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 |
|---|---|---|---|---|---|
| Boit C F David | 22,900 | $4.01M | 2.19% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 22,952 | $4.02M | 0.08% | +290+1.3% | Added |
| Mathes Company, Inc. | 22,976 | $4.02M | 1.51% | +110+0.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,015 | $4.03M | 0.79% | +42+0.2% | Added |
| Coastal Bridge Advisors, LLC | 23,025 | $4.03M | 0.93% | +42+0.2% | Added |
| Burney Co | 23,036 | $4.03M | 0.15% | −258−1.1% | Reduced |
| Northeast Financial Consultants Inc | 23,054 | $4.03M | 0.20% | +159+0.7% | Added |
| Simplex Trading, LLC | 23,084 | $4.04M | 0.12% | −57,060−71.2% | Reduced |
| CAPROCK Group, Inc. | 22,920 | $4.04M | 0.23% | +1,526+7.1% | Added |
| Principal Securities, Inc. | 23,113 | $4.05M | 0.13% | −145−0.6% | Reduced |
| IFP Advisors, Inc | 23,123 | $4.05M | 0.18% | +2,809+13.8% | Added |
| Altrius Capital Management Inc | 23,160 | $4.05M | 1.02% | +3,136+15.7% | Added |
| Chicago Trust Co NA | 23,197 | $4.06M | 0.84% | +172+0.7% | Added |
| Princeton Global Asset Management LLC | 23,237 | $4.07M | 0.97% | +7,681+49.4% | Added |
| Level Four Advisory Services, LLC | 23,963 | $4.07M | 0.22% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 23,308 | $4.08M | 1.06% | +5,737+32.7% | Added |
| Koshinski Asset Management, Inc. | 23,319 | $4.08M | 0.42% | +2,958+14.5% | Added |
| WMS Partners, LLC | 23,355 | $4.09M | 0.28% | −394−1.7% | Reduced |
| Selway Asset Management | 23,372 | $4.09M | 1.63% | +7,910+51.2% | Added |
| Broderick Brian C | 23,442 | $4.10M | 0.88% | +1,250+5.6% | Added |
| Granite Bay Wealth Management, LLC | 23,489 | $4.11M | 2.34% | −27,327−53.8% | Reduced |
| Spring Capital Management, LLC | 23,545 | $4.12M | 3.10% | −384−1.6% | Reduced |
| Bank of New Hampshire | 23,584 | $4.13M | 1.08% | −289−1.2% | Reduced |
| Engineers Gate Manager LP | 23,586 | $4.13M | 0.11% | +10,420+79.1% | Added |
| Capital Asset Advisory Services LLC | 24,518 | $4.15M | 0.24% | +929+3.9% | Added |
| Nations Financial Group Inc, | 23,742 | $4.16M | 0.35% | −10,475−30.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,764 | $4.16M | 1.71% | +629+2.7% | Added |
| Horizon Investments, LLC | 23,818 | $4.17M | 0.11% | +61+0.3% | Added |
| Waterloo Capital, L.P. | 23,936 | $4.19M | 0.54% | +115+0.5% | Added |
| Compass Wealth Management LLC | 24,079 | $4.21M | 1.05% | +975+4.2% | Added |
| Verdence Capital Advisors LLC | 24,109 | $4.22M | 0.38% | −97−0.4% | Reduced |
| Curbstone Financial Management Corp | 24,120 | $4.22M | 0.91% | −50−0.2% | Reduced |
| Hodges Capital Management Inc. | 24,138 | $4.22M | 0.27% | −10,826−31.0% | Reduced |
| Plancorp, LLC | 24,157 | $4.23M | 0.18% | +220+0.9% | Added |
| Diversify Advisory Services, LLC | 24,449 | $4.23M | 0.25% | +24,449 | New |
| J. W. Coons Advisors, LLC | 24,186 | $4.23M | 0.96% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 24,324 | $4.26M | 2.28% | −270−1.1% | Reduced |
| Bill Few Associates, Inc. | 24,356 | $4.26M | 1.73% | +397+1.7% | Added |
| Graham Capital Management, L.P. | 24,385 | $4.27M | 0.12% | −116,852−82.7% | Reduced |
| St. Clair Advisors, LLC | 24,415 | $4.27M | 1.39% | 00.0% | Unchanged |
| Columbia Asset Management | 25,166 | $4.27M | 0.87% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 24,442 | $4.28M | 0.79% | −20,448−45.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 24,457 | $4.28M | 0.48% | +11,113+83.3% | Added |
| Peloton Wealth Strategists | 24,522 | $4.29M | 1.74% | +60+0.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,565 | $4.30M | 0.13% | +957+4.1% | Added |
| Middleton & Co Inc | 24,577 | $4.30M | 0.50% | +349+1.4% | Added |
| Icon Wealth Advisors, LLC | 24,651 | $4.31M | 0.40% | +36+0.1% | Added |
| Builder Investment Group Inc | 24,686 | $4.32M | 1.26% | −382−1.5% | Reduced |
| Girard Partners Ltd. | 24,687 | $4.32M | 0.41% | −739−2.9% | Reduced |
