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 |
|---|---|---|---|---|---|
| Berkshire Bank | 9,690 | $1.70M | 0.42% | −857−8.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,670 | $1.69M | 0.26% | +1,006+11.6% | Added |
| Catalytic Wealth RIA, LLC | 9,650 | $1.69M | 0.34% | +3,163+48.8% | Added |
| Caldwell Sutter Capital, Inc. | 9,643 | $1.69M | 0.81% | −400−4.0% | Reduced |
| Dudley Capital Management, LLC | 9,743 | $1.69M | 0.98% | +40.0% | Added |
| WealthShield Partners, LLC | 9,543 | $1.68M | 0.27% | +310+3.4% | Added |
| Round Rock Advisors, LLC | 9,596 | $1.68M | 0.40% | −40−0.4% | Reduced |
| Key Financial Inc | 9,583 | $1.68M | 0.43% | −58−0.6% | Reduced |
| Northwest Bancshares, Inc. | 9,562 | $1.67M | 0.26% | +399+4.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,556 | $1.67M | 0.07% | +355+3.9% | Added |
| West Family Investments, Inc. | 9,549 | $1.67M | 0.52% | +554+6.2% | Added |
| Charles Schwab Trust Co | 9,541 | $1.67M | 0.16% | −498−5.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 9,508 | $1.66M | 0.91% | +1,180+14.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,505 | $1.66M | 1.12% | +100+1.1% | Added |
| Regatta Capital Group, LLC | 9,479 | $1.66M | 0.37% | +1,762+22.8% | Added |
| Steel Peak Wealth Management LLC | 9,402 | $1.66M | 0.08% | −173−1.8% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.65M | 0.13% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 9,488 | $1.65M | 0.31% | −391−4.0% | Reduced |
| Versor Investments LP | 9,400 | $1.65M | 0.33% | +7,000+291.7% | Added |
| Lineweaver Wealth Advisors, LLC | 9,389 | $1.64M | 0.39% | +236+2.6% | Added |
| BigSur Wealth Management LLC | 9,250 | $1.63M | 0.51% | +7,500+428.6% | Added |
| Rockingstone Advisors LLC | 9,302 | $1.63M | 0.84% | +91+1.0% | Added |
| Schrum Private Wealth Management LLC | 9,303 | $1.63M | 1.48% | +2,324+33.3% | Added |
| Asset Advisors Investment Management, LLC | 9,299 | $1.63M | 0.18% | −325−3.4% | Reduced |
| Autumn Glory Partners, LLC | 9,276 | $1.62M | 0.79% | +3,681+65.8% | Added |
| MCF Advisors LLC | 9,227 | $1.62M | 0.13% | +332+3.7% | Added |
| Orleans Capital Management Corp | 9,273 | $1.62M | 1.07% | −1,670−15.3% | Reduced |
| Staley Capital Advisers Inc | 9,271 | $1.62M | 0.08% | −400−4.1% | Reduced |
| DAGCO, Inc. | 9,271 | $1.62M | 0.74% | +9,271 | New |
| Summit Global Investments | 9,228 | $1.61M | 0.12% | −89,410−90.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,206 | $1.61M | 1.42% | +25+0.3% | Added |
| Essex Investment Management Co LLC | 9,203 | $1.61M | 0.32% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,275 | $1.61M | 0.31% | +2,671+40.4% | Added |
| Little House Capital LLC | 9,194 | $1.61M | 0.53% | −1,155−11.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,127 | $1.61M | 0.20% | −818−8.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,182 | $1.61M | 0.92% | −489−5.1% | Reduced |
| Valley Brook Capital Group | 9,176 | $1.61M | 1.28% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 9,159 | $1.60M | 0.88% | −100−1.1% | Reduced |
| Westchester Capital Management, Inc. | 9,158 | $1.60M | 0.40% | −162−1.7% | Reduced |
| McNamara Financial Services, Inc. | 9,133 | $1.60M | 0.34% | +62+0.7% | Added |
| Capstone Investment Advisors, LLC | 9,131 | $1.60M | 0.03% | +8,288+983.2% | Added |
| West Paces Advisors Inc. | 9,128 | $1.60M | 0.42% | +718+8.5% | Added |
| Wellington Wealth Strategies, LLC. | 9,111 | $1.59M | 0.76% | +9,111 | New |
| Legacy Financial Advisors, Inc. | 9,071 | $1.59M | 0.28% | +530+6.2% | Added |
| Capital Investment Advisory Services, LLC | 9,035 | $1.58M | 0.17% | +269+3.1% | Added |
| Foyston, Gordon, & Payne Inc | 9,028 | $1.58M | 0.38% | −17,112−65.5% | Reduced |
| CM Wealth Advisors LLC | 8,870 | $1.58M | 0.45% | +3,600+68.3% | Added |
| Hazlett, Burt & Watson, Inc. | 8,994 | $1.58M | 0.94% | +539+6.4% | Added |
| Accent Capital Management, LLC | 8,922 | $1.57M | 1.36% | +220+2.5% | Added |
