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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 19,913 | $2.86M | 1.03% | −8,572−30.1% | Reduced |
| Zhang Financial LLC | 19,946 | $2.86M | 0.11% | +162+0.8% | Added |
| Texas Yale Capital Corp. | 19,950 | $2.86M | 0.09% | +625+3.2% | Added |
| Monetary Management Group Inc | 19,952 | $2.86M | 0.66% | −2,975−13.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 19,985 | $2.87M | 0.57% | −6,016−23.1% | Reduced |
| Triangle Securities Wealth Management | 19,992 | $2.87M | 0.60% | −280−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 20,011 | $2.87M | 0.11% | −2,800−12.3% | Reduced |
| Ransom Advisory, Ltd | 20,059 | $2.88M | 1.13% | +136+0.7% | Added |
| Shakespeare Wealth Management, Inc. | 20,061 | $2.88M | 0.64% | 00.0% | Unchanged |
| Trust Point Inc. | 20,114 | $2.89M | 0.23% | −176−0.9% | Reduced |
| Eagle Capital Management, LLC | 20,214 | $2.90M | 1.06% | −457−2.2% | Reduced |
| Connable Office Inc | 20,274 | $2.91M | 0.27% | −246−1.2% | Reduced |
| Smith Shellnut Wilson LLC | 20,311 | $2.92M | 1.12% | −161−0.8% | Reduced |
| Donaldson Capital Management, LLC | 20,311 | $2.92M | 0.09% | −181,947−90.0% | Reduced |
| Rockline Wealth Management, LLC | 20,359 | $2.92M | 0.60% | +535+2.7% | Added |
| Lighthouse Financial Services Inc | 20,386 | $2.93M | 0.67% | +20,386 | New |
| Physicians Financial Services, Inc. | 20,407 | $2.93M | 0.79% | −683−3.2% | Reduced |
| Integrity Alliance, LLC. | 20,511 | $2.94M | 0.11% | +11,128+118.6% | Added |
| Leelyn Smith, LLC | 20,527 | $2.95M | 0.43% | +854+4.3% | Added |
| Advisortrust Partners, LLC | 20,536 | $2.95M | 1.29% | +20,536 | New |
| Zuckerman Investment Group, LLC | 20,561 | $2.95M | 0.26% | +706+3.6% | Added |
| Granite Group Advisors, LLC | 20,625 | $2.96M | 1.68% | +786+4.0% | Added |
| Schnieders Capital Management, LLC. | 20,638 | $2.96M | 0.46% | −11,585−36.0% | Reduced |
| Capital Wealth Planning, LLC | 20,703 | $2.97M | 0.02% | +7,739+59.7% | Added |
| Morgan Dempsey Capital Management LLC | 20,503 | $2.97M | 1.45% | +20,449+37,868.5% | Added |
| Diversify Advisory Services, LLC | 20,319 | $2.97M | 0.09% | +320+1.6% | Added |
| Frank, Rimerman Advisors LLC | 20,772 | $2.98M | 0.19% | +2,931+16.4% | Added |
| BLB&B Advisors, LLC | 20,878 | $3.00M | 0.13% | −605−2.8% | Reduced |
| Inscription Capital, LLC | 20,884 | $3.00M | 0.31% | +331+1.6% | Added |
| Edgewood Management LLC | 20,886 | $3.00M | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 20,915 | $3.00M | 0.17% | −9,163−30.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 20,922 | $3.00M | 0.97% | +688+3.4% | Added |
| Ci Investments Inc. | 20,934 | $3.00M | 0.01% | −64,530−75.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $3.01M | 0.73% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21,042 | $3.02M | 1.00% | −1,338−6.0% | Reduced |
| Kathmere Capital Management, LLC | 21,126 | $3.03M | 0.20% | +761+3.7% | Added |
| HF Advisory Group, LLC | 21,203 | $3.04M | 1.06% | +1,528+7.8% | Added |
| Beck Mack & Oliver LLC | 21,238 | $3.05M | 0.06% | −415−1.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,292 | $3.06M | 0.71% | −622−2.8% | Reduced |
| Bangor Savings Bank | 21,359 | $3.07M | 0.25% | −2,291−9.7% | Reduced |
| Mathes Company, Inc. | 21,406 | $3.07M | 1.10% | −50−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 21,417 | $3.07M | 0.89% | +1,698+8.6% | Added |
| 180 Wealth Advisors, LLC | 21,418 | $3.07M | 0.35% | +449+2.1% | Added |
| Rayburn West Financial Services LLC | 21,467 | $3.08M | 1.91% | +21,467 | New |
| SageView Advisory Group, LLC | 21,564 | $3.09M | 0.10% | −8,277−27.7% | Reduced |
| Icon Wealth Advisors, LLC | 21,539 | $3.10M | 0.21% | +588+2.8% | Added |
| JPL Wealth Management, LLC | 21,606 | $3.10M | 0.76% | −1,650−7.1% | Reduced |
| BCM Advisors, LLC | 21,551 | $3.12M | 0.60% | −153−0.7% | Reduced |
