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 |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 3,690 | $645.9K | 0.11% | −914−19.9% | Reduced |
| Vertex Planning Partners, LLC | 3,695 | $646.7K | 0.18% | −578−13.5% | Reduced |
| Alta Advisers Ltd | 3,700 | $647.5K | 0.32% | +200+5.7% | Added |
| Alliance Wealth Advisors, LLC | 3,702 | $647.8K | 0.19% | +652+21.4% | Added |
| Clayton Financial Group LLC | 3,702 | $647.9K | 0.29% | +3,702 | New |
| Duncan Williams Asset Management, LLC | 3,703 | $648.0K | 0.58% | +3,703 | New |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $649.1K | 0.37% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,709 | $649.1K | 0.05% | +532+16.7% | Added |
| Hutchinson Capital Management | 3,712 | $649.7K | 0.13% | −4−0.1% | Reduced |
| Gradient Investments LLC | 3,718 | $650.7K | 0.02% | −4,270−53.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,718 | $650.7K | 0.23% | −15−0.4% | Reduced |
| Central Bank & Trust Co | 3,719 | $650.9K | 0.09% | −145−3.8% | Reduced |
| Lesa Sroufe & Co | 3,727 | $652.0K | 0.61% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,733 | $653.0K | 0.37% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,706 | $653.3K | 0.41% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,737 | $654.0K | 0.20% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 3,749 | $656.1K | 0.11% | +10.0% | Added |
| Empirical Asset Management, LLC | 5,766 | $657.2K | 0.32% | +2,242+63.6% | Added |
| Burford Brothers, Inc. | 3,759 | $657.9K | 0.43% | +63+1.7% | Added |
| Clifford Group, LLC | 3,761 | $658.2K | 0.54% | +383+11.3% | Added |
| Birchcreek Wealth Management, LLC | 3,770 | $659.8K | 0.35% | +279+8.0% | Added |
| Highview Capital Management LLC | 3,779 | $661.4K | 0.30% | +387+11.4% | Added |
| BlueCrest Capital Management Ltd | 3,783 | $662.1K | 0.16% | −20,329−84.3% | Reduced |
| Compass Capital Management, Inc | 3,788 | $662.9K | 0.04% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3,789 | $663.1K | 0.19% | −1,952−34.0% | Reduced |
| Capital Investment Services of America, Inc. | 3,808 | $666.4K | 0.06% | −35−0.9% | Reduced |
| Donoghue Forlines LLC | 3,809 | $666.6K | 0.19% | +191+5.3% | Added |
| Commonwealth Financial Services, LLC | 3,926 | $666.7K | 0.16% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 3,811 | $667.0K | 0.11% | +62+1.7% | Added |
| Heartwood Wealth Advisors LLC | 3,820 | $668.5K | 0.08% | +155+4.2% | Added |
| Rock Point Advisors, LLC | 3,832 | $670.6K | 0.20% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,953 | $670.7K | 0.08% | +494+14.3% | Added |
| Mainstay Capital Management LLC | 3,837 | $671.5K | 0.13% | +3,837 | New |
| Aft, Forsyth & Company, Inc. | 3,840 | $672.0K | 0.38% | −334−8.0% | Reduced |
| Castle Wealth Management LLC | 3,818 | $672.8K | 0.35% | +24+0.6% | Added |
| Sax Wealth Advisors, LLC | 3,852 | $674.1K | 0.08% | +198+5.4% | Added |
| Revisor Wealth Management LLC | 3,912 | $674.6K | 0.30% | +2,046+109.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,858 | $675.0K | 0.01% | −62−1.6% | Reduced |
| CVA Family Office, LLC | 3,858 | $675.2K | 0.12% | −43−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 3,846 | $678.1K | 0.15% | −59−1.5% | Reduced |
| Townsend & Associates, Inc | 3,983 | $682.0K | 0.08% | +2+0.1% | Added |
| Sippican Capital Advisors | 3,913 | $684.8K | 0.53% | −900−18.7% | Reduced |
| Sanders Morris Harris LLC | 3,915 | $685.2K | 0.13% | +415+11.9% | Added |
| Sivia Capital Partners, LLC | 3,915 | $685.2K | 0.47% | −56−1.4% | Reduced |
| Register Financial Advisors LLC | 3,916 | $685.3K | 0.36% | +54+1.4% | Added |
| Significant Wealth Partners LLC | 3,916 | $685.3K | 0.45% | −69−1.7% | Reduced |
| Orca Investment Management, LLC | 3,926 | $687.1K | 0.64% | −155−3.8% | Reduced |
| Fort Pitt Capital Group, LLC | 3,932 | $688.2K | 0.02% | −680−14.7% | Reduced |
| Worth Financial Advisory Group, LLC | 3,936 | $688.9K | 0.48% | +490+14.2% | Added |
