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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 1,380 | $243.3K | 0.07% | −1−0.1% | Reduced |
| Verum Partners LLC | 1,392 | $243.6K | 0.09% | +51+3.8% | Added |
| Mosaic Financial Group, LLC | 1,393 | $244.0K | 0.20% | +1,393 | New |
| GenTrust, LLC | 1,388 | $244.7K | 0.02% | +1,388 | New |
| Partners in Financial Planning | 1,399 | $244.8K | 0.05% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,400 | $245.0K | 0.01% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 1,400 | $245.0K | 0.26% | −40−2.8% | Reduced |
| Sepio Capital, LP | 1,402 | $245.3K | 0.02% | −158−10.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,421 | $245.8K | 0.07% | −86−5.7% | Reduced |
| Barrett & Company, Inc. | 1,407 | $246.2K | 0.12% | −60−4.1% | Reduced |
| Axiom Financial Strategies, LLC | 1,407 | $246.2K | 0.16% | +11+0.8% | Added |
| Safir Wealth Advisors, LLC | 1,410 | $246.8K | 0.20% | +1,410 | New |
| Finivi Inc. | 1,411 | $246.9K | 0.22% | −109−7.2% | Reduced |
| Legend Financial Advisors, Inc. | 1,411 | $246.9K | 0.18% | +1,317+1,401.1% | Added |
| Unionview, LLC | 1,417 | $248.0K | 0.21% | −162−10.3% | Reduced |
| Legacy Financial Group LLC | 1,418 | $248.2K | 0.05% | +1,418 | New |
| Paragon Capital Management LLC | 1,424 | $249.2K | 0.13% | +187+15.1% | Added |
| Family Investment Center, Inc. | 1,425 | $249.4K | 0.08% | −36−2.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $249.4K | 0.04% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,426 | $249.8K | 0.13% | −34−2.3% | Reduced |
| Wealth Management Partners, LLC | 1,430 | $250.3K | 0.13% | −123−7.9% | Reduced |
| Ade, LLC | 1,436 | $251.3K | 0.17% | +58+4.2% | Added |
| Compton Financial Group, LLC | 1,437 | $251.5K | 0.08% | +3+0.2% | Added |
| Pathway Financial Advisors LLC | 1,440 | $252.0K | 0.07% | −1−0.1% | Reduced |
| Chronos Wealth Management, LLC | 1,443 | $252.5K | 0.15% | −182−11.2% | Reduced |
| Collective Family Office LLC | 1,445 | $252.8K | 0.08% | +152+11.8% | Added |
| Rise Advisors, LLC | 1,447 | $253.2K | 0.13% | +750+107.6% | Added |
| Conestoga Capital Advisors, LLC | 1,450 | $253.8K | 0.00% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 1,454 | $254.4K | 0.23% | −530−26.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,458 | $255.0K | 0.07% | +200+15.9% | Added |
| Red Wave Investments LLC | 1,463 | $256.0K | 0.10% | 00.0% | Unchanged |
| Amarillo National Bank | 1,464 | $256.2K | 0.05% | −13−0.9% | Reduced |
| Meridian Financial, LLC | 1,468 | $256.8K | 0.19% | +1+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 1,459 | $257.2K | 0.11% | −226−13.4% | Reduced |
| Santori & Peters | 1,474 | $258.0K | 0.11% | −2−0.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,477 | $258.4K | 0.25% | +11+0.8% | Added |
| Idaho Trust Bank | 1,477 | $258.4K | 0.25% | +1,477 | New |
| SilverOak Wealth Management LLC | 1,480 | $259.0K | 0.06% | −81−5.2% | Reduced |
| Anderson Hoagland & Co | 1,534 | $259.2K | 0.03% | +4+0.3% | Added |
| Shayne & Co., LLC | 1,485 | $259.9K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,485 | $259.9K | 0.15% | +30+2.1% | Added |
| Lansing Street Advisors | 1,485 | $259.9K | 0.12% | +1,485 | New |
| International Private Wealth Advisors LLC | 1,486 | $260.1K | 0.50% | +301+25.4% | Added |
| TruWealth Advisors, LLC | 1,487 | $260.2K | 0.02% | +78+5.5% | Added |
| Tenon Financial LLC | 1,498 | $262.2K | 0.22% | +1,498 | New |
| Traveka Wealth, LLC | 1,499 | $262.3K | 0.12% | +226+17.8% | Added |
| Kercheville Advisors, LLC | 1,500 | $262.5K | 0.12% | −500−25.0% | Reduced |
| Kaydan Wealth Management, Inc. | 1,501 | $262.8K | 0.09% | −1−0.1% | Reduced |
| Lee Financial Co | 1,500 | $263.4K | 0.04% | +813+118.3% | Added |
| Grant Street Asset Management, Inc. | 1,506 | $263.6K | 0.09% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,509 | $264.9K | 0.06% | +21+1.4% | Added |
