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 |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 13,423 | $2.35M | 0.44% | +1,845+15.9% | Added |
| Sterling Investment Advisors, Ltd. | 13,396 | $2.34M | 0.66% | −94−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 13,391 | $2.34M | 0.39% | +38+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 13,350 | $2.34M | 0.10% | +602+4.7% | Added |
| MONECO Advisors, LLC | 13,346 | $2.34M | 0.37% | +5,884+78.9% | Added |
| Cumberland Partners Ltd | 13,342 | $2.33M | 0.17% | +792+6.3% | Added |
| Mayflower Financial Advisors, LLC | 13,328 | $2.33M | 0.39% | −33,334−71.4% | Reduced |
| Hemenway Trust Co LLC | 13,327 | $2.33M | 0.20% | +240+1.8% | Added |
| Flagship Harbor Advisors, LLC | 13,313 | $2.33M | 0.15% | +300+2.3% | Added |
| Kovack Advisors, Inc. | 13,266 | $2.32M | 0.28% | +1,005+8.2% | Added |
| Grandview Asset Management LLC | 13,252 | $2.32M | 1.05% | −102−0.8% | Reduced |
| Symmetry Partners, LLC | 13,228 | $2.31M | 0.18% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 13,189 | $2.31M | 0.34% | −25−0.2% | Reduced |
| Massachusetts Wealth Management | 13,181 | $2.31M | 1.63% | +200+1.5% | Added |
| Checchi Capital Advisers, LLC | 13,167 | $2.30M | 0.18% | −552−4.0% | Reduced |
| Conscious Wealth Investments, LLC | 13,731 | $2.30M | 1.75% | +13,731 | New |
| Prudential PLC | 13,129 | $2.30M | 0.02% | −52,021−79.8% | Reduced |
| CNB Bank | 13,114 | $2.30M | 1.12% | +196+1.5% | Added |
| AIMZ Investment Advisors, LLC | 13,081 | $2.29M | 0.85% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 13,011 | $2.28M | 0.22% | −7,478−36.5% | Reduced |
| Wisconsin Capital Management LLC | 13,010 | $2.28M | 1.20% | +500+4.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,010 | $2.28M | 1.99% | 00.0% | Unchanged |
| Gifford Fong Associates | 13,000 | $2.27M | 0.63% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 12,967 | $2.27M | 0.07% | +12,967 | New |
| Beacon Financial Group | 12,935 | $2.26M | 0.26% | +38+0.3% | Added |
| SFMG, LLC | 12,928 | $2.26M | 0.19% | −338−2.5% | Reduced |
| S&T Bank | 12,864 | $2.25M | 0.43% | −495−3.7% | Reduced |
| Plimoth Trust Co LLC | 12,830 | $2.25M | 0.60% | −17−0.1% | Reduced |
| Insight Inv LLC | 12,725 | $2.24M | 1.95% | +925+7.8% | Added |
| Summit Place Financial Advisors, LLC | 12,806 | $2.24M | 1.31% | −38−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 13,074 | $2.24M | 0.10% | +1,669+14.6% | Added |
| Crawford Investment Counsel Inc | 12,789 | $2.24M | 0.04% | +109+0.9% | Added |
| Wilson & Boucher Capital Management, LLC | 12,783 | $2.24M | 1.76% | −839−6.2% | Reduced |
| Advisor OS, LLC | 12,781 | $2.24M | 0.26% | +3,712+40.9% | Added |
| Security National Bank of So Dak | 12,752 | $2.23M | 1.34% | −65−0.5% | Reduced |
| Perpetual Ltd | 12,739 | $2.23M | 0.02% | +2,477+24.1% | Added |
| 3Chopt Investment Partners, LLC | 12,663 | $2.23M | 0.92% | +104+0.8% | Added |
| First Heartland Consultants, Inc. | 12,738 | $2.23M | 0.23% | +6,955+120.3% | Added |
| Westover Capital Advisors, LLC | 12,728 | $2.23M | 0.65% | −350−2.7% | Reduced |
| Lindenwold Advisors | 12,680 | $2.22M | 1.19% | −130−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 12,676 | $2.22M | 0.40% | −1,318−9.4% | Reduced |
| United Asset Strategies, Inc. | 12,656 | $2.21M | 0.22% | −562−4.3% | Reduced |
| Montecito Bank & Trust | 12,634 | $2.21M | 0.44% | −36−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 12,619 | $2.21M | 0.41% | −50−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,617 | $2.21M | 0.20% | −2,839−18.4% | Reduced |
| Cornerstone Enterprises, LLC | 12,761 | $2.21M | 1.62% | +1,144+9.8% | Added |
| LSV Asset Management | 12,603 | $2.21M | 0.00% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 12,588 | $2.20M | 0.24% | +815+6.9% | Added |
| Wolff Wiese Magana LLC | 12,577 | $2.20M | 1.90% | +1,907+17.9% | Added |
