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 |
|---|---|---|---|---|---|
| Pines Wealth Management, LLC | 4,192 | $567.5K | 0.20% | +39+0.9% | Added |
| Tortoise Investment Management, LLC | 4,300 | $567.8K | 0.05% | −25−0.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 4,304 | $568.3K | 0.29% | −11−0.3% | Reduced |
| Reik & Co., LLC | 4,305 | $568.4K | 0.14% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,308 | $568.8K | 0.35% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,315 | $569.8K | 0.04% | −515−10.7% | Reduced |
| D.B. Root & Company, LLC | 4,329 | $571.6K | 0.17% | −267−5.8% | Reduced |
| Clarus Group, Inc. | 4,329 | $571.6K | 0.21% | +6+0.1% | Added |
| Perennial Advisors, LLC | 4,330 | $571.7K | 0.11% | +4+0.1% | Added |
| HORAN Wealth, LLC | 4,333 | $572.2K | 0.18% | +4,333 | New |
| Councilmark Asset Management, LLC | 4,334 | $572.3K | 0.36% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,343 | $573.5K | 0.04% | −312−6.7% | Reduced |
| Capital Investment Counsel, Inc | 4,359 | $575.6K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,369 | $576.9K | 0.33% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 4,384 | $578.9K | 0.42% | +38+0.9% | Added |
| Community Trust & Investment Co | 4,408 | $582.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,410 | $582.3K | 0.06% | −607−12.1% | Reduced |
| October Effect Ltd | 4,412 | $582.6K | 0.70% | +4,412 | New |
| Old North State Wealth Management, LLC | 4,408 | $583.1K | 0.30% | +421+10.6% | Added |
| Atlas Wealth LLC | 4,314 | $583.5K | 0.21% | +126+3.0% | Added |
| KWB Wealth | 3,895 | $583.9K | 0.07% | −99−2.5% | Reduced |
| Waycross Partners, LLC | 4,433 | $585.3K | 0.06% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,449 | $587.5K | 0.05% | +63+1.4% | Added |
| Laraway Financial Inc | 4,457 | $588.5K | 0.45% | +10.0% | Added |
| Blue Zone Wealth Advisors, LLC | 4,461 | $589.0K | 0.15% | −74−1.6% | Reduced |
| Old North State Trust, LLC | 4,472 | $590.0K | 0.40% | +319+7.7% | Added |
| Chilton Capital Management LLC | 4,477 | $591.1K | 0.02% | +355+8.6% | Added |
| Hollow Brook Wealth Management LLC | 4,487 | $592.5K | 0.17% | −500−10.0% | Reduced |
| Grant Private Wealth Management Inc | 4,492 | $593.1K | 0.34% | +4,492 | New |
| Cambridge Advisors Inc. | 4,500 | $594.2K | 0.12% | −2,070−31.5% | Reduced |
| Sippican Capital Advisors | 4,508 | $595.2K | 0.43% | +596+15.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,519 | $596.8K | 0.02% | +744+19.7% | Added |
| Global Assets Advisory, LLC | 4,427 | $598.8K | 0.24% | +2,177+96.8% | Added |
| Etesian Wealth Advisors, Inc. | 4,541 | $599.6K | 0.22% | −1,805−28.4% | Reduced |
| JT Stratford LLC | 4,550 | $600.8K | 0.09% | −11−0.2% | Reduced |
| Fortune Financial Advisors, LLC | 4,553 | $601.2K | 0.48% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 4,554 | $601.3K | 0.12% | +51+1.1% | Added |
| Meridian Investment Counsel Inc. | 4,560 | $602.1K | 0.16% | +95+2.1% | Added |
| Guardian Wealth Advisors, LLC | 4,562 | $602.4K | 0.36% | +74+1.6% | Added |
| West Bancorporation Inc | 4,565 | $602.8K | 0.38% | −342−7.0% | Reduced |
| Howard Capital Management Group, LLC | 4,568 | $603.2K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 4,571 | $603.5K | 0.01% | +193+4.4% | Added |
| LongView Wealth Management | 4,574 | $603.9K | 0.18% | −42−0.9% | Reduced |
| Chickasaw Capital Management LLC | 4,575 | $604.0K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,577 | $604.3K | 0.30% | −111−2.4% | Reduced |
| Northwest Wealth Management, LLC | 4,586 | $605.6K | 0.11% | +1,528+50.0% | Added |
| True North Advisors, LLC | 4,614 | $609.2K | 0.12% | −8−0.2% | Reduced |
| Riverbend Wealth Management, LLC | 4,629 | $611.3K | 0.46% | +555+13.6% | Added |
| CFM Wealth Partners LLC | 4,630 | $611.3K | 0.10% | −65−1.4% | Reduced |
| Miller Investment Management, LP | 4,631 | $611.5K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,635 | $612.0K | 0.04% | −199−4.1% | Reduced |
