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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 7,592 | $1.33M | 0.62% | +32+0.4% | Added |
| PFG Advisors | 7,596 | $1.33M | 0.10% | +2,556+50.7% | Added |
| Carmichael Hill & Associates, Inc. | 7,603 | $1.33M | 0.55% | −58−0.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,638 | $1.34M | 0.52% | +509+7.1% | Added |
| Alpha Cubed Investments, LLC | 7,642 | $1.34M | 0.07% | +749+10.9% | Added |
| PBMares Wealth Management LLC | 7,647 | $1.34M | 0.35% | +507+7.1% | Added |
| Monterey Private Wealth, Inc. | 7,655 | $1.34M | 0.54% | +22+0.3% | Added |
| 1620 Investment Advisors, Inc. | 4,984 | $1.34M | 1.37% | −2,446−32.9% | Reduced |
| Old Mission Investment Co LLC | 7,690 | $1.35M | 0.45% | +7+0.1% | Added |
| Delta Financial Group, Inc. | 7,701 | $1.35M | 0.40% | −217−2.7% | Reduced |
| Boomfish Wealth Group, LLC | 7,716 | $1.35M | 0.91% | +721+10.3% | Added |
| InTrack Investment Management Inc | 7,722 | $1.35M | 1.00% | −103−1.3% | Reduced |
| Peachtree Investment Partners, LLC | 7,723 | $1.35M | 0.55% | +658+9.3% | Added |
| Timber Creek Capital Management LLC | 7,725 | $1.35M | 0.42% | −100−1.3% | Reduced |
| Norden Group LLC | 7,740 | $1.35M | 0.28% | +2,534+48.7% | Added |
| Goldstone Financial Group, LLC | 7,740 | $1.35M | 0.31% | −152−1.9% | Reduced |
| Wunderlich Capital Managemnt | 7,752 | $1.36M | 0.61% | −358−4.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,777 | $1.36M | 0.47% | +2,136+37.9% | Added |
| Continuum Advisory, LLC | 7,652 | $1.36M | 0.20% | −6−0.1% | Reduced |
| Court Place Advisors, LLC | 7,802 | $1.37M | 0.44% | −398−4.9% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,813 | $1.37M | 1.04% | −183−2.3% | Reduced |
| Primoris Wealth Advisors, LLC | 7,828 | $1.37M | 1.10% | −1,406−15.2% | Reduced |
| Weatherly Asset Management L. P. | 7,786 | $1.37M | 0.13% | +1,393+21.8% | Added |
| KPP Advisory Services LLC | 7,837 | $1.37M | 0.38% | +642+8.9% | Added |
| Global Trust Asset Management, LLC | 7,857 | $1.38M | 0.56% | +790+11.2% | Added |
| Bank of Nova Scotia Trust Co | 7,864 | $1.38M | 0.15% | +1,278+19.4% | Added |
| CoreFirst Bank & Trust | 7,883 | $1.38M | 0.86% | −171−2.1% | Reduced |
| Midwest Professional Planners, LTD. | 7,907 | $1.38M | 0.49% | −769−8.9% | Reduced |
| Greylin Investment Mangement Inc | 7,910 | $1.38M | 0.22% | −50−0.6% | Reduced |
| Jefferies Financial Group Inc. | 7,922 | $1.39M | 0.03% | −22,650−74.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,934 | $1.39M | 0.58% | +339+4.5% | Added |
| Ramirez Asset Management, Inc. | 7,938 | $1.39M | 0.28% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 7,968 | $1.39M | 0.30% | +1,629+25.7% | Added |
| Knuff & Co LLC | 7,975 | $1.40M | 0.47% | −160−2.0% | Reduced |
| Loudon Investment Management, LLC | 8,004 | $1.40M | 0.80% | 00.0% | Unchanged |
| Tobam | 8,026 | $1.41M | 0.13% | +164+2.1% | Added |
| Coppell Advisory Solutions Corp. | 8,059 | $1.41M | 0.27% | +8,059 | New |
| GLOBALT Investments LLC | 8,059 | $1.41M | 0.06% | −474−5.6% | Reduced |
| Gould Asset Management LLC | 8,063 | $1.41M | 0.34% | −18−0.2% | Reduced |
| Quest Investment Management LLC | 8,070 | $1.41M | 0.16% | +687+9.3% | Added |
| DRW Securities, LLC | 8,071 | $1.41M | 0.08% | +3,815+89.6% | Added |
| NVWM, LLC | 8,021 | $1.41M | 0.39% | +129+1.6% | Added |
| Gibson Wealth Advisors LLC | 8,083 | $1.41M | 1.36% | +8,083 | New |
| Group One Trading, L.P. | 8,125 | $1.42M | 0.05% | −4,996−38.1% | Reduced |
| Aberdeen Wealth Management LLC | 8,152 | $1.43M | 0.83% | +10.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,153 | $1.43M | 0.17% | −174−2.1% | Reduced |
| Wealth Group, Ltd. | 8,156 | $1.43M | 1.08% | +8,156 | New |
| CRA Financial Services, LLC | 8,154 | $1.43M | 0.31% | +372+4.8% | Added |
| Cambridge Advisors Inc. | 8,155 | $1.43M | 0.34% | −280−3.3% | Reduced |
| Lodestar Private Asset Management LLC | 8,186 | $1.43M | 0.20% | −487−5.6% | Reduced |
