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 |
|---|---|---|---|---|---|
| Pettinga Financial Advisors, LLC | 1,882 | $329.4K | 0.08% | +125+7.1% | Added |
| Vance Wealth, Inc. | 1,885 | $329.9K | 0.13% | +73+4.0% | Added |
| Global Strategic Investment Solutions, LLC | 1,889 | $330.7K | 0.04% | −8−0.4% | Reduced |
| Advance Capital Management, Inc. | 1,890 | $330.8K | 0.02% | +23+1.2% | Added |
| Claris Advisors, LLC | 1,891 | $330.9K | 0.17% | 00.0% | Unchanged |
| DMG Group, LLC | 1,892 | $331.1K | 0.29% | +231+13.9% | Added |
| Paragon Capital Management Ltd | 1,896 | $331.8K | 0.06% | −60−3.1% | Reduced |
| Northwest Financial Advisors | 1,897 | $332.0K | 0.36% | +24+1.3% | Added |
| Marex Group plc | 1,898 | $332.2K | 0.01% | +1,898 | New |
| Gemmer Asset Management LLC | 1,900 | $332.5K | 0.04% | +152+8.7% | Added |
| Kahn Brothers Group Inc | 1,900 | $333.0K | 0.05% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 1,903 | $333.0K | 0.60% | −841−30.6% | Reduced |
| Allen Capital Group, LLC | 1,904 | $333.2K | 0.05% | +277+17.0% | Added |
| Gateway Advisory, LLC | 1,904 | $333.2K | 0.06% | +348+22.4% | Added |
| Marathon Strategic Advisors, LLC | 1,906 | $333.6K | 0.41% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,906 | $333.6K | 0.17% | +48+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,907 | $333.7K | 0.04% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 1,909 | $334.1K | 0.01% | +1,909 | New |
| Bright Futures Wealth Management, LLC. | 2,012 | $334.5K | 0.18% | +2,012 | New |
| M3 Advisory Group, LLC | 1,912 | $334.7K | 0.30% | −190−9.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,914 | $334.9K | 0.25% | −17−0.9% | Reduced |
| Merriman Wealth Management, LLC | 1,899 | $335.2K | 0.01% | +27+1.4% | Added |
| Objectivity Squared, LLC | 1,985 | $335.4K | 0.29% | +21+1.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,921 | $336.2K | 0.06% | −15−0.8% | Reduced |
| Providence First Trust Co | 1,926 | $337.1K | 0.15% | +1,926 | New |
| Family Wealth Group, LLC | 1,927 | $337.2K | 0.37% | +197+11.4% | Added |
| AIA Group Ltd | 1,928 | $337.4K | 0.01% | −974−33.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,929 | $337.6K | 0.08% | −211−9.9% | Reduced |
| Millennium Capital Advisors, LLC | 1,930 | $337.8K | 0.24% | −100−4.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,933 | $338.3K | 0.30% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,938 | $339.1K | 0.18% | −3−0.2% | Reduced |
| Acorn Creek Capital LLC | 1,940 | $339.6K | 0.21% | −67−3.3% | Reduced |
| WFA Asset Management Corp | 1,941 | $339.6K | 0.18% | −208−9.7% | Reduced |
| Foguth Wealth Management, LLC. | 1,941 | $339.7K | 0.18% | +1,941 | New |
| Financial Insights, Inc. | 1,942 | $339.9K | 0.09% | −33−1.7% | Reduced |
| Landaas & Co | 1,942 | $340.0K | 0.11% | −110−5.4% | Reduced |
| Kelly Financial Services LLC | 1,947 | $340.7K | 0.13% | −15−0.8% | Reduced |
| Walker Asset Management, LLC | 1,949 | $341.0K | 0.23% | +7+0.4% | Added |
| Disciplined Investments, LLC | 1,955 | $342.2K | 0.19% | +178+10.0% | Added |
| O'Brien Greene & Co. Inc | 1,957 | $342.5K | 0.11% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,966 | $344.0K | 0.07% | −19,979−91.0% | Reduced |
| Source Financial Advisors LLC | 1,972 | $345.1K | 0.10% | −327−14.2% | Reduced |
| CGC Financial Services, LLC | 1,975 | $345.6K | 0.18% | −39−1.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,976 | $345.8K | 0.06% | 00.0% | Unchanged |
| Capital City Trust Co | 1,981 | $346.7K | 0.10% | −24−1.2% | Reduced |
| Graham Capital Wealth Management, LLC | 1,987 | $347.7K | 0.59% | +92+4.9% | Added |
| Strategic Investment Advisors | 1,988 | $347.9K | 0.04% | +81+4.2% | Added |
| Vivaldi Capital Management, LLC | 1,938 | $348.4K | 0.10% | −501−20.5% | Reduced |
| Dempze Nancy E | 1,995 | $349.1K | 0.27% | −105−5.0% | Reduced |
