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 |
|---|---|---|---|---|---|
| Martin & Co Inc | 8,369 | $1.46M | 0.36% | −211−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 8,357 | $1.46M | 0.07% | −168−2.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.46M | 0.67% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,322 | $1.46M | 0.02% | −100−1.2% | Reduced |
| Deseret Mutual Benefit Administrators | 8,310 | $1.45M | 0.73% | +396+5.0% | Added |
| Glen Eagle Advisors, LLC | 8,310 | $1.45M | 0.28% | −45−0.5% | Reduced |
| VELA Investment Management, LLC | 8,296 | $1.45M | 0.53% | +1,790+27.5% | Added |
| St. Johns Investment Management Company, LLC | 8,280 | $1.45M | 0.70% | −26−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 8,280 | $1.45M | 0.28% | +4,115+98.8% | Added |
| Acropolis Investment Management, LLC | 8,280 | $1.45M | 0.09% | −411−4.7% | Reduced |
| Great Lakes Retirement, Inc. | 8,276 | $1.45M | 0.21% | −208−2.5% | Reduced |
| Nwam LLC | 8,175 | $1.45M | 0.12% | −1,276−13.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,257 | $1.45M | 0.51% | −3,109−27.4% | Reduced |
| Piscataqua Savings Bank | 8,255 | $1.44M | 1.27% | −32−0.4% | Reduced |
| AdvisorNet Financial, Inc | 8,255 | $1.44M | 0.14% | −3,151−27.6% | Reduced |
| Hilltop Holdings Inc. | 8,252 | $1.44M | 0.16% | −836−9.2% | Reduced |
| Ballast, Inc. | 8,242 | $1.44M | 0.46% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,224 | $1.44M | 0.17% | +614+8.1% | Added |
| Buttonwood Financial Advisors Inc. | 8,210 | $1.44M | 0.68% | +2,479+43.3% | Added |
| 9258 Wealth Management, LLC | 8,196 | $1.43M | 0.22% | −85−1.0% | Reduced |
| River Street Advisors LLC | 8,190 | $1.43M | 0.97% | +2,084+34.1% | Added |
| Lodestar Private Asset Management LLC | 8,186 | $1.43M | 0.20% | −487−5.6% | Reduced |
| Cambridge Advisors Inc. | 8,155 | $1.43M | 0.34% | −280−3.3% | Reduced |
| CRA Financial Services, LLC | 8,154 | $1.43M | 0.31% | +372+4.8% | Added |
| Wealth Group, Ltd. | 8,156 | $1.43M | 1.08% | +8,156 | New |
| Graves-Light Private Wealth Management, Inc. | 8,153 | $1.43M | 0.17% | −174−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 8,152 | $1.43M | 0.83% | +10.0% | Added |
| Group One Trading, L.P. | 8,125 | $1.42M | 0.05% | −4,996−38.1% | Reduced |
| Gibson Wealth Advisors LLC | 8,083 | $1.41M | 1.36% | +8,083 | New |
| NVWM, LLC | 8,021 | $1.41M | 0.39% | +129+1.6% | Added |
| DRW Securities, LLC | 8,071 | $1.41M | 0.08% | +3,815+89.6% | Added |
| Quest Investment Management LLC | 8,070 | $1.41M | 0.16% | +687+9.3% | Added |
| Gould Asset Management LLC | 8,063 | $1.41M | 0.34% | −18−0.2% | Reduced |
| GLOBALT Investments LLC | 8,059 | $1.41M | 0.06% | −474−5.6% | Reduced |
| Coppell Advisory Solutions Corp. | 8,059 | $1.41M | 0.27% | +8,059 | New |
| Tobam | 8,026 | $1.41M | 0.13% | +164+2.1% | Added |
| Loudon Investment Management, LLC | 8,004 | $1.40M | 0.80% | 00.0% | Unchanged |
| Knuff & Co LLC | 7,975 | $1.40M | 0.47% | −160−2.0% | Reduced |
| Kowal Investment Group, LLC | 7,968 | $1.39M | 0.30% | +1,629+25.7% | Added |
| Ramirez Asset Management, Inc. | 7,938 | $1.39M | 0.28% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 7,934 | $1.39M | 0.58% | +339+4.5% | Added |
| Jefferies Financial Group Inc. | 7,922 | $1.39M | 0.03% | −22,650−74.1% | Reduced |
| Greylin Investment Mangement Inc | 7,910 | $1.38M | 0.22% | −50−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 7,907 | $1.38M | 0.49% | −769−8.9% | Reduced |
| CoreFirst Bank & Trust | 7,883 | $1.38M | 0.86% | −171−2.1% | Reduced |
| Bank of Nova Scotia Trust Co | 7,864 | $1.38M | 0.15% | +1,278+19.4% | Added |
| Global Trust Asset Management, LLC | 7,857 | $1.38M | 0.56% | +790+11.2% | Added |
| KPP Advisory Services LLC | 7,837 | $1.37M | 0.38% | +642+8.9% | Added |
| Weatherly Asset Management L. P. | 7,786 | $1.37M | 0.13% | +1,393+21.8% | Added |
