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 |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 32,485 | $5.69M | 5.99% | −2,500−7.1% | Reduced |
| Hall Laurie J Trustee | 32,491 | $5.69M | 2.00% | −115−0.4% | Reduced |
| Stablepoint Partners, LLC | 32,492 | $5.69M | 1.15% | +3,786+13.2% | Added |
| Dean Investment Associates, LLC | 32,653 | $5.71M | 0.79% | +3,201+10.9% | Added |
| Hamilton Point Investment Advisors, LLC | 32,551 | $5.74M | 1.12% | −1,057−3.1% | Reduced |
| City Holding Co | 32,860 | $5.75M | 0.86% | −1,129−3.3% | Reduced |
| Family Capital Trust Co | 32,927 | $5.76M | 1.98% | 00.0% | Unchanged |
| King Wealth | 33,043 | $5.78M | 1.01% | −540−1.6% | Reduced |
| RSM US Wealth Management LLC | 33,112 | $5.79M | 0.15% | +1,329+4.2% | Added |
| Ayrshire Capital Management LLC | 33,425 | $5.85M | 3.16% | +1,474+4.6% | Added |
| Koss-Olinger Consulting, LLC | 33,425 | $5.85M | 3.16% | +31,072+1,320.5% | Added |
| AMG National Trust Bank | 33,464 | $5.86M | 0.17% | +4,615+16.0% | Added |
| RB Capital Management, LLC | 33,482 | $5.86M | 1.57% | +1,472+4.6% | Added |
| Tokio Marine Asset Management Co Ltd | 33,484 | $5.86M | 0.30% | +2,719+8.8% | Added |
| Addison Capital Co | 33,627 | $5.89M | 2.92% | +2,414+7.7% | Added |
| Rodgers Brothers Inc. | 33,719 | $5.90M | 0.81% | +814+2.5% | Added |
| Cypress Capital Group | 33,823 | $5.92M | 0.71% | −262−0.8% | Reduced |
| Ballentine Partners, LLC | 33,826 | $5.92M | 0.11% | +1,919+6.0% | Added |
| Second Half Financial Partners, LLC | 33,918 | $5.94M | 2.64% | +33,918 | New |
| Balyasny Asset Management LLC | 33,924 | $5.94M | 0.02% | +18,197+115.7% | Added |
| Pathway Financial Advisers, LLC | 33,965 | $5.94M | 2.14% | +716+2.2% | Added |
| Peterson Wealth Management | 34,001 | $5.95M | 4.30% | +1,587+4.9% | Added |
| Northcape Wealth Management, LLC | 34,110 | $5.97M | 2.18% | −505−1.5% | Reduced |
| Colonial Trust Co | 34,131 | $5.97M | 1.12% | +2,125+6.6% | Added |
| Perkins Coie Trust Co | 34,203 | $5.99M | 1.40% | +445+1.3% | Added |
| Concentric Wealth Management, LLC | 34,503 | $6.04M | 1.61% | −3,197−8.5% | Reduced |
| Motco | 34,570 | $6.05M | 0.36% | +354+1.0% | Added |
| Smith Group Asset Management, LLC | 34,586 | $6.05M | 0.35% | −13,450−28.0% | Reduced |
| New Hampshire Trust | 34,633 | $6.06M | 1.42% | −520−1.5% | Reduced |
| Brookstone Capital Management | 34,648 | $6.06M | 0.11% | +3,794+12.3% | Added |
| Schnieders Capital Management LLC | 34,774 | $6.09M | 1.25% | +657+1.9% | Added |
| Tufton Capital Management | 34,786 | $6.09M | 1.20% | −125−0.4% | Reduced |
| Eldred Rock Partners, LLC | 34,788 | $6.09M | 3.32% | +346+1.0% | Added |
| NorthRock Partners, LLC | 34,599 | $6.10M | 0.23% | +586+1.7% | Added |
| DLK Investment Management, LLC | 34,950 | $6.12M | 2.60% | +970+2.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.12M | 1.54% | 00.0% | Unchanged |
| First Personal Financial Services | 35,163 | $6.15M | 1.43% | +549+1.6% | Added |
| Private Trust Co NA | 35,251 | $6.17M | 0.67% | +2,101+6.3% | Added |
| Trustmark National Bank Trust Department | 35,257 | $6.17M | 0.50% | +113+0.3% | Added |
| Fort Point Capital Partners LLC | 35,312 | $6.18M | 0.84% | +31,510+828.8% | Added |
| Pacific Global Investment Management CO | 35,450 | $6.20M | 1.19% | −1,642−4.4% | Reduced |
| Asset Management Group, Inc. | 35,615 | $6.23M | 1.17% | +1,313+3.8% | Added |
| Windle Wealth, LLC | 35,704 | $6.25M | 3.98% | +1,454+4.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,762 | $6.26M | 0.44% | +22,537+170.4% | Added |
| Hills Bank & Trust Co | 35,763 | $6.26M | 0.53% | −336−0.9% | Reduced |
| Eastover Investment Advisors LLC | 35,794 | $6.26M | 3.08% | −250−0.7% | Reduced |
| RNC Capital Management LLC | 35,823 | $6.27M | 0.36% | +16,382+84.3% | Added |
| Private Wealth Partners, LLC | 35,837 | $6.27M | 0.50% | −3,153−8.1% | Reduced |
| Fidelity National Financial, Inc. | 35,916 | $6.29M | 0.12% | −150,600−80.7% | Reduced |
| Miracle Mile Advisors, LLC | 35,956 | $6.29M | 0.16% | +1,127+3.2% | Added |
