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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 1,595 | $228.9K | 0.06% | −69−4.1% | Reduced |
| Sawyer & Company, Inc | 1,597 | $229.2K | 0.08% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,600 | $229.6K | 0.11% | −1,282−44.5% | Reduced |
| Vigilare Wealth Management | 1,600 | $229.6K | 0.08% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,601 | $229.8K | 0.02% | +82+5.4% | Added |
| Veracity Capital LLC | 1,602 | $230.0K | 0.07% | +23+1.5% | Added |
| 10Elms LLP | 1,604 | $230.2K | 0.21% | −35−2.1% | Reduced |
| M. Kulyk & Associates, LLC | 1,605 | $230.4K | 0.04% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 1,609 | $231.0K | 0.25% | +1,609 | New |
| Green Square Capital Advisors LLC | 1,610 | $231.1K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $231.6K | 0.07% | 00.0% | Unchanged |
| Advantage Trust Co | 1,617 | $232.1K | 0.10% | −500−23.6% | Reduced |
| Wallace Advisory Group, LLC | 1,617 | $232.1K | 0.24% | +1,617 | New |
| Cfo Capital Management LLC | 1,620 | $232.5K | 0.17% | +1,620 | New |
| Prairie Wealth Advisors, Inc. | 0 | $233.9K | 0.10% | −2,016−100.0% | Reduced |
| Asset One Wealth Management LLC | 1,507 | $233.9K | 0.03% | +1,507 | New |
| Rockbridge Investment Management, LCC | 1,631 | $234.1K | 0.02% | −12−0.7% | Reduced |
| Resurgent Financial Advisors LLC | 1,632 | $234.2K | 0.12% | +16+1.0% | Added |
| R Squared Ltd | 1,632 | $234.2K | 0.11% | +1,632 | New |
| PKS Advisory Services, LLC | 1,634 | $234.4K | 0.05% | −33−2.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,634 | $234.5K | 0.04% | +153+10.3% | Added |
| O'Brien Greene & Co. Inc | 1,634 | $234.5K | 0.07% | +202+14.1% | Added |
| Independent Family Office, LLC | 1,635 | $234.7K | 0.10% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,635 | $234.7K | 0.08% | −197−10.8% | Reduced |
| Avid Wealth Partners LLC | 1,634 | $234.9K | 0.11% | +1,634 | New |
| Financial Perspectives, Inc | 1,637 | $234.9K | 0.06% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,640 | $235.0K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 1,640 | $235.5K | 0.01% | −1,278−43.8% | Reduced |
| Convergence Financial, LLC | 1,643 | $235.8K | 0.03% | −3−0.2% | Reduced |
| Family Wealth Partners, LLC | 1,647 | $236.4K | 0.09% | −295−15.2% | Reduced |
| Single Point Partners, LLC | 1,647 | $236.4K | 0.05% | 00.0% | Unchanged |
| Firestone Capital Management | 1,648 | $236.5K | 0.05% | −3−0.2% | Reduced |
| Clark Estates Inc | 1,650 | $236.8K | 0.06% | +1,650 | New |
| Chemistry Wealth Management LLC | 1,652 | $237.1K | 0.04% | 00.0% | Unchanged |
| Sherman Wealth Management LLC | 1,653 | $237.2K | 0.21% | +1,653 | New |
| Fiduciary Financial Group, LLC | 1,653 | $237.3K | 0.03% | +25+1.5% | Added |
| Fielder Capital Group LLC | 1,654 | $237.3K | 0.05% | +1,654 | New |
| Providence Capital Advisors, LLC | 1,654 | $237.4K | 0.04% | −330−16.6% | Reduced |
| Skyline Advisors, Inc. | 1,656 | $237.6K | 0.08% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,665 | $238.0K | 0.00% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,660 | $238.2K | 0.03% | −68−3.9% | Reduced |
| Fortress Private Ledger, LLC | 1,660 | $238.3K | 0.08% | −121−6.8% | Reduced |
| Kelly Financial Services LLC | 1,663 | $238.6K | 0.06% | −38−2.2% | Reduced |
| Manchester Financial Inc | 1,663 | $238.7K | 0.04% | −18−1.1% | Reduced |
| Pin Oak Investment Advisors Inc | 1,402 | $239.0K | 0.17% | +2+0.1% | Added |
| WealthPoint Financial, LLC | 1,665 | $239.0K | 0.21% | +1,665 | New |
| Palisade Capital Management LLC | 1,666 | $239.1K | 0.01% | +1,666 | New |
| MLP3, LLC | 1,667 | $239.3K | 0.26% | +1,667 | New |
| Tilia Fiduciary Partners, Inc. | 1,671 | $239.9K | 0.13% | −691−29.3% | Reduced |
| Legacy Capital Group California, Inc. | 1,672 | $240.0K | 0.06% | +6+0.4% | Added |