| Teamwork Financial Advisors, LLC | 1,518 | $265.8K | 0.04% | −953−38.6% | Reduced |
| Crewe Advisors LLC | 1,520 | $266.0K | 0.03% | +1,520 | New |
| Hoxton Planning & Management, LLC | 1,521 | $266.2K | 0.13% | +50+3.4% | Added |
| Kelman-Lazarov, Inc. | 1,522 | $266.4K | 0.05% | −606−28.5% | Reduced |
| Peddock Capital Advisors, LLC | 1,522 | $266.4K | 0.07% | 00.0% | Unchanged |
| First National Corp | 1,569 | $266.5K | 0.07% | 00.0% | Unchanged |
| Gouws Capital LLC | 1,525 | $266.9K | 0.20% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,526 | $267.1K | 0.13% | −180−10.6% | Reduced |
| Starfox Financial Services, LLC | 1,600 | $267.1K | 0.23% | −30−1.8% | Reduced |
| Levy Wealth Management Group, LLC | 1,574 | $267.3K | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 1,528 | $267.3K | 0.06% | +1+0.1% | Added |
| BCS Wealth Management | 1,534 | $268.0K | 0.09% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 1,532 | $268.1K | 0.76% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,533 | $268.3K | 0.22% | −207−11.9% | Reduced |
| Private Management Group Inc | 1,533 | $268.3K | 0.01% | −38−2.4% | Reduced |
| Abacus Wealth Partners, LLC | 1,535 | $268.7K | 0.05% | +43+2.9% | Added |
| Three Seasons Wealth, LLC | 1,571 | $269.3K | 0.19% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 1,541 | $269.7K | 0.29% | +109+7.6% | Added |
| Truepoint, Inc. | 1,548 | $270.9K | 0.01% | −4,199−73.1% | Reduced |
| Secured Retirement Advisors, LLC | 1,551 | $271.5K | 0.23% | +48+3.2% | Added |
| CJM Wealth Advisers, Ltd. | 1,551 | $271.5K | 0.10% | +126+8.8% | Added |
| Fort, L.P. | 1,553 | $271.8K | 0.68% | −137−8.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,594 | $271.9K | 0.13% | −1,037−39.4% | Reduced |
| Sage Financial Management Group, Inc. | 1,556 | $272.0K | 0.13% | −42−2.6% | Reduced |
| Clark Financial Services Group Inc | 1,550 | $272.0K | 0.33% | +358+30.0% | Added |
| Talisman Wealth Advisors LLC | 1,557 | $272.4K | 0.34% | +68+4.6% | Added |
| Levin Capital Strategies, L.P. | 1,557 | $272.5K | 0.03% | −250−13.8% | Reduced |
| Secure Asset Management, LLC | 1,558 | $272.6K | 0.06% | −1,034−39.9% | Reduced |
| Cohen Investment Advisors LLC | 1,558 | $272.7K | 0.18% | 00.0% | Unchanged |
| One Day In July LLC | 1,564 | $273.7K | 0.04% | +259+19.8% | Added |
| Correct Capital Wealth Management | 1,566 | $274.1K | 0.06% | −144−8.4% | Reduced |
| Richard C. Young & CO., LTD. | 1,570 | $274.7K | 0.03% | +12+0.8% | Added |
| Private Advisory Group LLC | 1,570 | $274.8K | 0.04% | +34+2.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 1,572 | $275.1K | 0.08% | 00.0% | Unchanged |
| Rebalance, LLC | 1,575 | $275.6K | 0.02% | −5−0.3% | Reduced |
| Columbus Macro, LLC | 1,573 | $275.8K | 0.10% | −11−0.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,576 | $275.8K | 0.06% | +207+15.1% | Added |
| New Covenant Trust Company, N.A. | 1,581 | $276.7K | 0.28% | +1,581 | New |
| Greenline Partners, LLC | 1,587 | $277.7K | 0.04% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,593 | $278.8K | 0.23% | +143+9.9% | Added |
| Provident Wealth Management, LLC | 1,594 | $279.0K | 0.10% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,594 | $279.0K | 0.12% | +1,594 | New |
| Values Added Financial LLC | 1,596 | $279.3K | 0.22% | −586−26.9% | Reduced |
| Lakewood Asset Management LLC | 1,597 | $279.5K | 0.19% | 00.0% | Unchanged |
| Sentinus, LLC | 1,599 | $279.8K | 0.10% | +1,599 | New |
| Port Capital LLC | 1,600 | $280.0K | 0.01% | −198−11.0% | Reduced |
| American Planning Services, Inc. | 1,601 | $280.3K | 0.20% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,607 | $281.2K | 0.14% | +118+7.9% | Added |
| Nabity-Jensen Investment Management Inc | 1,610 | $281.8K | 0.23% | 00.0% | Unchanged |