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 |
|---|---|---|---|---|---|
| 17 Capital Partners, LLC | 2,528 | $333.8K | 0.19% | +21+0.8% | Added |
| BCS Private Wealth Management, Inc. | 2,532 | $334.0K | 0.13% | +2,532 | New |
| Syntegra Private Wealth Group, LLC | 2,531 | $334.2K | 0.03% | −180−6.6% | Reduced |
| Trace Wealth Advisors, LLC | 2,531 | $334.2K | 0.27% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,531 | $334.2K | 0.05% | +116+4.8% | Added |
| Broadway Wealth Solutions, Inc. | 2,534 | $334.6K | 0.21% | +91+3.7% | Added |
| Westside Investment Management, Inc. | 2,532 | $334.9K | 0.06% | +77+3.1% | Added |
| TSFG, LLC | 2,540 | $335.0K | 0.06% | −158−5.9% | Reduced |
| New Republic Capital, LLC | 2,546 | $336.1K | 0.12% | −168−6.2% | Reduced |
| Blueshift Asset Management, LLC | 2,550 | $336.7K | 0.10% | +2,550 | New |
| Volterra Technologies LP | 2,552 | $337.0K | 0.46% | +2,552 | New |
| Alan B. Lancz & Associates, Inc. | 2,556 | $337.5K | 0.34% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,563 | $338.4K | 0.06% | −39−1.5% | Reduced |
| Central Pacific Bank - Trust Division | 2,566 | $338.8K | 0.04% | +274+12.0% | Added |
| Robinswood Financial LLC | 2,566 | $338.9K | 0.12% | −39−1.5% | Reduced |
| Virtue Capital Management, LLC | 2,567 | $338.9K | 0.06% | −3,382−56.8% | Reduced |
| WealthTrust Axiom LLC | 2,579 | $340.5K | 0.10% | −310−10.7% | Reduced |
| AGH Wealth Advisors, LLC | 2,580 | $340.7K | 0.28% | −603−18.9% | Reduced |
| Generation Capital Management LLC | 2,580 | $340.7K | 0.27% | +139+5.7% | Added |
| Weaver Consulting Group | 2,581 | $340.8K | 0.09% | +72+2.9% | Added |
| GGM Financials LLC | 2,581 | $340.8K | 0.20% | −484−15.8% | Reduced |
| LifeSteps Financial, Inc. | 2,585 | $341.3K | 0.23% | −518−16.7% | Reduced |
| Blalock Williams, LLC | 2,586 | $341.5K | 0.34% | −520−16.7% | Reduced |
| Peoples Bank | 2,586 | $341.5K | 0.21% | +77+3.1% | Added |
| Opus Capital Group, LLC | 2,591 | $342.0K | 0.04% | −1,065−29.1% | Reduced |
| Main Street Research LLC | 2,591 | $342.1K | 0.02% | +300+13.1% | Added |
| Intelligent Financial Strategies | 2,595 | $342.6K | 0.18% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 2,600 | $343.3K | 0.03% | 00.0% | Unchanged |
| CastleKnight Management LP | 2,600 | $343.3K | 0.02% | +2,600 | New |
| CMG Global Holdings, LLC | 2,425 | $343.3K | 0.18% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,601 | $343.4K | 0.08% | −813−23.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,601 | $343.4K | 0.10% | −14−0.5% | Reduced |
| BankPlus Trust Department | 2,604 | $343.8K | 0.10% | −9−0.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,548 | $344.6K | 0.20% | −159−5.9% | Reduced |
| Petrus Trust Company, LTA | 2,622 | $346.2K | 0.04% | +805+44.3% | Added |
| First Community Trust NA | 2,628 | $347.0K | 0.28% | −208−7.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,639 | $348.5K | 0.03% | −19−0.7% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $348.6K | 0.15% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,640 | $348.6K | 0.00% | +367+16.1% | Added |
| Wedge Capital Management L L P | 2,660 | $351.2K | 0.01% | −58−2.1% | Reduced |
| Willow Creek Wealth Management Inc. | 2,660 | $351.3K | 0.03% | −4−0.2% | Reduced |
| Atwater Malick LLC | 2,667 | $352.2K | 0.11% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,671 | $352.6K | 0.14% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,615 | $353.1K | 0.32% | +238+10.0% | Added |
| Dodds Wealth, LLC | 2,675 | $353.3K | 0.09% | −300−10.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,683 | $354.3K | 0.13% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,683 | $354.3K | 0.04% | −97−3.5% | Reduced |
| Beacon Financial Advisory LLC | 2,684 | $354.4K | 0.09% | +464+20.9% | Added |
| Institute for Wealth Management, LLC. | 2,694 | $355.7K | 0.04% | −130−4.6% | Reduced |
| Bluefin Capital Management, LLC | 2,700 | $356.5K | 0.28% | +2,700 | New |
