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; 3,421 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 | 3,421 | $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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 2,491 | $435.9K | 0.23% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 2,494 | $436.5K | 0.05% | −192−7.1% | Reduced |
| Consilium Wealth Advisory, LLC | 2,495 | $436.6K | 0.25% | −190−7.1% | Reduced |
| Global X Japan Co., Ltd. | 2,497 | $437.0K | 0.09% | +429+20.7% | Added |
| Green Harvest Asset Management LLC | 2,499 | $437.3K | 0.01% | +231+10.2% | Added |
| Quadrant Private Wealth Management, LLC | 2,494 | $439.6K | 0.11% | +90+3.7% | Added |
| Hill Island Financial LLC | 2,512 | $439.6K | 0.15% | +94+3.9% | Added |
| Oldfather Financial Services, LLC | 2,521 | $441.2K | 0.18% | +93+3.8% | Added |
| Threadgill Financial, LLC | 2,526 | $442.1K | 0.20% | +2,526 | New |
| Founders Financial Securities LLC | 2,528 | $442.5K | 0.05% | −1,890−42.8% | Reduced |
| Joule Financial, LLC | 2,515 | $443.6K | 0.18% | −203−7.5% | Reduced |
| Wedge Capital Management L L P | 2,536 | $443.8K | 0.01% | +2,536 | New |
| TSFG, LLC | 2,537 | $444.0K | 0.11% | +25+1.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,399 | $444.8K | 0.32% | +980+69.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,548 | $445.8K | 0.09% | +128+5.3% | Added |
| Advantage Trust Co | 2,551 | $446.5K | 0.33% | −150−5.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,554 | $446.9K | 0.23% | −44−1.7% | Reduced |
| Heritage Investment Group, Inc. | 2,558 | $448.0K | 0.09% | −48−1.8% | Reduced |
| Angeles Investment Advisors, LLC | 2,561 | $448.2K | 0.02% | −191−6.9% | Reduced |
| REDW Wealth LLC | 2,561 | $448.2K | 0.12% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,467 | $449.7K | 0.39% | +442+21.8% | Added |
| Cypress Wealth Services, LLC | 2,572 | $450.0K | 0.10% | +699+37.3% | Added |
| Main Street Research LLC | 2,556 | $450.5K | 0.03% | +64+2.6% | Added |
| Tradition Wealth Management, LLC | 2,577 | $451.1K | 0.05% | +20+0.8% | Added |
| ERTS Wealth Advisors, LLC | 2,581 | $451.7K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,584 | $452.2K | 0.12% | +2,584 | New |
| Truvestments Capital LLC | 2,587 | $452.8K | 0.17% | +13+0.5% | Added |
| Pingora Partners LLC | 2,588 | $452.9K | 0.33% | +205+8.6% | Added |
| Aua Capital Management, LLC | 2,589 | $453.1K | 0.26% | +10+0.4% | Added |
| Financial Management Professionals, Inc. | 2,592 | $454.0K | 0.07% | −71−2.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,599 | $454.9K | 0.38% | +99+4.0% | Added |
| GSG Advisors LLC | 2,681 | $454.9K | 0.17% | −59−2.2% | Reduced |
| BlueChip Wealth Advisors LLC | 2,604 | $455.8K | 0.29% | +82+3.3% | Added |
| Range Financial Group LLC | 2,606 | $456.1K | 0.24% | +141+5.7% | Added |
| Eagle Strategies LLC | 2,610 | $456.9K | 0.10% | +2,610 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,708 | $457.5K | 0.25% | +10.0% | Added |
| Financial Management Network Inc | 2,712 | $460.0K | 0.12% | +3+0.1% | Added |
| Hofer & Associates. Inc | 2,631 | $460.5K | 0.39% | +68+2.7% | Added |
| Frisch Financial Group, Inc. | 2,637 | $461.0K | 0.15% | −464−15.0% | Reduced |
| Mezzasalma Advisors, LLC | 2,635 | $461.1K | 0.22% | −86−3.2% | Reduced |
| CMG Global Holdings, LLC | 2,635 | $461.2K | 0.32% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 2,640 | $462.0K | 0.22% | 00.0% | Unchanged |
| Centric Wealth Management | 2,629 | $462.6K | 0.15% | −111−4.1% | Reduced |
| Monograph Wealth Advisors, LLC | 2,625 | $462.7K | 0.07% | −1,093−29.4% | Reduced |
| Advisor Resource Council | 2,705 | $462.8K | 0.20% | −6,618−71.0% | Reduced |
| Wade Financial Advisory, Inc | 2,645 | $463.0K | 0.17% | −179−6.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,651 | $464.0K | 0.25% | −67−2.5% | Reduced |
| Bank of Stockton | 2,656 | $464.8K | 0.14% | +277+11.6% | Added |
