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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 2,132 | $375.7K | 0.06% | +763+55.7% | Added |
| Towercrest Capital Management | 2,148 | $375.9K | 0.06% | −77−3.5% | Reduced |
| Financial Advisors, LLC | 2,152 | $376.6K | 0.08% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 2,154 | $377.1K | 0.09% | −153−6.6% | Reduced |
| Chemistry Wealth Management LLC | 2,158 | $377.7K | 0.10% | −6−0.3% | Reduced |
| Garner Asset Management Corp | 2,161 | $378.0K | 0.19% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,160 | $378.0K | 0.09% | +906+72.2% | Added |
| Michael S. Ryan, Inc. | 2,168 | $379.4K | 0.30% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,173 | $380.3K | 0.04% | −68−3.0% | Reduced |
| Sittner & Nelson, LLC | 2,173 | $380.3K | 0.19% | −33−1.5% | Reduced |
| Insight Wealth Partners, LLC | 2,177 | $381.0K | 0.25% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,179 | $381.4K | 0.12% | +203+10.3% | Added |
| Mascoma Wealth Management LLC | 2,183 | $382.0K | 0.11% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,188 | $382.9K | 0.29% | +179+8.9% | Added |
| Core Wealth Advisors, Inc. | 2,189 | $383.1K | 0.13% | −160−6.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,195 | $384.1K | 0.01% | −100−4.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,196 | $384.3K | 0.21% | +25+1.2% | Added |
| Keystone Wealth Services, LLC | 2,197 | $384.5K | 0.12% | −68−3.0% | Reduced |
| Castleview Partners, LLC | 2,199 | $384.8K | 0.21% | 00.0% | Unchanged |
| Unio Capital LLC | 2,200 | $385.0K | 0.17% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,205 | $385.9K | 0.23% | 00.0% | Unchanged |
| Invst, LLC | 2,240 | $387.5K | 0.05% | −250−10.0% | Reduced |
| Gray Wealth Management Inc. | 2,214 | $387.5K | 0.17% | +153+7.4% | Added |
| Creekmur Asset Management LLC | 2,225 | $389.3K | 0.13% | −2,477−52.7% | Reduced |
| Norwood Financial Corp | 2,225 | $389.4K | 0.56% | +200+9.9% | Added |
| HCR Wealth Advisors | 2,228 | $389.9K | 0.06% | +345+18.3% | Added |
| Advisors Preferred, LLC | 2,255 | $390.1K | 0.07% | −389−14.7% | Reduced |
| Meridian Wealth Partners, LLC | 2,234 | $391.0K | 0.07% | +153+7.4% | Added |
| Wellspring Financial Advisors, LLC | 2,239 | $391.8K | 0.06% | +466+26.3% | Added |
| Campbell Wealth Management | 2,237 | $392.0K | 0.04% | +342+18.0% | Added |
| Rowland & Co Investment Counsel | 2,240 | $392.0K | 0.08% | −59−2.6% | Reduced |
| Centennial Wealth Advisory LLC | 2,248 | $393.4K | 0.18% | −395−14.9% | Reduced |
| Cornercap Investment Counsel Inc | 2,248 | $393.4K | 0.06% | −200−8.2% | Reduced |
| Great Diamond Partners, LLC | 2,250 | $393.8K | 0.09% | −503−18.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,257 | $395.0K | 0.10% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,254 | $395.0K | 0.28% | +17+0.8% | Added |
| Willow Creek Wealth Management Inc. | 2,260 | $395.6K | 0.05% | +219+10.7% | Added |
| Silverlake Wealth Management LLC | 2,262 | $395.8K | 0.20% | −1,603−41.5% | Reduced |
| SMART Wealth LLC | 2,264 | $396.2K | 0.18% | +469+26.1% | Added |
| Astoria Portfolio Advisors LLC. | 2,377 | $396.8K | 0.15% | +22+0.9% | Added |
| Accretive Wealth Partners, LLC | 2,254 | $397.0K | 0.18% | 00.0% | Unchanged |
| AXS Investments LLC | 2,273 | $397.8K | 0.10% | +138+6.5% | Added |
| TFB Advisors LLC | 2,274 | $398.3K | 0.14% | +2,274 | New |
| Five Oceans Advisors | 2,280 | $399.0K | 0.21% | −185−7.5% | Reduced |
| Westside Investment Management, Inc. | 2,280 | $399.0K | 0.10% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 2,268 | $400.0K | 0.13% | +5+0.2% | Added |
| Tiemann Investment Advisors, LLC | 2,287 | $400.2K | 0.18% | −75−3.2% | Reduced |
| Chiron Capital Management, LLC | 2,289 | $400.6K | 0.36% | +2,289 | New |
| Sym Financial Corp | 2,289 | $400.7K | 0.07% | −10.0% | Reduced |
| Lane & Associates LLC | 2,291 | $401.0K | 0.25% | −138−5.7% | Reduced |
