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 |
|---|---|---|---|---|---|
| Lighthouse Financial Services Inc | 20,386 | $2.93M | 0.67% | +20,386 | New |
| Rockline Wealth Management, LLC | 20,359 | $2.92M | 0.60% | +535+2.7% | Added |
| Donaldson Capital Management, LLC | 20,311 | $2.92M | 0.09% | −181,947−90.0% | Reduced |
| Smith Shellnut Wilson LLC | 20,311 | $2.92M | 1.12% | −161−0.8% | Reduced |
| Connable Office Inc | 20,274 | $2.91M | 0.27% | −246−1.2% | Reduced |
| Eagle Capital Management, LLC | 20,214 | $2.90M | 1.06% | −457−2.2% | Reduced |
| Trust Point Inc. | 20,114 | $2.89M | 0.23% | −176−0.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 20,061 | $2.88M | 0.64% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 20,059 | $2.88M | 1.13% | +136+0.7% | Added |
| Gladstone Institutional Advisory LLC | 20,011 | $2.87M | 0.11% | −2,800−12.3% | Reduced |
| Triangle Securities Wealth Management | 19,992 | $2.87M | 0.60% | −280−1.4% | Reduced |
| Vickerman Investment Advisors, Inc. | 19,985 | $2.87M | 0.57% | −6,016−23.1% | Reduced |
| Monetary Management Group Inc | 19,952 | $2.86M | 0.66% | −2,975−13.0% | Reduced |
| Texas Yale Capital Corp. | 19,950 | $2.86M | 0.09% | +625+3.2% | Added |
| Zhang Financial LLC | 19,946 | $2.86M | 0.11% | +162+0.8% | Added |
| ISAM Funds (UK) Ltd | 19,913 | $2.86M | 1.03% | −8,572−30.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,894 | $2.86M | 0.39% | +1,032+5.5% | Added |
| Kera Capital Partners, Inc. | 18,577 | $2.85M | 0.35% | −2,217−10.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,874 | $2.85M | 0.05% | −1,016−4.9% | Reduced |
| Twin Capital Management Inc | 19,802 | $2.84M | 0.35% | +1,850+10.3% | Added |
| Plimoth Trust Co LLC | 19,795 | $2.84M | 0.63% | −204−1.0% | Reduced |
| Excalibur Management Corp | 19,772 | $2.84M | 1.02% | +1,466+8.0% | Added |
| Nations Financial Group Inc, | 19,757 | $2.84M | 0.15% | +1,989+11.2% | Added |
| Garrett Investment Advisors LLC | 19,733 | $2.83M | 0.22% | −2,581−11.6% | Reduced |
| Kavar Capital Partners Group, LLC | 19,646 | $2.82M | 0.39% | −2,661−11.9% | Reduced |
| Burney Co | 19,608 | $2.81M | 0.09% | +653+3.4% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 19,476 | $2.81M | 0.07% | +1,338+7.4% | Added |
| Platform Technology Partners | 19,530 | $2.80M | 0.60% | +499+2.6% | Added |
| GW Henssler & Associates Ltd | 19,519 | $2.80M | 0.13% | −101,491−83.9% | Reduced |
| Coastline Trust Co | 19,506 | $2.80M | 0.26% | −63−0.3% | Reduced |
| Independent Investors Inc | 19,463 | $2.79M | 0.52% | 00.0% | Unchanged |
| Grace & White Inc | 19,432 | $2.79M | 0.50% | −4,065−17.3% | Reduced |
| Rothschild Investment LLC | 19,314 | $2.77M | 0.15% | +760+4.1% | Added |
| Insight Inv LLC | 19,310 | $2.77M | 1.55% | +2,625+15.7% | Added |
| Modern Wealth Management, LLC | 19,306 | $2.77M | 0.05% | +704+3.8% | Added |
| Radnor Capital Management, LLC | 19,264 | $2.76M | 0.41% | −292−1.5% | Reduced |
| Smartleaf Asset Management LLC | 19,120 | $2.76M | 0.10% | +2,815+17.3% | Added |
| Delta Capital Management LLC | 19,195 | $2.75M | 1.55% | −2,560−11.8% | Reduced |
| Crusonia Wealth Advisors LLC | 19,194 | $2.75M | 0.61% | +19,194 | New |
| Bank Ozk | 19,115 | $2.74M | 0.97% | −411−2.1% | Reduced |
| Mission Wealth Management, LP | 19,082 | $2.74M | 0.06% | +2,182+12.9% | Added |
| Angeles Wealth Management, LLC | 18,856 | $2.73M | 0.15% | +4,492+31.3% | Added |
| Burke & Herbert Bank & Trust Co | 18,996 | $2.73M | 0.75% | −2,145−10.1% | Reduced |
| Finer Wealth Management, Inc. | 18,979 | $2.72M | 1.32% | +1,058+5.9% | Added |
| Chapin Davis, Inc. | 18,975 | $2.72M | 0.64% | −562−2.9% | Reduced |
| Anb Bank | 18,961 | $2.72M | 1.08% | −59−0.3% | Reduced |
| PFC Capital Group, Inc. | 18,896 | $2.71M | 1.12% | −291−1.5% | Reduced |
| Raelipskie Partnership | 18,843 | $2.70M | 1.13% | +18,843 | New |
| Keystone Financial Group | 18,749 | $2.69M | 0.20% | −217−1.1% | Reduced |