| FirstPurpose Wealth LLC | 2,760 | $466.3K | 0.17% | +779+39.3% | Added |
| Texas Capital Bancshares Inc | 2,667 | $466.8K | 0.21% | +74+2.9% | Added |
| Ethos Financial Group, LLC | 2,646 | $467.0K | 0.09% | −42−1.6% | Reduced |
| Lipe & Dalton | 2,667 | $467.0K | 0.24% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 2,670 | $467.3K | 0.21% | +50+1.9% | Added |
| Blueprint Investment Partners LLC | 2,671 | $467.6K | 0.09% | +2,671 | New |
| Burt Wealth Advisors | 2,675 | $468.1K | 0.12% | +110+4.3% | Added |
| Eight 31 Financial LLC | 2,678 | $468.7K | 0.29% | −1,437−34.9% | Reduced |
| Atwater Malick LLC | 2,679 | $468.9K | 0.17% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,662 | $469.3K | 0.16% | +14+0.5% | Added |
| Opes Wealth Management LLC | 2,689 | $470.7K | 0.11% | +19+0.7% | Added |
| Ackerman Capital Advisors, LLC | 2,692 | $471.1K | 0.13% | +200+8.0% | Added |
| Farrell Financial LLC | 2,697 | $472.1K | 0.39% | +9+0.3% | Added |
| Rain Capital Management, LLC | 2,698 | $472.1K | 0.32% | +51+1.9% | Added |
| Hohimer Wealth Management, LLC | 2,703 | $473.1K | 0.11% | +2,703 | New |
| Verity Asset Management, Inc. | 2,703 | $473.1K | 0.26% | +19+0.7% | Added |
| N.E.W. Advisory Services LLC | 2,708 | $473.9K | 0.05% | +2+0.1% | Added |
| Eagle Wealth Strategies LLC | 2,742 | $474.2K | 0.39% | +2,742 | New |
| Syntegra Private Wealth Group, LLC | 2,710 | $474.3K | 0.06% | +106+4.1% | Added |
| Clearwater Capital Advisors, LLC | 2,723 | $476.6K | 0.05% | −35−1.3% | Reduced |
| Crumly & Associates Inc. | 2,726 | $477.1K | 0.13% | +136+5.3% | Added |
| Barlow Wealth Partners, Inc. | 2,841 | $477.6K | 0.07% | −125−4.2% | Reduced |
| Weaver Consulting Group | 2,732 | $478.1K | 0.18% | +131+5.0% | Added |
| Mma Asset Management LLC | 2,703 | $479.4K | 0.23% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 2,746 | $480.6K | 0.35% | −38−1.4% | Reduced |
| Vista Wealth Management Group, LLC | 2,748 | $480.9K | 0.04% | −171−5.9% | Reduced |
| SFM, LLC | 2,753 | $481.8K | 0.37% | −1,658−37.6% | Reduced |
| Stephenson National Bank & Trust | 2,753 | $481.8K | 0.17% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,739 | $482.4K | 0.22% | +215+8.5% | Added |
| Michael B. Yongue | 2,760 | $483.0K | 0.42% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,770 | $484.8K | 0.10% | −1,789−39.2% | Reduced |
| Traynor Capital Management, Inc. | 2,786 | $487.6K | 0.05% | −109−3.8% | Reduced |
| Eagle Bay Advisors LLC | 2,765 | $487.7K | 0.31% | +500+22.1% | Added |
| Left Brain Wealth Management, LLC | 2,790 | $488.3K | 0.24% | +40+1.5% | Added |
| KLR Investment Advisors, LLC | 2,768 | $488.4K | 0.35% | −396−12.5% | Reduced |
| Zevin Asset Management LLC | 2,795 | $489.0K | 0.08% | −355−11.3% | Reduced |
| LWM Advisory Services, LLC | 2,796 | $489.3K | 0.39% | +28+1.0% | Added |
| Southeast Asset Advisors Inc. | 2,797 | $489.5K | 0.06% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 2,722 | $489.6K | 0.15% | +2,722 | New |
| Drexel Morgan & Co. | 2,800 | $490.0K | 0.10% | +200+7.7% | Added |
| First National Bank Sioux Falls | 2,803 | $490.6K | 0.27% | −9−0.3% | Reduced |
| Northwest Wealth Management, LLC | 2,803 | $490.6K | 0.13% | −177−5.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,804 | $490.8K | 0.23% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,805 | $490.9K | 0.39% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,838 | $491.0K | 0.33% | +2,838 | New |
| Bennett Associates Wealth Management | 2,812 | $492.1K | 0.44% | +2,812 | New |
| Rooted Wealth Advisors, Inc. | 2,874 | $493.0K | 0.24% | −440−13.3% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $493.4K | 0.12% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,837 | $496.5K | 0.08% | 00.0% | Unchanged |
| Elevatus Welath Management | 2,842 | $497.4K | 0.20% | +48+1.7% | Added |
| Custom Index Systems, LLC | 2,843 | $497.6K | 0.28% | −983−25.7% | Reduced |
| Perfromance Wealth Partners, LLC | 2,845 | $497.9K | 0.02% | −100−3.4% | Reduced |