| Primoris Wealth Advisors, LLC | 7,828 | $1.37M | 1.10% | −1,406−15.2% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,813 | $1.37M | 1.04% | −183−2.3% | Reduced |
| Court Place Advisors, LLC | 7,802 | $1.37M | 0.44% | −398−4.9% | Reduced |
| Continuum Advisory, LLC | 7,652 | $1.36M | 0.20% | −6−0.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,777 | $1.36M | 0.47% | +2,136+37.9% | Added |
| Wunderlich Capital Managemnt | 7,752 | $1.36M | 0.61% | −358−4.4% | Reduced |
| Goldstone Financial Group, LLC | 7,740 | $1.35M | 0.31% | −152−1.9% | Reduced |
| Norden Group LLC | 7,740 | $1.35M | 0.28% | +2,534+48.7% | Added |
| Timber Creek Capital Management LLC | 7,725 | $1.35M | 0.42% | −100−1.3% | Reduced |
| Peachtree Investment Partners, LLC | 7,723 | $1.35M | 0.55% | +658+9.3% | Added |
| InTrack Investment Management Inc | 7,722 | $1.35M | 1.00% | −103−1.3% | Reduced |
| Boomfish Wealth Group, LLC | 7,716 | $1.35M | 0.91% | +721+10.3% | Added |
| Delta Financial Group, Inc. | 7,701 | $1.35M | 0.40% | −217−2.7% | Reduced |
| Old Mission Investment Co LLC | 7,690 | $1.35M | 0.45% | +7+0.1% | Added |
| 1620 Investment Advisors, Inc. | 4,984 | $1.34M | 1.37% | −2,446−32.9% | Reduced |
| Monterey Private Wealth, Inc. | 7,655 | $1.34M | 0.54% | +22+0.3% | Added |
| PBMares Wealth Management LLC | 7,647 | $1.34M | 0.35% | +507+7.1% | Added |
| Alpha Cubed Investments, LLC | 7,642 | $1.34M | 0.07% | +749+10.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,638 | $1.34M | 0.52% | +509+7.1% | Added |
| Carmichael Hill & Associates, Inc. | 7,603 | $1.33M | 0.55% | −58−0.8% | Reduced |
| PFG Advisors | 7,596 | $1.33M | 0.10% | +2,556+50.7% | Added |
| Zullo Investment Group, Inc. | 7,592 | $1.33M | 0.62% | +32+0.4% | Added |
| MTM Investment Management, LLC | 7,569 | $1.32M | 0.55% | +40+0.5% | Added |
| Intellectus Partners, LLC | 7,482 | $1.32M | 0.35% | +4,122+122.7% | Added |
| Ambassador Advisors, LLC | 7,531 | $1.32M | 0.24% | +4,249+129.5% | Added |
| SignalPoint Asset Management, LLC | 7,529 | $1.32M | 0.36% | +81+1.1% | Added |
| Garrett Wealth Advisory Group, LLC | 7,528 | $1.32M | 0.54% | −93−1.2% | Reduced |
| Berger Financial Group, Inc | 7,527 | $1.32M | 0.11% | +1,366+22.2% | Added |
| Aurora Investment Managers, LLC. | 7,505 | $1.31M | 0.97% | +3,388+82.3% | Added |
| Arkadios Wealth Advisors | 7,493 | $1.31M | 0.10% | −116−1.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 7,492 | $1.31M | 0.75% | +578+8.4% | Added |
| RIA Advisory Group LLC | 7,487 | $1.31M | 0.53% | +7,487 | New |
| Ballast Advisors LLC | 7,463 | $1.31M | 0.44% | +782+11.7% | Added |
| Gibbs Wealth Management | 7,442 | $1.30M | 0.75% | +7,442 | New |
| Wall Street Access Asset Management, LLC | 7,435 | $1.30M | 0.54% | +3,010+68.0% | Added |
| Blackhawk Capital Partners LLC. | 7,424 | $1.30M | 0.81% | +7,424 | New |
| Jeppson Wealth Management, LLC | 7,420 | $1.30M | 0.50% | −60−0.8% | Reduced |
| Live Oak Private Wealth LLC | 7,398 | $1.29M | 0.22% | −260−3.4% | Reduced |
| FSM Wealth Advisors, LLC | 7,391 | $1.29M | 0.46% | −13−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 7,387 | $1.29M | 0.57% | +269+3.8% | Added |
| LCM Capital Management Inc | 7,377 | $1.29M | 0.83% | +46+0.6% | Added |
| Pinnacle Bancorp, Inc. | 7,366 | $1.29M | 0.38% | +150+2.1% | Added |
| Shepherd Financial Partners LLC | 7,351 | $1.29M | 0.17% | +36+0.5% | Added |
| Bell Bank | 7,341 | $1.28M | 0.11% | +1,403+23.6% | Added |
| Park Edge Advisors, LLC | 7,327 | $1.28M | 0.36% | −20.0% | Reduced |
| Doheny Asset Management | 7,319 | $1.28M | 1.05% | +1,173+19.1% | Added |
| Maltin Wealth Management, Inc. | 7,319 | $1.28M | 0.72% | +103+1.4% | Added |
| Insight Advisors, LLC | 7,307 | $1.28M | 0.25% | −81−1.1% | Reduced |
| Alpha Family Trust | 7,305 | $1.28M | 0.77% | −505−6.5% | Reduced |
| Woodward Diversified Capital, LLC | 7,291 | $1.28M | 0.80% | +573+8.5% | Added |
| Hudock, Inc. | 7,234 | $1.27M | 0.28% | +8+0.1% | Added |