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
- 3,370
- +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
- 1,453 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 25,505 | $4.46M | 0.88% | +4,719+22.7% | Added |
| Mission Wealth Management, LP | 25,486 | $4.46M | 0.12% | +1,739+7.3% | Added |
| Institutional & Family Asset Management, LLC | 25,379 | $4.44M | 0.71% | +836+3.4% | Added |
| LMCG Investments, LLC | 25,365 | $4.44M | 0.26% | +776+3.2% | Added |
| Smithbridge Asset Management Inc | 25,357 | $4.44M | 0.92% | −35−0.1% | Reduced |
| Biltmore Family Office, LLC | 25,172 | $4.44M | 0.87% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 25,313 | $4.43M | 0.17% | −1,249−4.7% | Reduced |
| Aristotle Capital Management, LLC | 25,276 | $4.42M | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 25,193 | $4.41M | 1.60% | +2,030+8.8% | Added |
| Bangor Savings Bank | 25,139 | $4.40M | 0.45% | −597−2.3% | Reduced |
| Edgewood Management LLC | 25,031 | $4.38M | 0.01% | −152−0.6% | Reduced |
| Elk River Wealth Management, LLC | 24,847 | $4.38M | 0.89% | −2,912−10.5% | Reduced |
| AlTi Global, Inc. | 24,834 | $4.38M | 0.12% | +2,555+11.5% | Added |
| Azzad Asset Management Inc | 24,994 | $4.37M | 0.51% | +141+0.6% | Added |
| Covington Investment Advisors Inc. | 24,928 | $4.36M | 0.71% | +6,104+32.4% | Added |
| Naples Global Advisors, LLC | 24,724 | $4.36M | 0.45% | +670+2.8% | Added |
| TD Private Client Wealth LLC | 24,849 | $4.35M | 0.14% | −2,512−9.2% | Reduced |
| Kennedy Capital Management, Inc. | 24,810 | $4.34M | 0.09% | +24,810 | New |
| Vista Investment Partners LLC | 24,710 | $4.32M | 1.49% | +115+0.5% | Added |
| Bristlecone Advisors, LLC | 24,701 | $4.32M | 0.38% | +3,399+16.0% | Added |
| World Equity Group, Inc. | 24,696 | $4.32M | 0.89% | −382−1.5% | Reduced |
| Girard Partners Ltd. | 24,687 | $4.32M | 0.41% | −739−2.9% | Reduced |
| Builder Investment Group Inc | 24,686 | $4.32M | 1.26% | −382−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 24,651 | $4.31M | 0.40% | +36+0.1% | Added |
| Middleton & Co Inc | 24,577 | $4.30M | 0.50% | +349+1.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,565 | $4.30M | 0.13% | +957+4.1% | Added |
| Peloton Wealth Strategists | 24,522 | $4.29M | 1.74% | +60+0.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 24,457 | $4.28M | 0.48% | +11,113+83.3% | Added |
| Kavar Capital Partners Group, LLC | 24,442 | $4.28M | 0.79% | −20,448−45.6% | Reduced |
| Columbia Asset Management | 25,166 | $4.27M | 0.87% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 24,415 | $4.27M | 1.39% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 24,385 | $4.27M | 0.12% | −116,852−82.7% | Reduced |
| Bill Few Associates, Inc. | 24,356 | $4.26M | 1.73% | +397+1.7% | Added |
| Peninsula Asset Management Inc | 24,324 | $4.26M | 2.28% | −270−1.1% | Reduced |
| J. W. Coons Advisors, LLC | 24,186 | $4.23M | 0.96% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 24,449 | $4.23M | 0.25% | +24,449 | New |
| Plancorp, LLC | 24,157 | $4.23M | 0.18% | +220+0.9% | Added |
| Hodges Capital Management Inc. | 24,138 | $4.22M | 0.27% | −10,826−31.0% | Reduced |
| Curbstone Financial Management Corp | 24,120 | $4.22M | 0.91% | −50−0.2% | Reduced |
| Verdence Capital Advisors LLC | 24,109 | $4.22M | 0.38% | −97−0.4% | Reduced |
| Compass Wealth Management LLC | 24,079 | $4.21M | 1.05% | +975+4.2% | Added |
| Waterloo Capital, L.P. | 23,936 | $4.19M | 0.54% | +115+0.5% | Added |
| Horizon Investments, LLC | 23,818 | $4.17M | 0.11% | +61+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,764 | $4.16M | 1.71% | +629+2.7% | Added |
| Nations Financial Group Inc, | 23,742 | $4.16M | 0.35% | −10,475−30.6% | Reduced |
| Capital Asset Advisory Services LLC | 24,518 | $4.15M | 0.24% | +929+3.9% | Added |
| Engineers Gate Manager LP | 23,586 | $4.13M | 0.11% | +10,420+79.1% | Added |
| Bank of New Hampshire | 23,584 | $4.13M | 1.08% | −289−1.2% | Reduced |
| Spring Capital Management, LLC | 23,545 | $4.12M | 3.10% | −384−1.6% | Reduced |
