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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 2,429 | $348.6K | 0.04% | −596−19.7% | Reduced |
| Compass Ion Advisors, LLC | 2,430 | $348.8K | 0.03% | +5+0.2% | Added |
| Rialto Wealth Management, LLC | 2,431 | $348.9K | 0.08% | +7+0.3% | Added |
| Balboa Wealth Partners | 2,431 | $348.9K | 0.06% | −9−0.4% | Reduced |
| Pingora Partners LLC | 2,433 | $349.2K | 0.21% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 554 | $349.4K | 0.21% | −1,894−77.4% | Reduced |
| PCM Encore, LLC | 2,439 | $350.0K | 0.07% | +2,439 | New |
| Clifford Group, LLC | 2,445 | $350.9K | 0.27% | −31−1.3% | Reduced |
| Braun-Bostich & Associates Inc. | 2,450 | $351.6K | 0.22% | −631−20.5% | Reduced |
| Warwick Investment Management, Inc. | 2,452 | $351.9K | 0.05% | +46+1.9% | Added |
| Beacon Capital Management, LLC | 2,453 | $352.1K | 0.05% | +993+68.0% | Added |
| Johnson Wealth Management, LLC | 2,455 | $352.3K | 0.18% | +12+0.5% | Added |
| Allen Investment Management LLC | 2,461 | $353.2K | 0.00% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,463 | $353.5K | 0.07% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,469 | $354.4K | 0.25% | −536−17.8% | Reduced |
| Heritage Investment Group, Inc. | 2,470 | $354.4K | 0.05% | +39+1.6% | Added |
| Cinctive Capital Management LP | 2,474 | $355.1K | 0.02% | +2,474 | New |
| Nikulski Financial, Inc. | 2,476 | $355.3K | 0.08% | +136+5.8% | Added |
| Financial Advisors Network, Inc. | 2,480 | $355.9K | 0.05% | −91−3.5% | Reduced |
| Archetype Wealth Partners | 2,478 | $356.0K | 0.05% | −1,532−38.2% | Reduced |
| D L Carlson Investment Group Inc | 2,481 | $356.1K | 0.06% | −13−0.5% | Reduced |
| Summit Wealth Group, LLC | 2,485 | $356.7K | 0.08% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 2,490 | $357.4K | 0.11% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 2,492 | $357.7K | 0.10% | +56+2.3% | Added |
| TSFG, LLC | 2,492 | $358.0K | 0.05% | −63−2.5% | Reduced |
| UMA Financial Services, Inc. | 2,499 | $358.6K | 0.05% | −4,784−65.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,504 | $359.4K | 0.21% | +360+16.8% | Added |
| Sierra Summit Advisors LLC | 2,506 | $359.7K | 0.06% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 2,422 | $360.1K | 0.10% | +24+1.0% | Added |
| Guilbault Capital LLC | 2,525 | $362.3K | 0.41% | +2,525 | New |
| Avise Financial Cooperative, Inc. | 2,528 | $362.8K | 0.33% | +2,528 | New |
| United Community Bank | 2,530 | $363.1K | 0.14% | −703−21.7% | Reduced |
| Trace Wealth Advisors, LLC | 2,531 | $363.2K | 0.26% | 00.0% | Unchanged |
| Putney Financial Group LLC | 2,534 | $363.7K | 0.34% | +2,534 | New |
| Strategic Wealth Partners, Ltd. | 2,535 | $363.8K | 0.02% | −136−5.1% | Reduced |
| Paradigm Capital Management, LLC | 2,535 | $364.0K | 0.34% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,539 | $364.4K | 0.10% | −54−2.1% | Reduced |
| BCS Private Wealth Management, Inc. | 2,532 | $367.0K | 0.13% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,559 | $367.3K | 0.32% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,685 | $367.9K | 0.13% | −19−0.7% | Reduced |
| TAGStone Capital, Inc. | 2,539 | $367.9K | 0.14% | −38−1.5% | Reduced |
| Financial Planning Hawaii, Inc. | 2,566 | $368.3K | 0.21% | +2,566 | New |
| Generation Capital Management LLC | 2,580 | $370.3K | 0.24% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,607 | $370.8K | 0.06% | +8+0.3% | Added |
| 17 Capital Partners, LLC | 2,584 | $370.9K | 0.19% | +56+2.2% | Added |
| Revolve Wealth Partners, LLC | 2,585 | $370.9K | 0.04% | +114+4.6% | Added |
| Verus Financial Partners, Inc. | 2,547 | $371.6K | 0.03% | +847+49.8% | Added |
| Banque de Luxembourg S.A. | 2,591 | $371.9K | 0.17% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,594 | $372.2K | 0.09% | −191−6.9% | Reduced |
