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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 5,836 | $1.02M | 0.23% | −441−7.0% | Reduced |
| Charter Oak Capital Management, LLC | 5,837 | $1.02M | 0.11% | +171+3.0% | Added |
| KWB Wealth | 5,844 | $1.02M | 0.14% | −626−9.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,854 | $1.02M | 0.81% | −51−0.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,866 | $1.03M | 0.31% | +1,548+35.8% | Added |
| Personal Cfo Solutions, LLC | 5,867 | $1.03M | 0.16% | −46−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 5,869 | $1.03M | 0.34% | −133−2.2% | Reduced |
| Roman Butler Fullerton & Co | 5,835 | $1.03M | 0.39% | −615−9.5% | Reduced |
| Private Capital Management, LLC | 5,885 | $1.03M | 0.12% | +857+17.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,918 | $1.04M | 0.42% | −52−0.9% | Reduced |
| First Commonwealth Financial Corp | 5,920 | $1.04M | 0.28% | +129+2.2% | Added |
| Goepper Burkhardt LLC | 5,763 | $1.04M | 0.48% | −473−7.6% | Reduced |
| ERn Financial, LLC | 5,924 | $1.04M | 0.18% | +136+2.3% | Added |
| Belmont Capital, LLC | 5,927 | $1.04M | 0.28% | +80+1.4% | Added |
| Broadwater Capital Management LLC | 5,930 | $1.04M | 0.80% | −500−7.8% | Reduced |
| Heartland Bank & Trust Co | 5,931 | $1.04M | 0.60% | −205−3.3% | Reduced |
| Iams Wealth Management, LLC | 6,216 | $1.04M | 0.63% | +712+12.9% | Added |
| Emerald Advisors, LLC | 5,934 | $1.04M | 0.18% | +265+4.7% | Added |
| Simon Quick Advisors, LLC | 5,948 | $1.04M | 0.08% | +1,931+48.1% | Added |
| Buckley Wealth Management, LLC | 5,972 | $1.05M | 0.34% | −126−2.1% | Reduced |
| Matrix Trust Co | 5,974 | $1.05M | 0.24% | −133−2.2% | Reduced |
| Wolff Financial Management LLC | 5,978 | $1.05M | 0.30% | +10.0% | Added |
| BCJ Capital Management, LLC | 5,979 | $1.05M | 0.08% | +3,315+124.4% | Added |
| Claar Advisors LLC | 6,000 | $1.05M | 0.34% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,000 | $1.05M | 0.22% | +6,000 | New |
| Cornerstone Advisory, LLC | 6,006 | $1.05M | 0.15% | −163−2.6% | Reduced |
| Hollow Brook Wealth Management LLC | 6,014 | $1.05M | 0.39% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,016 | $1.05M | 0.14% | +45+0.8% | Added |
| Chesapeake Wealth Management | 6,018 | $1.05M | 0.38% | −134−2.2% | Reduced |
| Davis-Rea Ltd. | 5,989 | $1.06M | 0.48% | −203−3.3% | Reduced |
| KLCM Advisors, Inc. | 6,038 | $1.06M | 0.14% | −123−2.0% | Reduced |
| Modern Wealth Management, LLC | 6,039 | $1.06M | 0.10% | +308+5.4% | Added |
| Aveo Capital Partners, LLC | 6,015 | $1.06M | 0.12% | +535+9.8% | Added |
| Wellington Shields & Co., LLC | 6,065 | $1.06M | 0.36% | +440+7.8% | Added |
| Altus Wealth Group LLC | 6,078 | $1.06M | 0.53% | +159+2.7% | Added |
| OneAscent Wealth Management LLC | 6,038 | $1.06M | 0.41% | +246+4.2% | Added |
| WealthTrust Asset Management, LLC | 6,082 | $1.06M | 0.81% | −409−6.3% | Reduced |
| Southland Equity Partners LLC | 6,096 | $1.07M | 0.30% | +612+11.2% | Added |
| Foster & Motley Inc | 6,099 | $1.07M | 0.07% | −297−4.6% | Reduced |
| Diligent Investors, LLC | 6,107 | $1.07M | 0.27% | +24+0.4% | Added |
| Poplar Forest Capital LLC | 6,115 | $1.07M | 0.14% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 6,124 | $1.07M | 0.91% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 6,088 | $1.07M | 0.16% | −4−0.1% | Reduced |
| Sunesis Advisors, LLC | 6,156 | $1.08M | 0.63% | +100+1.7% | Added |
| Integris Wealth Management, LLC | 6,159 | $1.08M | 0.30% | −111−1.8% | Reduced |
| FinTrust Capital Advisors, LLC | 6,159 | $1.08M | 0.21% | +662+12.0% | Added |
| Congress Park Capital LLC | 6,163 | $1.08M | 0.48% | +550+9.8% | Added |
| Prosperity Consulting Group, LLC | 6,164 | $1.08M | 0.14% | +1,148+22.9% | Added |
| Royal Capital Wealth Management, LLC | 6,186 | $1.08M | 0.85% | −77−1.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 6,195 | $1.08M | 0.12% | −1,185−16.1% | Reduced |
