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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 6,543 | $1.15M | 0.66% | −119−1.8% | Reduced |
| WR Wealth Planners, LLC | 6,548 | $1.15M | 0.36% | −135−2.0% | Reduced |
| Altfest L J & Co Inc | 6,569 | $1.15M | 0.17% | −59−0.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 6,577 | $1.15M | 0.55% | +50+0.8% | Added |
| Catalyst Funds Management Pty Ltd | 6,600 | $1.16M | 0.32% | +6,600 | New |
| Greatmark Investment Partners, Inc. | 6,608 | $1.16M | 0.16% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,618 | $1.16M | 0.28% | −2,292−25.7% | Reduced |
| Cardiff Park Advisors, LLC | 6,617 | $1.16M | 0.11% | −7−0.1% | Reduced |
| Westmount Partners, LLC | 6,618 | $1.16M | 0.42% | −54−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 6,620 | $1.16M | 0.22% | −90−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,621 | $1.16M | 0.20% | +774+13.2% | Added |
| Longfellow Investment Management Co LLC | 6,627 | $1.16M | 0.26% | +49+0.7% | Added |
| Lion Street Advisors, LLC | 6,830 | $1.16M | 0.47% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 6,632 | $1.16M | 0.25% | +57+0.9% | Added |
| Obsidian Personal Planning Solutions LLC | 6,612 | $1.16M | 0.76% | +101+1.6% | Added |
| Nadler Financial Group, Inc. | 6,648 | $1.16M | 0.14% | −168−2.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,655 | $1.16M | 0.22% | +1,292+24.1% | Added |
| Avestar Capital, LLC | 6,610 | $1.17M | 0.13% | +1,303+24.6% | Added |
| RFP Financial Group LLC | 6,659 | $1.17M | 0.46% | +22+0.3% | Added |
| Brown Capital Management LLC | 6,665 | $1.17M | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 6,684 | $1.17M | 0.31% | −9−0.1% | Reduced |
| UMA Financial Services, Inc. | 6,990 | $1.17M | 0.25% | +290+4.3% | Added |
| Cove Private Wealth, LLC | 6,705 | $1.17M | 1.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,718 | $1.18M | 0.18% | +6,718 | New |
| MBE Wealth Management, LLC | 6,736 | $1.18M | 0.73% | +621+10.2% | Added |
| Cahaba Wealth Management, Inc. | 6,756 | $1.18M | 0.11% | −22−0.3% | Reduced |
| Ellenbecker Investment Group | 6,765 | $1.18M | 0.25% | +18+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,773 | $1.19M | 0.47% | +401+6.3% | Added |
| Foster Group, Inc. | 6,776 | $1.19M | 0.06% | −62−0.9% | Reduced |
| Castle Rock Wealth Management, LLC | 6,780 | $1.19M | 0.32% | +128+1.9% | Added |
| Wells Trecaso Financial Group, LLC | 6,803 | $1.19M | 0.42% | +35+0.5% | Added |
| Old Port Advisors | 6,836 | $1.20M | 0.37% | −129−1.9% | Reduced |
| VERITY Wealth Advisors | 6,837 | $1.20M | 0.92% | +51+0.8% | Added |
| Colton Groome Financial Advisors, LLC | 6,858 | $1.20M | 0.48% | +41+0.6% | Added |
| Salomon & Ludwin, LLC | 6,859 | $1.20M | 0.10% | −1,161−14.5% | Reduced |
| Brown Miller Wealth Management, LLC | 6,865 | $1.20M | 0.53% | +1,404+25.7% | Added |
| Sage Mountain Advisors LLC | 6,866 | $1.20M | 0.12% | +583+9.3% | Added |
| MB, Levis & Associates, LLC | 6,885 | $1.20M | 0.65% | +104+1.5% | Added |
| Elgethun Capital Management | 6,914 | $1.21M | 0.30% | +30+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,886 | $1.21M | 0.11% | −255−3.6% | Reduced |
| Advisory Alpha, LLC | 6,914 | $1.21M | 0.05% | +381+5.8% | Added |
| Core Wealth Partners LLC | 6,935 | $1.21M | 0.92% | +165+2.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,935 | $1.21M | 0.14% | +2,254+48.2% | Added |
| Quad-Cities Investment Group, LLC | 6,942 | $1.21M | 0.71% | −66−0.9% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.23M | 0.39% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,088 | $1.23M | 0.53% | −71−1.0% | Reduced |
| Verus Capital Partners, LLC | 7,015 | $1.23M | 0.14% | +144+2.1% | Added |
| Cross Staff Investments Inc | 7,020 | $1.23M | 1.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,036 | $1.23M | 0.10% | −553−7.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,048 | $1.23M | 0.07% | −100−1.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,056 | $1.23M | 1.02% | +63+0.9% | Added |
