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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 14,113 | $2.47M | 0.13% | +128+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,118 | $2.47M | 0.21% | +4,413+45.5% | Added |
| Liberty Capital Management, Inc. | 14,177 | $2.48M | 0.61% | +549+4.0% | Added |
| Jupiter Wealth Management LLC | 14,000 | $2.48M | 1.31% | −5,770−29.2% | Reduced |
| Manchester Capital Management LLC | 14,240 | $2.49M | 0.31% | +1,178+9.0% | Added |
| Focus Financial Network, Inc. | 14,475 | $2.49M | 0.12% | +14,475 | New |
| Inlet Private Wealth, LLC | 14,256 | $2.49M | 0.70% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 14,337 | $2.51M | 0.42% | −3,442−19.4% | Reduced |
| Fairfield, Bush & Co. | 14,341 | $2.51M | 1.49% | −70−0.5% | Reduced |
| PYA Waltman Capital, LLC | 14,348 | $2.51M | 0.93% | +2,218+18.3% | Added |
| Dover Advisors, LLC | 14,363 | $2.51M | 1.72% | +4,822+50.5% | Added |
| Cito Capital Group, LLC | 14,274 | $2.52M | 1.03% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 14,393 | $2.52M | 0.66% | +2,054+16.6% | Added |
| Elevated Capital Advisors, LLC | 14,421 | $2.52M | 0.72% | +1,062+7.9% | Added |
| Eudaimonia Partners, LLC | 14,423 | $2.52M | 0.60% | −322−2.2% | Reduced |
| CWA Asset Management Group, LLC | 14,450 | $2.53M | 0.15% | +3,220+28.7% | Added |
| Lawson Kroeker Investment Management Inc | 14,450 | $2.53M | 0.48% | −168−1.1% | Reduced |
| Stratos Wealth Advisors, LLC | 14,478 | $2.53M | 0.15% | −26,734−64.9% | Reduced |
| CFO4Life Group, LLC | 14,512 | $2.54M | 0.46% | −362−2.4% | Reduced |
| StrongBox Wealth, LLC | 14,518 | $2.54M | 1.34% | +749+5.4% | Added |
| XML Financial, LLC | 14,523 | $2.54M | 0.26% | +271+1.9% | Added |
| IMS Capital Management | 14,524 | $2.54M | 1.18% | −244−1.7% | Reduced |
| ZWJ Investment Counsel Inc | 14,548 | $2.55M | 0.12% | +637+4.6% | Added |
| Cigna Investments Inc | 14,552 | $2.55M | 0.48% | −97−0.7% | Reduced |
| Maven Securities LTD | 14,572 | $2.55M | 0.15% | +3,517+31.8% | Added |
| Saybrook Capital | 14,577 | $2.55M | 0.67% | +1,285+9.7% | Added |
| CX Institutional | 14,583 | $2.55M | 0.12% | +812+5.9% | Added |
| Outfitter Financial LLC | 14,613 | $2.56M | 2.10% | −90−0.6% | Reduced |
| Chesapeake Asset Management LLC | 14,655 | $2.56M | 2.54% | −8,764−37.4% | Reduced |
| Gries Financial LLC | 14,685 | $2.57M | 0.43% | +12,454+558.2% | Added |
| Boyd Watterson Asset Management LLC | 14,688 | $2.57M | 0.92% | −1,995−12.0% | Reduced |
| AlphaCore Capital LLC | 14,595 | $2.57M | 0.68% | +593+4.2% | Added |
| Oxler Private Wealth LLC | 14,716 | $2.58M | 1.01% | +10,729+269.1% | Added |
| Guardian Wealth Management, Inc. | 14,820 | $2.59M | 2.00% | +326+2.2% | Added |
| Benjamin Edwards Inc | 14,827 | $2.60M | 0.52% | −2,712−15.5% | Reduced |
| Amussen Hunsaker Associates LLC | 15,032 | $2.60M | 0.47% | −2,642−14.9% | Reduced |
| GeoWealth Management, LLC | 14,897 | $2.61M | 0.10% | +4,968+50.0% | Added |
| Full Sail Capital, LLC | 14,955 | $2.62M | 0.18% | −99−0.7% | Reduced |
| Rothschild Investment LLC | 14,958 | $2.62M | 0.19% | +6,129+69.4% | Added |
| Trustco Bank Corp N Y | 14,987 | $2.62M | 2.73% | −494−3.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.63M | 0.62% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 15,009 | $2.63M | 0.36% | +250+1.7% | Added |
| Family Legacy, Inc. | 15,050 | $2.63M | 0.95% | −447−2.9% | Reduced |
| Strategic Blueprint, LLC | 15,093 | $2.64M | 0.19% | +1,616+12.0% | Added |
| Pensionfund Sabic | 15,100 | $2.64M | 0.78% | −400−2.6% | Reduced |
| WCG Wealth Advisors LLC | 15,161 | $2.65M | 0.22% | −5,482−26.6% | Reduced |
| Viewpoint Capital Management LLC | 15,181 | $2.66M | 1.69% | −524−3.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,206 | $2.66M | 1.14% | −66−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 15,169 | $2.67M | 0.40% | +27+0.2% | Added |
| Parkside Financial Bank & Trust | 15,294 | $2.68M | 0.43% | −628−3.9% | Reduced |
