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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 18,617 | $3.28M | 0.09% | +1,952+11.7% | Added |
| Marino, Stram & Associates LLC | 18,734 | $3.28M | 0.78% | +116+0.6% | Added |
| TFG Advisers LLC | 18,721 | $3.28M | 1.28% | −154−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 18,684 | $3.27M | 0.49% | +260+1.4% | Added |
| Enterprise Bank & Trust Co | 18,615 | $3.26M | 1.12% | −783−4.0% | Reduced |
| Sentinel Trust Co Lba | 18,608 | $3.26M | 0.42% | +1,000+5.7% | Added |
| Qtron Investments LLC | 18,566 | $3.25M | 0.46% | +2,030+12.3% | Added |
| Moody National Bank Trust Division | 18,542 | $3.25M | 0.26% | +73+0.4% | Added |
| Estabrook Capital Management | 18,520 | $3.24M | 0.50% | −201−1.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,917 | $3.21M | 1.23% | −2,890−13.3% | Reduced |
| CenterBook Partners LP | 18,279 | $3.20M | 0.22% | +7,508+69.7% | Added |
| Riverbridge Partners LLC | 18,237 | $3.19M | 0.04% | −1,386−7.1% | Reduced |
| Cape Ann Savings Bank | 18,201 | $3.19M | 2.00% | +107+0.6% | Added |
| Virginia Wealth Management Group, Inc. | 18,188 | $3.18M | 2.60% | +890+5.1% | Added |
| Occidental Asset Management, LLC | 18,163 | $3.18M | 0.59% | +16,766+1,200.1% | Added |
| Northstar Asset Management LLC | 18,148 | $3.18M | 0.78% | +40+0.2% | Added |
| Thomasville National Bank | 18,144 | $3.18M | 0.26% | −22−0.1% | Reduced |
| Concord Wealth Partners | 18,101 | $3.17M | 0.57% | +2,832+18.5% | Added |
| Smith, Moore & Co. | 18,049 | $3.16M | 0.34% | +107+0.6% | Added |
| International Assets Investment Management, LLC | 18,223 | $3.15M | 0.33% | +217+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 17,951 | $3.14M | 0.73% | +2,231+14.2% | Added |
| McDonald Partners LLC | 17,908 | $3.13M | 0.86% | −769−4.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,888 | $3.13M | 1.03% | +731+4.3% | Added |
| First Western Trust Bank | 17,880 | $3.13M | 0.14% | −127−0.7% | Reduced |
| Quadrant Capital Group LLC | 17,877 | $3.13M | 0.25% | −1,254−6.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 17,873 | $3.13M | 0.24% | +1,261+7.6% | Added |
| Bank of Hawaii | 17,861 | $3.13M | 0.15% | −123−0.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,854 | $3.13M | 0.54% | −2,125−10.6% | Reduced |
| Howard Financial Services, Ltd. | 17,845 | $3.12M | 0.54% | −20−0.1% | Reduced |
| Grandfield & Dodd, LLC | 17,821 | $3.12M | 0.20% | −107−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,782 | $3.11M | 0.83% | −315−1.7% | Reduced |
| Mitchell Capital Management Co | 17,773 | $3.11M | 0.60% | +526+3.0% | Added |
| Vickerman Investment Advisors, Inc. | 17,764 | $3.11M | 1.00% | +179+1.0% | Added |
| Ransom Advisory, Ltd | 17,762 | $3.11M | 1.66% | +17,762 | New |
| Cozad Asset Management Inc | 17,706 | $3.10M | 0.32% | +183+1.0% | Added |
| Alpha Omega Wealth Management LLC | 17,671 | $3.09M | 0.57% | −537−2.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,598 | $3.08M | 0.10% | +2,000+12.8% | Added |
| Murphy Pohlad Asset Management LLC | 17,587 | $3.08M | 1.20% | −140−0.8% | Reduced |
| Notis-McConarty Edward | 17,557 | $3.07M | 1.21% | −4,365−19.9% | Reduced |
| Ritholtz Wealth Management | 17,516 | $3.07M | 0.11% | −2,555−12.7% | Reduced |
| LGT Fund Management Co Ltd. | 17,465 | $3.06M | 1.28% | −2,685−13.3% | Reduced |
| GSB Wealth Management, LLC | 17,441 | $3.05M | 0.86% | +50.0% | Added |
| L.M. Kohn & Company | 17,387 | $3.04M | 0.86% | +396+2.3% | Added |
| Rockline Wealth Management, LLC | 17,385 | $3.04M | 1.06% | +246+1.4% | Added |
| Moseley Investment Management Inc | 17,376 | $3.04M | 1.51% | +498+3.0% | Added |
| BOK Financial Private Wealth, Inc. | 17,224 | $3.04M | 0.23% | −1,755−9.2% | Reduced |
| Basepoint Wealth LLC | 17,320 | $3.03M | 2.28% | +481+2.9% | Added |
| Armstrong Henry H Associates Inc | 17,319 | $3.03M | 0.29% | +177+1.0% | Added |
| White Pine Capital LLC | 17,173 | $3.02M | 1.15% | +213+1.3% | Added |
