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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Hamel Associates, Inc. | 12,128 | $2.12M | 0.68% | +195+1.6% | Added |
| Stonebridge Capital Advisors LLC | 12,198 | $2.13M | 0.19% | +175+1.5% | Added |
| Scott & Selber, Inc. | 12,206 | $2.14M | 0.73% | −47−0.4% | Reduced |
| First Hawaiian Bank | 12,209 | $2.14M | 0.07% | −3,587−22.7% | Reduced |
| Cornerstone Wealth Management, LLC | 12,228 | $2.14M | 0.17% | +353+3.0% | Added |
| AlphaStar Capital Management, LLC | 12,244 | $2.14M | 0.22% | +1,288+11.8% | Added |
| Dumont & Blake Investment Advisors LLC | 12,317 | $2.16M | 0.62% | −680−5.2% | Reduced |
| BBR Partners, LLC | 12,335 | $2.16M | 0.17% | +2,953+31.5% | Added |
| RKL Wealth Management LLC | 12,359 | $2.16M | 0.21% | +157+1.3% | Added |
| Ami Investment Management Inc | 12,361 | $2.17M | 0.79% | −126−1.0% | Reduced |
| Summit Financial Group Inc | 12,418 | $2.17M | 0.77% | −313−2.5% | Reduced |
| Lantz Financial LLC | 12,419 | $2.17M | 0.70% | +90+0.7% | Added |
| Highlander Capital Management, LLC | 12,424 | $2.17M | 0.74% | −400−3.1% | Reduced |
| Angeles Wealth Management, LLC | 12,436 | $2.18M | 0.22% | +651+5.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,443 | $2.18M | 0.02% | −605−4.6% | Reduced |
| William Allan, LLC | 12,464 | $2.18M | 1.45% | +302+2.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,416 | $2.18M | 0.30% | +8,573+223.1% | Added |
| Providence Wealth Advisors, LLC | 12,754 | $2.19M | 1.87% | −32,449−71.8% | Reduced |
| Painted Porch Advisors LLC | 12,546 | $2.20M | 1.34% | +834+7.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,550 | $2.20M | 0.53% | −241−1.9% | Reduced |
| Beck Bode, LLC | 12,563 | $2.20M | 0.45% | −1,534−10.9% | Reduced |
| Wolff Wiese Magana LLC | 12,577 | $2.20M | 1.90% | +1,907+17.9% | Added |
| First Business Financial Services, Inc. | 12,588 | $2.20M | 0.24% | +815+6.9% | Added |
| LSV Asset Management | 12,603 | $2.21M | 0.00% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 12,761 | $2.21M | 1.62% | +1,144+9.8% | Added |
| Jaffetilchin Investment Partners, LLC | 12,617 | $2.21M | 0.20% | −2,839−18.4% | Reduced |
| Meridian Wealth Advisors, LLC | 12,619 | $2.21M | 0.41% | −50−0.4% | Reduced |
| Montecito Bank & Trust | 12,634 | $2.21M | 0.44% | −36−0.3% | Reduced |
| United Asset Strategies, Inc. | 12,656 | $2.21M | 0.22% | −562−4.3% | Reduced |
| MidWestOne Financial Group, Inc. | 12,676 | $2.22M | 0.40% | −1,318−9.4% | Reduced |
| Lindenwold Advisors | 12,680 | $2.22M | 1.19% | −130−1.0% | Reduced |
| Westover Capital Advisors, LLC | 12,728 | $2.23M | 0.65% | −350−2.7% | Reduced |
| First Heartland Consultants, Inc. | 12,738 | $2.23M | 0.23% | +6,955+120.3% | Added |
| 3Chopt Investment Partners, LLC | 12,663 | $2.23M | 0.92% | +104+0.8% | Added |
| Perpetual Ltd | 12,739 | $2.23M | 0.02% | +2,477+24.1% | Added |
| Security National Bank of So Dak | 12,752 | $2.23M | 1.34% | −65−0.5% | Reduced |
| Advisor OS, LLC | 12,781 | $2.24M | 0.26% | +3,712+40.9% | Added |
| Wilson & Boucher Capital Management, LLC | 12,783 | $2.24M | 1.76% | −839−6.2% | Reduced |
| Crawford Investment Counsel Inc | 12,789 | $2.24M | 0.04% | +109+0.9% | Added |
| Chicago Partners Investment Group LLC | 13,074 | $2.24M | 0.10% | +1,669+14.6% | Added |
| Summit Place Financial Advisors, LLC | 12,806 | $2.24M | 1.31% | −38−0.3% | Reduced |
| Insight Inv LLC | 12,725 | $2.24M | 1.95% | +925+7.8% | Added |
| Plimoth Trust Co LLC | 12,830 | $2.25M | 0.60% | −17−0.1% | Reduced |
| S&T Bank | 12,864 | $2.25M | 0.43% | −495−3.7% | Reduced |
| SFMG, LLC | 12,928 | $2.26M | 0.19% | −338−2.5% | Reduced |
| Beacon Financial Group | 12,935 | $2.26M | 0.26% | +38+0.3% | Added |
| Dynasty Wealth Management, LLC | 12,967 | $2.27M | 0.07% | +12,967 | New |
| Gifford Fong Associates | 13,000 | $2.27M | 0.63% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 13,010 | $2.28M | 1.99% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 13,010 | $2.28M | 1.20% | +500+4.0% | Added |
