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 |
|---|---|---|---|---|---|
| Keating Investment Counselors Inc | 8,659 | $1.52M | 0.49% | −6,125−41.4% | Reduced |
| Mairs & Power Inc | 8,664 | $1.52M | 0.01% | −556−6.0% | Reduced |
| Stiles Financial Services Inc | 8,676 | $1.52M | 0.61% | +2,452+39.4% | Added |
| Matrix Asset Advisors Inc | 8,686 | $1.52M | 0.18% | +8,686 | New |
| Congress Wealth Management LLC | 8,703 | $1.52M | 0.03% | −1,435−14.2% | Reduced |
| Marcum Wealth, LLC | 8,707 | $1.52M | 0.15% | −416−4.6% | Reduced |
| Blue Square Asset Management, LLC | 8,714 | $1.53M | 1.01% | −555−6.0% | Reduced |
| PDS Planning, Inc | 8,753 | $1.53M | 0.16% | +224+2.6% | Added |
| WNY Asset Management, LLC | 8,757 | $1.53M | 0.23% | −44−0.5% | Reduced |
| Accurate Wealth Management, LLC | 8,806 | $1.53M | 0.45% | −797−8.3% | Reduced |
| Twelve Points Wealth Management LLC | 8,764 | $1.53M | 0.56% | +60+0.7% | Added |
| Blue Fin Capital, Inc. | 8,777 | $1.54M | 0.34% | −40.0% | Reduced |
| Founders Financial Alliance, LLC | 8,799 | $1.54M | 0.46% | +762+9.5% | Added |
| Moser Wealth Advisors, LLC | 8,816 | $1.54M | 0.86% | +168+1.9% | Added |
| Jackson Square Capital, LLC | 8,824 | $1.54M | 0.40% | −2,750−23.8% | Reduced |
| Lake Street Financial LLC | 8,852 | $1.55M | 0.21% | −140−1.6% | Reduced |
| Paradigm Asset Management Co LLC | 8,911 | $1.56M | 0.40% | −300−3.3% | Reduced |
| Davidson Trust Co | 8,912 | $1.56M | 0.91% | +1,494+20.1% | Added |
| Oxbow Advisors, LLC | 8,922 | $1.56M | 0.21% | +84+1.0% | Added |
| My Legacy Advisors, LLC | 8,936 | $1.56M | 0.52% | +43+0.5% | Added |
| Morningstar Investment Management LLC | 8,952 | $1.57M | 0.17% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,961 | $1.57M | 0.77% | −187−2.0% | Reduced |
| Accent Capital Management, LLC | 8,922 | $1.57M | 1.36% | +220+2.5% | Added |
| Hazlett, Burt & Watson, Inc. | 8,994 | $1.58M | 0.94% | +539+6.4% | Added |
| CM Wealth Advisors LLC | 8,870 | $1.58M | 0.45% | +3,600+68.3% | Added |
| Foyston, Gordon, & Payne Inc | 9,028 | $1.58M | 0.38% | −17,112−65.5% | Reduced |
| Capital Investment Advisory Services, LLC | 9,035 | $1.58M | 0.17% | +269+3.1% | Added |
| Legacy Financial Advisors, Inc. | 9,071 | $1.59M | 0.28% | +530+6.2% | Added |
| Wellington Wealth Strategies, LLC. | 9,111 | $1.59M | 0.76% | +9,111 | New |
| West Paces Advisors Inc. | 9,128 | $1.60M | 0.42% | +718+8.5% | Added |
| Capstone Investment Advisors, LLC | 9,131 | $1.60M | 0.03% | +8,288+983.2% | Added |
| McNamara Financial Services, Inc. | 9,133 | $1.60M | 0.34% | +62+0.7% | Added |
| Westchester Capital Management, Inc. | 9,158 | $1.60M | 0.40% | −162−1.7% | Reduced |
| Alhambra Investment Partners LLC | 9,159 | $1.60M | 0.88% | −100−1.1% | Reduced |
| Valley Brook Capital Group | 9,176 | $1.61M | 1.28% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 9,182 | $1.61M | 0.92% | −489−5.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,127 | $1.61M | 0.20% | −818−8.2% | Reduced |
| Little House Capital LLC | 9,194 | $1.61M | 0.53% | −1,155−11.2% | Reduced |
| Smartleaf Asset Management LLC | 9,275 | $1.61M | 0.31% | +2,671+40.4% | Added |
| Essex Investment Management Co LLC | 9,203 | $1.61M | 0.32% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 9,206 | $1.61M | 1.42% | +25+0.3% | Added |
| Summit Global Investments | 9,228 | $1.61M | 0.12% | −89,410−90.6% | Reduced |
| DAGCO, Inc. | 9,271 | $1.62M | 0.74% | +9,271 | New |
| Staley Capital Advisers Inc | 9,271 | $1.62M | 0.08% | −400−4.1% | Reduced |
| Orleans Capital Management Corp | 9,273 | $1.62M | 1.07% | −1,670−15.3% | Reduced |
| MCF Advisors LLC | 9,227 | $1.62M | 0.13% | +332+3.7% | Added |
| Autumn Glory Partners, LLC | 9,276 | $1.62M | 0.79% | +3,681+65.8% | Added |
| Asset Advisors Investment Management, LLC | 9,299 | $1.63M | 0.18% | −325−3.4% | Reduced |
| Schrum Private Wealth Management LLC | 9,303 | $1.63M | 1.48% | +2,324+33.3% | Added |
