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
- 3,370
- +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
- 1,453 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 |
|---|---|---|---|---|---|
| Private Harbour Investment Management & Counsel, LLC | 10,286 | $1.80M | 1.94% | −88−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 10,305 | $1.80M | 1.34% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 10,322 | $1.81M | 0.33% | +1,969+23.6% | Added |
| Larson Financial Group LLC | 10,327 | $1.81M | 0.14% | +5,942+135.5% | Added |
| Hudson Canyon Capital Management | 10,350 | $1.81M | 1.16% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10,363 | $1.81M | 0.27% | +251+2.5% | Added |
| Oakworth Capital, Inc. | 10,369 | $1.81M | 0.14% | −52−0.5% | Reduced |
| Emprise Bank | 10,379 | $1.82M | 1.22% | +10,379 | New |
| Imprint Wealth LLC | 10,510 | $1.82M | 0.44% | +1,489+16.5% | Added |
| Westbourne Investment Advisors, Inc. | 10,391 | $1.82M | 0.67% | +41+0.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 10,733 | $1.82M | 1.64% | +10,733 | New |
| Forte Capital LLC | 10,421 | $1.82M | 0.23% | −1,195−10.3% | Reduced |
| Avitas Wealth Management LLC | 10,442 | $1.83M | 0.28% | −147−1.4% | Reduced |
| Lifeworks Advisors, LLC | 10,451 | $1.83M | 0.51% | +4,182+66.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,462 | $1.83M | 0.07% | −1,946−15.7% | Reduced |
| Elmwood Wealth Management, Inc. | 10,464 | $1.83M | 0.78% | +1,591+17.9% | Added |
| Security National Bank of Sioux City Iowa | 10,480 | $1.83M | 1.29% | −123−1.2% | Reduced |
| Ahl Investment Management, Inc. | 10,494 | $1.84M | 1.41% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10,513 | $1.84M | 1.09% | +158+1.5% | Added |
| Ascension Asset Management LLC | 10,530 | $1.84M | 0.99% | +10,530 | New |
| Mission Creek Capital Partners, Inc. | 10,538 | $1.84M | 0.48% | +960+10.0% | Added |
| Washington Trust Bank | 10,559 | $1.85M | 0.18% | −589−5.3% | Reduced |
| Quotient Wealth Partners, LLC | 10,564 | $1.85M | 0.07% | +3,874+57.9% | Added |
| Alpha DNA Investment Management LLC | 10,579 | $1.85M | 1.02% | +399+3.9% | Added |
| Abbot Financial Management, Inc. | 10,593 | $1.85M | 1.02% | +581+5.8% | Added |
| Investment Partners, Ltd. | 10,603 | $1.86M | 0.84% | −310−2.8% | Reduced |
| BKM Wealth Management, LLC | 10,635 | $1.86M | 0.80% | +952+9.8% | Added |
| Poehling Capital Management, LLC | 10,660 | $1.87M | 0.50% | +38+0.4% | Added |
| Carl P. Sherr & Co., LLC | 10,665 | $1.87M | 1.05% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 10,680 | $1.87M | 1.11% | +142+1.3% | Added |
| Fidelis Capital Partners, LLC | 10,683 | $1.87M | 0.28% | +1,560+17.1% | Added |
| JFS Wealth Advisors, LLC | 10,694 | $1.87M | 0.15% | −106−1.0% | Reduced |
| Cox Capital Mgt LLC | 10,694 | $1.87M | 1.15% | −111−1.0% | Reduced |
| Panoramic Investment Advisors, LLC | 10,719 | $1.88M | 1.38% | −1,009−8.6% | Reduced |
| Nilsine Partners, LLC | 10,726 | $1.88M | 0.26% | +393+3.8% | Added |
| First Command Advisory Services, Inc. | 10,744 | $1.88M | 0.02% | −281−2.5% | Reduced |
| Eqis Capital Management, Inc. | 10,764 | $1.88M | 0.15% | −201−1.8% | Reduced |
| Archer Investment Corp | 10,766 | $1.88M | 0.57% | +349+3.4% | Added |
| Holderness Investments Co | 10,847 | $1.90M | 0.46% | −49−0.4% | Reduced |
| IFG Advisory, LLC | 10,852 | $1.90M | 0.14% | −286−2.6% | Reduced |
| Boothbay Fund Management, LLC | 10,864 | $1.90M | 0.06% | −28,130−72.1% | Reduced |
| Symphony Financial, Ltd. Co. | 10,873 | $1.90M | 0.44% | +949+9.6% | Added |
| Ghe, LLC | 10,884 | $1.91M | 0.88% | −140−1.3% | Reduced |
| CWS Financial Advisors, LLC | 10,944 | $1.92M | 0.78% | −6,694−38.0% | Reduced |
| Delta Asset Management LLC | 10,971 | $1.92M | 0.17% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,973 | $1.92M | 0.22% | +4,992+83.5% | Added |
| Bigelow Investment Advisors, LLC | 10,984 | $1.92M | 0.94% | −63−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,002 | $1.93M | 0.31% | −388−3.4% | Reduced |