| World Equity Group, Inc. | 24,696 | $4.32M | 0.89% | −382−1.5% | Reduced |
| Bristlecone Advisors, LLC | 24,701 | $4.32M | 0.38% | +3,399+16.0% | Added |
| Vista Investment Partners LLC | 24,710 | $4.32M | 1.49% | +115+0.5% | Added |
| Kennedy Capital Management, Inc. | 24,810 | $4.34M | 0.09% | +24,810 | New |
| TD Private Client Wealth LLC | 24,849 | $4.35M | 0.14% | −2,512−9.2% | Reduced |
| Naples Global Advisors, LLC | 24,724 | $4.36M | 0.45% | +670+2.8% | Added |
| Covington Investment Advisors Inc. | 24,928 | $4.36M | 0.71% | +6,104+32.4% | Added |
| Azzad Asset Management Inc | 24,994 | $4.37M | 0.51% | +141+0.6% | Added |
| AlTi Global, Inc. | 24,834 | $4.38M | 0.12% | +2,555+11.5% | Added |
| Elk River Wealth Management, LLC | 24,847 | $4.38M | 0.89% | −2,912−10.5% | Reduced |
| Edgewood Management LLC | 25,031 | $4.38M | 0.01% | −152−0.6% | Reduced |
| Bangor Savings Bank | 25,139 | $4.40M | 0.45% | −597−2.3% | Reduced |
| Atlas Brown,Inc. | 25,193 | $4.41M | 1.60% | +2,030+8.8% | Added |
| Aristotle Capital Management, LLC | 25,276 | $4.42M | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 25,313 | $4.43M | 0.17% | −1,249−4.7% | Reduced |
| Biltmore Family Office, LLC | 25,172 | $4.44M | 0.87% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 25,357 | $4.44M | 0.92% | −35−0.1% | Reduced |
| LMCG Investments, LLC | 25,365 | $4.44M | 0.26% | +776+3.2% | Added |
| Institutional & Family Asset Management, LLC | 25,379 | $4.44M | 0.71% | +836+3.4% | Added |
| Mission Wealth Management, LP | 25,486 | $4.46M | 0.12% | +1,739+7.3% | Added |
| Strategic Advisors LLC | 25,505 | $4.46M | 0.88% | +4,719+22.7% | Added |
| Slagle Financial, LLC | 25,510 | $4.46M | 2.42% | −1,852−6.8% | Reduced |
| Asio Capital, LLC | 25,388 | $4.47M | 0.95% | +2,965+13.2% | Added |
| Freestone Capital Holdings, LLC | 25,576 | $4.48M | 0.17% | +2,160+9.2% | Added |
| Grace & White Inc | 25,690 | $4.50M | 0.81% | −399−1.5% | Reduced |
| Brick & Kyle, Associates | 26,520 | $4.50M | 1.99% | −437−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,727 | $4.50M | 1.05% | +62+0.2% | Added |
| Hayek Kallen Investment Management | 25,740 | $4.50M | 1.73% | +1,632+6.8% | Added |
| Somerville Kurt F | 25,794 | $4.51M | 0.77% | −805−3.0% | Reduced |
| Diamant Asset Management, Inc. | 25,825 | $4.52M | 3.14% | −40−0.2% | Reduced |
| Shufro Rose & Co LLC | 25,941 | $4.54M | 0.38% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 26,037 | $4.55M | 0.06% | +16,439+171.3% | Added |
| Inscription Capital, LLC | 26,013 | $4.55M | 0.75% | +2,575+11.0% | Added |
| PFC Capital Group, Inc. | 26,142 | $4.58M | 2.46% | +370+1.4% | Added |
| Brighton Jones LLC | 26,151 | $4.58M | 0.17% | +1,298+5.2% | Added |
| American Money Management, LLC | 26,306 | $4.60M | 0.96% | +877+3.4% | Added |
| We Are One Seven, LLC | 26,315 | $4.61M | 0.24% | +807+3.2% | Added |
| SeaCrest Wealth Management, LLC | 26,396 | $4.62M | 0.56% | −11,596−30.5% | Reduced |
| Laurel Wealth Advisors LLC | 26,480 | $4.63M | 0.80% | +1,108+4.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,506 | $4.64M | 0.35% | +26,506 | New |
| NBC Securities, Inc. | 26,523 | $4.64M | 0.44% | +259+1.0% | Added |
| HBK Sorce Advisory LLC | 26,569 | $4.65M | 0.16% | −141−0.5% | Reduced |
| BLB&B Advisors, LLC | 26,577 | $4.65M | 0.26% | −1,670−5.9% | Reduced |
| United Capital Management of KS, Inc. | 26,708 | $4.67M | 1.07% | +1,457+5.8% | Added |
| LVM Capital Management Ltd | 26,712 | $4.67M | 0.55% | −261−1.0% | Reduced |
| Adams Asset Advisors, LLC | 26,722 | $4.68M | 0.60% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 26,727 | $4.68M | 0.43% | −490−1.8% | Reduced |
| First PREMIER Bank | 26,777 | $4.69M | 1.24% | −460−1.7% | Reduced |
| Mutual Advisors, LLC | 26,846 | $4.70M | 0.15% | +3,468+14.8% | Added |
| Hall Capital Management Co Inc | 26,871 | $4.70M | 2.32% | −272−1.0% | Reduced |
| SS&H Financial Advisors, Inc. | 26,900 | $4.71M | 1.96% | −2,975−10.0% | Reduced |