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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 411 | $71.9K | 0.05% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 411 | $72.3K | 0.01% | +411 | New |
| Abound Wealth Management | 423 | $74.0K | 0.03% | −194−31.4% | Reduced |
| Ulland Investment Advisors, LLC | 428 | $75.0K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 431 | $75.4K | 0.03% | −233−35.1% | Reduced |
| Stone House Investment Management, LLC | 439 | $76.8K | 0.02% | +17+4.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 449 | $78.6K | 0.15% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 454 | $79.5K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 460 | $80.5K | 0.06% | +303+193.0% | Added |
| Northwest Bank & Trust Co | 462 | $81.3K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 468 | $82.0K | 0.05% | −3−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 470 | $82.3K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 480 | $84.0K | 0.03% | −75−13.5% | Reduced |
| Twin Lakes Capital Management, LLC | 489 | $85.6K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 468 | $85.8K | 0.02% | −127−21.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 496 | $86.8K | 0.03% | +496 | New |
| Aspect Partners, LLC | 497 | $87.0K | 0.07% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 500 | $87.5K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $87.5K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $88.0K | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 509 | $89.1K | 0.01% | +509 | New |
| Game Plan Financial Advisors, LLC | 510 | $89.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 511 | $89.4K | 0.04% | −298−36.8% | Reduced |
| Front Row Advisors LLC | 514 | $90.3K | 0.03% | +514 | New |
| VisionPoint Advisory Group, LLC | 516 | $90.3K | 0.03% | +126+32.3% | Added |
| Gladius Capital Management LP | 519 | $90.8K | 0.09% | +519 | New |
| Keener Financial Planning LLC | 524 | $92.0K | 0.06% | +74+16.4% | Added |
| O'Brien Wealth Partners LLC | 526 | $92.1K | 0.02% | −548−51.0% | Reduced |
| Dogwood Wealth Management LLC | 535 | $93.7K | 0.06% | −119−18.2% | Reduced |
| Evolution Advisers, Inc. | 542 | $95.0K | 0.06% | 00.0% | Unchanged |
| Davis Capital Management | 552 | $95.5K | 0.09% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 549 | $96.1K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 550 | $96.3K | 0.03% | +158+40.3% | Added |
| Burkett Financial Services, LLC | 565 | $98.9K | 0.05% | +4+0.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 574 | $100.5K | 0.05% | +2+0.3% | Added |
| Cornerstone Planning Group LLC | 590 | $103.9K | 0.03% | −68−10.3% | Reduced |
| Briaud Financial Planning, Inc | 599 | $105.0K | 0.06% | +599 | New |
| WealthCollab, LLC | 617 | $108.0K | 0.08% | 00.0% | Unchanged |
| Gleason Group, Inc. | 618 | $108.1K | 0.02% | +5+0.8% | Added |
| Roble, Belko & Company, Inc | 621 | $109.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 626 | $109.7K | 0.07% | 00.0% | Unchanged |
| Caitlin John, LLC | 673 | $117.7K | 0.09% | −4−0.6% | Reduced |
| Basso Capital Management, L.P. | 674 | $118.0K | 0.11% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 681 | $119.2K | 0.04% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 700 | $122.5K | 0.05% | +700 | New |
| DiNuzzo Private Wealth, Inc. | 706 | $123.6K | 0.02% | −19−2.6% | Reduced |
| Newton One Investments LLC | 743 | $130.0K | 0.06% | +6+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 747 | $130.8K | 0.08% | +426+132.7% | Added |
| ORG Partners LLC | 771 | $133.6K | 0.25% | −9,209−92.3% | Reduced |
| Emfo, LLC | 770 | $134.8K | 0.12% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 772 | $135.1K | 0.06% | −40−4.9% | Reduced |
