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
- 3,328
- −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
- 1,314 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 19,131 | $2.53M | 0.70% | +4,237+28.4% | Added |
| Adirondack Trust Co | 19,163 | $2.53M | 0.92% | −1,170−5.8% | Reduced |
| Townsend & Associates, Inc | 17,657 | $2.53M | 0.25% | −642−3.5% | Reduced |
| IFP Advisors, Inc | 19,214 | $2.54M | 0.07% | −435−2.2% | Reduced |
| Zuckerman Investment Group, LLC | 19,288 | $2.55M | 0.25% | +2,668+16.1% | Added |
| Delta Global Management LP | 19,329 | $2.55M | 0.17% | +2,485+14.8% | Added |
| Radnor Capital Management, LLC | 19,396 | $2.56M | 0.41% | +150+0.8% | Added |
| Independent Investors Inc | 19,463 | $2.57M | 0.56% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 19,580 | $2.59M | 0.61% | −148−0.8% | Reduced |
| PFC Capital Group, Inc. | 19,657 | $2.60M | 1.20% | −3,395−14.7% | Reduced |
| Burney Co | 19,666 | $2.60M | 0.09% | −2,675−12.0% | Reduced |
| InvesTrust | 19,728 | $2.60M | 1.01% | −21,969−52.7% | Reduced |
| Zhang Financial LLC | 19,762 | $2.61M | 0.12% | −18−0.1% | Reduced |
| StrongBox Wealth, LLC | 19,772 | $2.61M | 0.99% | +2,128+12.1% | Added |
| Bank Ozk | 19,826 | $2.62M | 1.00% | −371−1.8% | Reduced |
| Moody National Bank Trust Division | 19,877 | $2.62M | 0.24% | +660+3.4% | Added |
| Bull Street Advisors, LLC | 19,902 | $2.63M | 1.26% | +74+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 19,948 | $2.63M | 0.94% | +288+1.5% | Added |
| Perpetual Ltd | 19,959 | $2.64M | 0.03% | +8,082+68.0% | Added |
| Global Retirement Partners, LLC | 20,034 | $2.65M | 0.07% | +20,034 | New |
| Qtron Investments LLC | 20,060 | $2.65M | 0.34% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 20,088 | $2.65M | 0.71% | −1,384−6.4% | Reduced |
| Oak Asset Management, LLC | 20,156 | $2.66M | 0.95% | +94+0.5% | Added |
| Coastline Trust Co | 20,170 | $2.66M | 0.31% | −159−0.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 20,200 | $2.67M | 0.04% | −2,442−10.8% | Reduced |
| Fragasso Group Inc. | 20,277 | $2.68M | 0.18% | −1,217−5.7% | Reduced |
| Inscription Capital, LLC | 20,285 | $2.68M | 0.39% | −5,728−22.0% | Reduced |
| 180 Wealth Advisors, LLC | 20,304 | $2.68M | 0.37% | +821+4.2% | Added |
| Capricorn Fund Managers Ltd | 20,314 | $2.68M | 1.27% | +20,314 | New |
| GeoWealth Management, LLC | 20,318 | $2.68M | 0.10% | +1,375+7.3% | Added |
| Eagle Capital Management, LLC | 20,379 | $2.69M | 1.18% | +57+0.3% | Added |
| Peoples Bank | 20,388 | $2.69M | 1.81% | +200+1.0% | Added |
| Plimoth Trust Co LLC | 20,414 | $2.70M | 0.65% | +2,003+10.9% | Added |
| Trust Point Inc. | 20,422 | $2.70M | 0.25% | −67−0.3% | Reduced |
| Cadent Capital Advisors, LLC | 20,501 | $2.71M | 0.89% | +30.0% | Added |
| TCG Advisory Services, LLC | 20,522 | $2.71M | 0.09% | −624−3.0% | Reduced |
| Quadrant Capital Group LLC | 20,537 | $2.71M | 0.10% | −8,489−29.2% | Reduced |
| TownSquare Capital, LLC | 20,554 | $2.71M | 0.26% | −83,538−80.3% | Reduced |
| Resonant Capital Advisors, LLC | 20,598 | $2.72M | 0.17% | −859−4.0% | Reduced |
| Paradigm Financial Partners, LLC | 20,676 | $2.73M | 0.30% | −1,324−6.0% | Reduced |
| Smith Shellnut Wilson LLC | 20,705 | $2.73M | 1.19% | −153−0.7% | Reduced |
| Diversify Advisory Services, LLC | 18,646 | $2.74M | 0.10% | +7,547+68.0% | Added |
| First Pacific Financial | 20,795 | $2.75M | 0.40% | +20,212+3,466.9% | Added |
| Ransom Advisory, Ltd | 20,872 | $2.76M | 1.30% | +10.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 20,894 | $2.76M | 1.80% | +9,124+77.5% | Added |
| Edgewood Management LLC | 20,921 | $2.76M | 0.01% | −3,500−14.3% | Reduced |
| V-Square Quantitative Management LLC | 20,960 | $2.77M | 0.37% | +121+0.6% | Added |
| Peloton Wealth Strategists | 20,960 | $2.77M | 1.11% | −125−0.6% | Reduced |
| Tounjian Advisory Partners, LLC | 18,548 | $2.78M | 0.54% | −422−2.2% | Reduced |
| Janney Capital Management LLC | 21,101 | $2.79M | 0.18% | +384+1.9% | Added |
