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 |
|---|---|---|---|---|---|
| Talbot Financial, LLC | 51,240 | $8.97M | 1.20% | +703+1.4% | Added |
| Hendley & Co Inc | 51,332 | $8.98M | 3.21% | +263+0.5% | Added |
| Courier Capital LLC | 51,426 | $9.00M | 0.65% | −1,324−2.5% | Reduced |
| DoubleLine ETF Adviser LP | 51,631 | $9.04M | 2.30% | +51,631 | New |
| Kinneret Advisory, LLC | 51,310 | $9.04M | 0.90% | −160−0.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 51,695 | $9.05M | 0.87% | +143+0.3% | Added |
| First Nebraska Trust Co | 51,763 | $9.06M | 0.93% | −504−1.0% | Reduced |
| Mengis Capital Management, Inc. | 51,950 | $9.09M | 1.40% | +1,417+2.8% | Added |
| Thompson Siegel & Walmsley LLC | 51,951 | $9.09M | 0.14% | −66−0.1% | Reduced |
| Executive Wealth Management, LLC | 52,563 | $9.09M | 0.80% | −3,113−5.6% | Reduced |
| Neville Rodie & Shaw Inc | 52,012 | $9.10M | 0.69% | −2,528−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 52,014 | $9.10M | 0.23% | +16,927+48.2% | Added |
| Lincoln National Corp | 52,036 | $9.11M | 0.14% | +5,381+11.5% | Added |
| Omers Administration Corp | 52,400 | $9.17M | 0.10% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 52,404 | $9.17M | 2.21% | +2,414+4.8% | Added |
| Camden National Bank | 52,624 | $9.21M | 1.63% | −597−1.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,888 | $9.24M | 0.84% | +2,964+5.7% | Added |
| Trust Co of Toledo NA | 52,956 | $9.27M | 1.45% | −774−1.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 52,979 | $9.27M | 0.15% | +1,355+2.6% | Added |
| Evoke Wealth, LLC | 52,629 | $9.28M | 0.28% | +52,629 | New |
| Vinva Investment Management Ltd | 53,127 | $9.30M | 0.53% | +4,551+9.4% | Added |
| Old Point Trust & Financial Services N A | 53,221 | $9.31M | 3.39% | −295−0.6% | Reduced |
| Coldstream Capital Management Inc | 53,285 | $9.33M | 0.24% | +1,950+3.8% | Added |
| Penobscot Investment Management Company, Inc. | 53,416 | $9.35M | 0.99% | +2,847+5.6% | Added |
| LaFleur & Godfrey LLC | 53,559 | $9.37M | 1.39% | −2,458−4.4% | Reduced |
| Dorchester Wealth Management Co | 53,680 | $9.39M | 1.69% | +850+1.6% | Added |
| Tritonpoint Wealth, LLC | 56,615 | $9.41M | 0.98% | −1,008−1.7% | Reduced |
| Sather Financial Group Inc | 53,786 | $9.41M | 0.68% | −26,667−33.1% | Reduced |
| North Star Asset Management Inc | 53,953 | $9.44M | 0.45% | +8,650+19.1% | Added |
| Cary Street Partner Investment Advisory LLC | 54,121 | $9.47M | 0.40% | −1,902−3.4% | Reduced |
| Jacobi Capital Management LLC | 54,222 | $9.49M | 0.88% | +873+1.6% | Added |
| Churchill Management Corp | 54,277 | $9.50M | 0.12% | −27,756−33.8% | Reduced |
| Merit Financial Group, LLC | 54,200 | $9.55M | 0.23% | +20,061+58.8% | Added |
| Community Bank & Trust, Waco, Texas | 43,168 | $9.55M | 2.34% | −56−0.1% | Reduced |
| Smithfield Trust Co | 54,535 | $9.57M | 0.51% | −690−1.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 54,724 | $9.58M | 1.15% | +6,360+13.2% | Added |
| Park Avenue Securities LLC | 54,782 | $9.59M | 0.12% | −131−0.2% | Reduced |
| PFG Investments, LLC | 54,961 | $9.62M | 0.58% | +43,430+376.6% | Added |
| Viking Fund Management LLC | 55,000 | $9.63M | 1.74% | −6,000−9.8% | Reduced |
| JB Capital LLC | 55,059 | $9.64M | 0.64% | +5,740+11.6% | Added |
| Spire Wealth Management | 55,072 | $9.64M | 0.26% | +611+1.1% | Added |
| Bragg Financial Advisors, Inc | 55,120 | $9.65M | 0.43% | +1,334+2.5% | Added |
| FineMark National Bank & Trust | 55,313 | $9.68M | 0.36% | +1,033+1.9% | Added |
| Metropolitan Life Insurance Co | 55,434 | $9.70M | 0.42% | −529−0.9% | Reduced |
| Abbrea Capital, LLC | 55,343 | $9.76M | 1.28% | −6,345−10.3% | Reduced |
| Intech Investment Management LLC | 55,978 | $9.80M | 0.14% | −13,753−19.7% | Reduced |
| Narwhal Capital Management | 55,995 | $9.80M | 0.96% | +2,573+4.8% | Added |
| Stockman Wealth Management, Inc. | 56,191 | $9.83M | 1.74% | +3,043+5.7% | Added |
| McCollum Christoferson Group LLC | 56,240 | $9.84M | 2.85% | −204−0.4% | Reduced |
