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 |
|---|---|---|---|---|---|
| Lynx Capital Group Ltd | 5,000 | $660.2K | 0.32% | +5,000 | New |
| Windsor Capital Management, LLC | 5,015 | $662.2K | 0.19% | 00.0% | Unchanged |
| STAR Financial Bank | 5,034 | $664.7K | 0.42% | −512−9.2% | Reduced |
| Austin Private Wealth, LLC | 5,042 | $665.7K | 0.05% | −95−1.8% | Reduced |
| Moment Partners, LLC | 5,047 | $666.4K | 0.13% | +50+1.0% | Added |
| First National Bank | 5,049 | $666.7K | 0.38% | +267+5.6% | Added |
| 1620 Investment Advisors, Inc. | 5,053 | $667.3K | 0.47% | +73+1.5% | Added |
| RiverFront Investment Group, LLC | 5,069 | $669.3K | 0.01% | +289+6.0% | Added |
| Buckley Wealth Management, LLC | 5,074 | $670.0K | 0.20% | −121−2.3% | Reduced |
| CPA Asset Management LLC | 5,074 | $670.0K | 0.28% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 5,075 | $670.0K | 0.25% | +3,517+225.7% | Added |
| OneAscent Wealth Management LLC | 5,086 | $672.0K | 0.25% | +5,086 | New |
| RiverPark Advisors, LLC | 5,093 | $672.5K | 0.41% | −268−5.0% | Reduced |
| Trueblood Wealth Management, LLC | 5,111 | $674.8K | 0.28% | −29−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,119 | $675.9K | 0.05% | −300−5.5% | Reduced |
| IVC Wealth Advisors LLC | 5,120 | $676.1K | 0.33% | +105+2.1% | Added |
| Somerset Group LLC | 5,138 | $678.4K | 0.57% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 5,154 | $680.5K | 0.47% | −231−4.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,155 | $680.7K | 0.47% | +11+0.2% | Added |
| Keudell/Morrison Wealth Management | 5,163 | $681.7K | 0.15% | +610+13.4% | Added |
| Weik Capital Management | 5,165 | $682.0K | 0.27% | −280−5.1% | Reduced |
| Foster Group, Inc. | 5,169 | $682.6K | 0.02% | +229+4.6% | Added |
| Boltwood Capital Management | 5,176 | $683.4K | 0.19% | −10−0.2% | Reduced |
| Exchange Bank | 5,179 | $683.8K | 0.54% | −191−3.6% | Reduced |
| Legacy Financial Advisors, Inc. | 5,181 | $684.1K | 0.11% | −3,066−37.2% | Reduced |
| Gilbert & Cook, Inc. | 5,191 | $685.4K | 0.09% | +108+2.1% | Added |
| Financial Engines Advisors L.L.C. | 5,193 | $686.0K | 0.00% | +2,614+101.4% | Added |
| Calamos Wealth Management LLC | 5,196 | $686.1K | 0.03% | −104,869−95.3% | Reduced |
| Holistic Planning, LLC | 5,200 | $686.6K | 0.20% | +1,229+30.9% | Added |
| Acima Private Wealth, LLC | 5,206 | $687.4K | 0.23% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 5,210 | $687.9K | 0.50% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 5,219 | $689.1K | 0.46% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,231 | $690.7K | 0.18% | −673−11.4% | Reduced |
| Southeast Asset Advisors Inc. | 5,245 | $692.5K | 0.08% | +20+0.4% | Added |
| Colton Groome Financial Advisors, LLC | 5,246 | $692.7K | 0.23% | +1,138+27.7% | Added |
| Almanack Investment Partners, LLC. | 5,249 | $693.1K | 0.11% | +3,530+205.4% | Added |
| Sunburst Financial Group, LLC | 5,257 | $694.1K | 0.16% | −179−3.3% | Reduced |
| Roof Eidam & Maycock | 5,262 | $694.8K | 0.17% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,266 | $695.3K | 0.03% | +218+4.3% | Added |
| Profit Investment Management, LLC | 5,272 | $696.1K | 0.63% | −230−4.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,281 | $697.0K | 0.19% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 5,286 | $698.0K | 0.07% | −99−1.8% | Reduced |
| Mill Capital Management, LLC | 5,289 | $698.4K | 0.05% | −225−4.1% | Reduced |
| Semmax Financial Advisors Inc. | 4,809 | $698.4K | 0.18% | +932+24.0% | Added |
| Cladis Investment Advisory, LLC | 5,292 | $698.8K | 0.44% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5,303 | $700.2K | 0.26% | +36+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,304 | $700.4K | 0.23% | −1,104−17.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,862 | $702.7K | 0.20% | +261+5.7% | Added |
| Jmac Enterprises LLC | 5,323 | $702.9K | 0.15% | +803+17.8% | Added |
| Promethium Advisors,llc | 5,333 | $704.2K | 0.43% | +365+7.3% | Added |