| River Street Advisors LLC | 8,190 | $1.43M | 0.97% | +2,084+34.1% | Added |
| 9258 Wealth Management, LLC | 8,196 | $1.43M | 0.22% | −85−1.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,210 | $1.44M | 0.68% | +2,479+43.3% | Added |
| Ausdal Financial Partners, Inc. | 8,224 | $1.44M | 0.17% | +614+8.1% | Added |
| Ballast, Inc. | 8,242 | $1.44M | 0.46% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 8,252 | $1.44M | 0.16% | −836−9.2% | Reduced |
| AdvisorNet Financial, Inc | 8,255 | $1.44M | 0.14% | −3,151−27.6% | Reduced |
| Piscataqua Savings Bank | 8,255 | $1.44M | 1.27% | −32−0.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,257 | $1.45M | 0.51% | −3,109−27.4% | Reduced |
| Nwam LLC | 8,175 | $1.45M | 0.12% | −1,276−13.5% | Reduced |
| Great Lakes Retirement, Inc. | 8,276 | $1.45M | 0.21% | −208−2.5% | Reduced |
| Acropolis Investment Management, LLC | 8,280 | $1.45M | 0.09% | −411−4.7% | Reduced |
| St. Johns Investment Management Company, LLC | 8,280 | $1.45M | 0.70% | −26−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 8,280 | $1.45M | 0.28% | +4,115+98.8% | Added |
| VELA Investment Management, LLC | 8,296 | $1.45M | 0.53% | +1,790+27.5% | Added |
| Glen Eagle Advisors, LLC | 8,310 | $1.45M | 0.28% | −45−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 8,310 | $1.45M | 0.73% | +396+5.0% | Added |
| DF Dent & Co Inc | 8,322 | $1.46M | 0.02% | −100−1.2% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.46M | 0.67% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8,357 | $1.46M | 0.07% | −168−2.0% | Reduced |
| Martin & Co Inc | 8,369 | $1.46M | 0.36% | −211−2.5% | Reduced |
| Solidarilty Wealth, LLC | 8,311 | $1.47M | 0.46% | +8,311 | New |
| MSH Capital Advisors LLC | 8,372 | $1.47M | 0.51% | +656+8.5% | Added |
| Marion Wealth Management | 8,382 | $1.47M | 0.44% | +494+6.3% | Added |
| Kennedy Investment Group | 8,398 | $1.47M | 0.78% | +234+2.9% | Added |
| Edge Capital Group, LLC | 8,402 | $1.47M | 0.07% | −1,437−14.6% | Reduced |
| Taylor Hoffman Wealth Management | 8,410 | $1.47M | 0.62% | −449−5.1% | Reduced |
| EverSource Wealth Advisors, LLC | 8,371 | $1.47M | 0.12% | +606+7.8% | Added |
| Smith Anglin Financial, LLC | 8,415 | $1.47M | 0.15% | +422+5.3% | Added |
| Arcadia Investment Management Corp | 8,429 | $1.48M | 0.26% | −8,441−50.0% | Reduced |
| Calamos Wealth Management LLC | 8,432 | $1.48M | 0.08% | −600−6.6% | Reduced |
| Patron Partners Advisors, LLC | 8,453 | $1.48M | 0.90% | +541+6.8% | Added |
| Segment Wealth Management, LLC | 8,459 | $1.48M | 0.11% | +795+10.4% | Added |
| Widmann Financial Services, Inc. | 8,481 | $1.48M | 1.25% | −100−1.2% | Reduced |
| Wright Investors Service Inc | 8,493 | $1.49M | 0.38% | −4,701−35.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,495 | $1.49M | 0.96% | −400−4.5% | Reduced |
| Axq Capital, LP | 8,500 | $1.49M | 0.36% | +8,500 | New |
| Schechter Investment Advisors, LLC | 8,535 | $1.49M | 0.11% | +472+5.9% | Added |
| Gryphon Financial Partners LLC | 8,556 | $1.50M | 0.25% | +451+5.6% | Added |
| Sterling Wealth Management, Inc. | 8,565 | $1.50M | 0.75% | +3,381+65.2% | Added |
| Nicolet Bankshares Inc | 8,571 | $1.50M | 0.37% | −574−6.3% | Reduced |
| Indiana Trust & Investment Management CO | 8,580 | $1.50M | 0.61% | +208+2.5% | Added |
| Cullen Capital Management LLC | 8,585 | $1.50M | 0.02% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 8,594 | $1.50M | 0.04% | +114+1.3% | Added |
| Monarch Capital Management Inc | 8,556 | $1.51M | 0.43% | −350−3.9% | Reduced |
| Lederer & Associates Investment Counsel | 8,613 | $1.51M | 1.05% | +945+12.3% | Added |
| Pacitti Group Inc. | 8,568 | $1.51M | 0.81% | +124+1.5% | Added |
| Greenfield Savings Bank | 8,625 | $1.51M | 0.79% | −134−1.5% | Reduced |
| Argus Investors' Counsel, Inc. | 8,636 | $1.51M | 0.93% | −75−0.9% | Reduced |
| Signet Financial Management, LLC | 8,650 | $1.51M | 0.21% | +187+2.2% | Added |