| DGS Capital Management, LLC | 2,293 | $401.3K | 0.11% | −60−2.5% | Reduced |
| Sierra Summit Advisors LLC | 2,299 | $402.3K | 0.11% | +50+2.2% | Added |
| Monument Capital Management | 2,300 | $402.5K | 0.12% | −594−20.5% | Reduced |
| Davidson Investment Advisors | 2,317 | $405.5K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,323 | $406.5K | 0.04% | +2,323 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,328 | $407.4K | 0.02% | +242+11.6% | Added |
| Royal Harbor Partners, LLC | 2,328 | $407.5K | 0.18% | −262−10.1% | Reduced |
| Mosley Wealth Management | 2,331 | $407.9K | 0.38% | −31−1.3% | Reduced |
| Cyrus J. Lawrence, LLC | 2,334 | $408.0K | 0.09% | +2,334 | New |
| White Lighthouse Investment Management Inc. | 2,335 | $408.6K | 0.08% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,340 | $409.6K | 0.50% | +134+6.1% | Added |
| Goldstein Advisors, LLC | 2,346 | $410.6K | 0.07% | +140+6.3% | Added |
| Falcon Wealth Planning | 2,350 | $411.3K | 0.07% | +56+2.4% | Added |
| Slocum, Gordon & Co LLP | 2,351 | $411.4K | 0.31% | −25−1.1% | Reduced |
| Brand Asset Management Group, Inc. | 2,352 | $411.6K | 0.18% | −11−0.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,362 | $413.4K | 0.14% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,346 | $414.0K | 0.24% | +37+1.6% | Added |
| Sara-Bay Financial | 2,395 | $414.3K | 0.19% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,375 | $415.6K | 0.06% | +325+15.9% | Added |
| ZRC Wealth Management, LLC | 2,381 | $416.6K | 0.21% | −103−4.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,374 | $416.8K | 0.07% | +47+2.0% | Added |
| East Coast Asset Management, LLC. | 2,383 | $417.0K | 0.15% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,392 | $418.6K | 0.09% | +30+1.3% | Added |
| LexAurum Advisors, LLC | 2,393 | $418.7K | 0.11% | +7+0.3% | Added |
| Horst & Graben Wealth Management LLC | 2,394 | $419.1K | 0.09% | +10.0% | Added |
| Spirit of America Management Corp | 2,400 | $420.0K | 0.08% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,423 | $424.0K | 0.17% | +4+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 2,430 | $425.3K | 0.30% | +45+1.9% | Added |
| Nikulski Financial, Inc. | 2,432 | $425.6K | 0.14% | +2,432 | New |
| Penn Davis McFarland Inc | 2,434 | $426.0K | 0.07% | −51−2.1% | Reduced |
| Clearview Wealth Advisors LLC | 2,434 | $426.0K | 0.43% | −258−9.6% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,435 | $426.1K | 0.40% | −325−11.8% | Reduced |
| United Community Bank | 2,435 | $426.2K | 0.17% | −291−10.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,447 | $428.2K | 0.05% | −89−3.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,448 | $428.4K | 0.16% | −78−3.1% | Reduced |
| Stanley-Laman Group, Ltd. | 2,452 | $429.1K | 0.06% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,455 | $429.6K | 0.25% | −350−12.5% | Reduced |
| Focused Wealth Management, Inc | 2,456 | $429.8K | 0.07% | +657+36.5% | Added |
| Cherry Tree Wealth Management, LLC | 2,456 | $429.8K | 0.11% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2,457 | $430.0K | 0.04% | +407+19.9% | Added |
| Ssi Investment Management LLC | 2,459 | $430.3K | 0.03% | −19−0.8% | Reduced |
| Bremer Bank National Association | 2,459 | $430.4K | 0.08% | −1,027−29.5% | Reduced |
| Delap Wealth Advisory, LLC | 2,462 | $430.9K | 0.17% | +904+58.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,460 | $431.0K | 0.05% | +51+2.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,467 | $431.8K | 0.06% | +192+8.4% | Added |
| Cary Street Partners Asset Management LLC | 2,474 | $432.9K | 0.07% | +6+0.2% | Added |
| Dakota Community Bank & Trust NA | 2,475 | $433.1K | 2.34% | +6+0.2% | Added |
| Arrowroot Family Office, LLC | 2,488 | $435.4K | 0.28% | +417+20.1% | Added |
| Kolinsky Wealth Management, LLC | 2,488 | $435.4K | 0.33% | +32+1.3% | Added |
| Fidelity D & D Bancorp Inc | 2,491 | $435.9K | 0.33% | −130−5.0% | Reduced |