| Rench Wealth Management, Inc. | 1,999 | $349.8K | 0.13% | −46−2.2% | Reduced |
| MMBG Investment Advisors Co. | 2,000 | $350.0K | 0.04% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,000 | $350.0K | 0.15% | 00.0% | Unchanged |
| Parkside Investments, LLC | 2,000 | $350.1K | 0.06% | −2,000−50.0% | Reduced |
| Gill Capital Partners, LLC | 1,991 | $350.2K | 0.14% | 00.0% | Unchanged |
| Gerber, LLC | 2,009 | $351.6K | 0.30% | +255+14.5% | Added |
| Intrepid Financial Planning Group LLC | 2,010 | $351.8K | 0.15% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 2,000 | $352.6K | 0.45% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,016 | $352.8K | 0.26% | −345−14.6% | Reduced |
| Options Solutions, LLC | 2,019 | $353.3K | 0.20% | 00.0% | Unchanged |
| Meridian Management Co | 2,026 | $354.6K | 0.10% | −5−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 2,027 | $354.8K | 0.06% | +31+1.6% | Added |
| Winning Points Advisors, LLC | 2,090 | $355.0K | 0.55% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,025 | $355.6K | 0.08% | +14+0.7% | Added |
| Bellevue Asset Management, LLC | 2,035 | $356.2K | 0.20% | +3+0.1% | Added |
| Certified Advisory Corp | 2,035 | $356.2K | 0.05% | +268+15.2% | Added |
| Pinnacle Financial Group, LLC | 2,037 | $356.5K | 0.16% | +2+0.1% | Added |
| One Charles Private Wealth Services, LLC | 2,041 | $357.2K | 0.16% | +103+5.3% | Added |
| Howard Capital Management Inc. | 2,045 | $357.9K | 0.04% | −427−17.3% | Reduced |
| SL Advisors, LLC | 2,048 | $358.4K | 0.71% | +13+0.6% | Added |
| Shikiar Asset Management Inc | 2,050 | $359.0K | 0.10% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,051 | $359.0K | 0.25% | +115+5.9% | Added |
| Baker Boyer National Bank | 2,052 | $359.1K | 0.12% | −11−0.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,057 | $359.9K | 0.05% | +14+0.7% | Added |
| Stonebrook Private Inc. | 2,066 | $361.5K | 0.11% | +44+2.2% | Added |
| Centurion Wealth Management LLC | 2,068 | $361.9K | 0.14% | +20+1.0% | Added |
| Financial Network Wealth Advisors LLC | 2,071 | $362.4K | 0.36% | +203+10.9% | Added |
| Private Ocean, LLC | 2,076 | $363.4K | 0.04% | −364−14.9% | Reduced |
| Dimension Capital Management LLC | 2,083 | $364.6K | 0.07% | +187+9.9% | Added |
| C2C Wealth Management, LLC | 2,086 | $365.1K | 0.36% | −1,500−41.8% | Reduced |
| Hoese & Co LLP | 2,210 | $365.4K | 0.33% | −240−9.8% | Reduced |
| Arden Trust Co | 2,088 | $365.4K | 0.05% | −251−10.7% | Reduced |
| Beacon Financial Advisory LLC | 2,096 | $366.8K | 0.18% | +39+1.9% | Added |
| Cascade Investment Advisors, Inc. | 2,097 | $367.0K | 0.24% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,101 | $367.6K | 0.03% | +3+0.1% | Added |
| Archetype Wealth Partners | 2,103 | $368.0K | 0.06% | −94−4.3% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 2,105 | $368.4K | 0.10% | +650+44.7% | Added |
| Hillsdale Investment Management Inc. | 2,107 | $368.7K | 0.03% | −602−22.2% | Reduced |
| Crescent Grove Advisors, LLC | 2,102 | $368.9K | 0.04% | −465−18.1% | Reduced |
| 360 Financial, Inc. | 2,108 | $368.9K | 0.14% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,110 | $369.0K | 0.15% | +145+7.4% | Added |
| McGuire Investment Group, LLC | 2,109 | $369.1K | 0.05% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,114 | $370.0K | 0.10% | +254+13.7% | Added |
| Probity Advisors, Inc. | 2,119 | $370.8K | 0.08% | +7+0.3% | Added |
| ML & R Wealth Management LLC | 2,120 | $371.1K | 0.09% | +10+0.5% | Added |
| Darwin Advisors, LLC | 2,120 | $371.1K | 0.10% | −168−7.3% | Reduced |
| Tacita Capital Inc | 2,122 | $371.4K | 0.26% | −65−3.0% | Reduced |
| Wallace Capital Management Inc. | 2,131 | $372.9K | 0.05% | +683+47.2% | Added |
| Tradewinds Capital Management, LLC | 2,137 | $374.0K | 0.10% | −39−1.8% | Reduced |
| NBW Capital LLC | 2,139 | $374.3K | 0.08% | +235+12.3% | Added |
| Sterling Financial Group, Inc. | 2,146 | $375.6K | 0.18% | −65−2.9% | Reduced |