| Savoie Capital LLC | 4,650 | $614.0K | 0.08% | 00.0% | Unchanged |
| 360 Financial, Inc. | 4,655 | $614.7K | 0.19% | −748−13.8% | Reduced |
| Advyzon Investment Management, LLC | 4,659 | $615.1K | 0.14% | +1,779+61.8% | Added |
| Carl P. Sherr & Co., LLC | 4,662 | $615.6K | 0.31% | −500−9.7% | Reduced |
| Global Trust Asset Management, LLC | 4,685 | $618.6K | 0.33% | −82−1.7% | Reduced |
| 4WEALTH Advisors, Inc. | 4,693 | $619.6K | 0.64% | +79+1.7% | Added |
| Chesapeake Wealth Management | 4,694 | $619.9K | 0.21% | −276−5.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,714 | $622.4K | 0.34% | +60+1.3% | Added |
| Seven Springs Wealth Group, LLC | 4,716 | $622.7K | 0.15% | −200−4.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,721 | $623.3K | 0.04% | −247−5.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 4,722 | $623.5K | 0.49% | −209−4.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,725 | $623.8K | 0.05% | −294−5.9% | Reduced |
| Prentiss Smith & Co Inc | 4,725 | $623.9K | 0.37% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4,732 | $624.8K | 0.27% | −1,341−22.1% | Reduced |
| Hoey Investments, Inc | 4,744 | $626.4K | 0.09% | −27−0.6% | Reduced |
| Founders Financial Securities LLC | 4,746 | $626.7K | 0.05% | −50−1.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,754 | $627.7K | 0.11% | −10.0% | Reduced |
| First Affirmative Financial Network | 4,759 | $628.3K | 0.32% | +402+9.2% | Added |
| Invst, LLC | 4,772 | $630.1K | 0.08% | −162−3.3% | Reduced |
| Capital Advantage, Inc. | 4,774 | $630.4K | 0.10% | +214+4.7% | Added |
| Curat Global, LLC | 4,777 | $630.7K | 0.60% | +500+11.7% | Added |
| Black Diamond Financial, LLC | 4,777 | $630.8K | 0.10% | +200+4.4% | Added |
| Bridgewealth Advisory Group, LLC | 4,785 | $631.8K | 0.16% | +4,785 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,800 | $633.8K | 0.22% | +66+1.4% | Added |
| Mission Creek Capital Partners, Inc. | 11,965 | $634.1K | 0.14% | −1,264−9.6% | Reduced |
| Centennial Bank | 4,804 | $634.3K | 0.27% | −33−0.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,812 | $635.4K | 0.04% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 4,820 | $636.4K | 0.22% | −650−11.9% | Reduced |
| Breakwater Capital Group | 4,821 | $636.6K | 0.10% | −790−14.1% | Reduced |
| Allegheny Financial Group LTD | 4,841 | $639.3K | 0.14% | +4+0.1% | Added |
| Transce3nd, LLC | 4,840 | $639.7K | 0.27% | +502+11.6% | Added |
| Annex Advisory Services, LLC | 4,851 | $640.5K | 0.02% | −714−12.8% | Reduced |
| Richard W. Paul & Associates, LLC | 4,871 | $643.2K | 0.23% | +301+6.6% | Added |
| AIA Group Ltd | 4,879 | $644.2K | 0.01% | +4,879 | New |
| Ironvine Capital Partners, LLC | 4,900 | $647.0K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,900 | $647.1K | 0.18% | −78−1.6% | Reduced |
| Hopwood Financial Services, Inc. | 4,931 | $651.1K | 0.51% | −17−0.3% | Reduced |
| Rockingstone Advisors LLC | 4,934 | $651.5K | 0.34% | −1,415−22.3% | Reduced |
| Bay Rivers Group | 4,940 | $652.2K | 0.30% | −147−2.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,960 | $654.9K | 0.06% | −1,224−19.8% | Reduced |
| Net Worth Advisory Group | 4,965 | $655.5K | 0.15% | −5,353−51.9% | Reduced |
| Quadcap Wealth Management, LLC | 4,969 | $656.0K | 0.08% | −70−1.4% | Reduced |
| New England Research & Management, Inc. | 4,976 | $657.0K | 0.31% | −395−7.4% | Reduced |
| Integral Investment Advisors, Inc. | 4,978 | $657.3K | 0.19% | −287−5.5% | Reduced |
| First Business Financial Services, Inc. | 4,982 | $657.8K | 0.06% | −311−5.9% | Reduced |
| Tarbox Family Office, Inc. | 4,988 | $658.6K | 0.10% | 00.0% | Unchanged |
| Sig Brokerage, LP | 4,988 | $658.6K | 0.18% | +2,989+149.5% | Added |
| Gsa Capital Partners LLP | 4,991 | $659.0K | 0.05% | −631−11.2% | Reduced |
| Flagship Wealth Advisors, LLC | 4,998 | $659.9K | 0.25% | +31+0.6% | Added |