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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 2,844 | $498.0K | 0.19% | −4,137−59.3% | Reduced |
| PCG Wealth Advisors, LLC | 2,848 | $498.4K | 0.24% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 2,850 | $498.8K | 0.06% | −200−6.6% | Reduced |
| Warwick Investment Management, Inc. | 2,855 | $499.7K | 0.12% | +453+18.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,881 | $500.1K | 0.02% | −5,326−64.9% | Reduced |
| Cape Investment Advisory, Inc. | 2,859 | $500.3K | 0.23% | −58−2.0% | Reduced |
| Investment Partners Asset Management, Inc. | 2,860 | $500.5K | 0.45% | +721+33.7% | Added |
| SPC Financial, Inc. | 2,864 | $501.1K | 0.05% | −89−3.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,866 | $501.6K | 0.05% | −1,015−26.2% | Reduced |
| LRI Investments, LLC | 2,877 | $503.6K | 0.13% | +2,877 | New |
| WD Rutherford LLC | 2,880 | $504.0K | 0.26% | +2,880 | New |
| Sterling Financial Planning, Inc. | 2,880 | $504.1K | 0.20% | −59−2.0% | Reduced |
| Tyler-Stone Wealth Management | 2,881 | $504.2K | 0.22% | −342−10.6% | Reduced |
| Per Stirling Capital Management, LLC. | 2,884 | $504.7K | 0.08% | +2+0.1% | Added |
| Trust Co of Kansas | 2,887 | $505.0K | 0.28% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,892 | $506.1K | 0.12% | −662−18.6% | Reduced |
| Planning Directions Inc | 2,893 | $506.4K | 0.35% | +15+0.5% | Added |
| Keynote Financial Services LLC | 2,896 | $506.8K | 0.43% | +2,896 | New |
| Financial Planning & Information Services, Inc. | 2,897 | $507.0K | 0.08% | −178−5.8% | Reduced |
| Alesco Advisors LLC | 2,900 | $507.5K | 0.02% | −15−0.5% | Reduced |
| GEM Asset Management, LLC | 3,000 | $508.4K | 0.34% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,910 | $509.3K | 0.11% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,910 | $509.3K | 0.09% | +234+8.7% | Added |
| Wayfinding Financial, LLC | 2,883 | $511.0K | 0.30% | −133−4.4% | Reduced |
| Phillips Wealth Planners LLC | 3,059 | $512.4K | 0.59% | −68−2.2% | Reduced |
| Latitude Advisors, LLC | 2,935 | $513.6K | 0.32% | −455−13.4% | Reduced |
| Dupree Financial Group, LLC | 2,936 | $513.8K | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,942 | $515.0K | 0.01% | +305+11.6% | Added |
| Green Square Capital Advisors LLC | 2,944 | $515.2K | 0.07% | +467+18.9% | Added |
| Samalin Investment Counsel, LLC | 2,950 | $516.4K | 0.25% | −511−14.8% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,951 | $516.5K | 0.84% | 00.0% | Unchanged |
| New Republic Capital, LLC | 2,931 | $516.6K | 0.33% | −23−0.8% | Reduced |
| First International Bank & Trust | 2,958 | $517.7K | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 2,938 | $517.9K | 0.15% | +754+34.5% | Added |
| Aprio Wealth Management, LLC | 2,960 | $518.1K | 0.10% | −60−2.0% | Reduced |
| Florida Financial Advisors, LLC | 2,961 | $518.2K | 0.38% | +993+50.5% | Added |
| Arcataur Capital Management LLC | 2,966 | $519.1K | 0.19% | 00.0% | Unchanged |
| Renasant Bank | 2,972 | $520.1K | 0.37% | −9−0.3% | Reduced |
| Dravo Bay LLC | 2,983 | $522.1K | 0.31% | +4+0.1% | Added |
| Ruggaard & Associates LLC | 2,984 | $522.2K | 0.25% | +25+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 2,992 | $523.6K | 0.09% | −115−3.7% | Reduced |
| Everpar Advisors LLC | 3,000 | $525.0K | 0.32% | −1,331−30.7% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 3,000 | $525.0K | 0.14% | +3,000 | New |
| Relative Value Partners Group, LLC | 3,116 | $525.1K | 0.03% | +122+4.1% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,002 | $526.8K | 0.30% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,012 | $527.1K | 0.16% | −121−3.9% | Reduced |
| Sage Capital Management, LLC | 3,014 | $527.4K | 0.29% | +9+0.3% | Added |
| Horan Securities, Inc. | 3,016 | $527.8K | 0.25% | +52+1.8% | Added |
