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 |
|---|---|---|---|---|---|
| Vista Investment Management | 11,553 | $2.02M | 0.82% | +367+3.3% | Added |
| Norway Savings Bank | 11,546 | $2.02M | 0.84% | −120−1.0% | Reduced |
| Clean Yield Group | 11,525 | $2.02M | 0.78% | −260−2.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,500 | $2.01M | 0.81% | −26,394−69.7% | Reduced |
| Global Financial Private Client, LLC | 11,611 | $2.01M | 0.86% | +216+1.9% | Added |
| Wedmont Private Capital | 11,742 | $2.00M | 0.15% | −754−6.0% | Reduced |
| Chapin Davis, Inc. | 11,440 | $2.00M | 0.73% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 11,423 | $2.00M | 0.71% | +46+0.4% | Added |
| Hoylecohen, LLC | 11,406 | $2.00M | 0.15% | +27+0.2% | Added |
| Red Cedar Investment Management, LLC | 11,400 | $2.00M | 0.25% | −8,048−41.4% | Reduced |
| Pacifica Partners Inc. | 11,556 | $1.99M | 0.88% | +3,128+37.1% | Added |
| Brandywine Oak Private Wealth LLC | 11,382 | $1.99M | 0.21% | −1,022−8.2% | Reduced |
| ISAM Funds (UK) Ltd | 11,372 | $1.99M | 1.14% | +11,372 | New |
| Lummis Asset Management, LP | 11,366 | $1.99M | 2.67% | −7,517−39.8% | Reduced |
| New England Asset Management Inc | 11,292 | $1.98M | 0.31% | +600+5.6% | Added |
| Evermay Wealth Management LLC | 11,166 | $1.97M | 0.30% | +83+0.7% | Added |
| Allred Capital Management, LLC | 11,173 | $1.96M | 0.76% | −590−5.0% | Reduced |
| Zuckerman Investment Group, LLC | 11,152 | $1.95M | 0.22% | +2,864+34.6% | Added |
| Retirement Guys Formula LLC | 11,127 | $1.95M | 0.95% | +8,173+276.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.94M | 0.61% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 11,087 | $1.94M | 0.46% | −2,442−18.1% | Reduced |
| Leonteq Securities AG | 11,084 | $1.94M | 0.26% | −1,518−12.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,002 | $1.93M | 0.31% | −388−3.4% | Reduced |
| Bigelow Investment Advisors, LLC | 10,984 | $1.92M | 0.94% | −63−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,973 | $1.92M | 0.22% | +4,992+83.5% | Added |
| Delta Asset Management LLC | 10,971 | $1.92M | 0.17% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 10,944 | $1.92M | 0.78% | −6,694−38.0% | Reduced |
| Ghe, LLC | 10,884 | $1.91M | 0.88% | −140−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 10,873 | $1.90M | 0.44% | +949+9.6% | Added |
| Boothbay Fund Management, LLC | 10,864 | $1.90M | 0.06% | −28,130−72.1% | Reduced |
| IFG Advisory, LLC | 10,852 | $1.90M | 0.14% | −286−2.6% | Reduced |
| Holderness Investments Co | 10,847 | $1.90M | 0.46% | −49−0.4% | Reduced |
| Archer Investment Corp | 10,766 | $1.88M | 0.57% | +349+3.4% | Added |
| Eqis Capital Management, Inc. | 10,764 | $1.88M | 0.15% | −201−1.8% | Reduced |
| First Command Advisory Services, Inc. | 10,744 | $1.88M | 0.02% | −281−2.5% | Reduced |
| Nilsine Partners, LLC | 10,726 | $1.88M | 0.26% | +393+3.8% | Added |
| Panoramic Investment Advisors, LLC | 10,719 | $1.88M | 1.38% | −1,009−8.6% | Reduced |
| Cox Capital Mgt LLC | 10,694 | $1.87M | 1.15% | −111−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 10,694 | $1.87M | 0.15% | −106−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 10,683 | $1.87M | 0.28% | +1,560+17.1% | Added |
| Paragon Private Wealth Management, LLC | 10,680 | $1.87M | 1.11% | +142+1.3% | Added |
| Carl P. Sherr & Co., LLC | 10,665 | $1.87M | 1.05% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 10,660 | $1.87M | 0.50% | +38+0.4% | Added |
| BKM Wealth Management, LLC | 10,635 | $1.86M | 0.80% | +952+9.8% | Added |
| Investment Partners, Ltd. | 10,603 | $1.86M | 0.84% | −310−2.8% | Reduced |
| Abbot Financial Management, Inc. | 10,593 | $1.85M | 1.02% | +581+5.8% | Added |
| Alpha DNA Investment Management LLC | 10,579 | $1.85M | 1.02% | +399+3.9% | Added |
| Quotient Wealth Partners, LLC | 10,564 | $1.85M | 0.07% | +3,874+57.9% | Added |
| Washington Trust Bank | 10,559 | $1.85M | 0.18% | −589−5.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,538 | $1.84M | 0.48% | +960+10.0% | Added |
