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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Sherman Asset Management, Inc. | 801 | $105.8K | 0.09% | −408−33.7% | Reduced |
| Eq Wealth Advisors, LLC | 802 | $105.9K | 0.07% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 803 | $106.0K | 0.06% | +42+5.5% | Added |
| Atticus Wealth Management, LLC | 839 | $110.8K | 0.03% | +13+1.6% | Added |
| Catalyst Capital Advisors LLC | 844 | $111.4K | 0.00% | −217−20.5% | Reduced |
| Winch Advisory Services, LLC | 850 | $112.3K | 0.03% | −68−7.4% | Reduced |
| Morse Asset Management, Inc | 857 | $113.2K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 861 | $113.7K | 0.04% | +1+0.1% | Added |
| Sierra Ocean, LLC | 865 | $114.2K | 0.08% | −13−1.5% | Reduced |
| Darwin Advisors, LLC | 866 | $114.4K | 0.04% | −1,363−61.1% | Reduced |
| Traub Capital Management LLC | 874 | $115.4K | 0.11% | +874 | New |
| Bernard Wealth Management Corp. | 876 | $115.6K | 0.05% | −14−1.6% | Reduced |
| Asset Planning,Inc | 891 | $117.7K | 0.09% | −134−13.1% | Reduced |
| Ramirez Asset Management, Inc. | 900 | $118.8K | 0.02% | −6,239−87.4% | Reduced |
| Clear Street Markets LLC | 900 | $118.8K | 0.04% | +900 | New |
| Beaird Harris Wealth Management, LLC | 903 | $119.3K | 0.01% | +122+15.6% | Added |
| Fairscale Capital, LLC | 865 | $119.3K | 0.09% | 00.0% | Unchanged |
| North Capital, Inc. | 919 | $121.3K | 0.10% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 927 | $122.0K | 0.02% | +6+0.7% | Added |
| Hoertkorn Richard Charles | 930 | $122.8K | 0.05% | 00.0% | Unchanged |
| Affinity Wealth LLC | 932 | $123.1K | 0.10% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 933 | $123.2K | 0.03% | +124+15.3% | Added |
| Amica Retiree Medical Trust | 942 | $124.0K | 0.18% | +942 | New |
| Miller Wealth Advisors, LLC | 951 | $125.6K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 953 | $125.9K | 0.07% | +9+1.0% | Added |
| Gitterman Wealth Management, LLC | 959 | $126.7K | 0.03% | +959 | New |
| Putney Financial Group LLC | 961 | $126.9K | 0.13% | −184−16.1% | Reduced |
| Vestor Capital, LLC | 659 | $128.0K | 0.01% | −39,438−98.4% | Reduced |
| Pineridge Advisors LLC | 971 | $128.2K | 0.05% | +9+0.9% | Added |
| Tidemark, LLC | 977 | $129.0K | 0.04% | +36+3.8% | Added |
| HighMark Wealth Management LLC | 1,009 | $133.2K | 0.07% | +7+0.7% | Added |
| Alerus Financial NA | 1,020 | $134.7K | 0.01% | +1,020 | New |
| WPG Advisers, LLC | 1,024 | $135.2K | 0.11% | +178+21.0% | Added |
| REAP Financial Group, LLC | 1,044 | $137.8K | 0.03% | +516+97.7% | Added |
| New England Capital Financial Advisors LLC | 1,049 | $138.5K | 0.06% | +9+0.9% | Added |
| Byrne Asset Management LLC | 1,058 | $139.7K | 0.09% | −17−1.6% | Reduced |
| Cromwell Holdings LLC | 1,075 | $141.9K | 0.09% | −2,218−67.4% | Reduced |
| Paladin Advisory Group, LLC | 1,078 | $142.3K | 0.11% | 00.0% | Unchanged |
| Graney & King, LLC | 1,092 | $144.2K | 0.10% | +2+0.2% | Added |
| Silvant Capital Management LLC | 1,146 | $151.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,149 | $151.7K | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 1,151 | $152.0K | 0.08% | −94−7.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,177 | $155.4K | 0.08% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,215 | $160.4K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,230 | $162.4K | 0.16% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,232 | $162.7K | 0.09% | +2+0.2% | Added |
| Barrett & Company, Inc. | 1,264 | $166.9K | 0.06% | −110−8.0% | Reduced |
| Pin Oak Investment Advisors Inc | 1,119 | $167.0K | 0.14% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 1,268 | $167.4K | 0.13% | −89−6.6% | Reduced |
| Roxbury Financial LLC | 1,285 | $169.7K | 0.17% | −545−29.8% | Reduced |