| Allen Investment Management LLC | 3,022 | $528.9K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3,038 | $531.6K | 0.17% | +3+0.1% | Added |
| Compass Ion Advisors, LLC | 3,040 | $532.0K | 0.08% | −44−1.4% | Reduced |
| Hoge Financial Services, LLC | 3,041 | $532.2K | 0.43% | +191+6.7% | Added |
| Avalon Trust Co | 3,044 | $532.7K | 0.04% | 00.0% | Unchanged |
| LM Advisors LLC | 3,043 | $533.0K | 0.08% | +1,500+97.2% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,048 | $533.4K | 0.70% | −298−8.9% | Reduced |
| Smart Portfolios, LLC | 3,048 | $533.4K | 0.56% | +85+2.9% | Added |
| Cowa, LLC | 3,050 | $533.8K | 0.31% | −214−6.6% | Reduced |
| Cooper Financial Group | 3,051 | $534.0K | 0.09% | +24+0.8% | Added |
| Petra Financial Advisors Inc | 3,070 | $534.5K | 0.39% | +365+13.5% | Added |
| Silver Oak Securities, Inc | 3,054 | $534.5K | 0.08% | +347+12.8% | Added |
| Dodds Wealth, LLC | 3,069 | $537.2K | 0.22% | +1,692+122.9% | Added |
| Embree Financial Group | 3,070 | $537.3K | 0.11% | −680−18.1% | Reduced |
| Coho Partners, Ltd. | 3,072 | $537.6K | 0.01% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,072 | $537.7K | 0.21% | +423+16.0% | Added |
| Dodge & Cox | 3,075 | $538.2K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,075 | $538.2K | 0.32% | 00.0% | Unchanged |
| First Financial Corp | 3,081 | $539.2K | 0.27% | −214−6.5% | Reduced |
| Citizens Business Bank | 3,083 | $539.6K | 0.11% | −7−0.2% | Reduced |
| Bouchey Financial Group Ltd | 3,083 | $539.8K | 0.05% | −22−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 3,095 | $541.6K | 0.54% | +2+0.1% | Added |
| Spinnaker Investment Group, LLC | 3,095 | $541.7K | 0.15% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 3,095 | $541.7K | 0.10% | +3,095 | New |
| 626 Financial, LLC | 3,095 | $541.7K | 0.33% | −4−0.1% | Reduced |
| Garde Capital, Inc. | 3,101 | $542.0K | 0.04% | −521−14.4% | Reduced |
| Riverview Capital Advisers, LLC | 3,098 | $542.2K | 0.19% | +16+0.5% | Added |
| Virtue Capital Management, LLC | 3,229 | $543.2K | 0.10% | −1,114−25.7% | Reduced |
| Capula Management Ltd | 3,106 | $543.6K | 0.02% | +3,106 | New |
| QVR LLC | 3,106 | $543.6K | 0.09% | +3,106 | New |
| Adapt Wealth Advisors, LLC | 3,108 | $543.9K | 0.39% | +3,108 | New |
| Argent Advisors, Inc. | 3,109 | $544.1K | 0.22% | −40−1.3% | Reduced |
| Northstar Asset Management Inc | 3,121 | $546.2K | 0.10% | −10−0.3% | Reduced |
| Aviso Wealth Management | 3,123 | $546.5K | 0.34% | +518+19.9% | Added |
| Versant Capital Management, Inc | 3,126 | $547.0K | 0.16% | −508−14.0% | Reduced |
| Capital Market Strategies LLC | 3,126 | $547.1K | 0.42% | −30−1.0% | Reduced |
| Peninsula Wealth, LLC | 3,142 | $549.8K | 0.11% | −46−1.4% | Reduced |
| Edge Wealth Management LLC | 3,150 | $551.3K | 0.12% | +110+3.6% | Added |
| Carlson Capital Management | 3,171 | $555.0K | 0.03% | −3,438−52.0% | Reduced |
| Good Life Advisors, LLC | 3,177 | $555.9K | 0.05% | +27+0.9% | Added |
| Ironwood Investment Management LLC | 3,179 | $556.4K | 0.27% | −15−0.5% | Reduced |
| WealthTrust Axiom LLC | 3,186 | $557.5K | 0.18% | −199−5.9% | Reduced |
| RiverFront Investment Group, LLC | 3,195 | $559.2K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,196 | $559.3K | 0.13% | −14−0.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,196 | $559.3K | 0.19% | +3,196 | New |
| Prairie Wealth Advisors, Inc. | 3,174 | $559.6K | 0.26% | +3,174 | New |
| Waterfront Wealth Inc. | 3,180 | $559.6K | 0.16% | +31+1.0% | Added |
| Birmingham Capital Management Co Inc | 3,200 | $560.1K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,180 | $560.5K | 0.11% | −16,358−83.7% | Reduced |
| First Community Trust NA | 3,204 | $560.7K | 0.53% | −38−1.2% | Reduced |
| Innova Wealth Partners | 3,207 | $561.3K | 0.43% | +250+8.5% | Added |
| Clarity Financial LLC | 3,210 | $561.8K | 0.09% | +783+32.3% | Added |