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
- 3,517
- +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
- 1,533 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 |
|---|---|---|---|---|---|
| KPP Advisory Services LLC | 5,770 | $828.2K | 0.12% | −839−12.7% | Reduced |
| Broadwater Capital Management LLC | 5,780 | $829.5K | 0.62% | 00.0% | Unchanged |
| Bernicke Wealth Management, Ltd. | 5,785 | $830.3K | 0.11% | +5,785 | New |
| Proffitt & Goodson Inc | 5,797 | $832.0K | 0.12% | +24+0.4% | Added |
| Security Financial Services, INC. | 5,798 | $832.1K | 0.13% | −10−0.2% | Reduced |
| Probity Advisors, Inc. | 5,846 | $839.0K | 0.13% | +2,871+96.5% | Added |
| Range Financial Group LLC | 5,847 | $839.2K | 0.29% | +2,183+59.6% | Added |
| Uniplan Investment Counsel, Inc. | 5,848 | $839.4K | 0.08% | +5,848 | New |
| MeadowBrook Investment Advisors LLC | 5,851 | $839.7K | 0.72% | −95−1.6% | Reduced |
| Quad-Cities Investment Group, LLC | 5,874 | $843.1K | 0.35% | −53−0.9% | Reduced |
| Southeast Asset Advisors Inc. | 5,895 | $846.0K | 0.08% | +180+3.1% | Added |
| Elyxium Wealth, LLC | 5,897 | $846.3K | 0.23% | +81+1.4% | Added |
| Lifeworks Advisors, LLC | 5,900 | $846.7K | 0.11% | +133+2.3% | Added |
| Quotient Wealth Partners, LLC | 5,900 | $846.7K | 0.02% | +892+17.8% | Added |
| Argentarii, LLC | 5,900 | $846.8K | 0.29% | −1,600−21.3% | Reduced |
| Venturi Wealth Management, LLC | 5,906 | $847.6K | 0.04% | +744+14.4% | Added |
| S&T Bank | 5,906 | $847.6K | 0.27% | −1,796−23.3% | Reduced |
| Wolff Financial Management LLC | 5,928 | $850.8K | 0.19% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,933 | $851.5K | 0.34% | −105−1.7% | Reduced |
| Pollock Investment Advisors, LLC | 5,934 | $851.6K | 0.63% | −7−0.1% | Reduced |
| PCB Capital LLC | 5,955 | $854.6K | 1.37% | +5,955 | New |
| Old Port Advisors | 5,956 | $854.7K | 0.21% | −147−2.4% | Reduced |
| Aureus Asset Management, LLC | 5,960 | $855.4K | 0.05% | −643−9.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,970 | $857.0K | 0.56% | −75−1.2% | Reduced |
| Walsh & Associates, LLC | 5,993 | $860.1K | 0.85% | +5,993 | New |
| Promethium Advisors,llc | 5,950 | $862.4K | 0.47% | +292+5.2% | Added |
| WealthTrust Asset Management, LLC | 6,039 | $866.7K | 0.61% | 00.0% | Unchanged |
| Puzo Michael J | 6,075 | $871.9K | 0.24% | −785−11.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 6,093 | $874.5K | 0.15% | −4,976−45.0% | Reduced |
| Wellspring Financial Advisors, LLC | 6,090 | $876.4K | 0.07% | +4,313+242.7% | Added |
| Ballew Advisors, Inc | 6,114 | $877.3K | 0.49% | +58+1.0% | Added |
| CRA Financial Services, LLC | 6,124 | $878.9K | 0.12% | −679−10.0% | Reduced |
| Johnson & White Wealth Management, LLC | 6,156 | $883.5K | 0.38% | +768+14.3% | Added |
| Empirical Asset Management, LLC | 6,163 | $884.5K | 0.25% | +56+0.9% | Added |
| PW Nova Financial Services LLC | 6,219 | $885.0K | 0.34% | +6,219 | New |
| Generali Investments, Management Co LLC | 6,168 | $885.2K | 0.18% | −623−9.2% | Reduced |
| RiverPark Advisors, LLC | 6,171 | $885.7K | 0.25% | +802+14.9% | Added |
| Tannin Capital LLC | 6,173 | $885.9K | 0.79% | +6,173 | New |
| Loudon Investment Management, LLC | 6,185 | $887.7K | 0.46% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,196 | $889.3K | 0.02% | −295−4.5% | Reduced |
| Norris Perne & French LLP | 6,217 | $892.2K | 0.06% | −5−0.1% | Reduced |
| Verity Asset Management, Inc. | 6,231 | $894.2K | 0.38% | −4,687−42.9% | Reduced |
| Opinicus Capital, Inc. | 6,231 | $894.3K | 0.62% | +84+1.4% | Added |
| Winthrop Advisory Group LLC | 6,165 | $895.1K | 0.08% | +37+0.6% | Added |
| Clark Capital Management Group, Inc. | 6,237 | $895.1K | 0.01% | −194−3.0% | Reduced |
| Ellis Investment Partners, LLC | 6,241 | $895.7K | 0.16% | +7+0.1% | Added |
| Regatta Capital Group, LLC | 6,242 | $895.8K | 0.14% | −1,017−14.0% | Reduced |
| Altus Wealth Group LLC | 6,248 | $896.7K | 0.36% | −718−10.3% | Reduced |