| J. Derek Lewis & Associates Inc. | 1,673 | $240.1K | 0.06% | +1,673 | New |
| Blue Rock Wealth Management LLC | 1,674 | $240.3K | 0.15% | −500−23.0% | Reduced |
| InTrack Investment Management Inc | 1,674 | $240.3K | 0.13% | +22+1.3% | Added |
| Hanover Advisors Inc | 1,678 | $240.8K | 0.09% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,679 | $241.0K | 0.09% | +142+9.2% | Added |
| Kane Co Wealth Management, Inc. | 1,680 | $241.1K | 0.21% | +1,680 | New |
| Penobscot Wealth Management | 1,681 | $241.2K | 0.07% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,683 | $241.5K | 0.04% | −100−5.6% | Reduced |
| truNorth Financial Services, Inc. | 1,685 | $241.8K | 0.26% | +1,685 | New |
| Paragon Capital Management Ltd | 1,685 | $241.9K | 0.05% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 1,692 | $242.8K | 0.11% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,700 | $243.0K | 0.07% | +552+48.1% | Added |
| Lazari Capital Management, Inc. | 1,697 | $243.6K | 0.08% | +5+0.3% | Added |
| QP Wealth Management, LLC | 1,699 | $243.8K | 0.21% | +1,699 | New |
| Centennial Wealth Advisory LLC | 1,699 | $243.9K | 0.06% | +1,699 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,700 | $244.0K | 0.06% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,700 | $244.0K | 0.07% | +1,700 | New |
| Piedmont Capital Management, LLC | 1,705 | $244.7K | 0.16% | +1,705 | New |
| Elk River Wealth Management, LLC | 1,690 | $245.0K | 0.04% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,707 | $245.0K | 0.13% | −1,655−49.2% | Reduced |
| Orser Capital Management, LLC | 1,710 | $245.4K | 0.15% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,712 | $245.7K | 0.03% | +122+7.7% | Added |
| New Covenant Trust Company, N.A. | 1,730 | $246.1K | 0.22% | +16+0.9% | Added |
| Farrell Financial LLC | 1,716 | $246.3K | 0.15% | +200+13.2% | Added |
| United Bank | 1,717 | $246.4K | 0.08% | +65+3.9% | Added |
| JSF Financial, LLC | 1,717 | $246.5K | 0.05% | +25+1.5% | Added |
| Omnia Family Wealth, LLC | 1,701 | $246.5K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,720 | $246.9K | 0.05% | +266+18.3% | Added |
| Sittner & Nelson, LLC | 1,449 | $247.0K | 0.09% | +95+7.0% | Added |
| Richardson Financial Services Inc. | 1,722 | $247.1K | 0.15% | −548−24.1% | Reduced |
| Sherman Porfolios, LLC | 1,722 | $247.1K | 0.02% | +56+3.4% | Added |
| New World Advisors LLC | 1,729 | $248.1K | 0.04% | +172+11.0% | Added |
| Graham Capital Wealth Management, LLC | 1,730 | $248.3K | 0.23% | 00.0% | Unchanged |
| Meridian Management Co | 1,733 | $248.7K | 0.06% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,793 | $249.0K | 0.11% | +1,793 | New |
| Nicholson Meyer Capital Management, Inc. | 1,736 | $249.2K | 0.19% | −80−4.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,738 | $249.4K | 0.13% | −44−2.5% | Reduced |
| Bull Oak Capital, LLC | 1,739 | $249.6K | 0.10% | +1,739 | New |
| Brendel Financial Advisors LLC | 1,745 | $250.4K | 0.12% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,750 | $251.2K | 0.08% | +113+6.9% | Added |
| Tower Trust & Investment Co | 1,753 | $251.6K | 0.16% | 00.0% | Unchanged |
| Enclave Advisors LLC | 1,753 | $251.6K | 0.04% | −194−10.0% | Reduced |
| Legacy Financial Group LLC | 1,514 | $251.6K | 0.03% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,754 | $251.7K | 0.04% | −73−4.0% | Reduced |
| BCR Wealth Strategies, LLC | 1,762 | $252.0K | 0.08% | +1,762 | New |
| Mezzasalma Advisors, LLC | 1,771 | $252.1K | 0.06% | −198−10.1% | Reduced |
| TruWealth Advisors, LLC | 1,760 | $252.5K | 0.01% | +197+12.6% | Added |
| Buffalo Business & Estate Services Ltd | 1,761 | $252.7K | 0.04% | +1,761 | New |
| Ritter Alpha, LP | 1,762 | $252.9K | 10.79% | +1,762 | New |
| Loomis Sayles & Co L P | 1,763 | $253.1K | 0.00% | −163−8.5% | Reduced |