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 |
|---|---|---|---|---|---|
| Uniting Wealth Partners, LLC | 2,163 | $313.5K | 0.10% | +497+29.8% | Added |
| Crumly & Associates Inc. | 2,185 | $313.6K | 0.07% | −730−25.0% | Reduced |
| Castleview Partners, LLC | 2,186 | $313.7K | 0.16% | +23+1.1% | Added |
| Evergreen Wealth Solutions, LLC | 2,186 | $313.7K | 0.04% | +2,186 | New |
| Accretive Wealth Partners, LLC | 2,188 | $314.0K | 0.09% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,190 | $314.3K | 0.02% | −239−9.8% | Reduced |
| Ridge Creek Global, Inc | 2,192 | $314.6K | 0.26% | +2,192 | New |
| GM Advisory Group, Inc. | 2,193 | $314.7K | 0.01% | +2,193 | New |
| Claris Advisors, LLC | 2,199 | $315.6K | 0.10% | −291−11.7% | Reduced |
| Spirit of America Management Corp | 2,200 | $315.7K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,202 | $316.0K | 0.00% | +156+7.6% | Added |
| Thayer Partners, LLC | 2,202 | $316.1K | 0.15% | +2,202 | New |
| One Charles Private Wealth Services, LLC | 2,203 | $316.2K | 0.08% | +13+0.6% | Added |
| Marshall Financial Group LLC | 2,204 | $316.3K | 0.06% | −299−11.9% | Reduced |
| Vision Capital Management, Inc. | 2,204 | $316.4K | 0.04% | +24+1.1% | Added |
| Ritter Daniher Financial Advisory LLC | 2,213 | $317.7K | 0.05% | +508+29.8% | Added |
| Rowland & Co Investment Counsel | 2,215 | $317.9K | 0.06% | +200+9.9% | Added |
| Clearwater Capital Advisors, LLC | 2,217 | $318.2K | 0.03% | −45−2.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,219 | $318.5K | 0.04% | +171+8.3% | Added |
| Aua Capital Management, LLC | 2,220 | $318.6K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,220 | $318.7K | 0.03% | +20+0.9% | Added |
| Brucke Financial, Inc. | 2,221 | $318.8K | 0.17% | +118+5.6% | Added |
| Midwest Financial Partners Investments, Inc. | 2,227 | $319.6K | 0.18% | +2,227 | New |
| Keystone Financial Services | 2,230 | $320.1K | 0.10% | +132+6.3% | Added |
| Accuvest Global Advisors | 2,234 | $321.0K | 0.24% | +2,234 | New |
| BCJ Capital Management, LLC | 2,242 | $321.8K | 0.02% | +54+2.5% | Added |
| Financial Planning Fort Collins, LLC | 2,242 | $321.8K | 0.28% | +2,242 | New |
| Lipe & Dalton | 2,245 | $322.0K | 0.16% | −100−4.3% | Reduced |
| Kimelman & Baird, LLC | 2,248 | $322.6K | 0.02% | −554−19.8% | Reduced |
| 55 North Private Wealth, LLC | 2,249 | $322.8K | 0.09% | +2,249 | New |
| Rooted Wealth Advisors, Inc. | 1,944 | $323.0K | 0.09% | −17−0.9% | Reduced |
| Triton Wealth Management, PLLC | 1,998 | $323.1K | 0.12% | −3,740−65.2% | Reduced |
| First Dallas Securities Inc. | 2,252 | $323.1K | 0.12% | +50+2.3% | Added |
| Ponta Wealth Partners, LLC | 2,252 | $323.2K | 0.30% | +2,252 | New |
| Greenberg Financial Group | 2,253 | $323.3K | 0.13% | +2,253 | New |
| Core Wealth Advisors, Inc. | 2,256 | $323.8K | 0.08% | −52−2.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 2,260 | $324.0K | 0.06% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,112 | $324.5K | 0.14% | −125−5.6% | Reduced |
| Keystone Wealth Services, LLC | 2,262 | $324.6K | 0.07% | +13+0.6% | Added |
| Insight Wealth Partners, LLC | 2,262 | $324.6K | 0.14% | +9+0.4% | Added |
| Trillium Asset Management, LLC | 2,262 | $325.0K | 0.01% | −425−15.8% | Reduced |
| Opus Capital Group, LLC | 2,261 | $325.0K | 0.04% | −255−10.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,268 | $325.5K | 0.21% | −65−2.8% | Reduced |
| Latitude Advisors, LLC | 2,270 | $325.7K | 0.14% | −38−1.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,278 | $326.9K | 0.13% | 00.0% | Unchanged |
| GSG Advisors LLC | 2,280 | $327.2K | 0.08% | +105+4.8% | Added |
| Atlantic Family Wealth, LLC | 2,284 | $327.8K | 0.25% | −5−0.2% | Reduced |
| Phillips Financial Management, LLC | 2,286 | $328.1K | 0.02% | +600+35.6% | Added |
| Prosperity Bancshares Inc | 2,287 | $328.2K | 0.30% | +2,287 | New |
| Consilio Wealth Advisors, LLC | 2,290 | $328.6K | 0.10% | −99−4.1% | Reduced |
