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; 3,420 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
- 3,371
- +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
- 1,454 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 | 3,420 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Planning Center, Inc. | 1,194 | $209.0K | 0.05% | +2+0.2% | Added |
| Lifestyle Asset Management, Inc. | 1,197 | $209.5K | 0.12% | −96−7.4% | Reduced |
| BCGM Wealth Management, LLC | 1,197 | $209.6K | 0.08% | −6−0.5% | Reduced |
| Camelot Portfolios, LLC | 1,200 | $210.0K | 0.21% | −321−21.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,200 | $210.1K | 0.08% | −55−4.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,200 | $210.2K | 0.01% | +1,200 | New |
| Olistico Wealth, LLC | 1,202 | $210.4K | 0.15% | +1+0.1% | Added |
| Bernardo Wealth Planning LLC | 1,205 | $210.8K | 0.06% | +1+0.1% | Added |
| Reuter James Wealth Management, LLC | 1,205 | $210.9K | 0.15% | +4+0.3% | Added |
| Conservest Capital Advisors, Inc. | 1,205 | $211.0K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,206 | $211.1K | 0.03% | −318−20.9% | Reduced |
| Bluesphere Advisors, LLC | 1,210 | $211.7K | 0.12% | 00.0% | Unchanged |
| Penobscot Wealth Management | 1,211 | $212.0K | 0.13% | +1,211 | New |
| Old North State Wealth Management, LLC | 1,211 | $212.2K | 0.14% | +1,211 | New |
| Alpha Financial Partners, LLC | 1,216 | $212.8K | 0.19% | −324−21.0% | Reduced |
| Community Financial Services Group, LLC | 1,217 | $213.0K | 0.05% | +1,217 | New |
| TrueWealth Advisors, LLC | 1,219 | $213.3K | 0.08% | −38−3.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,211 | $213.5K | 0.09% | −576−32.2% | Reduced |
| Sawyer & Company, Inc | 1,222 | $213.9K | 0.09% | −10−0.8% | Reduced |
| Pin Oak Investment Advisors Inc | 1,220 | $214.0K | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 1,224 | $214.2K | 0.05% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 1,226 | $214.6K | 0.12% | −54−4.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,267 | $214.7K | 0.07% | −81−6.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,230 | $215.3K | 0.14% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 1,230 | $215.3K | 0.12% | +1,230 | New |
| Swisher Financial Concepts, Inc. | 1,281 | $216.0K | 0.19% | −55−4.1% | Reduced |
| Nottingham Advisors, Inc. | 1,236 | $216.4K | 0.03% | −64−4.9% | Reduced |
| Warner Financial, Inc | 1,241 | $217.0K | 0.11% | −35−2.7% | Reduced |
| MBL Wealth, LLC | 1,241 | $217.2K | 0.02% | −13−1.0% | Reduced |
| Capital Management Associates, Inc | 1,243 | $217.5K | 0.16% | −71−5.4% | Reduced |
| Sar Wealth Management Group, LLC | 1,244 | $217.7K | 0.20% | +26+2.1% | Added |
| Cahill Financial Advisors Inc | 1,244 | $217.7K | 0.03% | +1,244 | New |
| Diversified Portfolios, Inc. | 1,245 | $217.9K | 0.03% | −5−0.4% | Reduced |
| Seldon Capital LP | 1,249 | $218.6K | 0.13% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,242 | $218.9K | 0.24% | +54+4.5% | Added |
| Osterweis Capital Management Inc | 1,254 | $219.5K | 0.01% | −123−8.9% | Reduced |
| Lockerman Financial Group, Inc. | 1,254 | $219.5K | 0.42% | −5−0.4% | Reduced |
| Prosperity Financial Group, Inc. | 1,254 | $219.5K | 0.14% | +1,254 | New |
| RVW Wealth, LLC | 1,256 | $219.8K | 0.02% | −35−2.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,256 | $219.9K | 0.09% | +3+0.2% | Added |
| De Burlo Group Inc | 1,262 | $220.9K | 0.03% | −34−2.6% | Reduced |
| Acorn Wealth Advisors, LLC | 1,266 | $221.5K | 0.12% | −14−1.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,270 | $222.3K | 0.08% | −466−26.8% | Reduced |
| CAP Partners, LLC | 1,271 | $222.4K | 0.20% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,272 | $222.6K | 0.10% | −75−5.6% | Reduced |
| Cascade Investment Group, Inc. | 1,273 | $222.8K | 0.17% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,289 | $223.0K | 0.18% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,276 | $223.3K | 0.05% | −3,032−70.4% | Reduced |