| Anchor Investment Management, LLC | 18,695 | $2.68M | 0.22% | −536−2.8% | Reduced |
| Peloton Wealth Strategists | 18,695 | $2.68M | 1.04% | −2,165−10.4% | Reduced |
| Belpointe Asset Management LLC | 18,595 | $2.67M | 0.10% | −1,314−6.6% | Reduced |
| Oakmont Investment Advisors, Inc. | 18,579 | $2.67M | 1.95% | +18,579 | New |
| Capital Investment Advisory Services, LLC | 18,543 | $2.66M | 0.19% | +354+1.9% | Added |
| Jag Capital Management, LLC | 18,520 | $2.66M | 0.29% | −99−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 18,443 | $2.65M | 0.19% | +2,086+12.8% | Added |
| Cornerstone Planning, LLC | 18,321 | $2.64M | 0.61% | +18,321 | New |
| Financial Advisory Partners, LLC | 18,391 | $2.64M | 0.74% | +306+1.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 18,272 | $2.62M | 1.70% | −825−4.3% | Reduced |
| Richard Bernstein Advisors LLC | 18,272 | $2.62M | 0.08% | −2,010−9.9% | Reduced |
| Gs Investments, Inc. | 18,245 | $2.62M | 1.42% | −536−2.9% | Reduced |
| Heritage Wealth Advisors | 18,223 | $2.62M | 0.10% | −1,042−5.4% | Reduced |
| Cordatus Wealth Management LLC | 18,205 | $2.61M | 0.60% | −12−0.1% | Reduced |
| Northstar Group, Inc. | 18,084 | $2.60M | 0.35% | −135−0.7% | Reduced |
| Sunbelt Securities, Inc. | 18,006 | $2.58M | 0.17% | −292−1.6% | Reduced |
| Janney Capital Management LLC | 17,989 | $2.58M | 0.16% | −635−3.4% | Reduced |
| First Western Trust Bank | 17,986 | $2.58M | 0.13% | +2,427+15.6% | Added |
| Wolff Wiese Magana LLC | 17,960 | $2.58M | 1.41% | +9+0.1% | Added |
| LVM Capital Management Ltd | 17,910 | $2.57M | 0.24% | −1,170−6.1% | Reduced |
| Aviance Capital Partners, LLC | 17,914 | $2.57M | 0.30% | −471−2.6% | Reduced |
| Costello Asset Management, INC | 17,832 | $2.56M | 0.85% | −316−1.7% | Reduced |
| Lummis Asset Management, LP | 17,823 | $2.56M | 1.57% | −230−1.3% | Reduced |
| Fragasso Group Inc. | 17,818 | $2.56M | 0.15% | −928−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,810 | $2.56M | 0.06% | +6,232+53.8% | Added |
| White Pine Capital LLC | 17,758 | $2.55M | 0.70% | +283+1.6% | Added |
| Close Asset Management Ltd | 17,739 | $2.55M | 0.06% | −1,540−8.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 17,712 | $2.54M | 1.49% | +1,753+11.0% | Added |
| Townsend & Associates, Inc | 17,327 | $2.54M | 0.23% | −339−1.9% | Reduced |
| Adirondack Trust Co | 17,651 | $2.53M | 0.83% | −925−5.0% | Reduced |
| Studio Investment Management LLC | 17,461 | $2.53M | 0.46% | +135+0.8% | Added |
| Ledyard National Bank | 17,618 | $2.53M | 0.22% | −511−2.8% | Reduced |
| Umpqua Bank | 17,610 | $2.53M | 0.70% | −519−2.9% | Reduced |
| Field & Main Bank | 17,599 | $2.53M | 0.73% | −1,527−8.0% | Reduced |
| Pacific Point Advisors, LLC | 17,542 | $2.52M | 1.35% | −484−2.7% | Reduced |
| Chapman Financial Group, LLC | 17,499 | $2.51M | 1.71% | −200−1.1% | Reduced |
| Valmark Advisers, Inc. | 17,479 | $2.51M | 0.03% | −120−0.7% | Reduced |
| Optimist Retirement Group LLC | 17,399 | $2.50M | 1.14% | +16+0.1% | Added |
| Smith, Moore & Co. | 17,382 | $2.49M | 0.19% | −1,099−5.9% | Reduced |
| Mitchell Sinkler & Starr | 17,362 | $2.49M | 1.13% | −725−4.0% | Reduced |
| LOM Asset Management Ltd | 17,358 | $2.49M | 0.72% | −1,572−8.3% | Reduced |
| Webster Bank, N. A. | 17,355 | $2.49M | 0.23% | −172−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 17,269 | $2.48M | 0.17% | −162−0.9% | Reduced |
| Ellsworth Advisors, LLC | 16,908 | $2.48M | 0.49% | +797+4.9% | Added |
| Hilltop Holdings Inc. | 17,217 | $2.47M | 0.15% | −1,024−5.6% | Reduced |
| Avidian Wealth Solutions, LLC | 17,109 | $2.46M | 0.09% | −744−4.2% | Reduced |
| LVW Advisors, LLC | 17,107 | $2.46M | 0.25% | −1,209−6.6% | Reduced |
| Sava Infond d.o.o. | 17,100 | $2.45M | 0.33% | −500−2.8% | Reduced |
| DMKC Advisory Services, LLC | 17,079 | $2.45M | 1.08% | +2,571+17.7% | Added |
| Virtu Financial LLC | 17,082 | $2.45M | 0.09% | −12,553−42.4% | Reduced |
| McDaniel Terry & Co | 17,014 | $2.44M | 0.21% | −3,154−15.6% | Reduced |