| Pflug Koory, LLC | 8,961 | $1.57M | 0.77% | −187−2.0% | Reduced |
| Morningstar Investment Management LLC | 8,952 | $1.57M | 0.17% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 8,936 | $1.56M | 0.52% | +43+0.5% | Added |
| Oxbow Advisors, LLC | 8,922 | $1.56M | 0.21% | +84+1.0% | Added |
| Davidson Trust Co | 8,912 | $1.56M | 0.91% | +1,494+20.1% | Added |
| Paradigm Asset Management Co LLC | 8,911 | $1.56M | 0.40% | −300−3.3% | Reduced |
| Lake Street Financial LLC | 8,852 | $1.55M | 0.21% | −140−1.6% | Reduced |
| Jackson Square Capital, LLC | 8,824 | $1.54M | 0.40% | −2,750−23.8% | Reduced |
| Moser Wealth Advisors, LLC | 8,816 | $1.54M | 0.86% | +168+1.9% | Added |
| Founders Financial Alliance, LLC | 8,799 | $1.54M | 0.46% | +762+9.5% | Added |
| Blue Fin Capital, Inc. | 8,777 | $1.54M | 0.34% | −40.0% | Reduced |
| Twelve Points Wealth Management LLC | 8,764 | $1.53M | 0.56% | +60+0.7% | Added |
| Accurate Wealth Management, LLC | 8,806 | $1.53M | 0.45% | −797−8.3% | Reduced |
| WNY Asset Management, LLC | 8,757 | $1.53M | 0.23% | −44−0.5% | Reduced |
| PDS Planning, Inc | 8,753 | $1.53M | 0.16% | +224+2.6% | Added |
| Blue Square Asset Management, LLC | 8,714 | $1.53M | 1.01% | −555−6.0% | Reduced |
| Marcum Wealth, LLC | 8,707 | $1.52M | 0.15% | −416−4.6% | Reduced |
| Congress Wealth Management LLC | 8,703 | $1.52M | 0.03% | −1,435−14.2% | Reduced |
| Matrix Asset Advisors Inc | 8,686 | $1.52M | 0.18% | +8,686 | New |
| Stiles Financial Services Inc | 8,676 | $1.52M | 0.61% | +2,452+39.4% | Added |
| Mairs & Power Inc | 8,664 | $1.52M | 0.01% | −556−6.0% | Reduced |
| Keating Investment Counselors Inc | 8,659 | $1.52M | 0.49% | −6,125−41.4% | Reduced |
| Signet Financial Management, LLC | 8,650 | $1.51M | 0.21% | +187+2.2% | Added |
| Argus Investors' Counsel, Inc. | 8,636 | $1.51M | 0.93% | −75−0.9% | Reduced |
| Greenfield Savings Bank | 8,625 | $1.51M | 0.79% | −134−1.5% | Reduced |
| Pacitti Group Inc. | 8,568 | $1.51M | 0.81% | +124+1.5% | Added |
| Lederer & Associates Investment Counsel | 8,613 | $1.51M | 1.05% | +945+12.3% | Added |
| Monarch Capital Management Inc | 8,556 | $1.51M | 0.43% | −350−3.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,594 | $1.50M | 0.04% | +114+1.3% | Added |
| Cullen Capital Management LLC | 8,585 | $1.50M | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 8,580 | $1.50M | 0.61% | +208+2.5% | Added |
| Nicolet Bankshares Inc | 8,571 | $1.50M | 0.37% | −574−6.3% | Reduced |
| Sterling Wealth Management, Inc. | 8,565 | $1.50M | 0.75% | +3,381+65.2% | Added |
| Gryphon Financial Partners LLC | 8,556 | $1.50M | 0.25% | +451+5.6% | Added |
| Schechter Investment Advisors, LLC | 8,535 | $1.49M | 0.11% | +472+5.9% | Added |
| Axq Capital, LP | 8,500 | $1.49M | 0.36% | +8,500 | New |
| Eliot Finkel Investment Counsel, LLC | 8,495 | $1.49M | 0.96% | −400−4.5% | Reduced |
| Wright Investors Service Inc | 8,493 | $1.49M | 0.38% | −4,701−35.6% | Reduced |
| Widmann Financial Services, Inc. | 8,481 | $1.48M | 1.25% | −100−1.2% | Reduced |
| Segment Wealth Management, LLC | 8,459 | $1.48M | 0.11% | +795+10.4% | Added |
| Patron Partners Advisors, LLC | 8,453 | $1.48M | 0.90% | +541+6.8% | Added |
| Calamos Wealth Management LLC | 8,432 | $1.48M | 0.08% | −600−6.6% | Reduced |
| Arcadia Investment Management Corp | 8,429 | $1.48M | 0.26% | −8,441−50.0% | Reduced |
| Smith Anglin Financial, LLC | 8,415 | $1.47M | 0.15% | +422+5.3% | Added |
| EverSource Wealth Advisors, LLC | 8,371 | $1.47M | 0.12% | +606+7.8% | Added |
| Taylor Hoffman Wealth Management | 8,410 | $1.47M | 0.62% | −449−5.1% | Reduced |
| Edge Capital Group, LLC | 8,402 | $1.47M | 0.07% | −1,437−14.6% | Reduced |
| Kennedy Investment Group | 8,398 | $1.47M | 0.78% | +234+2.9% | Added |
| Marion Wealth Management | 8,382 | $1.47M | 0.44% | +494+6.3% | Added |
| MSH Capital Advisors LLC | 8,372 | $1.47M | 0.51% | +656+8.5% | Added |
| Solidarilty Wealth, LLC | 8,311 | $1.47M | 0.46% | +8,311 | New |