| Koss-Olinger Consulting, LLC | 2,290 | $329.0K | 0.03% | −27−1.2% | Reduced |
| Strathmore Capital Advisors, Inc. | 2,294 | $329.2K | 0.11% | −1,245−35.2% | Reduced |
| Central Pacific Bank - Trust Division | 2,300 | $330.1K | 0.04% | −3−0.1% | Reduced |
| Veratis Advisors, Inc. | 2,046 | $330.2K | 0.26% | +2,046 | New |
| National Wealth Management Group, LLC | 2,303 | $330.5K | 0.11% | −902−28.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,303 | $330.5K | 0.08% | −224−8.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,304 | $330.7K | 0.27% | +121+5.5% | Added |
| Stronghold Wealth Management L.L.C. | 2,304 | $330.7K | 0.49% | +2,304 | New |
| Calton & Associates, Inc. | 2,309 | $331.5K | 0.05% | +218+10.4% | Added |
| SGL Investment Advisors, Inc. | 1,981 | $331.9K | 0.13% | +75+3.9% | Added |
| bLong Financial, LLC | 2,314 | $332.1K | 0.23% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 2,324 | $333.5K | 0.06% | −15−0.6% | Reduced |
| Real Talk Capital, LLC | 2,326 | $333.9K | 0.33% | −26−1.1% | Reduced |
| CDM Financial Counseling Services, Inc. | 2,331 | $334.5K | 0.31% | +2,331 | New |
| Cherry Tree Wealth Management, LLC | 2,333 | $334.8K | 0.07% | −44−1.9% | Reduced |
| MV Capital Management, Inc. | 2,333 | $334.8K | 0.03% | +81+3.6% | Added |
| Cascades Capital Asset Management, LLC | 2,336 | $335.2K | 0.14% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,336 | $335.3K | 0.14% | +25+1.1% | Added |
| Aspen Grove Capital, LLC | 2,316 | $335.6K | 0.06% | −4−0.2% | Reduced |
| Circle Wealth Management, LLC | 2,339 | $335.7K | 0.01% | +355+17.9% | Added |
| Summit Wealth Group LLC | 2,348 | $337.0K | 0.04% | −47,406−95.3% | Reduced |
| Algert Global LLC | 2,350 | $337.3K | 0.01% | +2,350 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2,356 | $338.1K | 0.25% | −100−4.1% | Reduced |
| Triumph Capital Management | 2,358 | $338.4K | 0.07% | +233+11.0% | Added |
| First Commonwealth Financial Corp | 2,358 | $338.5K | 0.06% | −631−21.1% | Reduced |
| Stenger Family Office, LLC | 2,361 | $338.8K | 0.07% | +227+10.6% | Added |
| Mainsail Asset Management, LLC | 2,362 | $339.0K | 0.15% | +2,362 | New |
| Weaver Consulting Group | 2,366 | $339.5K | 0.08% | +14+0.6% | Added |
| German American Bancorp, Inc. | 2,376 | $341.0K | 0.03% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,383 | $342.0K | 0.13% | −180−7.0% | Reduced |
| Guardian Capital LP | 2,385 | $342.3K | 0.01% | −4,275−64.2% | Reduced |
| Marathon Strategic Advisors, LLC | 2,385 | $342.3K | 0.26% | 00.0% | Unchanged |
| LiftPoint Family Wealth Advisors LLC | 2,386 | $342.4K | 0.29% | +2,386 | New |
| Avalon Trust Co | 2,387 | $342.6K | 0.02% | −804−25.2% | Reduced |
| Convergence Investment Partners, LLC | 2,387 | $342.6K | 0.07% | −57−2.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,390 | $343.0K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 2,393 | $343.4K | 0.10% | −146−5.8% | Reduced |
| Bouchey Financial Group Ltd | 2,381 | $343.5K | 0.03% | +81+3.5% | Added |
| Smallwood Wealth Investment Management, LLC | 2,395 | $343.8K | 0.18% | 00.0% | Unchanged |
| TFC Financial Management | 2,399 | $344.3K | 0.04% | +1,128+88.7% | Added |
| Syntegra Private Wealth Group, LLC | 2,402 | $344.7K | 0.03% | −104−4.2% | Reduced |
| Sunflower Bank, N.A. | 2,410 | $345.9K | 0.09% | +483+25.1% | Added |
| Petra Financial Advisors Inc | 2,410 | $345.9K | 0.20% | −12−0.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,415 | $346.7K | 0.03% | −227−8.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,416 | $346.7K | 0.19% | +47+2.0% | Added |
| Riverview Trust Co | 2,418 | $347.0K | 0.42% | 00.0% | Unchanged |
| Tacita Capital Inc | 2,420 | $347.3K | 0.20% | +167+7.4% | Added |
| LifeSteps Financial, Inc. | 2,424 | $347.9K | 0.22% | 00.0% | Unchanged |
| Curat Global, LLC | 2,427 | $348.3K | 0.39% | −2,350−49.2% | Reduced |
| Snowwater Investment Partners, LLC | 2,405 | $348.6K | 0.32% | +2,405 | New |