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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 15,780 | $2.76M | 0.55% | +2,505+18.9% | Added |
| Connable Office Inc | 15,772 | $2.76M | 0.31% | 00.0% | Unchanged |
| DCM Advisors, LLC | 15,771 | $2.76M | 1.14% | −1,463−8.5% | Reduced |
| Excalibur Management Corp | 15,765 | $2.76M | 1.17% | +1,422+9.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,683 | $2.74M | 1.17% | +159+1.0% | Added |
| Sweet Financial Partners, LLC | 15,599 | $2.73M | 0.63% | +2,682+20.8% | Added |
| Pegasus Partners Ltd. | 15,565 | $2.72M | 0.29% | −7,461−32.4% | Reduced |
| Aviance Capital Partners, LLC | 15,556 | $2.72M | 0.40% | +6,825+78.2% | Added |
| PGGM Investments | 15,473 | $2.71M | 0.04% | −108,147−87.5% | Reduced |
| Finer Wealth Management, Inc. | 15,463 | $2.71M | 1.78% | +640+4.3% | Added |
| Signet Investment Advisory Group, Inc. | 15,435 | $2.70M | 1.48% | +2,408+18.5% | Added |
| Regent Peak Wealth Advisors LLC | 15,426 | $2.70M | 0.69% | +11,267+270.9% | Added |
| Ameritas Advisory Services, LLC | 15,393 | $2.70M | 0.11% | −1,310−7.8% | Reduced |
| Redmond Asset Management, LLC | 15,397 | $2.69M | 0.86% | +625+4.2% | Added |
| Mattern Wealth Management LLC | 15,380 | $2.69M | 0.65% | −717−4.5% | Reduced |
| Valley National Advisers Inc | 15,358 | $2.69M | 0.41% | −275−1.8% | Reduced |
| Studio Investment Management LLC | 15,234 | $2.69M | 0.64% | −11−0.1% | Reduced |
| LCNB Corp | 15,341 | $2.68M | 0.97% | −109−0.7% | Reduced |
| Peak Asset Management, LLC | 15,321 | $2.68M | 0.53% | −2,711−15.0% | Reduced |
| Magnus Financial Group LLC | 15,301 | $2.68M | 0.32% | +1,106+7.8% | Added |
| Parkside Financial Bank & Trust | 15,294 | $2.68M | 0.43% | −628−3.9% | Reduced |
| Octavia Wealth Advisors, LLC | 15,169 | $2.67M | 0.40% | +27+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,206 | $2.66M | 1.14% | −66−0.4% | Reduced |
| Viewpoint Capital Management LLC | 15,181 | $2.66M | 1.69% | −524−3.3% | Reduced |
| WCG Wealth Advisors LLC | 15,161 | $2.65M | 0.22% | −5,482−26.6% | Reduced |
| Pensionfund Sabic | 15,100 | $2.64M | 0.78% | −400−2.6% | Reduced |
| Strategic Blueprint, LLC | 15,093 | $2.64M | 0.19% | +1,616+12.0% | Added |
| Family Legacy, Inc. | 15,050 | $2.63M | 0.95% | −447−2.9% | Reduced |
| Baldwin Investment Management, LLC | 15,009 | $2.63M | 0.36% | +250+1.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.63M | 0.62% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 14,987 | $2.62M | 2.73% | −494−3.2% | Reduced |
| Rothschild Investment LLC | 14,958 | $2.62M | 0.19% | +6,129+69.4% | Added |
| Full Sail Capital, LLC | 14,955 | $2.62M | 0.18% | −99−0.7% | Reduced |
| GeoWealth Management, LLC | 14,897 | $2.61M | 0.10% | +4,968+50.0% | Added |
| Amussen Hunsaker Associates LLC | 15,032 | $2.60M | 0.47% | −2,642−14.9% | Reduced |
| Benjamin Edwards Inc | 14,827 | $2.60M | 0.52% | −2,712−15.5% | Reduced |
| Guardian Wealth Management, Inc. | 14,820 | $2.59M | 2.00% | +326+2.2% | Added |
| Oxler Private Wealth LLC | 14,716 | $2.58M | 1.01% | +10,729+269.1% | Added |
| AlphaCore Capital LLC | 14,595 | $2.57M | 0.68% | +593+4.2% | Added |
| Boyd Watterson Asset Management LLC | 14,688 | $2.57M | 0.92% | −1,995−12.0% | Reduced |
| Gries Financial LLC | 14,685 | $2.57M | 0.43% | +12,454+558.2% | Added |
| Chesapeake Asset Management LLC | 14,655 | $2.56M | 2.54% | −8,764−37.4% | Reduced |
| Outfitter Financial LLC | 14,613 | $2.56M | 2.10% | −90−0.6% | Reduced |
| CX Institutional | 14,583 | $2.55M | 0.12% | +812+5.9% | Added |
| Saybrook Capital | 14,577 | $2.55M | 0.67% | +1,285+9.7% | Added |
| Maven Securities LTD | 14,572 | $2.55M | 0.15% | +3,517+31.8% | Added |
| Cigna Investments Inc | 14,552 | $2.55M | 0.48% | −97−0.7% | Reduced |
| ZWJ Investment Counsel Inc | 14,548 | $2.55M | 0.12% | +637+4.6% | Added |
| IMS Capital Management | 14,524 | $2.54M | 1.18% | −244−1.7% | Reduced |
