |
| Gilman Hill Asset Management, LLC | 3,953 | $521.9K | 0.09% | +65+1.7% | Added |
| Retirement Planning Group | 3,957 | $522.4K | 0.02% | +202+5.4% | Added |
| Versant Capital Management, Inc | 3,957 | $522.5K | 0.08% | −2,647−40.1% | Reduced |
| Stonebridge Financial Group, LLC | 3,961 | $523.0K | 0.05% | −107−2.6% | Reduced |
| Capital Performance Advisors LLP | 3,964 | $523.4K | 0.10% | +1,768+80.5% | Added |
| Camden Capital, LLC | 3,972 | $524.5K | 0.05% | −693−14.9% | Reduced |
| FLC Capital Advisors | 3,974 | $524.7K | 0.11% | +222+5.9% | Added |
| Knuff & Co LLC | 3,982 | $525.8K | 0.17% | +18+0.5% | Added |
| Commons Capital, LLC | 4,014 | $530.0K | 0.40% | +525+15.0% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,015 | $530.1K | 0.19% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,892 | $530.4K | 0.19% | +654+20.2% | Added |
| Rice Partnership, LLC | 4,017 | $530.4K | 0.09% | +741+22.6% | Added |
| Well Done, LLC | 4,022 | $531.0K | 0.10% | −89−2.2% | Reduced |
| Venturi Wealth Management, LLC | 4,033 | $532.5K | 0.03% | −2,555−38.8% | Reduced |
| Apriem Advisors | 4,037 | $533.0K | 0.06% | −20.0% | Reduced |
| McMorgan & Co LLC | 4,038 | $533.2K | 0.08% | +170+4.4% | Added |
| Rakuten Securities, Inc. | 4,047 | $534.4K | 0.21% | +2,767+216.2% | Added |
| Florida Financial Advisors, LLC | 4,047 | $534.5K | 0.18% | +187+4.8% | Added |
| MUFG Securities EMEA plc | 4,051 | $534.9K | 0.02% | +4,051 | New |
| Commonwealth Financial Services, LLC | 4,058 | $535.8K | 0.10% | −213−5.0% | Reduced |
| Canton Hathaway, LLC | 4,061 | $536.0K | 0.11% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,063 | $536.5K | 0.26% | +78+2.0% | Added |
| Plan A Wealth LLC | 4,064 | $536.6K | 0.30% | +23+0.6% | Added |
| Fairvoy Private Wealth, LLC | 4,078 | $538.5K | 0.13% | +134+3.4% | Added |
| Financial Advisory Corp | 4,085 | $539.0K | 0.16% | +964+30.9% | Added |
| Wedgewood Investors Inc | 4,090 | $540.0K | 0.62% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,094 | $540.6K | 0.31% | +450+12.3% | Added |
| Trust Co of Kansas | 4,101 | $541.0K | 0.26% | +1,196+41.2% | Added |
| Legacy Wealth Asset Management, LLC | 4,099 | $541.2K | 0.14% | +42+1.0% | Added |
| West Family Investments, Inc. | 4,107 | $542.3K | 0.14% | −4,089−49.9% | Reduced |
| Ignite Planners, LLC | 3,791 | $543.0K | 0.09% | +18+0.5% | Added |
| Edge Financial Advisors LLC | 4,125 | $544.9K | 0.29% | +554+15.5% | Added |
| Quotient Wealth Partners, LLC | 4,131 | $545.5K | 0.02% | −1,519−26.9% | Reduced |
| 49 Wealth Management, LLC | 4,138 | $546.4K | 0.06% | +109+2.7% | Added |
| Bingham Private Wealth, LLC | 4,138 | $546.4K | 0.52% | −367−8.1% | Reduced |
| Global X Japan Co., Ltd. | 4,149 | $547.8K | 0.06% | +89+2.2% | Added |
| Main Street Group, LTD | 4,153 | $548.4K | 0.18% | +20.0% | Added |
| Freedom Financial Partners LLC | 4,156 | $548.8K | 0.23% | −798−16.1% | Reduced |
| Prentice Wealth Management LLC | 4,157 | $548.9K | 0.14% | +182+4.6% | Added |
| Wealth Dimensions Group, Ltd. | 4,157 | $548.9K | 0.12% | +701+20.3% | Added |
| TCFG Wealth Management, LLC | 4,164 | $549.8K | 0.25% | −16−0.4% | Reduced |
| Greenwich Wealth Management LLC | 4,162 | $550.0K | 0.03% | −6−0.1% | Reduced |
| Gratus Wealth Advisors, LLC | 4,166 | $550.1K | 0.08% | −598−12.6% | Reduced |
| CVA Family Office, LLC | 4,171 | $550.7K | 0.08% | −439−9.5% | Reduced |
| PCG Asset Management, LLC | 4,171 | $550.7K | 0.47% | −50−1.2% | Reduced |
| Banque de Luxembourg S.A. | 3,679 | $551.6K | 0.32% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,181 | $552.1K | 0.14% | −113−2.6% | Reduced |
| Petros Family Wealth, LLC | 4,193 | $553.6K | 0.51% | −444−9.6% | Reduced |
| Prestige Wealth Management Group LLC | 4,207 | $555.5K | 0.11% | −146−3.4% | Reduced |
| Sandy Cove Advisors, LLC | 4,229 | $558.4K | 0.20% | −504−10.6% | Reduced |
| Waterloo Capital, L.P. | 4,241 | $559.9K | 0.05% | −3,194−43.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,148 | $560.1K | 0.06% | +2,616+170.8% | Added |
| Cresta Advisors, Ltd. | 4,250 | $561.2K | 0.27% | −150−3.4% | Reduced |
| Pittenger & Anderson Inc | 4,265 | $563.2K | 0.02% | −7,839−64.8% | Reduced |
| Falcon Wealth Planning | 4,265 | $563.2K | 0.06% | −40−0.9% | Reduced |
| Sentry Investment Management LLC | 4,182 | $565.0K | 0.31% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,284 | $565.6K | 0.10% | +1,491+53.4% | Added |
| Pointe Capital Management LLC | 4,294 | $567.0K | 0.29% | +13+0.3% | Added |