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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 27,316 | $3.61M | 0.20% | −92−0.3% | Reduced |
| Mirador Capital Partners LP | 27,320 | $3.61M | 0.59% | +27,320 | New |
| Hall Capital Management Co Inc | 27,367 | $3.61M | 1.53% | +611+2.3% | Added |
| Pure Financial Advisors, Inc. | 27,412 | $3.62M | 0.06% | +21,464+360.9% | Added |
| NovaPoint Capital, LLC | 27,463 | $3.63M | 1.11% | +1,792+7.0% | Added |
| Trust Co of Oklahoma | 27,487 | $3.63M | 1.15% | +258+0.9% | Added |
| Occidental Asset Management, LLC | 27,555 | $3.64M | 0.50% | +1,298+4.9% | Added |
| American Money Management, LLC | 27,590 | $3.64M | 0.64% | +485+1.8% | Added |
| William Allan, LLC | 27,612 | $3.65M | 2.12% | +5,940+27.4% | Added |
| Pekin Hardy Strauss, Inc. | 27,669 | $3.65M | 0.42% | −734−2.6% | Reduced |
| Hallmark Capital Management Inc | 27,696 | $3.66M | 0.26% | +1,159+4.4% | Added |
| Mendel Money Management | 27,707 | $3.66M | 1.62% | −300−1.1% | Reduced |
| Chilton Investment Co LLC | 27,820 | $3.67M | 0.08% | +248+0.9% | Added |
| Larson Financial Group LLC | 27,857 | $3.68M | 0.15% | +11,725+72.7% | Added |
| New England Asset Management Inc | 27,917 | $3.69M | 0.57% | +635+2.3% | Added |
| Roundview Capital LLC | 27,991 | $3.70M | 0.25% | −4,947−15.0% | Reduced |
| Olstein Capital Management, L.P. | 28,000 | $3.70M | 0.69% | +7,000+33.3% | Added |
| Inspire Trust Co, N.A. | 28,000 | $3.70M | 0.76% | +6,000+27.3% | Added |
| Spring Capital Management, LLC | 28,033 | $3.70M | 1.95% | +179+0.6% | Added |
| High Net Worth Advisory Group LLC | 28,178 | $3.72M | 0.98% | −223−0.8% | Reduced |
| Cullinan Associates Inc | 28,193 | $3.72M | 0.25% | +700+2.5% | Added |
| Fruth Investment Management | 28,254 | $3.73M | 1.01% | −41−0.1% | Reduced |
| King Wealth | 28,288 | $3.73M | 0.51% | −1,010−3.4% | Reduced |
| Long Road Investment Counsel, LLC | 28,370 | $3.75M | 1.40% | +70+0.2% | Added |
| Prudential PLC | 28,413 | $3.75M | 0.02% | +25,118+762.3% | Added |
| Private Wealth Partners, LLC | 28,461 | $3.76M | 0.29% | −4,853−14.6% | Reduced |
| City Holding Co | 28,522 | $3.77M | 0.49% | −357−1.2% | Reduced |
| Money Concepts Capital Corp | 28,528 | $3.77M | 0.25% | +1,645+6.1% | Added |
| Adams Asset Advisors, LLC | 28,554 | $3.77M | 0.53% | −5,690−16.6% | Reduced |
| Horrell Capital Management, Inc. | 28,642 | $3.78M | 1.54% | +597+2.1% | Added |
| Conscious Wealth Investments, LLC | 26,286 | $3.78M | 2.42% | +107+0.4% | Added |
| Univest Financial Corp | 28,839 | $3.81M | 0.23% | +111+0.4% | Added |
| Westhampton Capital, LLC | 28,893 | $3.81M | 1.97% | +656+2.3% | Added |
| Coldstream Capital Management Inc | 28,919 | $3.82M | 0.06% | −28,421−49.6% | Reduced |
| Charter Research & Investment Group, Inc. | 28,960 | $3.82M | 2.86% | −580−2.0% | Reduced |
| ProVise Management Group, LLC | 28,972 | $3.83M | 0.30% | +3,634+14.3% | Added |
| DJE Kapital AG | 29,200 | $3.85M | 0.09% | −5,685−16.3% | Reduced |
| Equitable Trust Co | 29,208 | $3.86M | 0.19% | −972−3.2% | Reduced |
| Penn Davis McFarland Inc | 29,213 | $3.86M | 0.43% | +40+0.1% | Added |
| Harbor Advisory Corp | 29,226 | $3.86M | 1.23% | −566−1.9% | Reduced |
| Shufro Rose & Co LLC | 25,865 | $3.88M | 0.31% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 29,466 | $3.89M | 0.58% | +2,671+10.0% | Added |
| Freestone Capital Holdings, LLC | 29,601 | $3.91M | 0.13% | +3,833+14.9% | Added |
| Torno Capital, LLC | 30,000 | $3.96M | 1.49% | +30,000 | New |
| Bristlecone Advisors, LLC | 30,101 | $3.97M | 0.33% | −5,342−15.1% | Reduced |
| SP Asset Management LLC | 30,162 | $3.98M | 0.33% | +120+0.4% | Added |
| Rossmore Private Capital | 30,313 | $4.00M | 0.47% | −669−2.2% | Reduced |
| Middleton & Co Inc | 30,318 | $4.00M | 0.45% | +1,430+5.0% | Added |
| First Horizon Advisors, Inc. | 30,378 | $4.01M | 0.10% | −5,189−14.6% | Reduced |