| Leonteq Securities AG | 11,084 | $1.94M | 0.26% | −1,518−12.0% | Reduced |
| Oarsman Capital, Inc. | 11,087 | $1.94M | 0.46% | −2,442−18.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.94M | 0.61% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 11,127 | $1.95M | 0.95% | +8,173+276.7% | Added |
| Zuckerman Investment Group, LLC | 11,152 | $1.95M | 0.22% | +2,864+34.6% | Added |
| Allred Capital Management, LLC | 11,173 | $1.96M | 0.76% | −590−5.0% | Reduced |
| Evermay Wealth Management LLC | 11,166 | $1.97M | 0.30% | +83+0.7% | Added |
| New England Asset Management Inc | 11,292 | $1.98M | 0.31% | +600+5.6% | Added |
| Lummis Asset Management, LP | 11,366 | $1.99M | 2.67% | −7,517−39.8% | Reduced |
| ISAM Funds (UK) Ltd | 11,372 | $1.99M | 1.14% | +11,372 | New |
| Brandywine Oak Private Wealth LLC | 11,382 | $1.99M | 0.21% | −1,022−8.2% | Reduced |
| Pacifica Partners Inc. | 11,556 | $1.99M | 0.88% | +3,128+37.1% | Added |
| Red Cedar Investment Management, LLC | 11,400 | $2.00M | 0.25% | −8,048−41.4% | Reduced |
| Hoylecohen, LLC | 11,406 | $2.00M | 0.15% | +27+0.2% | Added |
| Detalus Advisors, LLC | 11,423 | $2.00M | 0.71% | +46+0.4% | Added |
| Chapin Davis, Inc. | 11,440 | $2.00M | 0.73% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,742 | $2.00M | 0.15% | −754−6.0% | Reduced |
| Global Financial Private Client, LLC | 11,611 | $2.01M | 0.86% | +216+1.9% | Added |
| Peregrine Asset Advisers, Inc. | 11,500 | $2.01M | 0.81% | −26,394−69.7% | Reduced |
| Clean Yield Group | 11,525 | $2.02M | 0.78% | −260−2.2% | Reduced |
| Norway Savings Bank | 11,546 | $2.02M | 0.84% | −120−1.0% | Reduced |
| Vista Investment Management | 11,553 | $2.02M | 0.82% | +367+3.3% | Added |
| SJS Investment Consulting Inc. | 11,567 | $2.02M | 0.40% | −10.0% | Reduced |
| Dividend Assets Capital, LLC | 11,573 | $2.02M | 0.43% | +236+2.1% | Added |
| BFSG, LLC | 11,628 | $2.04M | 0.27% | −3,045−20.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,533 | $2.04M | 0.86% | −85−0.7% | Reduced |
| West Oak Capital, LLC | 11,654 | $2.04M | 0.87% | +165+1.4% | Added |
| Becker Capital Management Inc | 11,636 | $2.05M | 0.07% | +83+0.7% | Added |
| Graypoint LLC | 11,724 | $2.05M | 0.15% | −1,227−9.5% | Reduced |
| Garrison Point Advisors, LLC | 11,725 | $2.05M | 1.32% | −50−0.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,730 | $2.05M | 0.17% | +6,769+136.4% | Added |
| Means Investment Co., Inc. | 11,769 | $2.06M | 0.27% | −385−3.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,779 | $2.06M | 1.55% | −600−4.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 11,796 | $2.06M | 0.57% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,797 | $2.06M | 0.36% | +1,996+20.4% | Added |
| Hartline Investment Corp | 11,797 | $2.06M | 0.36% | +11,797 | New |
| First Foundation Advisors | 11,815 | $2.07M | 0.08% | −544−4.4% | Reduced |
| Ellsworth Advisors, LLC | 12,309 | $2.07M | 0.59% | +341+2.8% | Added |
| Leisure Capital Management | 11,825 | $2.07M | 1.04% | −421−3.4% | Reduced |
| Archford Capital Strategies, LLC | 11,835 | $2.07M | 0.35% | −95−0.8% | Reduced |
| Umpqua Bank | 11,838 | $2.07M | 0.85% | +11,838 | New |
| Colonial River Wealth Management, LLC | 11,895 | $2.08M | 1.18% | +6,214+109.4% | Added |
| Grey Street Capital, LLC | 11,830 | $2.08M | 0.28% | +9,668+447.2% | Added |
| Rogco, LP | 11,924 | $2.09M | 0.85% | −69−0.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 11,982 | $2.10M | 0.62% | −335−2.7% | Reduced |
| Western Wealth Management, LLC | 12,037 | $2.11M | 0.16% | −4,243−26.1% | Reduced |
| Financial Advocates Investment Management | 12,052 | $2.11M | 0.12% | −151−1.2% | Reduced |
| Intrua Financial, LLC | 12,062 | $2.11M | 0.33% | −1,149−8.7% | Reduced |
| Partnership Wealth Management, LLC | 12,083 | $2.11M | 1.48% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12,087 | $2.12M | 0.21% | −300−2.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 12,107 | $2.12M | 1.42% | +177+1.5% | Added |
| Bedel Financial Consulting, Inc. | 12,123 | $2.12M | 0.33% | −46−0.4% | Reduced |