| Beck Bode, LLC | 12,563 | $2.20M | 0.45% | −1,534−10.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,550 | $2.20M | 0.53% | −241−1.9% | Reduced |
| Painted Porch Advisors LLC | 12,546 | $2.20M | 1.34% | +834+7.1% | Added |
| Providence Wealth Advisors, LLC | 12,754 | $2.19M | 1.87% | −32,449−71.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,416 | $2.18M | 0.30% | +8,573+223.1% | Added |
| William Allan, LLC | 12,464 | $2.18M | 1.45% | +302+2.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,443 | $2.18M | 0.02% | −605−4.6% | Reduced |
| Angeles Wealth Management, LLC | 12,436 | $2.18M | 0.22% | +651+5.5% | Added |
| Highlander Capital Management, LLC | 12,424 | $2.17M | 0.74% | −400−3.1% | Reduced |
| Lantz Financial LLC | 12,419 | $2.17M | 0.70% | +90+0.7% | Added |
| Summit Financial Group Inc | 12,418 | $2.17M | 0.77% | −313−2.5% | Reduced |
| Ami Investment Management Inc | 12,361 | $2.17M | 0.79% | −126−1.0% | Reduced |
| RKL Wealth Management LLC | 12,359 | $2.16M | 0.21% | +157+1.3% | Added |
| BBR Partners, LLC | 12,335 | $2.16M | 0.17% | +2,953+31.5% | Added |
| Dumont & Blake Investment Advisors LLC | 12,317 | $2.16M | 0.62% | −680−5.2% | Reduced |
| AlphaStar Capital Management, LLC | 12,244 | $2.14M | 0.22% | +1,288+11.8% | Added |
| Cornerstone Wealth Management, LLC | 12,228 | $2.14M | 0.17% | +353+3.0% | Added |
| First Hawaiian Bank | 12,209 | $2.14M | 0.07% | −3,587−22.7% | Reduced |
| Scott & Selber, Inc. | 12,206 | $2.14M | 0.73% | −47−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 12,198 | $2.13M | 0.19% | +175+1.5% | Added |
| Hamel Associates, Inc. | 12,128 | $2.12M | 0.68% | +195+1.6% | Added |
| Bedel Financial Consulting, Inc. | 12,123 | $2.12M | 0.33% | −46−0.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 12,107 | $2.12M | 1.42% | +177+1.5% | Added |
| TCI Wealth Advisors, Inc. | 12,087 | $2.12M | 0.21% | −300−2.4% | Reduced |
| Partnership Wealth Management, LLC | 12,083 | $2.11M | 1.48% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,062 | $2.11M | 0.33% | −1,149−8.7% | Reduced |
| Financial Advocates Investment Management | 12,052 | $2.11M | 0.12% | −151−1.2% | Reduced |
| Western Wealth Management, LLC | 12,037 | $2.11M | 0.16% | −4,243−26.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 11,982 | $2.10M | 0.62% | −335−2.7% | Reduced |
| Rogco, LP | 11,924 | $2.09M | 0.85% | −69−0.6% | Reduced |
| Grey Street Capital, LLC | 11,830 | $2.08M | 0.28% | +9,668+447.2% | Added |
| Colonial River Wealth Management, LLC | 11,895 | $2.08M | 1.18% | +6,214+109.4% | Added |
| Umpqua Bank | 11,838 | $2.07M | 0.85% | +11,838 | New |
| Archford Capital Strategies, LLC | 11,835 | $2.07M | 0.35% | −95−0.8% | Reduced |
| Leisure Capital Management | 11,825 | $2.07M | 1.04% | −421−3.4% | Reduced |
| Ellsworth Advisors, LLC | 12,309 | $2.07M | 0.59% | +341+2.8% | Added |
| First Foundation Advisors | 11,815 | $2.07M | 0.08% | −544−4.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,797 | $2.06M | 0.36% | +1,996+20.4% | Added |
| Hartline Investment Corp | 11,797 | $2.06M | 0.36% | +11,797 | New |
| Compton Wealth Advisory Group, LLC | 11,796 | $2.06M | 0.57% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 11,779 | $2.06M | 1.55% | −600−4.8% | Reduced |
| Means Investment Co., Inc. | 11,769 | $2.06M | 0.27% | −385−3.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,730 | $2.05M | 0.17% | +6,769+136.4% | Added |
| Garrison Point Advisors, LLC | 11,725 | $2.05M | 1.32% | −50−0.4% | Reduced |
| Graypoint LLC | 11,724 | $2.05M | 0.15% | −1,227−9.5% | Reduced |
| Becker Capital Management Inc | 11,636 | $2.05M | 0.07% | +83+0.7% | Added |
| West Oak Capital, LLC | 11,654 | $2.04M | 0.87% | +165+1.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,533 | $2.04M | 0.86% | −85−0.7% | Reduced |
| BFSG, LLC | 11,628 | $2.04M | 0.27% | −3,045−20.8% | Reduced |
| Dividend Assets Capital, LLC | 11,573 | $2.02M | 0.43% | +236+2.1% | Added |
| SJS Investment Consulting Inc. | 11,567 | $2.02M | 0.40% | −10.0% | Reduced |