| MUFG Securities Americas Inc. | 30,387 | $4.01M | 0.34% | +6,110+25.2% | Added |
| Spinnaker Trust | 30,426 | $4.02M | 0.24% | +522+1.7% | Added |
| one8zero8, LLC | 30,467 | $4.02M | 0.95% | −2,153−6.6% | Reduced |
| Bowen Hanes & Co Inc | 30,533 | $4.03M | 0.10% | +318+1.1% | Added |
| Hixon Zuercher, LLC | 30,583 | $4.04M | 1.30% | +614+2.0% | Added |
| Eagle Rock Investment Company, LLC | 30,586 | $4.04M | 0.64% | +1,366+4.7% | Added |
| Stokes Family Office, LLC | 30,649 | $4.05M | 0.42% | +555+1.8% | Added |
| Mogy Joel R Investment Counsel Inc | 30,651 | $4.05M | 0.23% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 30,693 | $4.05M | 0.64% | +681+2.3% | Added |
| Level Four Advisory Services, LLC | 30,994 | $4.09M | 0.15% | +827+2.7% | Added |
| Ascent Group, LLC | 31,088 | $4.10M | 0.16% | −716−2.3% | Reduced |
| Opus Investment Management Inc | 31,200 | $4.12M | 2.74% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 31,302 | $4.13M | 1.60% | −9,427−23.1% | Reduced |
| HBK Sorce Advisory LLC | 31,310 | $4.13M | 0.11% | −47−0.1% | Reduced |
| Covington Investment Advisors Inc. | 31,314 | $4.13M | 0.59% | +3,700+13.4% | Added |
| Motco | 30,036 | $4.14M | 0.40% | −697−2.3% | Reduced |
| Howland Capital Management LLC | 31,681 | $4.18M | 0.17% | −3,979−11.2% | Reduced |
| Marshall & Sullivan Inc | 31,686 | $4.18M | 2.01% | +598+1.9% | Added |
| Hills Bank & Trust Co | 31,716 | $4.19M | 0.26% | −1,463−4.4% | Reduced |
| Verdence Capital Advisors LLC | 31,727 | $4.19M | 0.29% | +230+0.7% | Added |
| Summit Trail Advisors, LLC | 31,829 | $4.20M | 0.07% | +31,829 | New |
| RB Capital Management, LLC | 31,860 | $4.21M | 0.95% | −20.0% | Reduced |
| Ossiam | 31,892 | $4.21M | 0.05% | +2,752+9.4% | Added |
| Azzad Asset Management Inc | 31,993 | $4.22M | 0.45% | +1,550+5.1% | Added |
| Brick & Kyle, Associates | 31,227 | $4.23M | 1.88% | −65−0.2% | Reduced |
| Value Partners Investments Inc. | 32,047 | $4.23M | 0.33% | +6,537+25.6% | Added |
| New Hampshire Trust | 32,066 | $4.23M | 0.88% | −208−0.6% | Reduced |
| AMG National Trust Bank | 32,216 | $4.25M | 0.11% | +365+1.1% | Added |
| Exeter Financial, LLC | 32,371 | $4.27M | 1.90% | +717+2.3% | Added |
| Symphony Financial, Ltd. Co. | 30,518 | $4.31M | 0.56% | +30,518 | New |
| Pegasus Asset Management, Inc. | 32,678 | $4.31M | 1.48% | +1,388+4.4% | Added |
| Perkins Coie Trust Co | 32,724 | $4.32M | 0.74% | +82+0.3% | Added |
| Phoenix Holdings Ltd. | 32,773 | $4.33M | 0.06% | +3,970+13.8% | Added |
| Bollard Group LLC | 32,870 | $4.34M | 0.10% | +929+2.9% | Added |
| Edgar Lomax Co | 32,895 | $4.34M | 0.27% | −520−1.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 32,962 | $4.35M | 0.75% | +6,785+25.9% | Added |
| BKD Wealth Advisors, LLC | 32,994 | $4.36M | 0.09% | +86+0.3% | Added |
| Cardinal Capital Management | 33,004 | $4.36M | 0.64% | +808+2.5% | Added |
| Tufton Capital Management | 33,028 | $4.36M | 0.83% | −1,045−3.1% | Reduced |
| Caldwell Trust Co | 33,068 | $4.37M | 0.44% | +270+0.8% | Added |
| Roberts Glore & Co Inc | 33,104 | $4.37M | 1.28% | +2,117+6.8% | Added |
| Woodmont Investment Counsel LLC | 33,243 | $4.39M | 0.29% | −1,970−5.6% | Reduced |
| BNP Paribas | 33,398 | $4.40M | 0.14% | −9,235−21.7% | Reduced |
| Family Capital Trust Co | 33,379 | $4.41M | 1.53% | +31+0.1% | Added |
| Baker Ellis Asset Management LLC | 33,555 | $4.43M | 0.61% | −1,770−5.0% | Reduced |
| Achmea Investment Management B.V. | 33,593 | $4.44M | 0.06% | −14,268−29.8% | Reduced |
| 1832 Asset Management L.P. | 33,871 | $4.47M | 0.01% | −37,373−52.5% | Reduced |
| SG Americas Securities, LLC | 33,903 | $4.48M | 0.02% | −350,013−91.2% | Reduced |
| Altrius Capital Management Inc | 34,029 | $4.49M | 1.05% | +4,619+15.7% | Added |
| Vivaldi Capital Management, LLC | 34,158 | $4.51M | 0.68% | −40−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,159 | $4.51M | 0.24% | −1,091−3.1% | Reduced |