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 |
|---|---|---|---|---|---|
| First National Bank | 4,321 | $756.2K | 0.57% | +3+0.1% | Added |
| Indie Asset Partners, LLC | 4,326 | $757.1K | 0.67% | +19+0.4% | Added |
| Black Diamond Financial, LLC | 4,458 | $757.2K | 0.20% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 4,328 | $757.4K | 0.76% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,330 | $757.8K | 0.20% | +32+0.7% | Added |
| Profit Investment Management, LLC | 4,333 | $758.3K | 0.43% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 4,337 | $759.0K | 0.01% | −981−18.4% | Reduced |
| Eagle Ridge Investment Management | 4,351 | $761.5K | 0.07% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,351 | $761.5K | 0.10% | +696+19.0% | Added |
| DT Investment Partners, LLC | 4,359 | $762.9K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 4,362 | $763.4K | 0.14% | +33+0.8% | Added |
| Gilman Hill Asset Management, LLC | 4,363 | $763.5K | 0.14% | −1,052−19.4% | Reduced |
| Main Street Group, LTD | 4,421 | $765.0K | 0.33% | +54+1.2% | Added |
| Three Bridge Wealth Advisors, LLC | 4,367 | $769.8K | 0.30% | +1,365+45.5% | Added |
| Allstate Corp | 4,403 | $770.6K | 0.05% | −362−7.6% | Reduced |
| Opus Capital Group, LLC | 4,405 | $771.0K | 0.11% | −162−3.5% | Reduced |
| Montchanin Asset Management, LLC | 4,406 | $771.0K | 0.76% | +4,406 | New |
| Solstein Capital, LLC | 4,406 | $771.1K | 0.53% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,409 | $772.0K | 0.10% | +600+15.8% | Added |
| Sonoma Private Wealth LLC | 4,413 | $772.3K | 1.24% | +92+2.1% | Added |
| Waycross Partners, LLC | 4,433 | $775.8K | 0.13% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,443 | $777.6K | 0.11% | −157−3.4% | Reduced |
| Montis Financial, LLC | 4,452 | $779.1K | 0.37% | −155−3.4% | Reduced |
| Old North State Trust, LLC | 4,465 | $781.0K | 0.66% | +4,465 | New |
| Cornerstone National Bank & Trust Co | 4,467 | $781.8K | 0.39% | +771+20.9% | Added |
| Peoples Bank | 4,471 | $782.5K | 0.44% | +40+0.9% | Added |
| Arvest Investments, Inc. | 4,472 | $782.6K | 0.12% | +4,472 | New |
| Drive Wealth Management, LLC | 4,444 | $783.7K | 0.22% | −49−1.1% | Reduced |
| Howard Capital Management Group, LLC | 4,478 | $783.8K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 4,484 | $784.7K | 0.15% | +200+4.7% | Added |
| Stewart & Patten Co LLC | 4,493 | $786.3K | 0.12% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,494 | $786.5K | 0.26% | −1,251−21.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,506 | $788.6K | 0.50% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 4,507 | $788.8K | 0.58% | +15+0.3% | Added |
| True North Advisors, LLC | 4,515 | $790.1K | 0.22% | −58−1.3% | Reduced |
| Corton Capital Inc. | 4,516 | $790.3K | 0.29% | −1,759−28.0% | Reduced |
| OneAscent Financial Services LLC | 4,494 | $792.0K | 0.09% | −195−4.2% | Reduced |
| Clear Harbor Asset Management, LLC | 4,527 | $792.3K | 0.07% | −282−5.9% | Reduced |
| Horan Capital Advisors, LLC. | 4,531 | $793.0K | 0.28% | −303−6.3% | Reduced |
| Family Firm, Inc. | 4,532 | $793.2K | 0.19% | +13+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 4,533 | $793.3K | 0.16% | +240+5.6% | Added |
| KFG Wealth Management, LLC | 4,545 | $795.5K | 0.33% | +594+15.0% | Added |
| Barings LLC | 4,547 | $795.8K | 0.02% | −160−3.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,551 | $796.5K | 0.27% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,552 | $796.7K | 0.20% | +104+2.3% | Added |
| Blueshift Asset Management, LLC | 4,562 | $798.4K | 0.41% | −748−14.1% | Reduced |
| Van Hulzen Asset Management, LLC | 4,564 | $799.0K | 0.05% | −2,638−36.6% | Reduced |
| New Century Financial Group, LLC | 4,579 | $801.4K | 0.56% | +193+4.4% | Added |
| Edge Financial Advisors LLC | 4,581 | $801.7K | 0.71% | +4,581 | New |
| Gallagher Fiduciary Advisors, LLC | 4,583 | $802.1K | 0.03% | −51−1.1% | Reduced |