| Toroso Investments, LLC | 56,296 | $9.85M | 0.17% | −657−1.2% | Reduced |
| E. Ohman J:or Asset Management AB | 56,510 | $9.89M | 0.25% | +2,610+4.8% | Added |
| Simplicity Wealth,LLC | 56,541 | $9.90M | 0.24% | +51,573+1,038.1% | Added |
| Toth Financial Advisory Corp | 56,959 | $9.97M | 1.25% | +989+1.8% | Added |
| Community Trust & Investment Co | 57,146 | $10.0M | 0.70% | −131−0.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 57,252 | $10.0M | 2.08% | −24,902−30.3% | Reduced |
| LS Investment Advisors, LLC | 57,407 | $10.0M | 1.59% | −823−1.4% | Reduced |
| CIC Wealth, LLC | 57,472 | $10.1M | 2.93% | −1,712−2.9% | Reduced |
| Nomura Holdings Inc | 57,533 | $10.1M | 0.08% | +28,010+94.9% | Added |
| Osborne Partners Capital Management, LLC | 57,541 | $10.1M | 0.62% | +1,905+3.4% | Added |
| M. Kraus & Co | 57,638 | $10.1M | 3.06% | +219+0.4% | Added |
| Matthew Goff Investment Advisor, LLC | 57,702 | $10.1M | 2.04% | +1,432+2.5% | Added |
| Meridian Wealth Management, LLC | 57,785 | $10.1M | 1.68% | +2,527+4.6% | Added |
| Swiss Life Asset Management Ltd | 57,786 | $10.1M | 0.14% | −204,307−78.0% | Reduced |
| Farmers Trust Co | 57,795 | $10.1M | 2.04% | −2,068−3.5% | Reduced |
| Granite Investment Partners, LLC | 57,972 | $10.1M | 0.39% | −3,575−5.8% | Reduced |
| Hilton Capital Management, LLC | 57,998 | $10.2M | 0.91% | −88−0.2% | Reduced |
| Linscomb & Williams, Inc. | 58,139 | $10.2M | 0.52% | −991−1.7% | Reduced |
| Ci Investments Inc. | 58,270 | $10.2M | 0.04% | +9,048+18.4% | Added |
| New Capital Management LP | 58,296 | $10.2M | 3.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 58,321 | $10.2M | 0.31% | −1,206−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 58,376 | $10.2M | 0.79% | −1,179−2.0% | Reduced |
| Americana Partners, LLC | 58,527 | $10.2M | 0.86% | +3,343+6.1% | Added |
| Core Alternative Capital | 58,553 | $10.2M | 1.84% | −4,292−6.8% | Reduced |
| Appleton Partners Inc | 58,573 | $10.3M | 0.80% | −3,981−6.4% | Reduced |
| WoodTrust Financial Corp | 59,253 | $10.4M | 1.64% | +1,081+1.9% | Added |
| Schmidt P J Investment Management Inc | 59,348 | $10.4M | 1.96% | +1,038+1.8% | Added |
| Lockheed Martin Investment Management Co | 60,000 | $10.4M | 0.75% | −4,200−6.5% | Reduced |
| Cypress Asset Management Inc | 58,950 | $10.5M | 2.84% | −771−1.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 60,232 | $10.5M | 0.13% | +31,465+109.4% | Added |
| Borer Denton & Associates, Inc. | 60,387 | $10.6M | 3.74% | +41+0.1% | Added |
| First Horizon Advisors, Inc. | 60,443 | $10.6M | 0.33% | −899−1.5% | Reduced |
| Mizuho Markets Americas LLC | 60,479 | $10.6M | 0.29% | +32,236+114.1% | Added |
| Boston Family Office LLC | 60,651 | $10.6M | 0.76% | +48+0.1% | Added |
| Patten & Patten Inc | 60,720 | $10.6M | 0.76% | +4,320+7.7% | Added |
| Verity & Verity, LLC | 60,723 | $10.6M | 1.18% | +24,698+68.6% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.7M | 0.11% | 00.0% | Unchanged |
| Andra AP-fonden | 61,000 | $10.7M | 0.19% | +61,000 | New |
| Pioneer Trust Bank N A | 61,077 | $10.7M | 2.97% | +588+1.0% | Added |
| Community Bank, N.A. | 61,303 | $10.7M | 1.41% | +1,407+2.3% | Added |
| Tompkins Financial Corp | 61,425 | $10.7M | 1.22% | −190.0% | Reduced |
| Avantax Planning Partners, Inc. | 61,487 | $10.8M | 0.35% | +26,528+75.9% | Added |
| BancorpSouth Bank | 61,673 | $10.8M | 0.79% | +35,034+131.5% | Added |
| Ally Financial Inc. | 62,000 | $10.9M | 1.46% | +32,000+106.7% | Added |
| Culbertson A N & Co Inc | 62,234 | $10.9M | 1.88% | +806+1.3% | Added |
| Kelly Lawrence W & Associates Inc | 62,285 | $10.9M | 2.48% | −332−0.5% | Reduced |
| Benin Management CORP | 62,359 | $10.9M | 3.45% | −716−1.1% | Reduced |
| SYSTM Wealth Solutions LLC | 62,078 | $10.9M | 1.38% | −6,518−9.5% | Reduced |
| Valeo Financial Advisors, LLC | 89,164 | $11.0M | 0.39% | +6,329+7.6% | Added |
| GHP Investment Advisors, Inc. | 62,618 | $11.0M | 0.54% | +1,777+2.9% | Added |
| Shell Asset Management Co | 66,462 | $11.0M | 0.50% | −4,732−6.6% | Reduced |