| Hoese & Co LLP | 1,300 | $171.7K | 0.14% | −805−38.2% | Reduced |
| Slocum, Gordon & Co LLP | 1,308 | $172.7K | 0.14% | −1,018−43.8% | Reduced |
| Financial Management Professionals, Inc. | 1,349 | $178.1K | 0.02% | −230−14.6% | Reduced |
| True Wealth Design, LLC | 1,351 | $178.4K | 0.06% | +70+5.5% | Added |
| ZRC Wealth Management, LLC | 1,356 | $179.1K | 0.07% | −639−32.0% | Reduced |
| Orion Capital Management LLC | 1,386 | $183.0K | 0.07% | −1,023−42.5% | Reduced |
| Sittner & Nelson, LLC | 1,398 | $184.6K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,400 | $185.0K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,404 | $185.0K | 0.09% | +1,300+1,250.0% | Added |
| Kozak & Associates, Inc. | 1,387 | $186.5K | 0.04% | +977+238.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,420 | $187.5K | 0.01% | −619−30.4% | Reduced |
| Hughes Financial Services, LLC | 1,336 | $188.1K | 0.03% | −152−10.2% | Reduced |
| Financial Perspectives, Inc | 1,462 | $193.0K | 0.06% | +129+9.7% | Added |
| Capula Management Ltd | 1,482 | $195.7K | 0.00% | −59−3.8% | Reduced |
| United Community Bank | 1,488 | $196.5K | 0.07% | −776−34.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,492 | $197.0K | 0.15% | +421+39.3% | Added |
| Beacon Capital Management, LLC | 1,494 | $197.3K | 0.03% | −271−15.4% | Reduced |
| TD Capital Management LLC | 1,516 | $200.2K | 0.02% | +333+28.1% | Added |
| Camelot Portfolios, LLC | 1,521 | $200.9K | 0.12% | −11−0.7% | Reduced |
| Capital Market Strategies LLC | 1,522 | $201.0K | 0.14% | −828−35.2% | Reduced |
| Sawyer & Company, Inc | 1,487 | $201.3K | 0.07% | −110−6.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,527 | $201.6K | 0.04% | 00.0% | Unchanged |
| Manske Wealth Management | 1,529 | $201.9K | 0.07% | −207−11.9% | Reduced |
| Tripletail Wealth Management, LLC | 1,400 | $202.1K | 0.29% | +1,400 | New |
| Members Capital Advisors Inc | 1,532 | $202.3K | 0.23% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,533 | $202.4K | 0.07% | −5−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 1,535 | $202.7K | 0.27% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,536 | $202.8K | 0.07% | +15+1.0% | Added |
| Precision Wealth Strategies, LLC | 1,536 | $202.8K | 0.07% | +1,536 | New |
| Financial Partners Group, Inc | 1,538 | $203.0K | 0.03% | +1,538 | New |
| Fortress Financial Group, LLC | 1,540 | $203.3K | 0.17% | +50+3.4% | Added |
| Three Seasons Wealth, LLC | 1,540 | $203.3K | 0.02% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,541 | $203.5K | 0.04% | −244−13.7% | Reduced |
| Navalign, LLC | 1,542 | $203.6K | 0.06% | +29+1.9% | Added |
| M3 Advisory Group, LLC | 1,542 | $203.7K | 0.14% | +1,542 | New |
| Swan Global Investments, LLC | 1,545 | $204.0K | 0.01% | +1,545 | New |
| Safeguard Investment Advisory Group, LLC | 1,547 | $204.3K | 0.05% | −699−31.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,549 | $204.5K | 0.03% | +1,104+248.1% | Added |
| Chelsea Counsel Co | 1,550 | $204.7K | 0.10% | 00.0% | Unchanged |
| United Bank | 1,552 | $204.9K | 0.08% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,553 | $205.0K | 0.06% | −3−0.2% | Reduced |
| Seamount Financial Group Inc | 1,553 | $205.1K | 0.11% | +1,553 | New |
| Berkshire Money Management, Inc. | 1,557 | $205.6K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,521 | $205.7K | 0.08% | −21−1.4% | Reduced |
| Cohen Investment Advisors LLC | 1,558 | $205.7K | 0.11% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,559 | $205.8K | 0.05% | +90+6.1% | Added |
| PKS Advisory Services, LLC | 1,559 | $205.8K | 0.05% | +41+2.7% | Added |
| Summit Financial Strategies, Inc. | 1,559 | $205.8K | 0.02% | +54+3.6% | Added |
| OneAscent Investment Solutions LLC | 1,557 | $206.0K | 0.22% | +1,557 | New |
| Sovran Advisors, LLC | 1,526 | $206.0K | 0.02% | −933−37.9% | Reduced |