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, Q4 2025
Institutional positions in PepsiCo Inc as of Dec 31, 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
- 3,518
- +271 vs. Q3 2025
- Shares held
- 1.07B
- +58.2M (+5.8%) vs. Q3 2025
- Total value
- $153.0B
- +$11.6B (+8.2%) vs. Q3 2025
- New holders
- 398
- 1,184 more added
- Sold out
- 127
- 1,534 more reduced
74 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 2,756 | $395.6K | 0.06% | −203−6.9% | Reduced |
| Insight 2811, Inc. | 2,759 | $396.0K | 0.17% | +130+4.9% | Added |
| Canvas Wealth Advisors, LLC | 2,733 | $396.2K | 0.07% | +37+1.4% | Added |
| Golden Reserve Retirement LLC | 2,762 | $396.4K | 0.07% | +2,762 | New |
| 626 Financial, LLC | 2,763 | $396.6K | 0.17% | −115−4.0% | Reduced |
| Argyle Capital Partners, LLC | 2,766 | $397.0K | 0.29% | +265+10.6% | Added |
| QTR Family Wealth, LLC | 2,382 | $397.7K | 0.18% | −1,506−38.7% | Reduced |
| Peachtree Investment Partners, LLC | 2,773 | $397.9K | 0.13% | −276−9.1% | Reduced |
| Richard C. Young & CO., LTD. | 2,775 | $398.3K | 0.04% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 2,777 | $398.5K | 0.17% | −569−17.0% | Reduced |
| Avantra Family Wealth, Inc. | 2,778 | $398.6K | 0.29% | +291+11.7% | Added |
| McLaughlin Asset Management, Inc. | 2,778 | $398.7K | 0.36% | +2,778 | New |
| Dupree Financial Group, LLC | 2,782 | $399.3K | 0.15% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,784 | $399.6K | 0.11% | +117+4.4% | Added |
| SOA Wealth Advisors, LLC. | 2,786 | $399.9K | 0.07% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,789 | $400.3K | 0.03% | −43−1.5% | Reduced |
| Urban Wealth Management, LLC | 2,790 | $400.4K | 0.37% | +2,790 | New |
| VisionPoint Advisory Group, LLC | 2,793 | $400.9K | 0.08% | −258−8.5% | Reduced |
| TCFG Wealth Management, LLC | 2,795 | $401.1K | 0.16% | −112−3.9% | Reduced |
| Trinity Financial Advisors LLC | 2,770 | $401.5K | 0.11% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,801 | $402.0K | 0.10% | −8,637−75.5% | Reduced |
| Evansbrook LLC | 2,802 | $402.1K | 0.27% | +2,802 | New |
| Midwest Financial Group LLC | 2,805 | $402.6K | 0.18% | 00.0% | Unchanged |
| KDT Advisors, LLC | 2,807 | $402.9K | 0.56% | +1,090+63.5% | Added |
| Alesco Advisors LLC | 2,812 | $403.6K | 0.01% | −95−3.3% | Reduced |
| Purkiss Capital Advisors LLC | 2,813 | $403.7K | 0.19% | −288−9.3% | Reduced |
| Financial Security Advisor, Inc. | 2,786 | $403.7K | 0.08% | +23+0.8% | Added |
| Red Cedar Investment Management, LLC | 2,813 | $403.7K | 0.04% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,818 | $404.4K | 0.05% | +2+0.1% | Added |
| America First Investment Advisors, LLC | 2,819 | $404.6K | 0.07% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,822 | $405.0K | 0.16% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 2,823 | $405.2K | 0.13% | +2,823 | New |
| Stonebrook Private Inc. | 2,826 | $405.6K | 0.08% | +711+33.6% | Added |
| Perfromance Wealth Partners, LLC | 2,830 | $406.2K | 0.01% | −53−1.8% | Reduced |
| Granite Harbor Advisors, Inc. | 2,833 | $406.6K | 0.17% | +355+14.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,834 | $406.8K | 0.05% | −18−0.6% | Reduced |
| Root Financial Partners, LLC | 2,836 | $407.0K | 0.02% | −193−6.4% | Reduced |
| Wall Street Financial Group, Inc. | 2,837 | $407.2K | 0.30% | +78+2.8% | Added |
| Great Waters Wealth Management | 2,837 | $407.2K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 2,840 | $407.6K | 0.15% | −489−14.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,449 | $407.7K | 0.20% | −134−5.2% | Reduced |
| LeConte Wealth Management, LLC | 2,847 | $408.6K | 0.27% | +389+15.8% | Added |
| Rexford Capital Inc | 2,852 | $409.3K | 0.31% | +380+15.4% | Added |
| Altrafin AG | 2,855 | $409.8K | 0.13% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 2,862 | $410.8K | 0.37% | 00.0% | Unchanged |
| Creekside Partners | 2,863 | $411.0K | 0.17% | −134−4.5% | Reduced |
| Philadelphia Trust Co | 2,862 | $411.0K | 0.03% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 2,864 | $411.0K | 0.25% | −59−2.0% | Reduced |