| Essex Investment Management Co LLC | 5,336 | $704.6K | 0.13% | −578−9.8% | Reduced |
| Atomi Financial Group, Inc. | 5,344 | $705.6K | 0.03% | −2,400−31.0% | Reduced |
| Invesco, LLC | 5,357 | $707.3K | 0.26% | −712−11.7% | Reduced |
| Millstone Evans Group, LLC | 5,360 | $707.7K | 0.48% | −23−0.4% | Reduced |
| Base Wealth Management LLC | 5,361 | $707.9K | 0.45% | −4−0.1% | Reduced |
| Cornerstone National Bank & Trust Co | 5,372 | $709.3K | 0.31% | +310+6.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,383 | $710.8K | 0.26% | +2,621+94.9% | Added |
| Clark Capital Management Group, Inc. | 5,384 | $710.8K | 0.00% | −500−8.5% | Reduced |
| Tyler-Stone Wealth Management | 5,398 | $712.7K | 0.11% | −409−7.0% | Reduced |
| Silver Lake Advisory, LLC | 5,405 | $713.7K | 0.30% | +232+4.5% | Added |
| Lakeridge Wealth Management LLC | 5,409 | $714.2K | 0.33% | +86+1.6% | Added |
| Richwood Investment Advisors, LLC | 5,427 | $716.6K | 0.59% | −85−1.5% | Reduced |
| Wolverine Asset Management LLC | 5,428 | $716.7K | 0.01% | +5,330+5,438.8% | Added |
| Armstrong, Fleming & Moore, Inc | 5,431 | $717.0K | 0.39% | +3,328+158.3% | Added |
| Obsidian Personal Planning Solutions LLC | 5,434 | $717.5K | 0.29% | +20.0% | Added |
| Alliance Wealth Advisors, LLC | 5,443 | $718.8K | 0.18% | +430+8.6% | Added |
| DAGCO, Inc. | 5,444 | $718.8K | 0.20% | −2,877−34.6% | Reduced |
| Franklin Street Advisors Inc | 5,471 | $722.0K | 0.04% | +161+3.0% | Added |
| Hemenway Trust Co LLC | 5,470 | $722.3K | 0.06% | −1,861−25.4% | Reduced |
| Delaney Dennis R | 5,505 | $726.9K | 0.37% | −575−9.5% | Reduced |
| Keynote Financial Services LLC | 5,507 | $727.1K | 0.49% | +2,457+80.6% | Added |
| Magnolia Capital Management Ltd | 5,516 | $728.0K | 0.58% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 6,509 | $732.2K | 0.02% | +336+5.4% | Added |
| Catalyst Financial Partners LLC | 5,561 | $734.3K | 0.08% | −17−0.3% | Reduced |
| Tranquility Partners, LLC | 5,563 | $734.5K | 0.26% | −141−2.5% | Reduced |
| Waddell & Associates, LLC | 5,565 | $734.8K | 0.08% | +1,965+54.6% | Added |
| General Partner, Inc. | 5,568 | $735.2K | 0.43% | 00.0% | Unchanged |
| St. Louis Trust Co | 5,578 | $736.5K | 0.10% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,925 | $738.3K | 0.41% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 5,594 | $738.6K | 0.33% | −216−3.7% | Reduced |
| Patriot Investment Management Inc. | 5,617 | $741.6K | 0.05% | +119+2.2% | Added |
| Heartland Bank & Trust Co | 5,618 | $741.8K | 0.35% | −118−2.1% | Reduced |
| Trinity Legacy Partners, LLC | 5,482 | $742.0K | 0.18% | −804−12.8% | Reduced |
| Roman Butler Fullerton & Co | 5,176 | $742.6K | 0.22% | +86+1.7% | Added |
| Goepper Burkhardt LLC | 5,628 | $743.1K | 0.27% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 5,630 | $743.3K | 0.49% | +46+0.8% | Added |
| Coastwise Capital Group, LLC | 5,632 | $743.6K | 0.59% | −363−6.1% | Reduced |
| Cowa, LLC | 5,628 | $743.6K | 0.28% | +2,878+104.7% | Added |
| Archford Capital Strategies, LLC | 5,639 | $744.6K | 0.10% | −1,698−23.1% | Reduced |
| Traphagen Investment Advisors LLC | 5,653 | $746.4K | 0.07% | −170−2.9% | Reduced |
| Johnson & White Wealth Management, LLC | 5,680 | $750.0K | 0.38% | −50−0.9% | Reduced |
| McRae Capital Management Inc | 5,687 | $750.9K | 0.15% | −1,250−18.0% | Reduced |
| Weatherly Asset Management L. P. | 5,690 | $751.3K | 0.06% | −75−1.3% | Reduced |
| Proffitt & Goodson Inc | 5,696 | $752.1K | 0.11% | +241+4.4% | Added |
| Ami Investment Management Inc | 5,702 | $752.9K | 0.19% | −142−2.4% | Reduced |
| Great Diamond Partners, LLC | 5,714 | $754.5K | 0.16% | +5,714 | New |
| Northern Oak Wealth Management Inc | 5,716 | $754.7K | 0.10% | −245−4.1% | Reduced |
| Consolidated Portfolio Review Corp | 5,739 | $757.8K | 0.10% | −108−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 5,740 | $757.9K | 0.06% | −557−8.8% | Reduced |
| Prairie Sky Financial Group LLC | 5,768 | $761.6K | 0.42% | 00.0% | Unchanged |