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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 5,771 | $762.1K | 0.08% | −2,577−30.9% | Reduced |
| Broadwater Capital Management LLC | 763,191 | $763.2K | 0.59% | +757,361+12,990.8% | Added |
| Insight Advisors, LLC | 5,791 | $764.5K | 0.12% | −33−0.6% | Reduced |
| Financial Advisory Service, Inc. | 5,792 | $764.8K | 0.06% | −16,628−74.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,796 | $765.3K | 0.03% | −122−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,800 | $766.0K | 0.24% | −2,322−28.6% | Reduced |
| Trust Co of the South | 5,805 | $766.5K | 0.14% | +282+5.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,813 | $767.5K | 0.48% | −1,573−21.3% | Reduced |
| Herold Advisors, Inc. | 5,836 | $770.6K | 0.16% | −430−6.9% | Reduced |
| Forza Wealth Management, LLC | 5,844 | $771.6K | 0.32% | −110−1.8% | Reduced |
| Continuum Advisory, LLC | 5,846 | $771.9K | 0.09% | −304−4.9% | Reduced |
| Ambassador Advisors, LLC | 5,851 | $772.5K | 0.12% | +324+5.9% | Added |
| Foster & Motley Inc | 5,857 | $773.0K | 0.04% | −137−2.3% | Reduced |
| Atlas Private Wealth Advisors | 5,857 | $773.0K | 0.10% | −1,804−23.5% | Reduced |
| EPG Wealth Management LLC | 5,867 | $774.6K | 0.23% | −514−8.1% | Reduced |
| Brass Tax Wealth Management, Inc | 5,875 | $775.8K | 0.15% | +166+2.9% | Added |
| Security Financial Services, INC. | 5,890 | $777.7K | 0.14% | +741+14.4% | Added |
| Diversified Enterprises, LLC | 5,897 | $778.6K | 0.06% | −332−5.3% | Reduced |
| Stony Point Wealth Management Inc. | 5,897 | $778.6K | 0.33% | +208+3.7% | Added |
| Pinnacle West Asset Management, Inc. | 5,900 | $779.0K | 0.54% | −55−0.9% | Reduced |
| Congress Park Capital LLC | 5,925 | $782.3K | 0.26% | +450+8.2% | Added |
| Wolff Financial Management LLC | 5,929 | $783.0K | 0.20% | +5+0.1% | Added |
| Eagle Harbor Asset Management Inc | 5,945 | $785.0K | 0.76% | +680+12.9% | Added |
| Pollock Investment Advisors, LLC | 5,948 | $785.4K | 0.64% | −333−5.3% | Reduced |
| Abacus Planning Group, Inc. | 5,958 | $786.7K | 0.12% | −45−0.7% | Reduced |
| Addison Advisors LLC | 5,962 | $787.2K | 0.20% | +400+7.2% | Added |
| Capital Advisors Wealth Management, LLC | 5,962 | $787.3K | 0.12% | +394+7.1% | Added |
| Elyxium Wealth, LLC | 5,965 | $787.6K | 0.30% | +561+10.4% | Added |
| Wells Trecaso Financial Group, LLC | 5,968 | $788.0K | 0.24% | −466−7.2% | Reduced |
| KFG Wealth Management, LLC | 5,972 | $788.6K | 0.13% | +386+6.9% | Added |
| Valley National Advisers Inc | 5,987 | $789.0K | 0.13% | −365−5.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,011 | $793.7K | 0.74% | −100−1.6% | Reduced |
| Advisory Alpha, LLC | 6,014 | $794.2K | 0.02% | −558−8.5% | Reduced |
| WealthTrust Asset Management, LLC | 6,026 | $795.7K | 0.60% | +230+4.0% | Added |
| Lifeworks Advisors, LLC | 6,046 | $798.3K | 0.12% | −47−0.8% | Reduced |
| Quad-Cities Investment Group, LLC | 6,075 | $802.1K | 0.36% | +52+0.9% | Added |
| Eqis Capital Management, Inc. | 6,084 | $803.2K | 0.06% | +130+2.2% | Added |
| Glen Eagle Advisors, LLC | 6,088 | $803.8K | 0.12% | −100−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,095 | $804.8K | 0.36% | +55+0.9% | Added |
| Amussen Hunsaker Associates LLC | 6,105 | $806.1K | 0.09% | −2,379−28.0% | Reduced |
| Insigneo Advisory Services, LLC | 6,118 | $807.8K | 0.07% | +382+6.7% | Added |
| Soltis Investment Advisors LLC | 6,128 | $809.2K | 0.06% | +684+12.6% | Added |
| L2 Asset Management, LLC | 6,139 | $810.6K | 0.13% | +298+5.1% | Added |
| Aaron Wealth Advisors | 6,145 | $811.4K | 0.08% | −852−12.2% | Reduced |
| Empirical Asset Management, LLC | 6,147 | $811.6K | 0.25% | −75−1.2% | Reduced |
| Ballew Advisors, Inc | 5,998 | $812.1K | 0.48% | +61+1.0% | Added |
| Old Port Advisors | 6,169 | $814.6K | 0.22% | −146−2.3% | Reduced |
| Winthrop Advisory Group LLC | 6,178 | $815.7K | 0.08% | +61+1.0% | Added |
| Ellis Investment Partners, LLC | 6,202 | $818.9K | 0.16% | +14+0.2% | Added |