| XML Financial, LLC | 14,523 | $2.54M | 0.26% | +271+1.9% | Added |
| StrongBox Wealth, LLC | 14,518 | $2.54M | 1.34% | +749+5.4% | Added |
| CFO4Life Group, LLC | 14,512 | $2.54M | 0.46% | −362−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 14,478 | $2.53M | 0.15% | −26,734−64.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,450 | $2.53M | 0.48% | −168−1.1% | Reduced |
| CWA Asset Management Group, LLC | 14,450 | $2.53M | 0.15% | +3,220+28.7% | Added |
| Eudaimonia Partners, LLC | 14,423 | $2.52M | 0.60% | −322−2.2% | Reduced |
| Elevated Capital Advisors, LLC | 14,421 | $2.52M | 0.72% | +1,062+7.9% | Added |
| Concord Asset Management, LLC | 14,393 | $2.52M | 0.66% | +2,054+16.6% | Added |
| Cito Capital Group, LLC | 14,274 | $2.52M | 1.03% | 00.0% | Unchanged |
| Dover Advisors, LLC | 14,363 | $2.51M | 1.72% | +4,822+50.5% | Added |
| PYA Waltman Capital, LLC | 14,348 | $2.51M | 0.93% | +2,218+18.3% | Added |
| Fairfield, Bush & Co. | 14,341 | $2.51M | 1.49% | −70−0.5% | Reduced |
| M Holdings Securities, Inc. | 14,337 | $2.51M | 0.42% | −3,442−19.4% | Reduced |
| Inlet Private Wealth, LLC | 14,256 | $2.49M | 0.70% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,475 | $2.49M | 0.12% | +14,475 | New |
| Manchester Capital Management LLC | 14,240 | $2.49M | 0.31% | +1,178+9.0% | Added |
| Jupiter Wealth Management LLC | 14,000 | $2.48M | 1.31% | −5,770−29.2% | Reduced |
| Liberty Capital Management, Inc. | 14,177 | $2.48M | 0.61% | +549+4.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 14,118 | $2.47M | 0.21% | +4,413+45.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,113 | $2.47M | 0.13% | +128+0.9% | Added |
| Rehmann Capital Advisory Group | 14,096 | $2.47M | 0.18% | +216+1.6% | Added |
| Suncoast Equity Management | 14,067 | $2.46M | 0.29% | +1,920+15.8% | Added |
| Aspen Investment Management Inc | 14,040 | $2.46M | 1.25% | −247−1.7% | Reduced |
| Invesco, LLC | 14,014 | $2.45M | 1.04% | −1,775−11.2% | Reduced |
| Gratus Capital LLC | 13,970 | $2.44M | 0.11% | +5,742+69.8% | Added |
| West Branch Capital LLC | 13,938 | $2.44M | 0.98% | +810+6.2% | Added |
| J.W. Cole Advisors, Inc. | 13,906 | $2.43M | 0.12% | −121−0.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,811 | $2.42M | 0.56% | +1,206+9.6% | Added |
| Brevan Howard Capital Management LP | 13,808 | $2.42M | 0.22% | +13,808 | New |
| Mechanics Financial Corp | 13,796 | $2.41M | 1.26% | +260+1.9% | Added |
| Capital Counsel LLC | 13,759 | $2.41M | 0.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13,758 | $2.41M | 0.13% | +1,145+9.1% | Added |
| JPL Wealth Management, LLC | 13,754 | $2.41M | 1.33% | +5,114+59.2% | Added |
| First United Bank Trust | 13,721 | $2.40M | 0.89% | +77+0.6% | Added |
| Eads & Heald Wealth Management | 13,697 | $2.40M | 1.12% | −931−6.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,692 | $2.40M | 0.42% | +662+5.1% | Added |
| Insigneo Advisory Services, LLC | 13,589 | $2.40M | 0.28% | −7−0.1% | Reduced |
| Caliber Wealth Management, LLC | 13,680 | $2.39M | 1.27% | +788+6.1% | Added |
| Mather Group, LLC. | 14,086 | $2.39M | 0.04% | −1,957−12.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,661 | $2.39M | 0.20% | −445−3.2% | Reduced |
| GAMMA Investing LLC | 13,635 | $2.39M | 0.49% | +1,990+17.1% | Added |
| Tandem Capital Management Corp | 13,632 | $2.39M | 1.35% | +507+3.9% | Added |
| Atwood & Palmer Inc | 13,593 | $2.38M | 0.18% | +66+0.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,584 | $2.38M | 1.73% | −199−1.4% | Reduced |
| Home Federal Bank of Tennessee | 13,575 | $2.38M | 0.73% | −15−0.1% | Reduced |
| Banco de Sabadell, S.A | 13,578 | $2.37M | 1.77% | +1,991+17.2% | Added |
| Accel Wealth Management | 13,500 | $2.36M | 1.00% | +2,019+17.6% | Added |
| Foresight Capital Management Advisors, Inc. | 13,465 | $2.36M | 1.80% | +666+5.2% | Added |
| Mason & Associates, LLC | 13,465 | $2.36M | 1.80% | +13,465 | New |
| VeraBank, N.A. | 13,464 | $2.36M | 0.73% | +10+0.1% | Added |