| EagleClaw Capital Managment, LLC | 6,200 | $1.09M | 0.20% | 00.0% | Unchanged |
| JT Stratford LLC | 6,201 | $1.09M | 0.22% | +979+18.7% | Added |
| First County Bank | 6,206 | $1.09M | 0.53% | −4,319−41.0% | Reduced |
| Atlantic Trust, LLC | 6,208 | $1.09M | 0.28% | +8+0.1% | Added |
| Marathon Capital Management | 6,221 | $1.09M | 0.26% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 6,225 | $1.09M | 0.46% | −1,114−15.2% | Reduced |
| Gotham Asset Management, LLC | 6,228 | $1.09M | 0.02% | −32,252−83.8% | Reduced |
| RWM Asset Management, LLC | 6,228 | $1.09M | 0.20% | −114−1.8% | Reduced |
| Stableford Capital II LLC | 6,232 | $1.09M | 0.44% | +101+1.6% | Added |
| Sutton Place Investors LLC | 6,232 | $1.09M | 0.54% | +2,035+48.5% | Added |
| Addison Advisors LLC | 6,238 | $1.09M | 0.38% | +465+8.1% | Added |
| Humankind Investments LLC | 6,244 | $1.09M | 0.29% | +487+8.5% | Added |
| Oak Harbor Wealth Partners, LLC | 6,248 | $1.09M | 0.34% | +4+0.1% | Added |
| Inspire Trust Co, N.A. | 6,250 | $1.09M | 0.61% | +3,100+98.4% | Added |
| Baker Avenue Asset Management, LP | 6,259 | $1.10M | 0.04% | +2,365+60.7% | Added |
| MeadowBrook Investment Advisors LLC | 6,260 | $1.10M | 1.02% | −175−2.7% | Reduced |
| Resurgent Financial Advisors LLC | 6,265 | $1.10M | 0.58% | −599−8.7% | Reduced |
| Franklin Street Advisors Inc | 6,270 | $1.10M | 0.08% | +700+12.6% | Added |
| Custos Family Office, LLC | 6,276 | $1.10M | 0.57% | −48−0.8% | Reduced |
| Castlekeep Investment Advisors LLC | 6,277 | $1.10M | 0.79% | −302−4.6% | Reduced |
| Bray Capital Advisors | 6,279 | $1.10M | 0.28% | −60−0.9% | Reduced |
| Northern Financial Advisors Inc | 6,290 | $1.10M | 0.86% | −26−0.4% | Reduced |
| Cidel Asset Management Inc | 6,298 | $1.10M | 0.08% | +220+3.6% | Added |
| Baader Bank INC | 6,300 | $1.10M | 0.09% | −7,088−52.9% | Reduced |
| Fort Sheridan Advisors LLC | 6,309 | $1.10M | 0.21% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,322 | $1.11M | 0.24% | +11+0.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,553 | $1.11M | 0.61% | +56+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 6,327 | $1.11M | 0.38% | +452+7.7% | Added |
| MBA Advisors LLC | 6,340 | $1.11M | 0.57% | +218+3.6% | Added |
| Alta Wealth Advisors LLC | 6,340 | $1.11M | 0.56% | +10.0% | Added |
| Morningstar Investment Services LLC | 6,398 | $1.11M | 0.01% | −3,737−36.9% | Reduced |
| Lokken Investment Group LLC | 6,357 | $1.11M | 0.55% | +402+6.8% | Added |
| Richwood Investment Advisors, LLC | 6,391 | $1.12M | 0.99% | +160+2.6% | Added |
| Canopy Partners, LLC | 6,399 | $1.12M | 0.55% | +391+6.5% | Added |
| Eisler Capital (UK) Ltd. | 6,451 | $1.13M | 0.14% | −5,638−46.6% | Reduced |
| First City Capital Management, Inc. | 6,458 | $1.13M | 0.63% | −98−1.5% | Reduced |
| Everhart Financial Group, Inc. | 6,461 | $1.13M | 0.33% | −506−7.3% | Reduced |
| NWF Advisory Services Inc. | 6,462 | $1.13M | 0.19% | +356+5.8% | Added |
| One Capital Management, LLC | 6,473 | $1.13M | 0.04% | +85+1.3% | Added |
| Norris Perne & French LLP | 6,485 | $1.13M | 0.08% | +781+13.7% | Added |
| Redwood Investment Management, LLC | 6,488 | $1.14M | 0.11% | −1,406−17.8% | Reduced |
| MEMBERS Trust Co | 6,492 | $1.14M | 0.03% | +105+1.6% | Added |
| Provenance Wealth Advisors, LLC | 6,504 | $1.14M | 0.16% | +525+8.8% | Added |
| Carson Advisory Inc. | 6,511 | $1.14M | 0.80% | +91+1.4% | Added |
| Donald L. Hagan, LLC | 6,517 | $1.14M | 0.60% | +6,517 | New |
| Vigilare Wealth Management | 6,529 | $1.14M | 0.56% | −1,948−23.0% | Reduced |
| Herold Advisors, Inc. | 6,531 | $1.14M | 0.28% | −5−0.1% | Reduced |
| Precedent Wealth Partners, LLC | 6,532 | $1.14M | 0.49% | +442+7.3% | Added |
| ABLE Financial Group, LLC | 6,533 | $1.14M | 0.45% | −632−8.8% | Reduced |
| Page Arthur B | 6,537 | $1.14M | 1.18% | −378−5.5% | Reduced |