| NCM Capital Management, LLC | 6,203 | $819.0K | 0.34% | −121−1.9% | Reduced |
| Old Mission Investment Co LLC | 6,232 | $822.9K | 0.22% | −786−11.2% | Reduced |
| Cornerstone Advisory, LLC | 6,242 | $824.2K | 0.09% | +403+6.9% | Added |
| Washington Trust Bank | 6,248 | $825.0K | 0.07% | −1,819−22.5% | Reduced |
| Canopy Partners, LLC | 6,271 | $828.0K | 0.30% | −431−6.4% | Reduced |
| Triton Wealth Management, PLLC | 5,733 | $828.5K | 0.35% | +5,733 | New |
| Uhlmann Price Securities, LLC | 6,275 | $828.6K | 0.59% | +6,275 | New |
| Wakefield Asset Management LLLP | 6,278 | $828.9K | 0.23% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 6,101 | $830.2K | 0.30% | −572−8.6% | Reduced |
| SFMG, LLC | 6,291 | $830.7K | 0.06% | −855−12.0% | Reduced |
| Gateway Wealth Partners, LLC | 6,304 | $832.4K | 0.16% | +123+2.0% | Added |
| Ami Asset Management Corp | 6,313 | $833.5K | 0.05% | −266,242−97.7% | Reduced |
| Wellington Shields & Co., LLC | 6,315 | $833.8K | 0.24% | +400+6.8% | Added |
| Autumn Glory Partners, LLC | 6,316 | $834.0K | 0.39% | −62−1.0% | Reduced |
| Integris Wealth Management, LLC | 6,321 | $834.6K | 0.22% | +200+3.3% | Added |
| Oak Hill Wealth Advisors, LLC | 6,183 | $835.0K | 0.17% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 6,341 | $837.3K | 0.16% | −439−6.5% | Reduced |
| Elgethun Capital Management | 6,351 | $838.6K | 0.17% | +111+1.8% | Added |
| Ellenbecker Investment Group | 6,361 | $840.0K | 0.14% | −455−6.7% | Reduced |
| B&L Asset Management LLC | 6,376 | $841.9K | 0.48% | −1,020−13.8% | Reduced |
| RFP Financial Group LLC | 6,379 | $842.4K | 0.35% | +59+0.9% | Added |
| Spectrum Strategic Capital Management, LLC | 6,386 | $843.2K | 0.54% | −1,132−15.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,390 | $843.7K | 0.02% | −7−0.1% | Reduced |
| Norris Perne & French LLP | 6,391 | $843.8K | 0.06% | +50+0.8% | Added |
| Avestar Capital, LLC | 6,413 | $846.8K | 0.06% | −1,659−20.6% | Reduced |
| Bourne Lent Asset Management Inc | 6,415 | $847.0K | 0.33% | +2,800+77.5% | Added |
| Marathon Capital Management | 6,446 | $851.1K | 0.22% | −25−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,462 | $853.2K | 0.06% | −35−0.5% | Reduced |
| Doheny Asset Management | 6,479 | $855.0K | 0.60% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,486 | $856.4K | 0.08% | −118−1.8% | Reduced |
| Sivia Capital Partners, LLC | 6,527 | $861.9K | 0.29% | +3,790+138.5% | Added |
| MBA Advisors LLC | 6,558 | $865.9K | 0.40% | +107+1.7% | Added |
| Altfest L J & Co Inc | 6,569 | $867.4K | 0.10% | +46+0.7% | Added |
| Integrated Investment Consultants, LLC | 6,569 | $867.4K | 0.17% | +1,034+18.7% | Added |
| Guardian Capital LP | 6,579 | $868.7K | 0.03% | −10,878−62.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 6,583 | $869.2K | 0.14% | −100−1.5% | Reduced |
| OneAscent Financial Services LLC | 6,481 | $870.0K | 0.06% | −5,455−45.7% | Reduced |
| Mattson Financial Services, LLC | 6,598 | $871.2K | 0.23% | +120+1.9% | Added |
| Aureus Asset Management, LLC | 6,603 | $871.9K | 0.06% | −100−1.5% | Reduced |
| Prossimo Advisors, LLC | 6,619 | $874.0K | 0.70% | −1,117−14.4% | Reduced |
| Parvin Asset Management, LLC | 6,623 | $874.5K | 0.90% | +103+1.6% | Added |
| Weaver Capital Management LLC | 6,624 | $874.7K | 0.22% | −908−12.1% | Reduced |
| Good Life Advisors, LLC | 6,627 | $875.0K | 0.05% | +1,510+29.5% | Added |
| CRA Financial Services, LLC | 6,631 | $875.5K | 0.13% | −385−5.5% | Reduced |
| EagleClaw Capital Managment, LLC | 6,635 | $876.1K | 0.13% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6,635 | $876.1K | 0.08% | +174+2.7% | Added |
| Security National Bank | 6,636 | $876.2K | 0.15% | −15,285−69.7% | Reduced |
| Court Place Advisors, LLC | 6,646 | $877.6K | 0.28% | −377−5.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,646 | $877.6K | 0.31% | +645+10.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,648 | $877.8K | 0.12% | −1,570−19.1% | Reduced |
| Demars Financial Group, LLC | 6,663 | $879.7K | 0.34% | −968,567−99.3% | Reduced |