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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 7,233 | $1.27M | 0.21% | −943−11.5% | Reduced |
| Kuhn & Co Investment Counsel | 7,229 | $1.27M | 1.19% | +30.0% | Added |
| Meritage Portfolio Management | 7,220 | $1.26M | 0.08% | +14+0.2% | Added |
| Apella Capital, LLC | 7,395 | $1.26M | 0.06% | −33−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 7,208 | $1.26M | 0.26% | −784−9.8% | Reduced |
| Acima Private Wealth, LLC | 7,206 | $1.26M | 0.46% | −200−2.7% | Reduced |
| Wrapmanager Inc | 7,203 | $1.26M | 0.35% | +1,851+34.6% | Added |
| Northern Oak Wealth Management Inc | 7,191 | $1.26M | 0.15% | −389−5.1% | Reduced |
| Powers Advisory Group, LLC | 7,141 | $1.25M | 0.71% | +80+1.1% | Added |
| Sentry LLC | 7,136 | $1.25M | 0.24% | −4−0.1% | Reduced |
| Summit Asset Management, LLC | 7,135 | $1.25M | 0.27% | +140+2.0% | Added |
| Mill Capital Management, LLC | 7,132 | $1.25M | 0.10% | −31−0.4% | Reduced |
| Stony Point Wealth Management Inc. | 7,131 | $1.25M | 0.54% | −763−9.7% | Reduced |
| Phoenix Wealth Advisors | 7,119 | $1.25M | 0.76% | −30−0.4% | Reduced |
| Tevis Investment Management | 7,110 | $1.24M | 1.06% | +810+12.9% | Added |
| KC Investment Advisors, LLC | 7,106 | $1.24M | 0.65% | +1,057+17.5% | Added |
| TrueMark Investments, LLC | 7,095 | $1.24M | 1.14% | +7,095 | New |
| Chilton Capital Management LLC | 7,093 | $1.24M | 0.06% | −1,972−21.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 7,078 | $1.24M | 0.50% | +108+1.5% | Added |
| Quent Capital, LLC | 7,066 | $1.24M | 0.14% | +431+6.5% | Added |
| Patrick M Sweeney & Associates, Inc | 7,056 | $1.23M | 1.02% | +63+0.9% | Added |
| Mountain Pacific Investment Advisers Inc | 7,048 | $1.23M | 0.07% | −100−1.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,036 | $1.23M | 0.10% | −553−7.3% | Reduced |
| Cross Staff Investments Inc | 7,020 | $1.23M | 1.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,015 | $1.23M | 0.14% | +144+2.1% | Added |
| Skopos Labs, Inc. | 7,088 | $1.23M | 0.53% | −71−1.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.23M | 0.39% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 6,942 | $1.21M | 0.71% | −66−0.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,935 | $1.21M | 0.14% | +2,254+48.2% | Added |
| Core Wealth Partners LLC | 6,935 | $1.21M | 0.92% | +165+2.4% | Added |
| Advisory Alpha, LLC | 6,914 | $1.21M | 0.05% | +381+5.8% | Added |
| Edgemoor Investment Advisors, Inc. | 6,886 | $1.21M | 0.11% | −255−3.6% | Reduced |
| Elgethun Capital Management | 6,914 | $1.21M | 0.30% | +30+0.4% | Added |
| MB, Levis & Associates, LLC | 6,885 | $1.20M | 0.65% | +104+1.5% | Added |
| Sage Mountain Advisors LLC | 6,866 | $1.20M | 0.12% | +583+9.3% | Added |
| Brown Miller Wealth Management, LLC | 6,865 | $1.20M | 0.53% | +1,404+25.7% | Added |
| Salomon & Ludwin, LLC | 6,859 | $1.20M | 0.10% | −1,161−14.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,858 | $1.20M | 0.48% | +41+0.6% | Added |
| VERITY Wealth Advisors | 6,837 | $1.20M | 0.92% | +51+0.8% | Added |
| Old Port Advisors | 6,836 | $1.20M | 0.37% | −129−1.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,803 | $1.19M | 0.42% | +35+0.5% | Added |
| Castle Rock Wealth Management, LLC | 6,780 | $1.19M | 0.32% | +128+1.9% | Added |
| Foster Group, Inc. | 6,776 | $1.19M | 0.06% | −62−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,773 | $1.19M | 0.47% | +401+6.3% | Added |
| Ellenbecker Investment Group | 6,765 | $1.18M | 0.25% | +18+0.3% | Added |
| Cahaba Wealth Management, Inc. | 6,756 | $1.18M | 0.11% | −22−0.3% | Reduced |
| MBE Wealth Management, LLC | 6,736 | $1.18M | 0.73% | +621+10.2% | Added |
| Spirepoint Private Client, LLC | 6,718 | $1.18M | 0.18% | +6,718 | New |
| Cove Private Wealth, LLC | 6,705 | $1.17M | 1.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6,990 | $1.17M | 0.25% | +290+4.3% | Added |
