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 |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 1,611 | $282.0K | 0.01% | +1,611 | New |
| Greater Midwest Financial Group, LLC | 1,613 | $282.3K | 0.18% | −103−6.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,614 | $282.5K | 0.09% | +59+3.8% | Added |
| Capital Management Corp | 1,619 | $283.3K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,678 | $283.4K | 0.16% | −3−0.2% | Reduced |
| Brio Consultants, LLC | 1,622 | $283.9K | 0.05% | +82+5.3% | Added |
| Baron Wealth Management LLC | 1,624 | $284.2K | 0.15% | +121+8.1% | Added |
| Sage Rhino Capital LLC | 1,627 | $284.7K | 0.07% | +46+2.9% | Added |
| Glass Wealth Management Co LLC | 1,627 | $284.7K | 0.17% | +1,627 | New |
| Claret Asset Management Corp | 1,628 | $285.0K | 0.05% | −300−15.6% | Reduced |
| Cohen & Steers, Inc. | 1,631 | $285.0K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,629 | $285.1K | 0.21% | −63−3.7% | Reduced |
| Firestone Capital Management | 1,634 | $286.0K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,634 | $286.0K | 0.00% | +13+0.8% | Added |
| Consilio Wealth Advisors, LLC | 1,635 | $286.1K | 0.13% | +1,635 | New |
| Heck Capital Advisors, LLC | 1,635 | $286.1K | 0.04% | +19+1.2% | Added |
| Semus Wealth Partners LLC | 1,639 | $286.8K | 0.24% | −12−0.7% | Reduced |
| Skyline Advisors, Inc. | 1,653 | $289.4K | 0.13% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,665 | $291.0K | 0.06% | −41−2.4% | Reduced |
| Mach-1 Financial Group, Inc. | 1,665 | $291.6K | 0.22% | −9,592−85.2% | Reduced |
| City State Bank | 1,667 | $292.0K | 0.13% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,670 | $292.3K | 0.17% | −1,216−42.1% | Reduced |
| McAdam, LLC | 1,670 | $292.3K | 0.02% | +32+2.0% | Added |
| Lazari Capital Management, Inc. | 1,674 | $293.0K | 0.16% | +54+3.3% | Added |
| KRS Capital Management, LLC | 1,676 | $293.3K | 0.24% | −733−30.4% | Reduced |
| Invenio Wealth Partners LLC | 1,676 | $293.3K | 0.16% | +482+40.4% | Added |
| Encompass More Asset Management | 1,676 | $293.3K | 0.24% | +1,676 | New |
| Apexium Financial, LP | 1,669 | $293.9K | 0.02% | −190−10.2% | Reduced |
| Richard P Slaughter Associates Inc | 1,680 | $294.0K | 0.07% | −40−2.3% | Reduced |
| Vision Capital Management, Inc. | 1,691 | $295.9K | 0.04% | −56−3.2% | Reduced |
| Community Bank of Raymore | 1,695 | $296.6K | 0.14% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,692 | $297.0K | 0.10% | +25+1.5% | Added |
| Abel Hall, LLC | 1,698 | $297.2K | 0.22% | +6+0.4% | Added |
| Bridgefront Capital, LLC | 1,699 | $297.3K | 0.23% | +1,699 | New |
| Channel Wealth LLC | 1,700 | $297.5K | 0.12% | −794−31.8% | Reduced |
| Paradigm Capital Management Inc | 1,700 | $297.5K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,702 | $297.9K | 0.05% | +1,702 | New |
| United Bank | 1,708 | $298.9K | 0.15% | −53−3.0% | Reduced |
| Ellevest, Inc. | 1,713 | $299.8K | 0.02% | +36+2.1% | Added |
| Cortland Associates Inc | 1,712 | $300.0K | 0.04% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,783 | $301.3K | 0.13% | +243+15.8% | Added |
| IAG Wealth Partners, LLC | 1,726 | $302.1K | 0.06% | +495+40.2% | Added |
| Wolverine Trading, LLC | 1,727 | $302.2K | 0.00% | −12,672−88.0% | Reduced |
| Petrus Trust Company, LTA | 1,728 | $302.4K | 0.03% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,729 | $302.6K | 0.08% | +74+4.5% | Added |
| Ellerson Group Inc | 1,730 | $302.8K | 0.23% | 00.0% | Unchanged |
| TFC Financial Management | 1,730 | $302.8K | 0.05% | −199−10.3% | Reduced |
| Tillman Hartley LLC | 1,733 | $303.3K | 0.10% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,740 | $304.5K | 0.15% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 1,742 | $304.9K | 0.11% | −127−6.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,747 | $305.7K | 0.19% | −146−7.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 1,751 | $306.5K | 0.04% | +160+10.1% | Added |
