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 |
|---|---|---|---|---|---|
| Capital Investment Counsel, LLC | 36,609 | $4.83M | 0.75% | +1,165+3.3% | Added |
| Boston Research & Management Inc | 36,575 | $4.83M | 1.14% | +1,177+3.3% | Added |
| TrueMark Investments, LLC | 36,523 | $4.82M | 1.04% | +2,159+6.3% | Added |
| Brady Family Wealth, LLC | 36,374 | $4.80M | 1.49% | −424−1.2% | Reduced |
| Voleon Capital Management LP | 36,257 | $4.79M | 0.26% | −64,018−63.8% | Reduced |
| Chemung Canal Trust Co | 36,117 | $4.77M | 1.00% | −5,046−12.3% | Reduced |
| IHT Wealth Management, LLC | 36,117 | $4.77M | 0.13% | +1,736+5.0% | Added |
| Headinvest, LLC | 35,985 | $4.75M | 1.01% | −7,187−16.6% | Reduced |
| Slagle Financial, LLC | 35,885 | $4.74M | 1.91% | +1,982+5.8% | Added |
| China Universal Asset Management Co., Ltd. | 35,810 | $4.73M | 0.44% | −6,577−15.5% | Reduced |
| Mengis Capital Management, Inc. | 35,742 | $4.72M | 1.00% | −4,461−11.1% | Reduced |
| DLK Investment Management, LLC | 35,695 | $4.71M | 1.78% | +616+1.8% | Added |
| Iowa State Bank | 35,621 | $4.70M | 0.94% | −504−1.4% | Reduced |
| Romano Brothers and Company | 35,595 | $4.70M | 0.58% | −1,142−3.1% | Reduced |
| Cairn Investment Group, Inc. | 35,555 | $4.70M | 2.45% | +32,015+904.4% | Added |
| Parallel Advisors, LLC | 35,510 | $4.69M | 0.09% | +729+2.1% | Added |
| FRG Family Wealth Advisors LLC | 35,488 | $4.69M | 0.81% | −1,054−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 35,482 | $4.69M | 0.88% | +2,064+6.2% | Added |
| Sowell Financial Services LLC | 35,441 | $4.68M | 0.19% | +2,506+7.6% | Added |
| NewEdge Wealth, LLC | 32,378 | $4.66M | 0.07% | −2,842−8.1% | Reduced |
| Wallington Asset Management, LLC | 35,284 | $4.66M | 0.66% | −30−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 35,104 | $4.64M | 1.99% | +1,557+4.6% | Added |
| Addison Capital Co | 34,912 | $4.61M | 1.60% | +439+1.3% | Added |
| Coastal Bridge Advisors, LLC | 34,826 | $4.60M | 0.38% | −3,277−8.6% | Reduced |
| Northcape Wealth Management, LLC | 34,684 | $4.58M | 1.40% | +608+1.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 34,634 | $4.57M | 1.14% | −12,998−27.3% | Reduced |
| First National Advisers, LLC | 34,573 | $4.57M | 0.67% | +126+0.4% | Added |
| GAMMA Investing LLC | 34,312 | $4.53M | 0.29% | +3,709+12.1% | Added |
| Dorsey & Whitney Trust CO LLC | 34,159 | $4.51M | 0.24% | −1,091−3.1% | Reduced |
| Vivaldi Capital Management, LLC | 34,158 | $4.51M | 0.68% | −40−0.1% | Reduced |
| Altrius Capital Management Inc | 34,029 | $4.49M | 1.05% | +4,619+15.7% | Added |
| SG Americas Securities, LLC | 33,903 | $4.48M | 0.02% | −350,013−91.2% | Reduced |
| 1832 Asset Management L.P. | 33,871 | $4.47M | 0.01% | −37,373−52.5% | Reduced |
| Achmea Investment Management B.V. | 33,593 | $4.44M | 0.06% | −14,268−29.8% | Reduced |
| Baker Ellis Asset Management LLC | 33,555 | $4.43M | 0.61% | −1,770−5.0% | Reduced |
| Family Capital Trust Co | 33,379 | $4.41M | 1.53% | +31+0.1% | Added |
| BNP Paribas | 33,398 | $4.40M | 0.14% | −9,235−21.7% | Reduced |
| Woodmont Investment Counsel LLC | 33,243 | $4.39M | 0.29% | −1,970−5.6% | Reduced |
| Roberts Glore & Co Inc | 33,104 | $4.37M | 1.28% | +2,117+6.8% | Added |
| Caldwell Trust Co | 33,068 | $4.37M | 0.44% | +270+0.8% | Added |
| Tufton Capital Management | 33,028 | $4.36M | 0.83% | −1,045−3.1% | Reduced |
| Cardinal Capital Management | 33,004 | $4.36M | 0.64% | +808+2.5% | Added |
| BKD Wealth Advisors, LLC | 32,994 | $4.36M | 0.09% | +86+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 32,962 | $4.35M | 0.75% | +6,785+25.9% | Added |
| Edgar Lomax Co | 32,895 | $4.34M | 0.27% | −520−1.6% | Reduced |
| Bollard Group LLC | 32,870 | $4.34M | 0.10% | +929+2.9% | Added |
| Phoenix Holdings Ltd. | 32,773 | $4.33M | 0.06% | +3,970+13.8% | Added |
| Perkins Coie Trust Co | 32,724 | $4.32M | 0.74% | +82+0.3% | Added |
| Pegasus Asset Management, Inc. | 32,678 | $4.31M | 1.48% | +1,388+4.4% | Added |