| Granite Bay Wealth Management, LLC | 23,489 | $4.11M | 2.34% | −27,327−53.8% | Reduced |
| Broderick Brian C | 23,442 | $4.10M | 0.88% | +1,250+5.6% | Added |
| Selway Asset Management | 23,372 | $4.09M | 1.63% | +7,910+51.2% | Added |
| WMS Partners, LLC | 23,355 | $4.09M | 0.28% | −394−1.7% | Reduced |
| Koshinski Asset Management, Inc. | 23,319 | $4.08M | 0.42% | +2,958+14.5% | Added |
| Old Second National Bank of Aurora | 23,308 | $4.08M | 1.06% | +5,737+32.7% | Added |
| Level Four Advisory Services, LLC | 23,963 | $4.07M | 0.22% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23,237 | $4.07M | 0.97% | +7,681+49.4% | Added |
| Chicago Trust Co NA | 23,197 | $4.06M | 0.84% | +172+0.7% | Added |
| Altrius Capital Management Inc | 23,160 | $4.05M | 1.02% | +3,136+15.7% | Added |
| IFP Advisors, Inc | 23,123 | $4.05M | 0.18% | +2,809+13.8% | Added |
| Principal Securities, Inc. | 23,113 | $4.05M | 0.13% | −145−0.6% | Reduced |
| CAPROCK Group, Inc. | 22,920 | $4.04M | 0.23% | +1,526+7.1% | Added |
| Simplex Trading, LLC | 23,084 | $4.04M | 0.12% | −57,060−71.2% | Reduced |
| Northeast Financial Consultants Inc | 23,054 | $4.03M | 0.20% | +159+0.7% | Added |
| Burney Co | 23,036 | $4.03M | 0.15% | −258−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 23,025 | $4.03M | 0.93% | +42+0.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,015 | $4.03M | 0.79% | +42+0.2% | Added |
| Mathes Company, Inc. | 22,976 | $4.02M | 1.51% | +110+0.5% | Added |
| Beck Mack & Oliver LLC | 22,952 | $4.02M | 0.08% | +290+1.3% | Added |
| Boit C F David | 22,900 | $4.01M | 2.19% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 22,916 | $4.01M | 0.75% | +903+4.1% | Added |
| StoneX Group Inc. | 22,745 | $4.01M | 0.36% | +2,159+10.5% | Added |
| Brooks, Moore & Associates, Inc. | 22,888 | $4.01M | 2.57% | +400+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 22,850 | $4.00M | 0.27% | −1,618−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 22,832 | $4.00M | 0.13% | −355−1.5% | Reduced |
| STF Management LP | 22,828 | $4.00M | 1.73% | −348−1.5% | Reduced |
| Hallmark Capital Management Inc | 22,712 | $3.97M | 0.30% | −1,893−7.7% | Reduced |
| Fragasso Group Inc. | 22,690 | $3.97M | 0.34% | +294+1.3% | Added |
| Scholtz & Company, LLC | 22,684 | $3.97M | 1.75% | −470−2.0% | Reduced |
| Chatham Capital Group, Inc. | 22,679 | $3.97M | 0.73% | −300−1.3% | Reduced |
| Jag Capital Management, LLC | 22,581 | $3.95M | 0.56% | +317+1.4% | Added |
| Geneos Wealth Management Inc. | 22,573 | $3.95M | 0.18% | −2,436−9.7% | Reduced |
| Palisade Capital Management LLC | 22,555 | $3.95M | 0.10% | −18,184−44.6% | Reduced |
| Coastline Trust Co | 22,544 | $3.95M | 0.48% | −595−2.6% | Reduced |
| Exchange Capital Management, Inc. | 22,536 | $3.94M | 0.64% | −737−3.2% | Reduced |
| Security National Bank | 22,471 | $3.93M | 0.60% | +112+0.5% | Added |
| Exeter Financial, LLC | 23,166 | $3.93M | 1.81% | +305+1.3% | Added |
| Independent Financial Group, LLC | 22,448 | $3.93M | 0.18% | +1,404+6.7% | Added |
| Anchor Investment Management, LLC | 22,436 | $3.93M | 0.41% | −2,223−9.0% | Reduced |
| Thoroughbred Financial Services, LLC | 22,412 | $3.92M | 0.38% | −7,114−24.1% | Reduced |
| Country Club Bank | 22,396 | $3.92M | 0.28% | −1,034−4.4% | Reduced |
| Schulhoff & Co Inc | 22,356 | $3.91M | 1.71% | −16−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 22,338 | $3.91M | 0.82% | +435+2.0% | Added |
| BCM Advisors, LLC | 21,947 | $3.89M | 0.99% | +188+0.9% | Added |
| Lake Street Advisors Group, LLC | 22,084 | $3.89M | 0.18% | +561+2.6% | Added |
| NovaPoint Capital, LLC | 22,231 | $3.89M | 1.36% | −1,213−5.2% | Reduced |
| Investment Management Corp of Ontario | 22,203 | $3.89M | 0.12% | −9,900−30.8% | Reduced |
| Pettee Investors, Inc. | 22,160 | $3.88M | 1.64% | −3,929−15.1% | Reduced |
| Trinity Legacy Partners, LLC | 22,117 | $3.87M | 1.13% | +8,144+58.3% | Added |
| Harbor Investment Advisory, LLC | 22,101 | $3.87M | 0.40% | −3,954−15.2% | Reduced |