| RDA Financial Network | 1,752 | $306.6K | 0.11% | −68−3.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $307.0K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,863 | $307.3K | 0.14% | −47−2.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,759 | $307.8K | 0.05% | −6−0.3% | Reduced |
| Hanover Advisors Inc | 1,762 | $308.4K | 0.13% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,763 | $308.5K | 0.24% | +1,763 | New |
| Blue Investment Partners LLC | 1,767 | $309.2K | 0.16% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,768 | $309.4K | 0.04% | −873−33.1% | Reduced |
| Insight Folios Inc | 1,770 | $309.8K | 0.13% | −66−3.6% | Reduced |
| O'Rourke & Company, Inc | 1,769 | $310.0K | 0.18% | +4+0.2% | Added |
| Sandbox Financial Partners, LLC | 1,775 | $310.6K | 0.13% | +11+0.6% | Added |
| Arbor Investment Advisors, LLC | 1,779 | $311.4K | 0.05% | +61+3.6% | Added |
| Single Point Partners, LLC | 1,771 | $312.0K | 0.07% | +85+5.0% | Added |
| Blume Capital Management, Inc. | 1,783 | $312.0K | 0.08% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,786 | $312.6K | 0.13% | +9+0.5% | Added |
| Eagle Harbor Asset Management Inc | 1,786 | $312.6K | 0.33% | +243+15.7% | Added |
| Chelsea Counsel Co | 1,775 | $312.9K | 0.18% | −160−8.3% | Reduced |
| Beacon Capital Management, LLC | 1,791 | $313.4K | 0.06% | +191+11.9% | Added |
| Independent Family Office, LLC | 1,792 | $313.6K | 0.17% | 00.0% | Unchanged |
| Bey-Douglas LLC | 1,792 | $313.7K | 0.30% | +101+6.0% | Added |
| Centerpoint Advisors, LLC | 1,795 | $314.0K | 0.12% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,795 | $314.1K | 0.05% | +4+0.2% | Added |
| Commons Capital, LLC | 1,796 | $314.3K | 0.46% | +64+3.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,798 | $314.6K | 0.18% | −681−27.5% | Reduced |
| James Hambro & Partners | 1,798 | $314.7K | 0.01% | −1−0.1% | Reduced |
| AA Financial Advisors, LLC | 1,804 | $315.8K | 0.13% | +1,804 | New |
| Bruce G. Allen Investments, LLC | 1,808 | $316.4K | 0.26% | +164+10.0% | Added |
| Towerpoint Wealth, LLC | 1,809 | $316.6K | 0.16% | −112−5.8% | Reduced |
| TBH Global Asset Management, LLC | 1,811 | $317.0K | 0.06% | +1,811 | New |
| American Financial Advisors, LLC | 1,816 | $317.8K | 0.04% | +11+0.6% | Added |
| Kapstone Financial Advisors LLC | 1,816 | $317.8K | 0.22% | −43−2.3% | Reduced |
| Arvest Trust Co N A | 1,824 | $319.2K | 0.02% | +27+1.5% | Added |
| Pine Harbor Wealth Management, LLC | 1,827 | $319.8K | 0.20% | +21+1.2% | Added |
| Ameliora Wealth Management Ltd. | 1,830 | $320.3K | 0.15% | −10−0.5% | Reduced |
| JSF Financial, LLC | 1,834 | $320.9K | 0.10% | +1+0.1% | Added |
| Wexford Capital LP | 1,834 | $321.0K | 0.07% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,840 | $322.0K | 0.08% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,843 | $322.5K | 0.11% | +41+2.3% | Added |
| Atticus Wealth Management, LLC | 1,845 | $322.8K | 0.11% | −793−30.1% | Reduced |
| Madison Wealth Partners, Inc | 1,855 | $324.6K | 0.12% | −48−2.5% | Reduced |
| Loomis Sayles & Co L P | 1,863 | $326.0K | 0.00% | +46+2.5% | Added |
| Interchange Capital Partners, LLC | 1,861 | $326.0K | 0.22% | +173+10.2% | Added |
| Benchmark Wealth Management, LLC | 1,871 | $327.4K | 0.18% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,872 | $327.6K | 0.08% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,872 | $327.6K | 0.15% | −33−1.7% | Reduced |
| Orgel Wealth Management, LLC | 1,876 | $328.3K | 0.01% | +31+1.7% | Added |
| Affinity Capital Advisors, LLC | 1,878 | $328.7K | 0.07% | −250−11.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,865 | $328.7K | 0.12% | −47−2.5% | Reduced |