| EFG Asset Management (Americas) Corp. | 35,990 | $6.30M | 1.92% | −14,618−28.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 36,091 | $6.32M | 0.27% | −721−2.0% | Reduced |
| South Dakota Investment Council | 36,218 | $6.34M | 0.13% | +900+2.5% | Added |
| Baker Ellis Asset Management LLC | 36,383 | $6.37M | 0.95% | −951−2.5% | Reduced |
| GQG Partners LLC | 36,436 | $6.38M | 0.01% | +36,436 | New |
| Sigma Planning Corp | 36,610 | $6.41M | 0.20% | +14,865+68.4% | Added |
| Banque Cantonale Vaudoise | 36,708 | $6.42M | 0.25% | −4,064−10.0% | Reduced |
| Buckhead Capital Management LLC | 36,808 | $6.44M | 2.18% | +3,107+9.2% | Added |
| Costello Asset Management, INC | 36,845 | $6.45M | 4.61% | −426−1.1% | Reduced |
| Skba Capital Management LLC | 36,945 | $6.47M | 1.01% | +5,900+19.0% | Added |
| NewSquare Capital LLC | 37,601 | $6.49M | 0.57% | +279+0.7% | Added |
| Bridge Creek Capital Management LLC | 37,193 | $6.51M | 2.08% | +845+2.3% | Added |
| NTV Asset Management LLC | 37,242 | $6.52M | 0.99% | −1,700−4.4% | Reduced |
| Squarepoint Ops LLC | 37,274 | $6.52M | 0.03% | −160,279−81.1% | Reduced |
| Balentine LLC | 37,322 | $6.53M | 0.19% | +1,388+3.9% | Added |
| Raab & Moskowitz Asset Management LLC | 37,389 | $6.54M | 1.83% | +1,156+3.2% | Added |
| American Trust | 37,463 | $6.56M | 0.60% | +5,201+16.1% | Added |
| Valicenti Advisory Services Inc | 37,507 | $6.56M | 1.83% | +10,607+39.4% | Added |
| Albion Financial Group | 37,510 | $6.56M | 0.51% | +52+0.1% | Added |
| Citizens National Bank Trust Department | 37,601 | $6.58M | 1.53% | +1,000+2.7% | Added |
| Coston, McIsaac & Partners | 37,654 | $6.59M | 2.12% | +624+1.7% | Added |
| Buckingham Strategic Partners | 37,666 | $6.59M | 0.19% | +31,612+522.2% | Added |
| Destination Wealth Management | 37,687 | $6.60M | 0.22% | +1,119+3.1% | Added |
| Grassi Investment Management | 37,800 | $6.62M | 0.60% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37,895 | $6.63M | 0.25% | +868+2.3% | Added |
| Marietta Wealth Management, LLC | 37,966 | $6.64M | 1.10% | +1,000+2.7% | Added |
| Capital Investment Advisors, LLC | 38,029 | $6.66M | 0.16% | −1,111−2.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 38,170 | $6.68M | 1.53% | +365+1.0% | Added |
| Change Path, LLC | 38,480 | $6.73M | 0.27% | +26,930+233.2% | Added |
| Whitener Capital Management, Inc. | 38,533 | $6.74M | 2.21% | +2,001+5.5% | Added |
| Pallas Capital Advisors LLC | 38,642 | $6.76M | 0.28% | +3,696+10.6% | Added |
| Lindbrook Capital, LLC | 38,840 | $6.80M | 0.64% | −510−1.3% | Reduced |
| Boston Financial Mangement LLC | 38,845 | $6.80M | 0.22% | −1,524−3.8% | Reduced |
| Bleakley Financial Group, LLC | 38,910 | $6.81M | 0.20% | −462−1.2% | Reduced |
| Lountzis Asset Management, LLC | 38,727 | $6.83M | 3.23% | +175+0.5% | Added |
| Howland Capital Management LLC | 38,729 | $6.83M | 0.33% | −960−2.4% | Reduced |
| Bernzott Capital Advisors | 39,029 | $6.83M | 2.70% | +8,684+28.6% | Added |
| Sage Capital Advisors,llc | 39,119 | $6.85M | 1.98% | +1,740+4.7% | Added |
| FRG Family Wealth Advisors LLC | 39,121 | $6.88M | 1.35% | −3,075−7.3% | Reduced |
| Caldwell Trust Co | 39,403 | $6.90M | 0.80% | −538−1.3% | Reduced |
| Investment House LLC | 39,520 | $6.92M | 0.41% | +6,330+19.1% | Added |
| Procyon Private Wealth Partners, LLC | 39,692 | $6.95M | 0.54% | +14,020+54.6% | Added |
| Intrust Bank NA | 39,769 | $6.96M | 0.75% | −881−2.2% | Reduced |
| Brady Family Wealth, LLC | 39,794 | $6.96M | 2.26% | +1,538+4.0% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.97M | 0.66% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 39,811 | $6.97M | 0.55% | −30,087−43.0% | Reduced |
| WS Portfolio Advisory, LLC | 39,811 | $6.97M | 1.23% | +39,811 | New |
| David Loasby | 40,851 | $6.97M | 0.71% | +428+1.1% | Added |
| Alberta Investment Management Corp | 40,000 | $7.00M | 0.07% | −8,525−17.6% | Reduced |
| M&R Capital Management Inc | 40,150 | $7.02M | 1.72% | −310−0.8% | Reduced |