| Apriem Advisors | 3,937 | $689.0K | 0.09% | −941−19.3% | Reduced |
| Financial Council Asset Management Inc | 3,942 | $689.9K | 0.41% | 00.0% | Unchanged |
| Security Financial Services, INC. | 3,943 | $690.1K | 0.16% | +61+1.6% | Added |
| Gables Capital Management Inc. | 3,952 | $691.6K | 0.38% | −150−3.7% | Reduced |
| Capital Advisors, Ltd. LLC | 3,961 | $693.0K | 0.09% | +139+3.6% | Added |
| Leo Wealth, LLC | 3,997 | $696.0K | 0.07% | +480+13.6% | Added |
| Robinson Smith Wealth Advisors LLC | 3,982 | $696.9K | 0.67% | −702−15.0% | Reduced |
| Holistic Planning, LLC | 3,986 | $697.6K | 0.53% | −32−0.8% | Reduced |
| Sachetta, LLC | 4,112 | $699.6K | 0.33% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 3,999 | $699.8K | 0.06% | −551−12.1% | Reduced |
| Phocas Financial Corp. | 4,001 | $700.2K | 0.10% | 00.0% | Unchanged |
| Cadinha & Co LLC | 4,003 | $700.6K | 0.12% | −5,796−59.1% | Reduced |
| LifeSteps Financial, Inc. | 4,004 | $700.8K | 0.53% | −100−2.4% | Reduced |
| Philadelphia Trust Co | 4,003 | $701.0K | 0.06% | +100+2.6% | Added |
| Laraway Financial Inc | 4,008 | $701.5K | 0.62% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 4,013 | $702.3K | 0.12% | +470+13.3% | Added |
| Richard W. Paul & Associates, LLC | 4,040 | $707.1K | 0.28% | +203+5.3% | Added |
| JNBA Financial Advisors | 4,043 | $707.6K | 0.07% | −87−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,088 | $715.4K | 0.20% | +65+1.6% | Added |
| Guinness Atkinson Asset Management Inc | 4,092 | $716.1K | 0.34% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 4,103 | $718.1K | 0.38% | +328+8.7% | Added |
| D.B. Root & Company, LLC | 4,112 | $719.6K | 0.24% | +1,140+38.4% | Added |
| Summit X, LLC | 4,109 | $719.8K | 0.18% | −72−1.7% | Reduced |
| Soltis Investment Advisors LLC | 4,123 | $721.5K | 0.08% | +125+3.1% | Added |
| Signal Advisors Wealth, LLC | 4,124 | $721.8K | 0.18% | +1,183+40.2% | Added |
| Capital Wealth Planning, LLC | 4,139 | $724.4K | 0.01% | +447+12.1% | Added |
| Hollencrest Capital Management | 4,140 | $724.6K | 0.03% | −648−13.5% | Reduced |
| Callan Family Office, LLC | 4,154 | $727.0K | 0.17% | −1,067−20.4% | Reduced |
| Capital Investment Counsel, Inc | 4,184 | $732.2K | 0.13% | +68+1.7% | Added |
| Integrated Investment Consultants, LLC | 4,194 | $734.1K | 0.20% | −258−5.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,197 | $734.5K | 0.33% | +135+3.3% | Added |
| Successful Portfolios LLC | 4,199 | $734.9K | 0.50% | −120−2.8% | Reduced |
| BIP Wealth, LLC | 4,200 | $735.0K | 0.05% | +300+7.7% | Added |
| Waddell & Associates, LLC | 4,217 | $738.0K | 0.10% | −65−1.5% | Reduced |
| Fiduciary Family Office, LLC | 4,221 | $738.6K | 0.29% | −463−9.9% | Reduced |
| American Investment Services, Inc. | 4,238 | $741.7K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,244 | $742.7K | 0.05% | +110+2.7% | Added |
| Pointe Capital Management LLC | 4,250 | $743.8K | 0.46% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,252 | $744.1K | 0.36% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,185 | $745.2K | 0.40% | +273+7.0% | Added |
| Fullerton Fund Management Co Ltd. | 4,269 | $747.1K | 0.04% | +4,269 | New |
| Sentry Investment Management LLC | 4,273 | $748.0K | 0.29% | −2,946−40.8% | Reduced |
| OmniStar Financial Group, Inc. | 4,281 | $749.3K | 0.69% | +30+0.7% | Added |
| Wealth Architects, LLC | 4,284 | $749.8K | 0.10% | −416−8.9% | Reduced |
| Greenwich Wealth Management LLC | 4,289 | $751.0K | 0.06% | −186−4.2% | Reduced |
| Trust Co of the South | 4,296 | $751.8K | 0.17% | −2,199−33.9% | Reduced |
| LongView Wealth Management | 4,299 | $752.4K | 0.30% | +560+15.0% | Added |
| Tanaka Capital Management Inc | 4,304 | $753.0K | 1.85% | +1,063+32.8% | Added |
| Reik & Co., LLC | 4,305 | $753.4K | 0.19% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 4,189 | $753.5K | 0.33% | +4,189 | New |
| Councilmark Asset Management, LLC | 4,310 | $754.3K | 0.54% | +4,310 | New |