| Windsor Capital Management, LLC | 4,586 | $802.6K | 0.25% | −62−1.3% | Reduced |
| Chickasaw Capital Management LLC | 4,590 | $803.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,589 | $803.1K | 0.17% | +2,659+137.8% | Added |
| Quest Partners LLC | 4,602 | $805.4K | 0.14% | −1,656−26.5% | Reduced |
| Edgestream Partners, L.P. | 4,605 | $805.9K | 0.04% | +796+20.9% | Added |
| Guardian Wealth Advisors, LLC | 4,606 | $806.0K | 0.52% | +284+6.6% | Added |
| CFM Wealth Partners LLC | 4,609 | $806.6K | 0.16% | −11,407−71.2% | Reduced |
| Richardson Financial Services Inc. | 4,612 | $807.1K | 0.57% | +237+5.4% | Added |
| Capstone Wealth Management Group, LLC | 4,617 | $808.1K | 0.58% | +681+17.3% | Added |
| Fortune Financial Advisors, LLC | 4,618 | $808.2K | 0.51% | −6−0.1% | Reduced |
| MBB Public Markets I LLC | 4,618 | $808.2K | 0.05% | +4,618 | New |
| Sandy Cove Advisors, LLC | 4,621 | $808.8K | 0.37% | +1,054+29.5% | Added |
| Miller Investment Management, LP | 4,631 | $810.5K | 0.10% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,636 | $811.4K | 0.17% | +100+2.2% | Added |
| Socha Financial Group, LLC | 4,648 | $813.5K | 0.36% | +35+0.8% | Added |
| Mango Five Family, Inc. | 4,650 | $813.8K | 0.27% | 00.0% | Unchanged |
| Savoie Capital LLC | 4,650 | $813.8K | 0.12% | +4,650 | New |
| Centaurus Financial, Inc. | 4,649 | $814.0K | 0.06% | −264−5.4% | Reduced |
| Brasada Capital Management, LP | 4,653 | $814.3K | 0.15% | −374−7.4% | Reduced |
| Riverpark Capital Management LLC | 4,656 | $814.8K | 1.12% | +565+13.8% | Added |
| Traphagen Investment Advisors LLC | 4,661 | $815.6K | 0.09% | +37+0.8% | Added |
| Signature Wealth Management Partners, LLC | 4,669 | $817.1K | 0.67% | +150+3.3% | Added |
| BTG Pactual Global Asset Management Ltd | 4,674 | $818.0K | 0.26% | +4,674 | New |
| Arlington Trust Co LLC | 4,678 | $818.7K | 0.21% | −471−9.1% | Reduced |
| Broadleaf Partners, LLC | 4,682 | $819.4K | 0.21% | −15−0.3% | Reduced |
| FinDec Wealth Services, Inc. | 4,692 | $821.1K | 0.52% | −14−0.3% | Reduced |
| Thrive Wealth Management, LLC | 4,713 | $824.8K | 0.17% | +745+18.8% | Added |
| Beaumont Asset Management, L.L.C. | 4,715 | $825.2K | 0.55% | −51−1.1% | Reduced |
| Prentiss Smith & Co Inc | 4,725 | $826.9K | 0.58% | +100+2.2% | Added |
| Kirtland Hills Capital Management, LLC | 4,670 | $827.6K | 0.71% | +4,670 | New |
| Royal Fund Management, LLC | 4,739 | $829.4K | 0.10% | +50+1.1% | Added |
| Morris Financial Concepts, Inc. | 4,739 | $829.4K | 0.42% | +14+0.3% | Added |
| Cresta Advisors, Ltd. | 4,741 | $829.7K | 0.53% | +11+0.2% | Added |
| WealthBridge Capital Management, LLC | 4,750 | $831.3K | 0.28% | −291−5.8% | Reduced |
| West Michigan Advisors, LLC | 4,751 | $831.5K | 0.27% | +21+0.4% | Added |
| MJP Associates Inc | 4,759 | $832.8K | 0.18% | +1,816+61.7% | Added |
| Thompson Investment Management, Inc. | 4,769 | $834.6K | 0.13% | +254+5.6% | Added |
| Park Place Capital Corp | 4,770 | $834.8K | 0.30% | +164+3.6% | Added |
| Steward Partners Investment Solutions, LLC | 4,770 | $834.9K | 0.14% | +1,697+55.2% | Added |
| GTS Securities LLC | 4,782 | $836.9K | 0.02% | −6,460−57.5% | Reduced |
| L2 Asset Management, LLC | 4,801 | $840.2K | 0.28% | +346+7.8% | Added |
| Johnson & White Wealth Management, LLC | 4,804 | $841.0K | 0.61% | +333+7.4% | Added |
| Processus Wealth & Capital Management, LLC | 4,821 | $843.7K | 0.75% | +407+9.2% | Added |
| MN Wealth Advisors, LLC | 4,840 | $847.2K | 0.52% | +185+4.0% | Added |
| VCI Wealth Management LLC | 4,851 | $848.9K | 0.57% | −1,149−19.2% | Reduced |
| Triton Wealth Management, PLLC | 4,879 | $849.9K | 0.59% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,866 | $851.6K | 0.21% | −1,345−21.7% | Reduced |
| Legacy Bridge, LLC | 4,866 | $851.6K | 0.50% | +10+0.2% | Added |
| Hamilton Capital, LLC | 4,896 | $856.8K | 0.06% | −49−1.0% | Reduced |
| Ironvine Capital Partners, LLC | 4,900 | $857.5K | 0.09% | 00.0% | Unchanged |