| Magnus Financial Group LLC | 15,301 | $2.68M | 0.32% | +1,106+7.8% | Added |
| Peak Asset Management, LLC | 15,321 | $2.68M | 0.53% | −2,711−15.0% | Reduced |
| LCNB Corp | 15,341 | $2.68M | 0.97% | −109−0.7% | Reduced |
| Studio Investment Management LLC | 15,234 | $2.69M | 0.64% | −11−0.1% | Reduced |
| Valley National Advisers Inc | 15,358 | $2.69M | 0.41% | −275−1.8% | Reduced |
| Mattern Wealth Management LLC | 15,380 | $2.69M | 0.65% | −717−4.5% | Reduced |
| Redmond Asset Management, LLC | 15,397 | $2.69M | 0.86% | +625+4.2% | Added |
| Ameritas Advisory Services, LLC | 15,393 | $2.70M | 0.11% | −1,310−7.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 15,426 | $2.70M | 0.69% | +11,267+270.9% | Added |
| Signet Investment Advisory Group, Inc. | 15,435 | $2.70M | 1.48% | +2,408+18.5% | Added |
| Finer Wealth Management, Inc. | 15,463 | $2.71M | 1.78% | +640+4.3% | Added |
| PGGM Investments | 15,473 | $2.71M | 0.04% | −108,147−87.5% | Reduced |
| Aviance Capital Partners, LLC | 15,556 | $2.72M | 0.40% | +6,825+78.2% | Added |
| Pegasus Partners Ltd. | 15,565 | $2.72M | 0.29% | −7,461−32.4% | Reduced |
| Sweet Financial Partners, LLC | 15,599 | $2.73M | 0.63% | +2,682+20.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,683 | $2.74M | 1.17% | +159+1.0% | Added |
| Excalibur Management Corp | 15,765 | $2.76M | 1.17% | +1,422+9.9% | Added |
| DCM Advisors, LLC | 15,771 | $2.76M | 1.14% | −1,463−8.5% | Reduced |
| Connable Office Inc | 15,772 | $2.76M | 0.31% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 15,780 | $2.76M | 0.55% | +2,505+18.9% | Added |
| BSW Wealth Partners | 15,785 | $2.76M | 0.47% | +130+0.8% | Added |
| Central Pacific Bank - Trust Division | 15,997 | $2.77M | 0.34% | +15,997 | New |
| Duff & Phelps Investment Management Co | 15,859 | $2.78M | 0.03% | +507+3.3% | Added |
| Valmark Advisers, Inc. | 15,878 | $2.78M | 0.05% | +11+0.1% | Added |
| Johnson Financial Group, Inc. | 15,783 | $2.78M | 0.15% | −1,959−11.0% | Reduced |
| Joel Isaacson & Co., LLC | 15,982 | $2.80M | 0.15% | +1,411+9.7% | Added |
| Paloma Partners Management Co | 15,994 | $2.80M | 0.40% | +15,706+5,453.5% | Added |
| Delaney Dennis R | 16,038 | $2.81M | 1.53% | −961−5.7% | Reduced |
| Agate Pass Investment Management, LLC | 16,046 | $2.81M | 1.51% | +905+6.0% | Added |
| Citadel Investment Advisory, Inc. | 16,121 | $2.82M | 1.59% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 16,126 | $2.82M | 0.51% | +112+0.7% | Added |
| Independence Bank of Kentucky | 16,149 | $2.83M | 0.85% | +1,428+9.7% | Added |
| Naviter Wealth, LLC | 16,057 | $2.83M | 0.46% | +2,419+17.7% | Added |
| Orser Capital Management, LLC | 16,173 | $2.83M | 2.78% | +10+0.1% | Added |
| Tower View Investment Management & Research LLC | 16,185 | $2.83M | 1.66% | +874+5.7% | Added |
| Aries Wealth Management | 16,209 | $2.84M | 0.91% | +185+1.2% | Added |
| Mystic Asset Management, Inc. | 16,289 | $2.85M | 1.18% | +1,011+6.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,319 | $2.86M | 0.42% | −745−4.4% | Reduced |
| Farmers National Bank | 16,360 | $2.86M | 0.85% | −283−1.7% | Reduced |
| Benedict Financial Advisors Inc | 16,376 | $2.87M | 0.73% | −106−0.6% | Reduced |
| V-Square Quantitative Management LLC | 16,400 | $2.87M | 0.48% | +180+1.1% | Added |
| New Potomac Partners, LLC | 16,446 | $2.88M | 1.60% | +161+1.0% | Added |
| Athena Investment Management | 16,453 | $2.88M | 1.73% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 16,507 | $2.89M | 1.06% | −242−1.4% | Reduced |
| Wimmer Associates 1, LLC | 16,534 | $2.89M | 1.52% | −34−0.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 16,539 | $2.89M | 1.22% | +441+2.7% | Added |
| Delta Financial Advisors LLC | 16,587 | $2.90M | 1.15% | −48−0.3% | Reduced |
| Brookmont Capital Management | 16,614 | $2.91M | 1.53% | −95−0.6% | Reduced |
| Duncker Streett & Co Inc | 16,624 | $2.91M | 0.57% | −237−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 16,691 | $2.92M | 0.53% | +563+3.5% | Added |