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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 26,951 | $4.72M | 0.49% | −991−3.5% | Reduced |
| Regal Investment Advisors LLC | 26,964 | $4.72M | 0.32% | +382+1.4% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.72M | 1.17% | 00.0% | Unchanged |
| Monetary Management Group Inc | 26,975 | $4.72M | 1.32% | +340+1.3% | Added |
| FNY Investment Advisers, LLC | 27,000 | $4.72M | 3.08% | +27,000 | New |
| Asset Dedication, LLC | 26,974 | $4.73M | 0.35% | +1,053+4.1% | Added |
| Harbour Capital Advisors, LLC | 27,591 | $4.73M | 1.17% | +145+0.5% | Added |
| Harbour Investments, Inc. | 27,091 | $4.74M | 0.17% | +1,021+3.9% | Added |
| Reynders McVeigh Capital Management, LLC | 27,097 | $4.74M | 0.27% | −270−1.0% | Reduced |
| Kidder Stephen W | 27,152 | $4.75M | 1.52% | −1,768−6.1% | Reduced |
| NewEdge Wealth, LLC | 27,095 | $4.75M | 0.11% | +4,047+17.6% | Added |
| Pictet North America Advisors SA | 27,189 | $4.76M | 0.53% | +2,977+12.3% | Added |
| Beaton Management Co. Inc. | 27,198 | $4.76M | 2.59% | −202−0.7% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $4.78M | 1.89% | +4,194+18.2% | Added |
| First Interstate Bank | 27,299 | $4.78M | 0.33% | −891−3.2% | Reduced |
| Mirabaud & Cie SA | 27,364 | $4.79M | 1.70% | +7,000+34.4% | Added |
| Laffer Tengler Investments | 27,377 | $4.79M | 1.24% | −1,937−6.6% | Reduced |
| IHT Wealth Management, LLC | 27,396 | $4.79M | 0.19% | +1,254+4.8% | Added |
| Marietta Investment Partners LLC | 27,500 | $4.81M | 1.05% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 27,704 | $4.85M | 0.50% | −106−0.4% | Reduced |
| RBA Wealth Management, LLC | 27,763 | $4.86M | 1.97% | +327+1.2% | Added |
| Westhampton Capital, LLC | 27,802 | $4.87M | 2.66% | +763+2.8% | Added |
| Trust Co of Oklahoma | 27,854 | $4.87M | 1.73% | −262−0.9% | Reduced |
| Confluence Wealth Services, Inc. | 27,855 | $4.87M | 0.44% | −899−3.1% | Reduced |
| Peoples Financial Services Corp. | 27,915 | $4.89M | 2.12% | −1,074−3.7% | Reduced |
| Belpointe Asset Management LLC | 28,010 | $4.90M | 0.37% | −2,581−8.4% | Reduced |
| Northwest Investment Counselors, LLC | 28,116 | $4.92M | 1.20% | −570−2.0% | Reduced |
| Stone Point Wealth LLC | 28,117 | $4.92M | 1.71% | −499−1.7% | Reduced |
| Parkwood LLC | 28,132 | $4.92M | 0.52% | +28,132 | New |
| Groupama Asset Managment | 13,284 | $4.93M | 0.09% | −51,599−79.5% | Reduced |
| Red Door Wealth Management, LLC | 28,275 | $4.95M | 0.95% | +2,012+7.7% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $4.95M | 2.08% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 28,472 | $4.98M | 0.51% | −1,431−4.8% | Reduced |
| Paradigm Financial Partners, LLC | 28,569 | $5.00M | 1.08% | +1,226+4.5% | Added |
| Sound View Wealth Advisors Group, LLC | 28,652 | $5.01M | 0.53% | −2,231−7.2% | Reduced |
| Rossmore Private Capital | 28,694 | $5.02M | 0.66% | +40+0.1% | Added |
| Fruth Investment Management | 28,881 | $5.05M | 1.30% | +20.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,964 | $5.07M | 0.54% | −20−0.1% | Reduced |
| Money Concepts Capital Corp | 29,008 | $5.08M | 0.47% | +1,873+6.9% | Added |
| Baugh & Associates, LLC | 29,031 | $5.08M | 2.70% | −158−0.5% | Reduced |
| Assetmark, Inc | 29,096 | $5.09M | 0.02% | +3,899+15.5% | Added |
| Legacy Advisors, LLC | 28,870 | $5.10M | 0.64% | −7,322−20.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 25,563 | $5.10M | 0.23% | −1,452−5.4% | Reduced |
| Capital Analysts, LLC | 29,199 | $5.11M | 0.24% | −513−1.7% | Reduced |
| Proequities, Inc. | 29,041 | $5.12M | 0.33% | +1,564+5.7% | Added |
| Midland Wealth Advisors LLC | 29,260 | $5.12M | 0.32% | +1,965+7.2% | Added |
| Grimes & Company, Inc. | 29,286 | $5.13M | 0.16% | −3,414−10.4% | Reduced |
| Capital Investment Counsel, LLC | 29,322 | $5.13M | 1.10% | +12,492+74.2% | Added |
| Pegasus Asset Management, Inc. | 29,389 | $5.14M | 1.99% | +306+1.1% | Added |
| First National Advisers, LLC | 29,249 | $5.14M | 1.15% | +5,873+25.1% | Added |