| Rockingstone Advisors LLC | 9,302 | $1.63M | 0.84% | +91+1.0% | Added |
| BigSur Wealth Management LLC | 9,250 | $1.63M | 0.51% | +7,500+428.6% | Added |
| Lineweaver Wealth Advisors, LLC | 9,389 | $1.64M | 0.39% | +236+2.6% | Added |
| Versor Investments LP | 9,400 | $1.65M | 0.33% | +7,000+291.7% | Added |
| Premier Path Wealth Partners, LLC | 9,488 | $1.65M | 0.31% | −391−4.0% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.65M | 0.13% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 9,402 | $1.66M | 0.08% | −173−1.8% | Reduced |
| Regatta Capital Group, LLC | 9,479 | $1.66M | 0.37% | +1,762+22.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,505 | $1.66M | 1.12% | +100+1.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,508 | $1.66M | 0.91% | +1,180+14.2% | Added |
| Charles Schwab Trust Co | 9,541 | $1.67M | 0.16% | −498−5.0% | Reduced |
| West Family Investments, Inc. | 9,549 | $1.67M | 0.52% | +554+6.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,556 | $1.67M | 0.07% | +355+3.9% | Added |
| Northwest Bancshares, Inc. | 9,562 | $1.67M | 0.26% | +399+4.4% | Added |
| Key Financial Inc | 9,583 | $1.68M | 0.43% | −58−0.6% | Reduced |
| Round Rock Advisors, LLC | 9,596 | $1.68M | 0.40% | −40−0.4% | Reduced |
| WealthShield Partners, LLC | 9,543 | $1.68M | 0.27% | +310+3.4% | Added |
| Dudley Capital Management, LLC | 9,743 | $1.69M | 0.98% | +40.0% | Added |
| Caldwell Sutter Capital, Inc. | 9,643 | $1.69M | 0.81% | −400−4.0% | Reduced |
| Catalytic Wealth RIA, LLC | 9,650 | $1.69M | 0.34% | +3,163+48.8% | Added |
| Fifth Third Wealth Advisors LLC | 9,670 | $1.69M | 0.26% | +1,006+11.6% | Added |
| Berkshire Bank | 9,690 | $1.70M | 0.42% | −857−8.1% | Reduced |
| S.A. Mason LLC | 9,724 | $1.70M | 1.02% | +141+1.5% | Added |
| Weaver Capital Management LLC | 9,791 | $1.71M | 0.59% | +1,819+22.8% | Added |
| Founders Capital Management | 9,797 | $1.71M | 1.16% | −40−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,797 | $1.71M | 0.90% | +394+4.2% | Added |
| Lloyd Advisory Services, LLC. | 9,810 | $1.72M | 0.37% | +8,039+453.9% | Added |
| Perennial Investment Advisors, LLC | 9,815 | $1.72M | 0.26% | +115+1.2% | Added |
| STAR Financial Bank | 9,829 | $1.72M | 1.47% | −300−3.0% | Reduced |
| Zions Bancorporation, N.A. | 9,844 | $1.72M | 0.13% | −995−9.2% | Reduced |
| Knollwood Investment Advisory, LLC | 9,861 | $1.73M | 0.31% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 9,874 | $1.73M | 0.85% | −19−0.2% | Reduced |
| Kathmere Capital Management, LLC | 9,897 | $1.73M | 0.20% | +716+7.8% | Added |
| Mosaic Family Wealth Partners, LLC | 9,909 | $1.73M | 0.29% | +1,370+16.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 9,842 | $1.73M | 0.16% | −76−0.8% | Reduced |
| McRae Capital Management Inc | 9,937 | $1.74M | 0.38% | −206−2.0% | Reduced |
| Taylor Financial Group, Inc. | 9,945 | $1.74M | 1.33% | −310−3.0% | Reduced |
| Main Street Financial Solutions, LLC | 9,957 | $1.74M | 0.19% | +1,183+13.5% | Added |
| Canton Hathaway, LLC | 10,002 | $1.75M | 0.47% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 10,025 | $1.75M | 0.74% | +39+0.4% | Added |
| Capital Planning Advisors, LLC | 10,039 | $1.76M | 0.31% | +2,603+35.0% | Added |
| Clarius Group, LLC | 10,060 | $1.76M | 0.12% | −2,417−19.4% | Reduced |
| HGK Asset Management Inc | 10,070 | $1.76M | 0.34% | −250−2.4% | Reduced |
| Guardian Investment Management | 10,080 | $1.76M | 1.45% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,035 | $1.77M | 0.10% | +423+4.4% | Added |
| Union Savings Bank | 10,117 | $1.77M | 0.93% | +265+2.7% | Added |
| Eaton Financial Holdings Company, LLC | 10,169 | $1.78M | 0.92% | −7,580−42.7% | Reduced |
| Forum Financial Management, LP | 10,172 | $1.78M | 0.03% | −1,974−16.3% | Reduced |
| Kennon-Green & Company, LLC | 10,183 | $1.78M | 1.66% | −30.0% | Reduced |
| Legacy Trust | 10,196 | $1.78M | 0.44% | +172+1.7% | Added |
| GoalVest Advisory LLC | 10,214 | $1.79M | 0.60% | +4,459+77.5% | Added |