| Cypress Capital Management LLC (WY) | 774 | $136.4K | 0.15% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 785 | $137.4K | 0.03% | +12+1.6% | Added |
| Creative Financial Designs Inc | 792 | $138.6K | 0.01% | +252+46.7% | Added |
| Fernwood Investment Management, LLC | 805 | $140.9K | 0.04% | +805 | New |
| PFS Partners, LLC | 811 | $141.9K | 0.10% | −188−18.8% | Reduced |
| Providence Capital Advisors, LLC | 816 | $142.8K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 889 | $155.5K | 0.05% | +6+0.7% | Added |
| Ruedi Wealth Management, Inc. | 899 | $157.3K | 0.07% | +2+0.2% | Added |
| Beaird Harris Wealth Management, LLC | 901 | $157.7K | 0.02% | +300+49.9% | Added |
| Financial Freedom, LLC | 912 | $159.6K | 0.09% | +6+0.7% | Added |
| Future Financial Wealth Managment LLC | 915 | $160.2K | 0.12% | −351−27.7% | Reduced |
| Hoertkorn Richard Charles | 930 | $162.8K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 941 | $164.7K | 0.09% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 951 | $166.4K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 977 | $170.9K | 0.11% | −28−2.8% | Reduced |
| Silvant Capital Management LLC | 971 | $171.2K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 982 | $171.9K | 0.02% | +190+24.0% | Added |
| New England Capital Financial Advisors LLC | 1,007 | $176.3K | 0.10% | +5+0.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,054 | $179.8K | 0.02% | +144+15.8% | Added |
| Atlas Capital Advisors LLC | 1,049 | $183.6K | 0.03% | −100−8.7% | Reduced |
| Robinswood Financial LLC | 1,068 | $184.7K | 0.08% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,100 | $192.5K | 0.08% | +120+12.2% | Added |
| AlphaMark Advisors, LLC | 1,104 | $193.0K | 0.07% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,108 | $194.0K | 0.07% | −399−26.5% | Reduced |
| Campion Asset Management LLC | 1,145 | $200.4K | 0.15% | +1,145 | New |
| LGL Partners, LLC | 1,146 | $200.6K | 0.03% | +1,146 | New |
| Harrell Investment Partners, LLC | 1,146 | $200.6K | 0.06% | +1,146 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,146 | $200.6K | 0.12% | −119−9.4% | Reduced |
| Scott Capital Advisors, LLC | 1,176 | $200.7K | 0.06% | +1,176 | New |
| Advisors Management Group Inc | 1,151 | $201.0K | 0.05% | −84−6.8% | Reduced |
| High Falls Advisors, Inc | 1,152 | $201.7K | 0.05% | −166−12.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,154 | $202.0K | 0.15% | −407−26.1% | Reduced |
| Equita Financial Network, Inc. | 1,152 | $202.0K | 0.09% | +1,152 | New |
| Cook Wealth Management Group LLC | 1,154 | $202.5K | 0.12% | +1,154 | New |
| Pacific Sage Partners, LLC | 1,157 | $202.5K | 0.05% | −35−2.9% | Reduced |
| Motive Wealth Advisors | 1,165 | $203.9K | 0.12% | +1,165 | New |
| Apollon Financial, LLC | 1,169 | $204.5K | 0.07% | +1,169 | New |
| Safeguard Investment Advisory Group, LLC | 1,171 | $204.9K | 0.07% | −111−8.7% | Reduced |
| Fermata Advisors, LLC | 1,174 | $205.4K | 0.05% | +1,174 | New |
| MGB Wealth Management, LLC | 1,180 | $206.0K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,177 | $206.0K | 0.07% | +200+20.5% | Added |
| Capital Square, LLC | 1,177 | $206.0K | 0.15% | +1,177 | New |
| Nova R Wealth, Inc. | 1,179 | $206.3K | 0.11% | +1,179 | New |
| Consolidated Portfolio Review Corp | 1,183 | $207.0K | 0.05% | −10−0.8% | Reduced |
| Waterford Advisors, LLC | 1,183 | $207.0K | 0.09% | +1,183 | New |
| Brown Shipley& Co Ltd | 1,199 | $207.4K | 0.07% | −132−9.9% | Reduced |
| Retirement Planning Group | 1,189 | $208.1K | 0.02% | +1,189 | New |
| Beech Hill Advisors, Inc. | 1,190 | $208.3K | 0.09% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,191 | $208.4K | 0.15% | 00.0% | Unchanged |