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, Q1 2024
Institutional positions in PepsiCo Inc as of Mar 31, 2024. 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
- 3,371
- +67 vs. Q4 2023
- Shares held
- 1.01B
- +3.08M (+0.3%) vs. Q4 2023
- Total value
- $176.3B
- +$5.75B (+3.4%) vs. Q4 2023
- New holders
- 191
- 1,454 more added
- Sold out
- 124
- 1,371 more reduced
44 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 3,241 | $563.0K | 0.32% | +153+5.0% | Added |
| Klingman & Associates, LLC | 3,226 | $564.6K | 0.04% | −30−0.9% | Reduced |
| Veracity Capital LLC | 3,228 | $564.9K | 0.22% | −209−6.1% | Reduced |
| G2 Capital Management, LLC | 3,229 | $565.1K | 0.18% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,232 | $565.6K | 0.34% | −495−13.3% | Reduced |
| Sound Financial Strategies Group, LLC | 3,263 | $571.1K | 0.47% | −34−1.0% | Reduced |
| Granite Group Advisors, LLC | 3,272 | $572.6K | 0.39% | +608+22.8% | Added |
| Clear Creek Financial Management, LLC | 3,271 | $572.9K | 0.07% | +103+3.3% | Added |
| Liberty Wealth Management LLC | 3,277 | $574.0K | 0.11% | −114−3.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,279 | $574.0K | 0.26% | −10−0.3% | Reduced |
| Stephens Consulting, LLC | 3,290 | $575.8K | 0.18% | −302−8.4% | Reduced |
| Summitry LLC | 3,292 | $576.1K | 0.03% | −1,037−24.0% | Reduced |
| Willner & Heller, LLC | 3,298 | $577.1K | 0.57% | +52+1.6% | Added |
| Tucker Asset Management LLC | 3,301 | $577.7K | 0.13% | −932−22.0% | Reduced |
| Univest Financial Corp | 3,303 | $578.1K | 0.16% | −220−6.2% | Reduced |
| Paulson Wealth Management Inc. | 3,314 | $579.9K | 0.17% | +33+1.0% | Added |
| Trilogy Capital Inc. | 3,315 | $580.2K | 0.03% | +962+40.9% | Added |
| Buffington Mohr McNeal | 3,328 | $582.4K | 0.11% | −87−2.5% | Reduced |
| Riverview Trust Co | 3,341 | $584.7K | 0.45% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 3,321 | $585.4K | 0.03% | +66+2.0% | Added |
| Aspire Private Capital, LLC | 3,347 | $585.8K | 0.15% | +46+1.4% | Added |
| Fagan Associates, Inc. | 3,348 | $586.0K | 0.11% | +26+0.8% | Added |
| MV Capital Management, Inc. | 3,349 | $586.1K | 0.07% | +49+1.5% | Added |
| Titleist Asset Management, LLC | 3,352 | $586.6K | 0.10% | +1,790+114.6% | Added |
| Perritt Capital Management Inc | 3,358 | $587.7K | 0.32% | −79−2.3% | Reduced |
| Trillium Asset Management, LLC | 3,370 | $590.0K | 0.02% | +177+5.5% | Added |
| Marco Investment Management LLC | 3,372 | $590.1K | 0.06% | +92+2.8% | Added |
| Institute for Wealth Management, LLC. | 3,377 | $590.9K | 0.08% | +10.0% | Added |
| Retirement Income Solutions, Inc | 3,379 | $591.3K | 0.13% | +10.0% | Added |
| McGowan Group Asset Management, Inc. | 3,381 | $591.7K | 0.09% | +2+0.1% | Added |
| Wealth Effects LLC | 3,383 | $592.1K | 0.22% | −200−5.6% | Reduced |
| Oxford Financial Group Ltd | 3,385 | $592.4K | 0.04% | +53+1.6% | Added |
| W.H. Cornerstone Investments Inc. | 3,397 | $595.0K | 0.43% | +69+2.1% | Added |
| Sustainable Insight Capital Management, LLC | 3,400 | $595.0K | 0.43% | +3,400 | New |
| Menard Financial Group LLC | 3,401 | $595.2K | 0.50% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,406 | $596.0K | 0.18% | +218+6.8% | Added |
| LWMG, LLC | 3,411 | $597.0K | 0.14% | −455−11.8% | Reduced |
| Karpas Strategies, LLC | 3,413 | $597.2K | 0.19% | +15+0.4% | Added |
| Monticello Wealth Management, LLC | 3,417 | $597.9K | 0.05% | −390−10.2% | Reduced |
| Wealthspan Partners, LLC | 3,417 | $598.1K | 0.35% | +339+11.0% | Added |
| Marks Group Wealth Management, Inc | 3,419 | $598.4K | 0.06% | +17+0.5% | Added |
| Cambridge Financial Group, LLC | 3,420 | $598.5K | 0.28% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 3,423 | $599.0K | 0.18% | −63−1.8% | Reduced |
| Allegheny Financial Group LTD | 3,423 | $599.1K | 0.18% | −791−18.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,438 | $601.7K | 0.07% | +102+3.1% | Added |
| D L Carlson Investment Group Inc | 3,441 | $602.2K | 0.12% | −25−0.7% | Reduced |
| First Dallas Securities Inc. | 3,458 | $605.0K | 0.28% | −145−4.0% | Reduced |