| Quent Capital, LLC | 7,066 | $1.24M | 0.14% | +431+6.5% | Added |
| Adamsbrown Wealth Consultants LLC | 7,078 | $1.24M | 0.50% | +108+1.5% | Added |
| Chilton Capital Management LLC | 7,093 | $1.24M | 0.06% | −1,972−21.8% | Reduced |
| TrueMark Investments, LLC | 7,095 | $1.24M | 1.14% | +7,095 | New |
| KC Investment Advisors, LLC | 7,106 | $1.24M | 0.65% | +1,057+17.5% | Added |
| Tevis Investment Management | 7,110 | $1.24M | 1.06% | +810+12.9% | Added |
| Phoenix Wealth Advisors | 7,119 | $1.25M | 0.76% | −30−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 7,131 | $1.25M | 0.54% | −763−9.7% | Reduced |
| Mill Capital Management, LLC | 7,132 | $1.25M | 0.10% | −31−0.4% | Reduced |
| Summit Asset Management, LLC | 7,135 | $1.25M | 0.27% | +140+2.0% | Added |
| Sentry LLC | 7,136 | $1.25M | 0.24% | −4−0.1% | Reduced |
| Powers Advisory Group, LLC | 7,141 | $1.25M | 0.71% | +80+1.1% | Added |
| Northern Oak Wealth Management Inc | 7,191 | $1.26M | 0.15% | −389−5.1% | Reduced |
| Wrapmanager Inc | 7,203 | $1.26M | 0.35% | +1,851+34.6% | Added |
| Acima Private Wealth, LLC | 7,206 | $1.26M | 0.46% | −200−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 7,208 | $1.26M | 0.26% | −784−9.8% | Reduced |
| Apella Capital, LLC | 7,395 | $1.26M | 0.06% | −33−0.4% | Reduced |
| Meritage Portfolio Management | 7,220 | $1.26M | 0.08% | +14+0.2% | Added |
| Kuhn & Co Investment Counsel | 7,229 | $1.27M | 1.19% | +30.0% | Added |
| Grove Bank & Trust | 7,233 | $1.27M | 0.21% | −943−11.5% | Reduced |
| Hudock, Inc. | 7,234 | $1.27M | 0.28% | +8+0.1% | Added |
| Woodward Diversified Capital, LLC | 7,291 | $1.28M | 0.80% | +573+8.5% | Added |
| Alpha Family Trust | 7,305 | $1.28M | 0.77% | −505−6.5% | Reduced |
| Insight Advisors, LLC | 7,307 | $1.28M | 0.25% | −81−1.1% | Reduced |
| Maltin Wealth Management, Inc. | 7,319 | $1.28M | 0.72% | +103+1.4% | Added |
| Doheny Asset Management | 7,319 | $1.28M | 1.05% | +1,173+19.1% | Added |
| Park Edge Advisors, LLC | 7,327 | $1.28M | 0.36% | −20.0% | Reduced |
| Bell Bank | 7,341 | $1.28M | 0.11% | +1,403+23.6% | Added |
| Shepherd Financial Partners LLC | 7,351 | $1.29M | 0.17% | +36+0.5% | Added |
| Pinnacle Bancorp, Inc. | 7,366 | $1.29M | 0.38% | +150+2.1% | Added |
| LCM Capital Management Inc | 7,377 | $1.29M | 0.83% | +46+0.6% | Added |
| Tempus Wealth Planning, LLC | 7,387 | $1.29M | 0.57% | +269+3.8% | Added |
| FSM Wealth Advisors, LLC | 7,391 | $1.29M | 0.46% | −13−0.2% | Reduced |
| Live Oak Private Wealth LLC | 7,398 | $1.29M | 0.22% | −260−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 7,420 | $1.30M | 0.50% | −60−0.8% | Reduced |
| Blackhawk Capital Partners LLC. | 7,424 | $1.30M | 0.81% | +7,424 | New |
| Wall Street Access Asset Management, LLC | 7,435 | $1.30M | 0.54% | +3,010+68.0% | Added |
| Gibbs Wealth Management | 7,442 | $1.30M | 0.75% | +7,442 | New |
| Ballast Advisors LLC | 7,463 | $1.31M | 0.44% | +782+11.7% | Added |
| RIA Advisory Group LLC | 7,487 | $1.31M | 0.53% | +7,487 | New |
| Patrick Mauro Investment Advisor, INC. | 7,492 | $1.31M | 0.75% | +578+8.4% | Added |
| Arkadios Wealth Advisors | 7,493 | $1.31M | 0.10% | −116−1.5% | Reduced |
| Aurora Investment Managers, LLC. | 7,505 | $1.31M | 0.97% | +3,388+82.3% | Added |
| Berger Financial Group, Inc | 7,527 | $1.32M | 0.11% | +1,366+22.2% | Added |
| Garrett Wealth Advisory Group, LLC | 7,528 | $1.32M | 0.54% | −93−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 7,529 | $1.32M | 0.36% | +81+1.1% | Added |
| Ambassador Advisors, LLC | 7,531 | $1.32M | 0.24% | +4,249+129.5% | Added |
| Intellectus Partners, LLC | 7,482 | $1.32M | 0.35% | +4,122+122.7% | Added |
| MTM Investment Management, LLC | 7,569 | $1.32M | 0.55% | +40+0.5% | Added |