| Symphony Financial, Ltd. Co. | 30,518 | $4.31M | 0.56% | +30,518 | New |
| Exeter Financial, LLC | 32,371 | $4.27M | 1.90% | +717+2.3% | Added |
| AMG National Trust Bank | 32,216 | $4.25M | 0.11% | +365+1.1% | Added |
| New Hampshire Trust | 32,066 | $4.23M | 0.88% | −208−0.6% | Reduced |
| Value Partners Investments Inc. | 32,047 | $4.23M | 0.33% | +6,537+25.6% | Added |
| Brick & Kyle, Associates | 31,227 | $4.23M | 1.88% | −65−0.2% | Reduced |
| Azzad Asset Management Inc | 31,993 | $4.22M | 0.45% | +1,550+5.1% | Added |
| Ossiam | 31,892 | $4.21M | 0.05% | +2,752+9.4% | Added |
| RB Capital Management, LLC | 31,860 | $4.21M | 0.95% | −20.0% | Reduced |
| Summit Trail Advisors, LLC | 31,829 | $4.20M | 0.07% | +31,829 | New |
| Verdence Capital Advisors LLC | 31,727 | $4.19M | 0.29% | +230+0.7% | Added |
| Hills Bank & Trust Co | 31,716 | $4.19M | 0.26% | −1,463−4.4% | Reduced |
| Marshall & Sullivan Inc | 31,686 | $4.18M | 2.01% | +598+1.9% | Added |
| Howland Capital Management LLC | 31,681 | $4.18M | 0.17% | −3,979−11.2% | Reduced |
| Motco | 30,036 | $4.14M | 0.40% | −697−2.3% | Reduced |
| Covington Investment Advisors Inc. | 31,314 | $4.13M | 0.59% | +3,700+13.4% | Added |
| HBK Sorce Advisory LLC | 31,310 | $4.13M | 0.11% | −47−0.1% | Reduced |
| Buckhead Capital Management LLC | 31,302 | $4.13M | 1.60% | −9,427−23.1% | Reduced |
| Opus Investment Management Inc | 31,200 | $4.12M | 2.74% | 00.0% | Unchanged |
| Ascent Group, LLC | 31,088 | $4.10M | 0.16% | −716−2.3% | Reduced |
| Level Four Advisory Services, LLC | 30,994 | $4.09M | 0.15% | +827+2.7% | Added |
| Reuter James Wealth Management, LLC | 30,693 | $4.05M | 0.64% | +681+2.3% | Added |
| Mogy Joel R Investment Counsel Inc | 30,651 | $4.05M | 0.23% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 30,649 | $4.05M | 0.42% | +555+1.8% | Added |
| Eagle Rock Investment Company, LLC | 30,586 | $4.04M | 0.64% | +1,366+4.7% | Added |
| Hixon Zuercher, LLC | 30,583 | $4.04M | 1.30% | +614+2.0% | Added |
| Bowen Hanes & Co Inc | 30,533 | $4.03M | 0.10% | +318+1.1% | Added |
| one8zero8, LLC | 30,467 | $4.02M | 0.95% | −2,153−6.6% | Reduced |
| Spinnaker Trust | 30,426 | $4.02M | 0.24% | +522+1.7% | Added |
| MUFG Securities Americas Inc. | 30,387 | $4.01M | 0.34% | +6,110+25.2% | Added |
| First Horizon Advisors, Inc. | 30,378 | $4.01M | 0.10% | −5,189−14.6% | Reduced |
| Middleton & Co Inc | 30,318 | $4.00M | 0.45% | +1,430+5.0% | Added |
| Rossmore Private Capital | 30,313 | $4.00M | 0.47% | −669−2.2% | Reduced |
| SP Asset Management LLC | 30,162 | $3.98M | 0.33% | +120+0.4% | Added |
| Bristlecone Advisors, LLC | 30,101 | $3.97M | 0.33% | −5,342−15.1% | Reduced |
| Torno Capital, LLC | 30,000 | $3.96M | 1.49% | +30,000 | New |
| Freestone Capital Holdings, LLC | 29,601 | $3.91M | 0.13% | +3,833+14.9% | Added |
| Laurel Wealth Advisors LLC | 29,466 | $3.89M | 0.58% | +2,671+10.0% | Added |
| Shufro Rose & Co LLC | 25,865 | $3.88M | 0.31% | 00.0% | Unchanged |
| Harbor Advisory Corp | 29,226 | $3.86M | 1.23% | −566−1.9% | Reduced |
| Penn Davis McFarland Inc | 29,213 | $3.86M | 0.43% | +40+0.1% | Added |
| Equitable Trust Co | 29,208 | $3.86M | 0.19% | −972−3.2% | Reduced |
| DJE Kapital AG | 29,200 | $3.85M | 0.09% | −5,685−16.3% | Reduced |
| ProVise Management Group, LLC | 28,972 | $3.83M | 0.30% | +3,634+14.3% | Added |
| Charter Research & Investment Group, Inc. | 28,960 | $3.82M | 2.86% | −580−2.0% | Reduced |
| Coldstream Capital Management Inc | 28,919 | $3.82M | 0.06% | −28,421−49.6% | Reduced |
| Westhampton Capital, LLC | 28,893 | $3.81M | 1.97% | +656+2.3% | Added |
| Univest Financial Corp | 28,839 | $3.81M | 0.23% | +111+0.4% | Added |
| Conscious Wealth Investments, LLC | 26,286 | $3.78M | 2.42% | +107+0.4% | Added |
| Horrell Capital Management, Inc. | 28,642 | $3.78M | 1.54% | +597+2.1% | Added |
| Adams Asset Advisors, LLC | 28,554 | $3.77M | 0.53% | −5,690−16.6% | Reduced |