| Shulman DeMeo Asset Management LLC | 6,684 | $1.17M | 0.31% | −9−0.1% | Reduced |
| Brown Capital Management LLC | 6,665 | $1.17M | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6,659 | $1.17M | 0.46% | +22+0.3% | Added |
| Avestar Capital, LLC | 6,610 | $1.17M | 0.13% | +1,303+24.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,655 | $1.16M | 0.22% | +1,292+24.1% | Added |
| Nadler Financial Group, Inc. | 6,648 | $1.16M | 0.14% | −168−2.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,612 | $1.16M | 0.76% | +101+1.6% | Added |
| Strategy Asset Managers LLC | 6,632 | $1.16M | 0.25% | +57+0.9% | Added |
| Lion Street Advisors, LLC | 6,830 | $1.16M | 0.47% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,627 | $1.16M | 0.26% | +49+0.7% | Added |
| Jamison Private Wealth Management, Inc. | 6,621 | $1.16M | 0.20% | +774+13.2% | Added |
| Wellington Shields Capital Management, LLC | 6,620 | $1.16M | 0.22% | −90−1.3% | Reduced |
| Westmount Partners, LLC | 6,618 | $1.16M | 0.42% | −54−0.8% | Reduced |
| Cardiff Park Advisors, LLC | 6,617 | $1.16M | 0.11% | −7−0.1% | Reduced |
| Kingfisher Capital LLC | 6,618 | $1.16M | 0.28% | −2,292−25.7% | Reduced |
| Greatmark Investment Partners, Inc. | 6,608 | $1.16M | 0.16% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,600 | $1.16M | 0.32% | +6,600 | New |
| Wealth Advisors of Tampa Bay, LLC | 6,577 | $1.15M | 0.55% | +50+0.8% | Added |
| Altfest L J & Co Inc | 6,569 | $1.15M | 0.17% | −59−0.9% | Reduced |
| WR Wealth Planners, LLC | 6,548 | $1.15M | 0.36% | −135−2.0% | Reduced |
| IVC Wealth Advisors LLC | 6,543 | $1.15M | 0.66% | −119−1.8% | Reduced |
| Page Arthur B | 6,537 | $1.14M | 1.18% | −378−5.5% | Reduced |
| ABLE Financial Group, LLC | 6,533 | $1.14M | 0.45% | −632−8.8% | Reduced |
| Precedent Wealth Partners, LLC | 6,532 | $1.14M | 0.49% | +442+7.3% | Added |
| Herold Advisors, Inc. | 6,531 | $1.14M | 0.28% | −5−0.1% | Reduced |
| Vigilare Wealth Management | 6,529 | $1.14M | 0.56% | −1,948−23.0% | Reduced |
| Donald L. Hagan, LLC | 6,517 | $1.14M | 0.60% | +6,517 | New |
| Carson Advisory Inc. | 6,511 | $1.14M | 0.80% | +91+1.4% | Added |
| Provenance Wealth Advisors, LLC | 6,504 | $1.14M | 0.16% | +525+8.8% | Added |
| MEMBERS Trust Co | 6,492 | $1.14M | 0.03% | +105+1.6% | Added |
| Redwood Investment Management, LLC | 6,488 | $1.14M | 0.11% | −1,406−17.8% | Reduced |
| Norris Perne & French LLP | 6,485 | $1.13M | 0.08% | +781+13.7% | Added |
| One Capital Management, LLC | 6,473 | $1.13M | 0.04% | +85+1.3% | Added |
| NWF Advisory Services Inc. | 6,462 | $1.13M | 0.19% | +356+5.8% | Added |
| Everhart Financial Group, Inc. | 6,461 | $1.13M | 0.33% | −506−7.3% | Reduced |
| First City Capital Management, Inc. | 6,458 | $1.13M | 0.63% | −98−1.5% | Reduced |
| Eisler Capital (UK) Ltd. | 6,451 | $1.13M | 0.14% | −5,638−46.6% | Reduced |
| Canopy Partners, LLC | 6,399 | $1.12M | 0.55% | +391+6.5% | Added |
| Richwood Investment Advisors, LLC | 6,391 | $1.12M | 0.99% | +160+2.6% | Added |
| Lokken Investment Group LLC | 6,357 | $1.11M | 0.55% | +402+6.8% | Added |
| Morningstar Investment Services LLC | 6,398 | $1.11M | 0.01% | −3,737−36.9% | Reduced |
| Alta Wealth Advisors LLC | 6,340 | $1.11M | 0.56% | +10.0% | Added |
| MBA Advisors LLC | 6,340 | $1.11M | 0.57% | +218+3.6% | Added |
| Brown, Lisle/Cummings, Inc. | 6,327 | $1.11M | 0.38% | +452+7.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,553 | $1.11M | 0.61% | +56+0.9% | Added |
| Ellis Investment Partners, LLC | 6,322 | $1.11M | 0.24% | +11+0.2% | Added |
| Fort Sheridan Advisors LLC | 6,309 | $1.10M | 0.21% | 00.0% | Unchanged |
| Baader Bank INC | 6,300 | $1.10M | 0.09% | −7,088−52.9% | Reduced |
| Cidel Asset Management Inc | 6,298 | $1.10M | 0.08% | +220+3.6% | Added |
| Northern Financial Advisors Inc | 6,290 | $1.10M | 0.86% | −26−0.4% | Reduced |