| Physicians Financial Services, Inc. | 21,139 | $2.79M | 0.83% | −678−3.1% | Reduced |
| Heritage Trust Co | 21,153 | $2.79M | 0.32% | +585+2.8% | Added |
| Wealth Alliance | 21,159 | $2.79M | 0.31% | −1,065−4.8% | Reduced |
| Principle Wealth Partners LLC | 21,161 | $2.79M | 0.17% | −8,159−27.8% | Reduced |
| Osprey Private Wealth LLC | 20,680 | $2.80M | 1.52% | +750+3.8% | Added |
| Regal Investment Advisors LLC | 21,215 | $2.80M | 0.21% | −64−0.3% | Reduced |
| Sendero Wealth Management, LLC | 21,244 | $2.81M | 0.35% | +394+1.9% | Added |
| Somerset Trust Co | 21,344 | $2.82M | 0.92% | +259+1.2% | Added |
| STF Management LP | 21,385 | $2.82M | 1.11% | +520+2.5% | Added |
| Murphy Pohlad Asset Management LLC | 21,418 | $2.83M | 1.20% | +1,185+5.9% | Added |
| Leo Wealth, LLC | 21,448 | $2.83M | 0.22% | +6,499+43.5% | Added |
| Agate Pass Investment Management, LLC | 21,458 | $2.83M | 1.16% | −1,144−5.1% | Reduced |
| United Asset Strategies, Inc. | 21,463 | $2.83M | 0.24% | +551+2.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 21,471 | $2.84M | 2.16% | +21,471 | New |
| Anchor Investment Management, LLC | 21,485 | $2.84M | 0.25% | −577−2.6% | Reduced |
| BLB&B Advisors, LLC | 21,606 | $2.85M | 0.13% | −1,495−6.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,688 | $2.86M | 0.69% | −2,130−8.9% | Reduced |
| Sequent Planning LLC | 21,763 | $2.87M | 0.91% | +22+0.1% | Added |
| Delta Capital Management LLC | 21,800 | $2.88M | 1.61% | 00.0% | Unchanged |
| Country Club Bank | 22,013 | $2.88M | 0.18% | +369+1.7% | Added |
| Northeast Financial Consultants Inc | 21,855 | $2.89M | 0.12% | −1,184−5.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 21,857 | $2.89M | 1.48% | +713+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,882 | $2.89M | 0.07% | −850−3.7% | Reduced |
| Capital Investment Advisory Services, LLC | 21,900 | $2.89M | 0.24% | +9,869+82.0% | Added |
| Investmark Advisory Group LLC | 21,916 | $2.89M | 1.36% | −615−2.7% | Reduced |
| Principal Securities, Inc. | 21,939 | $2.90M | 0.05% | −81,065−78.7% | Reduced |
| ICW Investment Advisors LLC | 21,974 | $2.90M | 1.15% | +572+2.7% | Added |
| Schulhoff & Co Inc | 22,051 | $2.91M | 1.29% | +50.0% | Added |
| KLCM Advisors, Inc. | 22,098 | $2.92M | 0.31% | −430−1.9% | Reduced |
| Norden Group LLC | 22,106 | $2.92M | 0.32% | −390−1.7% | Reduced |
| McDaniel Terry & Co | 22,116 | $2.92M | 0.24% | −23,159−51.2% | Reduced |
| Kavar Capital Partners Group, LLC | 22,125 | $2.92M | 0.42% | −3,026−12.0% | Reduced |
| Martin Capital Partners, LLC | 22,242 | $2.94M | 1.15% | +15,005+207.3% | Added |
| Morton Community Bank | 22,323 | $2.95M | 0.73% | +1,460+7.0% | Added |
| Icon Wealth Advisors, LLC | 22,336 | $2.95M | 0.21% | −5,093−18.6% | Reduced |
| Chicago Partners Investment Group LLC | 20,269 | $2.95M | 0.09% | +3,374+20.0% | Added |
| PYA Waltman Capital, LLC | 22,453 | $2.96M | 0.85% | +4,233+23.2% | Added |
| Diamant Asset Management, Inc. | 22,485 | $2.97M | 2.26% | −395−1.7% | Reduced |
| Apella Capital, LLC | 22,149 | $2.98M | 0.08% | −447−2.0% | Reduced |
| Winthrop Capital Management, LLC | 22,579 | $2.98M | 0.75% | +126+0.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 22,584 | $2.98M | 0.35% | −2,866−11.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 22,608 | $2.99M | 0.67% | −428−1.9% | Reduced |
| Shoker Investment Counsel, Inc. | 22,726 | $3.00M | 0.94% | +479+2.2% | Added |
| Mathes Company, Inc. | 22,731 | $3.00M | 1.11% | −900−3.8% | Reduced |
| JPL Wealth Management, LLC | 22,730 | $3.00M | 0.81% | +202+0.9% | Added |
| Brentview Investment Management LLC | 22,879 | $3.02M | 1.53% | −397−1.7% | Reduced |
| Boit C F David | 22,900 | $3.02M | 1.45% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22,972 | $3.03M | 0.08% | −1,776−7.2% | Reduced |
| Garrett Investment Advisors LLC | 22,999 | $3.04M | 0.27% | −40−0.2% | Reduced |
| Arkadios Wealth Advisors | 23,127 | $3.05M | 0.09% | +847+3.8% | Added |