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 |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 28,667 | $4.11M | 2.75% | −313−1.1% | Reduced |
| Regal Investment Advisors LLC | 28,819 | $4.14M | 0.25% | +1,618+5.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 28,825 | $4.14M | 0.66% | +6,732+30.5% | Added |
| Covington Investment Advisors Inc. | 28,980 | $4.16M | 0.57% | −2,274−7.3% | Reduced |
| Spinnaker Trust | 29,084 | $4.17M | 0.22% | −1,632−5.3% | Reduced |
| New England Asset Management Inc | 29,102 | $4.18M | 0.55% | +1,010+3.6% | Added |
| Penn Davis McFarland Inc | 29,153 | $4.18M | 0.40% | −60−0.2% | Reduced |
| Westhampton Capital, LLC | 29,185 | $4.19M | 1.98% | +90+0.3% | Added |
| NewSquare Capital LLC | 29,232 | $4.20M | 0.37% | −11,947−29.0% | Reduced |
| Laurel Wealth Advisors LLC | 29,342 | $4.21M | 0.56% | −50−0.2% | Reduced |
| Global Retirement Partners, LLC | 29,451 | $4.23M | 0.07% | +9,671+48.9% | Added |
| American Money Management, LLC | 29,509 | $4.24M | 0.67% | +1,297+4.6% | Added |
| First International Bank of Israel Ltd. | 29,598 | $4.25M | 2.03% | +29,598 | New |
| Conscious Wealth Investments, LLC | 25,380 | $4.25M | 2.55% | −901−3.4% | Reduced |
| Hallmark Capital Management Inc | 29,639 | $4.25M | 0.27% | +72+0.2% | Added |
| Northstar Advisory Group, LLC | 29,658 | $4.26M | 1.51% | +21,910+282.8% | Added |
| Thrive Capital Management, LLC | 29,667 | $4.26M | 0.95% | +18+0.1% | Added |
| GeoWealth Management, LLC | 29,711 | $4.26M | 0.16% | +2,305+8.4% | Added |
| V-Square Quantitative Management LLC | 29,711 | $4.26M | 0.44% | +6,144+26.1% | Added |
| Univest Financial Corp | 29,746 | $4.27M | 0.23% | −783−2.6% | Reduced |
| Addison Capital Co | 29,939 | $4.30M | 1.07% | −2,614−8.0% | Reduced |
| SP Asset Management LLC | 30,045 | $4.31M | 0.34% | +20.0% | Added |
| Butensky & Cohen Financial Security, Inc | 30,148 | $4.33M | 1.17% | +2,043+7.3% | Added |
| Tufton Capital Management | 30,198 | $4.33M | 0.76% | −150−0.5% | Reduced |
| Picton Mahoney Asset Management | 30,201 | $4.33M | 0.05% | +1,211+4.2% | Added |
| Caldwell Trust Co | 30,234 | $4.34M | 0.39% | −1,782−5.6% | Reduced |
| Quantbot Technologies LP | 30,304 | $4.35M | 0.14% | +30,304 | New |
| Meeder Advisory Services, Inc. | 30,311 | $4.35M | 0.19% | +905+3.1% | Added |
| Kovitz Investment Group Partners, LLC | 30,331 | $4.35M | 0.10% | −826,957−96.5% | Reduced |
| Signaturefd, LLC | 30,349 | $4.36M | 0.07% | +842+2.9% | Added |
| Pegasus Asset Management, Inc. | 30,381 | $4.36M | 1.34% | −2,709−8.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 30,492 | $4.38M | 0.25% | +4,930+19.3% | Added |
| Hills Bank & Trust Co | 30,533 | $4.38M | 0.25% | +80+0.3% | Added |
| Level Four Advisory Services, LLC | 30,558 | $4.39M | 0.14% | −1,281−4.0% | Reduced |
| Columbia Asset Management | 30,584 | $4.39M | 0.78% | +780+2.6% | Added |
| Mogy Joel R Investment Counsel Inc | 30,651 | $4.40M | 0.24% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 30,668 | $4.40M | 1.56% | −555−1.8% | Reduced |
| Bollard Group LLC | 30,796 | $4.42M | 0.12% | −2,286−6.9% | Reduced |
| NovaPoint Capital, LLC | 30,802 | $4.42M | 1.14% | +834+2.8% | Added |
| RB Capital Management, LLC | 30,803 | $4.42M | 0.90% | −1,256−3.9% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 30,868 | $4.43M | 0.58% | −6,500−17.4% | Reduced |
| LMG Wealth Partners, LLC | 31,134 | $4.47M | 0.83% | −5,664−15.4% | Reduced |
| Opus Investment Management Inc | 31,200 | $4.48M | 2.72% | 00.0% | Unchanged |
| Marex Group plc | 31,234 | $4.48M | 0.05% | +15,531+98.9% | Added |
| BKD Wealth Advisors, LLC | 31,296 | $4.49M | 0.08% | −767−2.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,305 | $4.49M | 0.42% | +3,557+12.8% | Added |
| Amica Mutual Insurance Co | 31,346 | $4.50M | 0.39% | +12,825+69.2% | Added |
| Baker Ellis Asset Management LLC | 31,434 | $4.51M | 0.54% | −261−0.8% | Reduced |
| Hamilton Capital Partners Inc. | 31,479 | $4.52M | 0.17% | +8,048+34.3% | Added |