| Pictet North America Advisors SA | 2,600 | $373.2K | 0.04% | 00.0% | Unchanged |
| CastleKnight Management LP | 2,600 | $373.2K | 0.02% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,600 | $373.2K | 0.04% | +13+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 2,600 | $373.2K | 0.06% | +2,600 | New |
| Cypress Financial Planning LLC | 2,599 | $373.2K | 0.10% | +2,599 | New |
| Onyx Bridge Wealth Group LLC | 2,607 | $374.2K | 0.04% | −450−14.7% | Reduced |
| Monument Capital Management | 2,610 | $374.6K | 0.09% | −1,615−38.2% | Reduced |
| Plan Group Financial, LLC | 2,611 | $374.7K | 0.10% | +133+5.4% | Added |
| Bey-Douglas LLC | 2,617 | $375.5K | 0.30% | +158+6.4% | Added |
| Connecticut Capital Management Group, LLC | 2,621 | $376.2K | 0.36% | +2,621 | New |
| Strategic Advisors LLC | 2,621 | $376.3K | 0.06% | −94−3.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,623 | $376.5K | 0.11% | −29−1.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,599 | $376.9K | 0.06% | +23+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 2,626 | $376.9K | 0.02% | +2,626 | New |
| Meramec Financial Planners, LLC | 2,212 | $377.1K | 0.15% | +2,212 | New |
| Eagle Wealth Strategies LLC | 2,639 | $378.8K | 0.18% | +266+11.2% | Added |
| Lumbard & Kellner, LLC | 2,640 | $378.9K | 0.13% | 00.0% | Unchanged |
| Guardian Capital, LLC | 2,640 | $378.9K | 0.34% | +2,640 | New |
| Providence First Trust Co | 2,641 | $379.0K | 0.13% | +340+14.8% | Added |
| Trust Co of the South | 2,643 | $379.3K | 0.06% | −1,826−40.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,649 | $380.2K | 0.04% | −285−9.7% | Reduced |
| Gentry Private Wealth, LLC | 2,659 | $381.6K | 0.24% | −883−24.9% | Reduced |
| Values Added Financial LLC | 2,665 | $382.5K | 0.16% | +121+4.8% | Added |
| Oxford Financial Group Ltd | 2,667 | $382.8K | 0.02% | −115−4.1% | Reduced |
| TigerOak Management, L.L.C. | 2,668 | $382.9K | 0.12% | −70−2.6% | Reduced |
| Birch Financial Group, LLC | 2,673 | $383.6K | 0.22% | +24+0.9% | Added |
| Syverson Strege & Co | 2,677 | $384.2K | 0.09% | −30−1.1% | Reduced |
| Westside Investment Management, Inc. | 2,684 | $385.0K | 0.06% | +82+3.2% | Added |
| Greenfield Seitz Capital Management, LLC | 2,683 | $385.1K | 0.13% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 2,687 | $385.6K | 0.22% | −17−0.6% | Reduced |
| Solstein Capital, LLC | 2,688 | $385.8K | 0.15% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 2,694 | $386.6K | 0.37% | +2,694 | New |
| Drexel Morgan & Co. | 2,700 | $387.5K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,701 | $387.6K | 0.04% | +334+14.1% | Added |
| City National Bank of Florida | 2,702 | $387.8K | 0.25% | +184+7.3% | Added |
| CMG Global Holdings, LLC | 2,335 | $388.0K | 0.17% | +40+1.7% | Added |
| Capital City Trust Co | 2,708 | $388.7K | 0.09% | −100−3.6% | Reduced |
| Fiduciary Wealth Partners, LLC | 2,708 | $388.7K | 0.16% | −32−1.2% | Reduced |
| Morris Financial Concepts, Inc. | 2,709 | $388.8K | 0.14% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,715 | $389.6K | 0.05% | +2,715 | New |
| Sun Financial Inc | 2,715 | $389.7K | 0.22% | +2,715 | New |
| Capula Management Ltd | 2,717 | $389.9K | 0.00% | −3,980−59.4% | Reduced |
| BankPlus Trust Department | 2,722 | $390.7K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,723 | $390.8K | 0.01% | −699−20.4% | Reduced |
| Mach-1 Financial Group, Inc. | 2,726 | $391.4K | 0.08% | +1,243+83.8% | Added |
| Medallion Wealth Advisors, LLC | 2,728 | $391.5K | 0.13% | +400+17.2% | Added |
| DeDora Capital, Inc. | 2,740 | $393.2K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,741 | $393.4K | 0.13% | −281−9.3% | Reduced |
| Essex LLC | 2,747 | $394.2K | 0.07% | −95−3.3% | Reduced |
| EJMK Ventures LLC | 2,747 | $394.2K | 0.24% | +2,747 | New |
| SHP Wealth Management | 2,754 | $395.2K | 0.03% | +2,754 | New |