| Ascent Group, LLC | 29,401 | $5.15M | 0.45% | −2,291−7.2% | Reduced |
| TRUE Private Wealth Advisors | 29,446 | $5.15M | 0.59% | −2,153−6.8% | Reduced |
| Commonwealth Retirement Investments LLC | 29,475 | $5.16M | 2.46% | +531+1.8% | Added |
| Hixon Zuercher, LLC | 29,502 | $5.16M | 2.18% | +1,500+5.4% | Added |
| Twin Capital Management Inc | 29,514 | $5.17M | 0.64% | −1,041−3.4% | Reduced |
| Cullinan Associates Inc | 29,588 | $5.18M | 0.29% | +463+1.6% | Added |
| Transcend Wealth Collective, LLC | 29,595 | $5.18M | 0.42% | +1,924+7.0% | Added |
| Mendel Money Management | 29,841 | $5.22M | 2.42% | −854−2.8% | Reduced |
| Equitable Trust Co | 29,866 | $5.23M | 0.36% | +1,358+4.8% | Added |
| Silphium Asset Management Ltd | 29,950 | $5.24M | 2.71% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 29,960 | $5.24M | 0.65% | −448−1.5% | Reduced |
| High Net Worth Advisory Group LLC | 30,031 | $5.26M | 1.65% | −1,036−3.3% | Reduced |
| Reliant Investment Management, LLC | 30,038 | $5.26M | 2.46% | −1,010−3.3% | Reduced |
| American National Bank & Trust Co | 30,049 | $5.26M | 1.24% | +30,049 | New |
| Signaturefd, LLC | 30,129 | $5.27M | 0.11% | −2,253−7.0% | Reduced |
| Harbor Advisory Corp | 30,272 | $5.30M | 1.80% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 30,411 | $5.32M | 1.39% | −542−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,490 | $5.34M | 0.73% | −474−1.5% | Reduced |
| Public Sector Pension Investment Board | 30,497 | $5.34M | 0.04% | −639,780−95.5% | Reduced |
| Abn Amro Investment Solutions | 30,553 | $5.35M | 0.09% | −1,347−4.2% | Reduced |
| Charter Research & Investment Group, Inc. | 30,571 | $5.35M | 4.24% | +1,035+3.5% | Added |
| Robertson Stephens Wealth Management, LLC | 30,401 | $5.36M | 0.29% | −820−2.6% | Reduced |
| Horrell Capital Management, Inc. | 30,621 | $5.36M | 1.48% | +147+0.5% | Added |
| Sowell Financial Services LLC | 30,404 | $5.36M | 0.25% | −1,339−4.2% | Reduced |
| Wealthspire Advisors, LLC | 30,656 | $5.37M | 0.07% | −150.0% | Reduced |
| Hartford Financial Management Inc. | 30,705 | $5.37M | 1.13% | +115+0.4% | Added |
| Marshall & Sullivan Inc | 30,831 | $5.40M | 2.67% | +69+0.2% | Added |
| Bollard Group LLC | 31,110 | $5.45M | 0.16% | +143+0.5% | Added |
| Tectonic Advisors LLC | 31,117 | $5.45M | 0.42% | +2,163+7.5% | Added |
| Cardinal Capital Management | 30,982 | $5.46M | 0.89% | +1,590+5.4% | Added |
| Opus Investment Management Inc | 31,200 | $5.46M | 3.56% | 00.0% | Unchanged |
| Cambridge Trust Co | 31,221 | $5.46M | 0.21% | −3,164−9.2% | Reduced |
| SP Asset Management LLC | 31,236 | $5.47M | 0.51% | −1,432−4.4% | Reduced |
| Northwest & Ethical Investments L.P. | 31,243 | $5.47M | 0.16% | −1,015−3.1% | Reduced |
| Mechanics Bank Trust Department | 31,251 | $5.47M | 0.80% | +1,953+6.7% | Added |
| Shorepoint Capital Partners LLC | 31,253 | $5.47M | 1.34% | +860+2.8% | Added |
| Hennessy Advisors Inc | 31,400 | $5.50M | 0.23% | +31,400 | New |
| Foundations Investment Advisors, LLC | 31,406 | $5.50M | 0.14% | −1,186−3.6% | Reduced |
| Principle Wealth Partners LLC | 31,421 | $5.50M | 0.43% | +1,501+5.0% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $5.51M | 1.28% | 00.0% | Unchanged |
| American National Bank | 31,543 | $5.52M | 0.73% | +1,693+5.7% | Added |
| Navellier & Associates Inc | 31,663 | $5.54M | 0.68% | −842−2.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 29,640 | $5.55M | 0.31% | −264,995−89.9% | Reduced |
| Boston Research & Management Inc | 31,747 | $5.56M | 1.37% | +671+2.2% | Added |
| Spinnaker Trust | 32,011 | $5.60M | 0.36% | +714+2.3% | Added |
| Financial & Tax Architects, LLC | 32,087 | $5.62M | 1.55% | +1,679+5.5% | Added |
| Roberts Glore & Co Inc | 32,141 | $5.62M | 1.68% | −241−0.7% | Reduced |
| Stokes Family Office, LLC | 32,262 | $5.65M | 0.71% | +85+0.3% | Added |
| Eagle Global Advisors LLC | 32,266 | $5.65M | 0.32% | −100.0% | Reduced |
| Garland Capital Management Inc | 32,470 | $5.68M | 3.77% | +285+0.9% | Added |