| Next Level Private LLC | 1,276 | $223.3K | 0.10% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,277 | $223.4K | 0.14% | +21+1.7% | Added |
| Peterson Wealth Advisors, LLC | 1,277 | $223.5K | 0.05% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,280 | $224.0K | 0.06% | −2,680−67.7% | Reduced |
| New Jersey Better Educational Savings Trust | 1,282 | $224.4K | 0.42% | 00.0% | Unchanged |
| Algert Global LLC | 1,282 | $224.4K | 0.01% | +1,282 | New |
| Sage Investment Advisers LLC | 1,282 | $224.4K | 0.26% | +1+0.1% | Added |
| Keebeck Wealth Management, LLC | 1,275 | $224.8K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,286 | $225.1K | 0.09% | −98−7.1% | Reduced |
| Madden Advisory Services, Inc. | 1,288 | $225.4K | 0.12% | −22−1.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,291 | $225.9K | 0.02% | −9−0.7% | Reduced |
| TriaGen Wealth Management LLC | 1,292 | $226.1K | 0.09% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,339 | $226.4K | 0.10% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 1,295 | $226.7K | 0.17% | +1,295 | New |
| Allegiance Financial Group Advisory Services LLC | 1,295 | $226.7K | 0.09% | +3+0.2% | Added |
| Financial Perspectives, Inc | 1,298 | $227.2K | 0.09% | −6−0.5% | Reduced |
| Flagstone Financial Management | 1,298 | $227.2K | 0.09% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,300 | $227.5K | 0.02% | +1,300 | New |
| Breed's Hill Capital LLC | 1,304 | $228.2K | 0.21% | −51−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,304 | $228.2K | 0.01% | +11+0.9% | Added |
| Private Wealth Advisors | 1,305 | $228.3K | 0.10% | −22−1.7% | Reduced |
| Strategic Financial Concepts, LLC | 1,305 | $228.4K | 0.06% | +1,305 | New |
| Halter Ferguson Financial Inc. | 1,307 | $228.7K | 0.18% | −32−2.4% | Reduced |
| Pennsylvania Capital Management Inc | 1,309 | $229.1K | 0.09% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,310 | $229.3K | 0.04% | −320−19.6% | Reduced |
| ROI Financial Advisors, LLC | 1,321 | $231.0K | 0.18% | −15−1.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,320 | $231.0K | 0.01% | −647−32.9% | Reduced |
| Syverson Strege & Co | 1,322 | $231.4K | 0.08% | +142+12.0% | Added |
| Riggs Asset Managment Co. Inc. | 1,323 | $231.5K | 0.07% | +18+1.4% | Added |
| Meixler Investment Management, Ltd. | 1,325 | $231.9K | 0.17% | −6−0.5% | Reduced |
| Milestone Asset Management, LLC | 1,325 | $232.0K | 0.07% | +35+2.7% | Added |
| Horizon Family Wealth, Inc. | 1,327 | $232.1K | 0.18% | +10+0.8% | Added |
| TD Capital Management LLC | 1,328 | $232.5K | 0.02% | −741−35.8% | Reduced |
| Jacobsen Capital Management | 1,330 | $232.8K | 0.11% | −63−4.5% | Reduced |
| Second Line Capital, LLC | 1,327 | $233.8K | 0.08% | +1,327 | New |
| BOS Asset Management, LLC | 1,336 | $233.8K | 0.12% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,387 | $235.3K | 0.14% | 00.0% | Unchanged |
| Acas, LLC | 1,346 | $235.6K | 0.23% | −27−2.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,348 | $235.9K | 0.16% | −1,252−48.2% | Reduced |
| Parisi Gray Wealth Management | 1,354 | $237.0K | 0.09% | +111+8.9% | Added |
| Heritage Financial Services, LLC | 1,357 | $237.5K | 0.04% | −99−6.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,360 | $238.0K | 0.06% | −20−1.4% | Reduced |
| Ategra Capital Management, LLC | 1,363 | $238.5K | 0.11% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,368 | $239.4K | 0.11% | −24−1.7% | Reduced |
| Morris Retirement Advisors, LLC | 1,370 | $239.8K | 0.14% | −432−24.0% | Reduced |
| Berkshire Money Management, Inc. | 1,373 | $240.3K | 0.03% | +1,373 | New |
| Pasadena Private Wealth, LLC | 1,378 | $241.2K | 0.06% | +1,378 | New |
| Counterweight Ventures, LLC | 1,384 | $242.2K | 0.19% | 00.0% | Unchanged |
| HT Partners LLC | 1,386 | $242.6K | 0.09% | −164−10.6% | Reduced |
| Allen Wealth Management, LLC | 1,388 | $242.9K | 0.21% | +26+1.9% | Added |
| Websterrogers Financial Advisors, LLC | 1,388 | $243.1K | 0.09% | −2,119−60.4% | Reduced |
| Almanack Investment Partners, LLC. | 1,389 | $243.1K | 0.04% | +158+12.8% | Added |