| Balboa Wealth Partners | 2,701 | $356.7K | 0.07% | +152+6.0% | Added |
| Trillium Asset Management, LLC | 2,706 | $357.0K | 0.01% | +6+0.2% | Added |
| Websterrogers Financial Advisors, LLC | 2,705 | $357.3K | 0.11% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 2,709 | $357.6K | 0.04% | +1,009+59.4% | Added |
| Souders Financial Advisors | 2,715 | $358.5K | 0.05% | −2,881−51.5% | Reduced |
| Morris Financial Concepts, Inc. | 2,719 | $359.0K | 0.14% | −2,138−44.0% | Reduced |
| Arcataur Capital Management LLC | 2,725 | $359.8K | 0.11% | −5−0.2% | Reduced |
| D L Carlson Investment Group Inc | 2,726 | $359.9K | 0.07% | −434−13.7% | Reduced |
| Portfolio Design Labs, LLC | 2,726 | $359.9K | 0.07% | −197−6.7% | Reduced |
| Kera Capital Partners, Inc. | 2,730 | $360.5K | 0.07% | +2,730 | New |
| Wagner Wealth Management, LLC | 2,732 | $360.8K | 0.08% | −382−12.3% | Reduced |
| PUREfi Wealth, LLC | 2,733 | $360.9K | 0.29% | −619−18.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,707 | $364.0K | 0.14% | +100+3.8% | Added |
| Financial Security Advisor, Inc. | 2,766 | $365.2K | 0.08% | +61+2.3% | Added |
| Everpar Advisors LLC | 2,768 | $365.5K | 0.17% | −748−21.3% | Reduced |
| Secured Retirement Advisors, LLC | 2,770 | $365.7K | 0.22% | +817+41.8% | Added |
| First Commonwealth Financial Corp | 2,770 | $365.8K | 0.08% | −233−7.8% | Reduced |
| Code Waechter LLC | 2,776 | $366.5K | 0.26% | −380−12.0% | Reduced |
| Copley Financial Group, Inc. | 2,792 | $368.7K | 0.27% | −175−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,796 | $369.0K | 0.18% | −223−7.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,797 | $369.3K | 0.05% | −89−3.1% | Reduced |
| Midwest Financial Group LLC | 2,798 | $369.4K | 0.19% | +108+4.0% | Added |
| Alesco Advisors LLC | 2,800 | $369.7K | 0.01% | −107−3.7% | Reduced |
| Drexel Morgan & Co. | 2,800 | $369.7K | 0.07% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,802 | $369.9K | 0.03% | −375−11.8% | Reduced |
| Goldstein Advisors, LLC | 2,805 | $370.4K | 0.05% | +178+6.8% | Added |
| Solstein Capital, LLC | 2,806 | $370.5K | 0.19% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,716 | $370.7K | 0.04% | −93−3.3% | Reduced |
| TAGStone Capital, Inc. | 2,555 | $371.0K | 0.15% | +23+0.9% | Added |
| Braun-Bostich & Associates Inc. | 2,811 | $371.2K | 0.25% | +178+6.8% | Added |
| Red Cedar Investment Management, LLC | 2,813 | $371.4K | 0.05% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,819 | $372.2K | 0.07% | −14−0.5% | Reduced |
| Seven Mile Advisory | 2,819 | $372.2K | 0.22% | +269+10.5% | Added |
| Ruggaard & Associates LLC | 2,824 | $372.9K | 0.15% | −25−0.9% | Reduced |
| Alteri Wealth LLC | 2,826 | $373.1K | 0.14% | −2,933−50.9% | Reduced |
| RW Investment Management LLC | 2,833 | $374.1K | 0.04% | −297−9.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,847 | $375.9K | 0.05% | −155−5.2% | Reduced |
| Sulzberger Capital Advisors, Inc. | 2,850 | $376.3K | 0.44% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,805 | $377.2K | 0.07% | −95−3.3% | Reduced |
| Marshall Financial Group LLC | 2,810 | $377.8K | 0.07% | −122−4.2% | Reduced |
| Bolthouse Investments, LLC | 2,862 | $377.9K | 0.37% | −1,256−30.5% | Reduced |
| Philadelphia Trust Co | 2,862 | $378.0K | 0.03% | −20−0.7% | Reduced |
| McAdam, LLC | 2,866 | $378.4K | 0.02% | −134−4.5% | Reduced |
| Sage Capital Management, LLC | 2,869 | $378.9K | 0.18% | +13+0.5% | Added |
| Horan Securities, Inc. | 2,870 | $378.9K | 0.13% | −25−0.9% | Reduced |
| Spinnaker Investment Group, LLC | 2,872 | $379.2K | 0.09% | −66−2.2% | Reduced |
| APCM Wealth Management for Individuals | 2,877 | $379.9K | 0.05% | +99+3.6% | Added |
| Advus Financial Partners, LLC | 2,878 | $379.9K | 0.10% | +9+0.3% | Added |
| Cambridge Financial Group, LLC | 2,879 | $380.2K | 0.14% | −700−19.6% | Reduced |
| waypoint wealth counsel | 2,884 | $380.8K | 0.19% | +2,884 | New |