| Lederer & Associates Investment Counsel | 6,247 | $897.0K | 0.60% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6,211 | $900.3K | 0.36% | −9−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,251 | $900.8K | 0.17% | +1,959+45.6% | Added |
| Wakefield Asset Management LLLP | 6,278 | $901.0K | 0.24% | 00.0% | Unchanged |
| Corsicana & Co. | 6,280 | $901.3K | 0.51% | −170−2.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,280 | $901.3K | 0.06% | +2,433+63.2% | Added |
| Orrstown Financial Services Inc | 6,291 | $902.9K | 0.15% | −2,654−29.7% | Reduced |
| Richwood Investment Advisors, LLC | 5,299 | $903.4K | 0.65% | +88+1.7% | Added |
| Garrett Wealth Advisory Group, LLC | 6,307 | $905.2K | 0.17% | −50−0.8% | Reduced |
| MB, Levis & Associates, LLC | 6,312 | $905.9K | 0.38% | −194−3.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 6,312 | $905.9K | 0.36% | +43+0.7% | Added |
| Integris Wealth Management, LLC | 6,321 | $907.2K | 0.21% | 00.0% | Unchanged |
| Baader Bank INC | 6,377 | $907.7K | 0.08% | −3,737−36.9% | Reduced |
| Atlantic Trust, LLC | 6,327 | $908.0K | 0.14% | −785−11.0% | Reduced |
| Leo Wealth, LLC | 6,329 | $908.4K | 0.07% | +2,326+58.1% | Added |
| Indiana Trust & Investment Management CO | 6,354 | $911.9K | 0.27% | −501−7.3% | Reduced |
| Canopy Partners, LLC | 6,358 | $912.5K | 0.30% | +72+1.1% | Added |
| Gen-Wealth Partners Inc | 6,359 | $912.6K | 0.29% | −3,760−37.2% | Reduced |
| Private Capital Management, LLC | 6,360 | $912.8K | 0.09% | +2,840+80.7% | Added |
| IKE Capital, LLC | 6,360 | $912.8K | 0.79% | +6,360 | New |
| Castlekeep Investment Advisors LLC | 6,369 | $914.1K | 0.41% | −8−0.1% | Reduced |
| Marathon Capital Management | 6,371 | $914.4K | 0.20% | 00.0% | Unchanged |
| Doheny Asset Management | 6,379 | $916.0K | 0.56% | −100−1.5% | Reduced |
| Phoenix Wealth Advisors | 6,402 | $918.7K | 0.35% | −183−2.8% | Reduced |
| Asio Capital, LLC | 6,402 | $918.8K | 0.13% | −277−4.1% | Reduced |
| Sawgrass Asset Management LLC | 6,412 | $920.3K | 0.12% | −60−0.9% | Reduced |
| Bourne Lent Asset Management Inc | 6,415 | $920.7K | 0.31% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6,455 | $929.5K | 0.69% | −301−4.5% | Reduced |
| Castle Rock Wealth Management, LLC | 5,784 | $930.6K | 0.20% | −586−9.2% | Reduced |
| CoreFirst Bank & Trust | 6,487 | $931.0K | 0.50% | −232−3.5% | Reduced |
| Clayton Financial Group LLC | 6,497 | $932.4K | 0.48% | +290+4.7% | Added |
| Indivisible Partners | 6,507 | $933.8K | 0.10% | +6,507 | New |
| Invesco, LLC | 6,509 | $934.2K | 0.31% | +235+3.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 6,448 | $934.6K | 0.29% | +58+0.9% | Added |
| Annex Advisory Services, LLC | 6,533 | $937.6K | 0.02% | +1,667+34.3% | Added |
| Demars Financial Group, LLC | 6,558 | $941.1K | 0.31% | −135−2.0% | Reduced |
| Cambridge Advisors Inc. | 6,602 | $947.5K | 0.18% | −120−1.8% | Reduced |
| Meritage Portfolio Management | 6,621 | $950.2K | 0.06% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,622 | $950.4K | 0.17% | −1,046−13.6% | Reduced |
| Alliance Wealth Advisors, LLC | 6,627 | $951.2K | 0.21% | −1,727−20.7% | Reduced |
| Kuhn & Co Investment Counsel | 6,638 | $952.7K | 0.63% | +830+14.3% | Added |
| Northwest Wealth Management, LLC | 6,641 | $953.1K | 0.15% | +1,036+18.5% | Added |
| Ellevest, Inc. | 6,662 | $956.1K | 0.13% | −288−4.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,672 | $957.6K | 0.10% | −493−6.9% | Reduced |
| Talbot Financial, LLC | 6,691 | $960.3K | 0.08% | −73,874−91.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,728 | $965.6K | 0.29% | −11,082−62.2% | Reduced |
| Bank of New Hampshire | 6,750 | $968.8K | 0.22% | −254−3.6% | Reduced |
| Christine Messmer PC | 6,754 | $969.3K | 0.63% | +6,754 | New |
| Custos Family Office, LLC | 6,763 | $970.6K | 0.66% | −97−1.4% | Reduced |
| Stony Point Wealth Management Inc. | 6,768 | $971.3K | 0.36% | +137+2.1% | Added |
| MBA Advisors LLC | 6,771 | $971.8K | 0.39% | +150+2.3% | Added |
| Guardian Wealth Advisors, LLC | 6,772 | $971.9K | 0.06% | +225+3.4% | Added |