| Signature Estate & Investment Advisors LLC | 17,239 | $3.02M | 0.09% | +834+5.1% | Added |
| Strategic Financial Services, Inc, | 17,231 | $3.02M | 0.19% | −622−3.5% | Reduced |
| Alta Capital Management LLC | 17,227 | $3.01M | 0.19% | +2,475+16.8% | Added |
| Empire Financial Management Company, LLC | 17,171 | $3.01M | 0.99% | +1,712+11.1% | Added |
| Lincoln Capital LLC | 17,145 | $3.00M | 0.67% | +32+0.2% | Added |
| Avidian Wealth Solutions, LLC | 17,139 | $3.00M | 0.16% | +2,136+14.2% | Added |
| Harbour Investment Management LLC | 16,970 | $2.99M | 1.40% | −550−3.1% | Reduced |
| Keystone Financial Group | 17,057 | $2.99M | 0.43% | +623+3.8% | Added |
| AllGen Financial Advisors, Inc. | 17,052 | $2.98M | 1.21% | +1,083+6.8% | Added |
| ProVise Management Group, LLC | 17,011 | $2.98M | 0.26% | −3,873−18.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.97M | 1.90% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 16,994 | $2.97M | 0.55% | +16,994 | New |
| ARS Investment Partners, LLC | 16,986 | $2.97M | 0.30% | −210−1.2% | Reduced |
| EPG Wealth Management LLC | 16,942 | $2.96M | 0.73% | −5,082−23.1% | Reduced |
| Richard Bernstein Advisors LLC | 16,920 | $2.96M | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 16,872 | $2.95M | 0.44% | −270−1.6% | Reduced |
| RFG Advisory, LLC | 16,846 | $2.95M | 0.10% | +1,758+11.7% | Added |
| Pitcairn Co | 16,810 | $2.94M | 0.19% | +1,083+6.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,800 | $2.94M | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 16,794 | $2.94M | 0.28% | +1,954+13.2% | Added |
| Arete Wealth Advisors, LLC | 16,754 | $2.93M | 0.27% | +868+5.5% | Added |
| 180 Wealth Advisors, LLC | 16,691 | $2.92M | 0.53% | +563+3.5% | Added |
| Duncker Streett & Co Inc | 16,624 | $2.91M | 0.57% | −237−1.4% | Reduced |
| Brookmont Capital Management | 16,614 | $2.91M | 1.53% | −95−0.6% | Reduced |
| Delta Financial Advisors LLC | 16,587 | $2.90M | 1.15% | −48−0.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 16,539 | $2.89M | 1.22% | +441+2.7% | Added |
| Wimmer Associates 1, LLC | 16,534 | $2.89M | 1.52% | −34−0.2% | Reduced |
| Investment Advisory Services Inc | 16,507 | $2.89M | 1.06% | −242−1.4% | Reduced |
| Athena Investment Management | 16,453 | $2.88M | 1.73% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 16,446 | $2.88M | 1.60% | +161+1.0% | Added |
| V-Square Quantitative Management LLC | 16,400 | $2.87M | 0.48% | +180+1.1% | Added |
| Benedict Financial Advisors Inc | 16,376 | $2.87M | 0.73% | −106−0.6% | Reduced |
| Farmers National Bank | 16,360 | $2.86M | 0.85% | −283−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,319 | $2.86M | 0.42% | −745−4.4% | Reduced |
| Mystic Asset Management, Inc. | 16,289 | $2.85M | 1.18% | +1,011+6.6% | Added |
| Aries Wealth Management | 16,209 | $2.84M | 0.91% | +185+1.2% | Added |
| Tower View Investment Management & Research LLC | 16,185 | $2.83M | 1.66% | +874+5.7% | Added |
| Orser Capital Management, LLC | 16,173 | $2.83M | 2.78% | +10+0.1% | Added |
| Naviter Wealth, LLC | 16,057 | $2.83M | 0.46% | +2,419+17.7% | Added |
| Independence Bank of Kentucky | 16,149 | $2.83M | 0.85% | +1,428+9.7% | Added |
| Baker Tilly Wealth Management, LLC | 16,126 | $2.82M | 0.51% | +112+0.7% | Added |
| Citadel Investment Advisory, Inc. | 16,121 | $2.82M | 1.59% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 16,046 | $2.81M | 1.51% | +905+6.0% | Added |
| Delaney Dennis R | 16,038 | $2.81M | 1.53% | −961−5.7% | Reduced |
| Paloma Partners Management Co | 15,994 | $2.80M | 0.40% | +15,706+5,453.5% | Added |
| Joel Isaacson & Co., LLC | 15,982 | $2.80M | 0.15% | +1,411+9.7% | Added |
| Johnson Financial Group, Inc. | 15,783 | $2.78M | 0.15% | −1,959−11.0% | Reduced |
| Valmark Advisers, Inc. | 15,878 | $2.78M | 0.05% | +11+0.1% | Added |
| Duff & Phelps Investment Management Co | 15,859 | $2.78M | 0.03% | +507+3.3% | Added |
| Central Pacific Bank - Trust Division | 15,997 | $2.77M | 0.34% | +15,997 | New |
| BSW Wealth Partners | 15,785 | $2.76M | 0.47% | +130+0.8% | Added |