| Alpine Fox Capital LLC | 31,500 | $4.52M | 3.05% | +31,500 | New |
| Cambient Family Office, LLC | 31,372 | $4.55M | 0.65% | +31,372 | New |
| Exeter Financial, LLC | 31,693 | $4.55M | 1.93% | −102−0.3% | Reduced |
| Iowa State Bank | 31,707 | $4.55M | 0.85% | −1,128−3.4% | Reduced |
| one8zero8, LLC | 31,770 | $4.56M | 0.99% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 31,821 | $4.57M | 2.31% | −136−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 31,830 | $4.57M | 0.63% | −79−0.2% | Reduced |
| Roberts Glore & Co Inc | 31,846 | $4.57M | 1.22% | −1,290−3.9% | Reduced |
| Family Capital Trust Co | 31,928 | $4.58M | 1.50% | −33−0.1% | Reduced |
| Value Partners Investments Inc. | 32,047 | $4.60M | 0.35% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 32,120 | $4.61M | 0.09% | +5,975+22.9% | Added |
| Dillon & Associates Inc | 32,166 | $4.63M | 0.60% | −3,875−10.8% | Reduced |
| Brady Family Wealth, LLC | 32,348 | $4.64M | 1.43% | −1,176−3.5% | Reduced |
| Azzad Asset Management Inc | 32,449 | $4.66M | 0.46% | −176−0.5% | Reduced |
| Ritholtz Wealth Management | 32,546 | $4.67M | 0.09% | +8,099+33.1% | Added |
| New Hampshire Trust | 32,577 | $4.68M | 0.91% | −374−1.1% | Reduced |
| Flputnam Investment Management Co | 32,605 | $4.68M | 0.07% | −58,234−64.1% | Reduced |
| Adell Harriman & Carpenter Inc | 32,668 | $4.69M | 0.28% | −607−1.8% | Reduced |
| Kerusso Capital Management LLC | 32,852 | $4.71M | 2.18% | +6,686+25.6% | Added |
| Integrated Advisors Network LLC | 32,867 | $4.72M | 0.21% | +13,956+73.8% | Added |
| Mutual Advisors, LLC | 32,881 | $4.72M | 0.10% | +1,517+4.8% | Added |
| Cullinan Associates Inc | 32,893 | $4.72M | 0.32% | +5,500+20.1% | Added |
| Old Second National Bank of Aurora | 32,897 | $4.72M | 0.94% | −611−1.8% | Reduced |
| First National Advisers, LLC | 32,901 | $4.72M | 0.65% | −755−2.2% | Reduced |
| VELA Investment Management, LLC | 32,979 | $4.73M | 1.29% | −1,916−5.5% | Reduced |
| Inspire Trust Co, N.A. | 33,000 | $4.74M | 0.78% | +3,000+10.0% | Added |
| Perkins Coie Trust Co | 33,193 | $4.76M | 0.89% | −1,427−4.1% | Reduced |
| Larson Financial Group LLC | 33,291 | $4.78M | 0.16% | +367+1.1% | Added |
| First National Bank & Trust Co of Newtown | 33,299 | $4.78M | 0.88% | −564−1.7% | Reduced |
| Pallas Capital Advisors LLC | 33,325 | $4.78M | 0.16% | +1,553+4.9% | Added |
| Cardinal Capital Management | 33,253 | $4.82M | 0.64% | +106+0.3% | Added |
| Middleton & Co Inc | 33,566 | $4.82M | 0.51% | +916+2.8% | Added |
| Sterling Investment Management, Inc. | 33,705 | $4.84M | 2.74% | +12,626+59.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 33,735 | $4.84M | 0.68% | +144+0.4% | Added |
| Harbour Investments, Inc. | 33,774 | $4.85M | 0.10% | +11,215+49.7% | Added |
| Stokes Family Office, LLC | 33,789 | $4.85M | 0.44% | +2,726+8.8% | Added |
| IHT Wealth Management, LLC | 33,848 | $4.87M | 0.12% | +1,035+3.2% | Added |
| Foundations Investment Advisors, LLC | 33,924 | $4.87M | 0.06% | +18,651+122.1% | Added |
| Boston Research & Management Inc | 33,960 | $4.87M | 1.11% | −2,022−5.6% | Reduced |
| Hudson Bay Capital Management LP | 33,987 | $4.88M | 0.03% | −137,903−80.2% | Reduced |
| Alps Advisors Inc | 34,011 | $4.88M | 0.03% | −163−0.5% | Reduced |
| Fieldview Capital Management, LLC | 34,021 | $4.88M | 0.83% | +27,436+416.6% | Added |
| Verdence Capital Advisors LLC | 34,049 | $4.89M | 0.29% | −210−0.6% | Reduced |
| Virginia Wealth Management Group, Inc. | 34,201 | $4.91M | 2.87% | −2,926−7.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 34,250 | $4.92M | 0.24% | +12,974+61.0% | Added |
| FRG Family Wealth Advisors LLC | 34,310 | $4.92M | 0.76% | −533−1.5% | Reduced |
| TD Private Client Wealth LLC | 34,471 | $4.95M | 0.11% | −1,731−4.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 34,532 | $4.96M | 0.39% | +3,422+11.0% | Added |
| David Loasby | 35,081 | $4.96M | 0.33% | −7,565−17.7% | Reduced |
| CAPROCK Group, Inc. | 34,196 | $4.96M | 0.10% | +4,572+15.4% | Added |
| Hixon Zuercher, LLC | 34,725 | $4.98M | 1.51% | −1,621−4.5% | Reduced |