| Oxler Private Wealth LLC | 2,872 | $412.1K | 0.12% | −401−12.3% | Reduced |
| Elefante Mark B | 2,875 | $412.6K | 0.25% | −45−1.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,882 | $413.6K | 0.09% | −260−8.3% | Reduced |
| Maia Wealth LLC | 2,485 | $415.6K | 0.07% | +396+19.0% | Added |
| First Financial Corp | 2,901 | $416.4K | 0.16% | −82−2.7% | Reduced |
| Knuff & Co LLC | 2,902 | $416.5K | 0.12% | −700−19.4% | Reduced |
| Hutchinson Capital Management | 2,907 | $417.2K | 0.07% | +5+0.2% | Added |
| Continuum Advisory, LLC | 2,907 | $417.3K | 0.04% | +127+4.6% | Added |
| GEM Asset Management, LLC | 3,046 | $417.3K | 0.19% | +3+0.1% | Added |
| Laurel Oak Wealth Management, LLC | 2,908 | $417.4K | 0.07% | +2,908 | New |
| Monticello Wealth Management, LLC | 2,895 | $417.6K | 0.03% | +575+24.8% | Added |
| Ocean Capital Management, LLC | 2,911 | $417.7K | 0.08% | −185−6.0% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,912 | $417.9K | 0.04% | +2,912 | New |
| Global Trust Asset Management, LLC | 2,915 | $418.3K | 0.17% | −1,369−32.0% | Reduced |
| Ascent Wealth Partners, LLC | 2,924 | $419.7K | 0.05% | −4−0.1% | Reduced |
| Lexington Hill Partners, LLC | 2,924 | $419.7K | 0.32% | +2,924 | New |
| Ambassador Advisors, LLC | 2,929 | $420.3K | 0.06% | −239−7.5% | Reduced |
| Spinnaker Investment Group, LLC | 2,932 | $420.8K | 0.08% | +34+1.2% | Added |
| Unify Financial Advisors | 2,933 | $420.9K | 0.44% | +2,933 | New |
| Centric Wealth Management | 2,714 | $421.2K | 0.09% | −135−4.7% | Reduced |
| Ironwood Investment Management LLC | 2,940 | $421.9K | 0.18% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,947 | $422.9K | 0.15% | +127+4.5% | Added |
| Tanaka Capital Management Inc | 2,945 | $423.0K | 0.77% | 00.0% | Unchanged |
| Brooktree Capital Management | 2,950 | $423.4K | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,951 | $423.5K | 0.09% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,952 | $423.6K | 0.03% | +479+19.4% | Added |
| Berman McAleer LLC | 2,956 | $424.3K | 0.06% | +683+30.0% | Added |
| Sharp Financial Services, LLC | 2,960 | $424.8K | 0.21% | −625−17.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,962 | $425.1K | 0.05% | −30−1.0% | Reduced |
| Advisors Management Group Inc | 2,967 | $426.0K | 0.08% | −49−1.6% | Reduced |
| KFA Private Wealth Group, LLC | 2,977 | $427.2K | 0.10% | +21+0.7% | Added |
| Golden State Wealth Management, LLC | 2,984 | $428.3K | 0.05% | −398−11.8% | Reduced |
| Ethos Financial Group, LLC | 2,956 | $429.4K | 0.03% | +1,027+53.2% | Added |
| Maridea Wealth Management LLC | 2,997 | $429.5K | 0.06% | −111−3.6% | Reduced |
| Zevin Asset Management LLC | 2,995 | $429.8K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,996 | $430.0K | 0.11% | +105+3.6% | Added |
| Joule Financial, LLC | 2,967 | $430.2K | 0.13% | −116−3.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,998 | $430.2K | 0.12% | −85−2.8% | Reduced |
| Heritage Wealth Management, Inc. | 2,999 | $430.3K | 0.28% | −215−6.7% | Reduced |
| Evergreen Wealth Partners LLC | 2,999 | $430.5K | 0.36% | +2,999 | New |
| Coordinated Financial Services, Inc. | 3,000 | $430.6K | 0.25% | +3,000 | New |
| Martel Wealth Advisors Inc | 3,000 | $430.6K | 0.07% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 3,000 | $430.6K | 0.34% | 00.0% | Unchanged |
| Certified Advisory Corp | 3,004 | $431.1K | 0.04% | −96−3.1% | Reduced |
| PVG Asset Management Corp | 3,005 | $431.3K | 0.92% | +3,005 | New |
| G2 Capital Management, LLC | 3,006 | $431.4K | 0.10% | +13+0.4% | Added |
| Frisch Financial Group, Inc. | 2,978 | $431.7K | 0.10% | −167−5.3% | Reduced |
| PCG Wealth Advisors, LLC | 3,008 | $431.7K | 0.12% | −122−3.9% | Reduced |
| Covenant Asset Management, LLC | 3,009 | $431.9K | 0.08% | −534−15.1% | Reduced |
| Gilpin Wealth Management, LLC | 3,010 | $432.0K | 0.34% | +3,010 | New |
| Torrey Growth & Income Advisors | 3,010 | $432.0K | 0.15% | +202+7.2% | Added |
| Facet Wealth, Inc. | 2,918 | $433.4K | 0.01% | +697+31.4% | Added |