| Ascension Asset Management LLC | 10,530 | $1.84M | 0.99% | +10,530 | New |
| Birchbrook, Inc. | 10,513 | $1.84M | 1.09% | +158+1.5% | Added |
| Ahl Investment Management, Inc. | 10,494 | $1.84M | 1.41% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 10,480 | $1.83M | 1.29% | −123−1.2% | Reduced |
| Elmwood Wealth Management, Inc. | 10,464 | $1.83M | 0.78% | +1,591+17.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,462 | $1.83M | 0.07% | −1,946−15.7% | Reduced |
| Lifeworks Advisors, LLC | 10,451 | $1.83M | 0.51% | +4,182+66.7% | Added |
| Avitas Wealth Management LLC | 10,442 | $1.83M | 0.28% | −147−1.4% | Reduced |
| Forte Capital LLC | 10,421 | $1.82M | 0.23% | −1,195−10.3% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,733 | $1.82M | 1.64% | +10,733 | New |
| Westbourne Investment Advisors, Inc. | 10,391 | $1.82M | 0.67% | +41+0.4% | Added |
| Imprint Wealth LLC | 10,510 | $1.82M | 0.44% | +1,489+16.5% | Added |
| Emprise Bank | 10,379 | $1.82M | 1.22% | +10,379 | New |
| Oakworth Capital, Inc. | 10,369 | $1.81M | 0.14% | −52−0.5% | Reduced |
| Center for Financial Planning, Inc. | 10,363 | $1.81M | 0.27% | +251+2.5% | Added |
| Hudson Canyon Capital Management | 10,350 | $1.81M | 1.16% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,327 | $1.81M | 0.14% | +5,942+135.5% | Added |
| Portside Wealth Group, LLC | 10,322 | $1.81M | 0.33% | +1,969+23.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,305 | $1.80M | 1.34% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 10,286 | $1.80M | 1.94% | −88−0.8% | Reduced |
| Accredited Investors Inc. | 10,232 | $1.79M | 0.12% | +463+4.7% | Added |
| GoalVest Advisory LLC | 10,214 | $1.79M | 0.60% | +4,459+77.5% | Added |
| Legacy Trust | 10,196 | $1.78M | 0.44% | +172+1.7% | Added |
| Kennon-Green & Company, LLC | 10,183 | $1.78M | 1.66% | −30.0% | Reduced |
| Forum Financial Management, LP | 10,172 | $1.78M | 0.03% | −1,974−16.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 10,169 | $1.78M | 0.92% | −7,580−42.7% | Reduced |
| Union Savings Bank | 10,117 | $1.77M | 0.93% | +265+2.7% | Added |
| Summit Financial, LLC | 10,035 | $1.77M | 0.10% | +423+4.4% | Added |
| Guardian Investment Management | 10,080 | $1.76M | 1.45% | 00.0% | Unchanged |
| HGK Asset Management Inc | 10,070 | $1.76M | 0.34% | −250−2.4% | Reduced |
| Clarius Group, LLC | 10,060 | $1.76M | 0.12% | −2,417−19.4% | Reduced |
| Capital Planning Advisors, LLC | 10,039 | $1.76M | 0.31% | +2,603+35.0% | Added |
| Atlas Private Wealth Management | 10,025 | $1.75M | 0.74% | +39+0.4% | Added |
| Canton Hathaway, LLC | 10,002 | $1.75M | 0.47% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 9,957 | $1.74M | 0.19% | +1,183+13.5% | Added |
| Taylor Financial Group, Inc. | 9,945 | $1.74M | 1.33% | −310−3.0% | Reduced |
| McRae Capital Management Inc | 9,937 | $1.74M | 0.38% | −206−2.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 9,842 | $1.73M | 0.16% | −76−0.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,909 | $1.73M | 0.29% | +1,370+16.0% | Added |
| Kathmere Capital Management, LLC | 9,897 | $1.73M | 0.20% | +716+7.8% | Added |
| New England Research & Management, Inc. | 9,874 | $1.73M | 0.85% | −19−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 9,861 | $1.73M | 0.31% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9,844 | $1.72M | 0.13% | −995−9.2% | Reduced |
| STAR Financial Bank | 9,829 | $1.72M | 1.47% | −300−3.0% | Reduced |
| Perennial Investment Advisors, LLC | 9,815 | $1.72M | 0.26% | +115+1.2% | Added |
| Lloyd Advisory Services, LLC. | 9,810 | $1.72M | 0.37% | +8,039+453.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,797 | $1.71M | 0.90% | +394+4.2% | Added |
| Founders Capital Management | 9,797 | $1.71M | 1.16% | −40−0.4% | Reduced |
| Weaver Capital Management LLC | 9,791 | $1.71M | 0.59% | +1,819+22.8% | Added |
| S.A. Mason LLC | 9,724 | $1.70M | 1.02% | +141+1.5% | Added |