| Bayesian Capital Management, LP | 13,011 | $2.28M | 0.22% | −7,478−36.5% | Reduced |
| AIMZ Investment Advisors, LLC | 13,081 | $2.29M | 0.85% | 00.0% | Unchanged |
| CNB Bank | 13,114 | $2.30M | 1.12% | +196+1.5% | Added |
| Prudential PLC | 13,129 | $2.30M | 0.02% | −52,021−79.8% | Reduced |
| Conscious Wealth Investments, LLC | 13,731 | $2.30M | 1.75% | +13,731 | New |
| Checchi Capital Advisers, LLC | 13,167 | $2.30M | 0.18% | −552−4.0% | Reduced |
| Massachusetts Wealth Management | 13,181 | $2.31M | 1.63% | +200+1.5% | Added |
| Ascent Wealth Partners, LLC | 13,189 | $2.31M | 0.34% | −25−0.2% | Reduced |
| Symmetry Partners, LLC | 13,228 | $2.31M | 0.18% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 13,252 | $2.32M | 1.05% | −102−0.8% | Reduced |
| Kovack Advisors, Inc. | 13,266 | $2.32M | 0.28% | +1,005+8.2% | Added |
| Flagship Harbor Advisors, LLC | 13,313 | $2.33M | 0.15% | +300+2.3% | Added |
| Hemenway Trust Co LLC | 13,327 | $2.33M | 0.20% | +240+1.8% | Added |
| Mayflower Financial Advisors, LLC | 13,328 | $2.33M | 0.39% | −33,334−71.4% | Reduced |
| Cumberland Partners Ltd | 13,342 | $2.33M | 0.17% | +792+6.3% | Added |
| MONECO Advisors, LLC | 13,346 | $2.34M | 0.37% | +5,884+78.9% | Added |
| Vestmark Advisory Solutions, Inc. | 13,350 | $2.34M | 0.10% | +602+4.7% | Added |
| TrinityPoint Wealth, LLC | 13,391 | $2.34M | 0.39% | +38+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 13,396 | $2.34M | 0.66% | −94−0.7% | Reduced |
| Jmac Enterprises LLC | 13,423 | $2.35M | 0.44% | +1,845+15.9% | Added |
| VeraBank, N.A. | 13,464 | $2.36M | 0.73% | +10+0.1% | Added |
| Foresight Capital Management Advisors, Inc. | 13,465 | $2.36M | 1.80% | +666+5.2% | Added |
| Mason & Associates, LLC | 13,465 | $2.36M | 1.80% | +13,465 | New |
| Accel Wealth Management | 13,500 | $2.36M | 1.00% | +2,019+17.6% | Added |
| Banco de Sabadell, S.A | 13,578 | $2.37M | 1.77% | +1,991+17.2% | Added |
| Home Federal Bank of Tennessee | 13,575 | $2.38M | 0.73% | −15−0.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,584 | $2.38M | 1.73% | −199−1.4% | Reduced |
| Atwood & Palmer Inc | 13,593 | $2.38M | 0.18% | +66+0.5% | Added |
| Tandem Capital Management Corp | 13,632 | $2.39M | 1.35% | +507+3.9% | Added |
| GAMMA Investing LLC | 13,635 | $2.39M | 0.49% | +1,990+17.1% | Added |
| Cyndeo Wealth Partners, LLC | 13,661 | $2.39M | 0.20% | −445−3.2% | Reduced |
| Mather Group, LLC. | 14,086 | $2.39M | 0.04% | −1,957−12.2% | Reduced |
| Caliber Wealth Management, LLC | 13,680 | $2.39M | 1.27% | +788+6.1% | Added |
| Insigneo Advisory Services, LLC | 13,589 | $2.40M | 0.28% | −7−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,692 | $2.40M | 0.42% | +662+5.1% | Added |
| Eads & Heald Wealth Management | 13,697 | $2.40M | 1.12% | −931−6.4% | Reduced |
| First United Bank Trust | 13,721 | $2.40M | 0.89% | +77+0.6% | Added |
| JPL Wealth Management, LLC | 13,754 | $2.41M | 1.33% | +5,114+59.2% | Added |
| CoreCap Advisors, LLC | 13,758 | $2.41M | 0.13% | +1,145+9.1% | Added |
| Capital Counsel LLC | 13,759 | $2.41M | 0.11% | 00.0% | Unchanged |
| Mechanics Financial Corp | 13,796 | $2.41M | 1.26% | +260+1.9% | Added |
| Brevan Howard Capital Management LP | 13,808 | $2.42M | 0.22% | +13,808 | New |
| Wealth Alliance Advisory Group, LLC | 13,811 | $2.42M | 0.56% | +1,206+9.6% | Added |
| J.W. Cole Advisors, Inc. | 13,906 | $2.43M | 0.12% | −121−0.9% | Reduced |
| West Branch Capital LLC | 13,938 | $2.44M | 0.98% | +810+6.2% | Added |
| Gratus Capital LLC | 13,970 | $2.44M | 0.11% | +5,742+69.8% | Added |
| Invesco, LLC | 14,014 | $2.45M | 1.04% | −1,775−11.2% | Reduced |
| Aspen Investment Management Inc | 14,040 | $2.46M | 1.25% | −247−1.7% | Reduced |
| Suncoast Equity Management | 14,067 | $2.46M | 0.29% | +1,920+15.8% | Added |
| Rehmann Capital Advisory Group | 14,096 | $2.47M | 0.18% | +216+1.6% | Added |