| Sequent Planning LLC | 21,750 | $3.12M | 0.79% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 21,824 | $3.13M | 1.32% | −120−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 21,867 | $3.14M | 0.70% | −20,797−48.7% | Reduced |
| Investment House LLC | 21,939 | $3.15M | 0.15% | −520−2.3% | Reduced |
| Sendero Wealth Management, LLC | 22,031 | $3.16M | 0.35% | +154+0.7% | Added |
| Somerset Trust Co | 22,036 | $3.16M | 0.97% | +641+3.0% | Added |
| T. Rowe Price Investment Management, Inc. | 22,069 | $3.17M | 0.00% | +2,925+15.3% | Added |
| Diamant Asset Management, Inc. | 22,075 | $3.17M | 2.29% | +375+1.7% | Added |
| Fundamentun, LLC | 22,118 | $3.17M | 0.13% | +1,232+5.9% | Added |
| All Terrain Financial Advisors, LLC | 22,144 | $3.18M | 0.98% | −1,316−5.6% | Reduced |
| Walleye Trading LLC | 22,187 | $3.18M | 0.05% | +22,187 | New |
| SeaCrest Wealth Management, LLC | 23,294 | $3.19M | 0.32% | +212+0.9% | Added |
| Boit C F David | 22,900 | $3.20M | 1.38% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 22,352 | $3.21M | 1.49% | +2,030+10.0% | Added |
| Agate Pass Investment Management, LLC | 22,368 | $3.21M | 1.19% | +1,995+9.8% | Added |
| First PREMIER Bank | 22,390 | $3.21M | 0.74% | −837−3.6% | Reduced |
| Chicago Trust Co NA | 22,421 | $3.22M | 0.50% | −1,040−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 22,289 | $3.22M | 0.08% | −354−1.6% | Reduced |
| Winthrop Capital Management, LLC | 22,467 | $3.22M | 0.75% | −240−1.1% | Reduced |
| Private Trust Co NA | 22,695 | $3.26M | 0.29% | −112−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 22,794 | $3.27M | 0.96% | +111+0.5% | Added |
| Wealth Alliance | 22,822 | $3.28M | 0.32% | −269−1.2% | Reduced |
| Investmark Advisory Group LLC | 22,825 | $3.28M | 1.40% | +239+1.1% | Added |
| Murphy Pohlad Asset Management LLC | 22,868 | $3.28M | 1.26% | +570+2.6% | Added |
| Peninsula Asset Management Inc | 22,895 | $3.29M | 1.69% | −1,060−4.4% | Reduced |
| ICW Investment Advisors LLC | 22,906 | $3.29M | 1.20% | −220−1.0% | Reduced |
| Mechanics Bank Trust Department | 22,953 | $3.29M | 0.43% | −1,479−6.1% | Reduced |
| TCW Group Inc | 23,003 | $3.30M | 0.02% | −193,956−89.4% | Reduced |
| Retirement Planning Group | 23,101 | $3.32M | 0.11% | +2,130+10.2% | Added |
| Fort Point Capital Partners LLC | 22,648 | $3.32M | 0.41% | −1,317−5.5% | Reduced |
| IFP Advisors, Inc | 23,171 | $3.33M | 0.07% | +2,990+14.8% | Added |
| Leavell Investment Management, Inc. | 22,983 | $3.33M | 0.14% | −356−1.5% | Reduced |
| South State Corp. | 23,216 | $3.33M | 0.15% | −4,192−15.3% | Reduced |
| Arnhold LLC | 23,222 | $3.33M | 0.25% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 23,228 | $3.33M | 0.64% | +152+0.7% | Added |
| NBC Securities, Inc. | 23,231 | $3.33M | 0.25% | +405+1.8% | Added |
| Estabrook Capital Management | 23,372 | $3.35M | 0.49% | −702−2.9% | Reduced |
| United Asset Strategies, Inc. | 23,483 | $3.37M | 0.26% | −1,696−6.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 23,327 | $3.38M | 0.10% | −575−2.4% | Reduced |
| Brentview Investment Management LLC | 23,597 | $3.39M | 1.53% | −97−0.4% | Reduced |
| Koshinski Asset Management, Inc. | 23,708 | $3.40M | 0.22% | −1,378−5.5% | Reduced |
| Hengehold Capital Management LLC | 23,712 | $3.40M | 0.29% | −1,075−4.3% | Reduced |
| Resonant Capital Advisors, LLC | 23,505 | $3.41M | 0.19% | +499+2.2% | Added |
| Kinloch Capital, LLC | 23,776 | $3.41M | 1.47% | −1,044−4.2% | Reduced |
| TRUE Private Wealth Advisors | 23,788 | $3.41M | 0.34% | −260−1.1% | Reduced |
| Heritage Trust Co | 23,806 | $3.42M | 0.35% | +2,397+11.2% | Added |
| First Pacific Financial | 23,828 | $3.42M | 0.45% | −76−0.3% | Reduced |
| HBW Advisory Services LLC | 23,860 | $3.42M | 0.37% | −1,308−5.2% | Reduced |
| Novem Group | 23,923 | $3.43M | 0.40% | +1,814+8.2% | Added |
| Mystic Asset Management, Inc. | 23,941 | $3.44M | 0.78% | +406+1.7% | Added |
| Johnson Financial Group, Inc. | 23,736 | $3.44M | 0.13% | −4,183−15.0% | Reduced |
| Atlas Brown,Inc. | 24,023 | $3.45M | 1.02% | +109+0.5% | Added |