| apricus wealth, LLC | 3,461 | $605.7K | 0.43% | −10−0.3% | Reduced |
| ETF Store, Inc. | 3,462 | $605.8K | 0.35% | −65−1.8% | Reduced |
| First National Bank of Hutchinson | 3,468 | $606.9K | 0.41% | +93+2.8% | Added |
| LifePro Asset Management | 3,471 | $607.5K | 0.40% | +114+3.4% | Added |
| ICA Group Wealth Management, LLC | 3,474 | $607.9K | 0.12% | −74−2.1% | Reduced |
| Meeder Asset Management Inc | 3,483 | $609.6K | 0.04% | +232+7.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,487 | $610.3K | 0.43% | −19−0.5% | Reduced |
| Seneca Financial Advisors LLC | 3,488 | $610.4K | 0.33% | +10.0% | Added |
| Hurlow Wealth Management Group, Inc. | 3,493 | $611.3K | 0.22% | −45−1.3% | Reduced |
| Onefund, LLC | 3,537 | $611.8K | 0.73% | −100−2.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,496 | $611.9K | 0.50% | −62−1.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,500 | $612.5K | 0.15% | +87+2.5% | Added |
| Capstone Financial Advisors, Inc. | 3,504 | $613.3K | 0.04% | −44−1.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,506 | $613.5K | 0.48% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,515 | $615.3K | 0.03% | +128+3.8% | Added |
| Quantum Financial Advisors, LLC | 3,517 | $615.5K | 0.11% | +747+27.0% | Added |
| Altrafin AG | 3,519 | $615.9K | 0.22% | 00.0% | Unchanged |
| Keel Point, LLC | 3,520 | $616.0K | 0.06% | +381+12.1% | Added |
| Templeton & Phillips Capital Management, LLC | 3,536 | $618.8K | 0.57% | +7+0.2% | Added |
| Cedar Brook Financial Partners, LLC | 3,538 | $619.2K | 0.12% | −223−5.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,540 | $619.5K | 0.10% | −210−5.6% | Reduced |
| Prentice Wealth Management LLC | 3,540 | $619.5K | 0.22% | +252+7.7% | Added |
| Seeds Investor LLC | 3,543 | $620.1K | 0.57% | +3,543 | New |
| Covenant Asset Management, LLC | 3,543 | $620.1K | 0.15% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,545 | $620.4K | 0.48% | −29−0.8% | Reduced |
| Private Portfolio Partners LLC | 3,551 | $621.4K | 0.13% | +182+5.4% | Added |
| SNS Financial Group, LLC | 3,526 | $621.5K | 0.07% | +83+2.4% | Added |
| Fulcrum Equity Management | 3,558 | $622.7K | 0.73% | +603+20.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,560 | $623.0K | 0.15% | −202−5.4% | Reduced |
| AllSquare Wealth Management LLC | 3,562 | $623.4K | 0.37% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 3,567 | $624.3K | 0.19% | +770+27.5% | Added |
| Vicus Capital | 3,576 | $625.9K | 0.06% | +802+28.9% | Added |
| PAX Financial Group, LLC | 3,577 | $626.0K | 0.13% | −306−7.9% | Reduced |
| Ignite Planners, LLC | 3,620 | $626.2K | 0.18% | −662−15.5% | Reduced |
| Camden Capital, LLC | 3,594 | $629.0K | 0.06% | −967−21.2% | Reduced |
| Raleigh Capital Management Inc. | 3,595 | $629.3K | 0.27% | −137−3.7% | Reduced |
| Pecaut & Co. | 3,600 | $630.0K | 0.23% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,605 | $630.9K | 0.10% | −143−3.8% | Reduced |
| Cubic Asset Management, LLC | 3,610 | $631.8K | 0.15% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,595 | $633.7K | 0.45% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,624 | $634.2K | 0.03% | −182−4.8% | Reduced |
| D'Orazio & Associates, Inc. | 3,625 | $634.3K | 0.10% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,625 | $634.4K | 0.26% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 3,628 | $635.0K | 0.37% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,629 | $635.1K | 0.27% | +3,629 | New |
| Rice Partnership, LLC | 3,629 | $635.1K | 0.15% | −150−4.0% | Reduced |
| Evernest Financial Advisors, LLC | 3,680 | $640.8K | 0.30% | −321−8.0% | Reduced |
| Burton Enright Welch | 3,671 | $642.4K | 0.15% | +29+0.8% | Added |
| Covenant Partners, LLC | 3,671 | $642.5K | 0.19% | −333−8.3% | Reduced |
| Cranbrook Wealth Management, LLC | 3,679 | $643.9K | 0.16% | +3+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,683 | $644.6K | 0.12% | +349+10.5% | Added |
| Northstar Advisory Group, LLC | 3,622 | $644.9K | 0.39% | +353+10.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,686 | $645.1K | 0.35% | +17+0.5% | Added |