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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 6,279 | $1.10M | 0.28% | −60−0.9% | Reduced |
| Castlekeep Investment Advisors LLC | 6,277 | $1.10M | 0.79% | −302−4.6% | Reduced |
| Custos Family Office, LLC | 6,276 | $1.10M | 0.57% | −48−0.8% | Reduced |
| Franklin Street Advisors Inc | 6,270 | $1.10M | 0.08% | +700+12.6% | Added |
| Resurgent Financial Advisors LLC | 6,265 | $1.10M | 0.58% | −599−8.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,260 | $1.10M | 1.02% | −175−2.7% | Reduced |
| Baker Avenue Asset Management, LP | 6,259 | $1.10M | 0.04% | +2,365+60.7% | Added |
| Inspire Trust Co, N.A. | 6,250 | $1.09M | 0.61% | +3,100+98.4% | Added |
| Oak Harbor Wealth Partners, LLC | 6,248 | $1.09M | 0.34% | +4+0.1% | Added |
| Humankind Investments LLC | 6,244 | $1.09M | 0.29% | +487+8.5% | Added |
| Addison Advisors LLC | 6,238 | $1.09M | 0.38% | +465+8.1% | Added |
| Sutton Place Investors LLC | 6,232 | $1.09M | 0.54% | +2,035+48.5% | Added |
| Stableford Capital II LLC | 6,232 | $1.09M | 0.44% | +101+1.6% | Added |
| RWM Asset Management, LLC | 6,228 | $1.09M | 0.20% | −114−1.8% | Reduced |
| Gotham Asset Management, LLC | 6,228 | $1.09M | 0.02% | −32,252−83.8% | Reduced |
| Hudson Value Partners, LLC | 6,225 | $1.09M | 0.46% | −1,114−15.2% | Reduced |
| Marathon Capital Management | 6,221 | $1.09M | 0.26% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6,208 | $1.09M | 0.28% | +8+0.1% | Added |
| First County Bank | 6,206 | $1.09M | 0.53% | −4,319−41.0% | Reduced |
| JT Stratford LLC | 6,201 | $1.09M | 0.22% | +979+18.7% | Added |
| EagleClaw Capital Managment, LLC | 6,200 | $1.09M | 0.20% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 6,195 | $1.08M | 0.12% | −1,185−16.1% | Reduced |
| Royal Capital Wealth Management, LLC | 6,186 | $1.08M | 0.85% | −77−1.2% | Reduced |
| Prosperity Consulting Group, LLC | 6,164 | $1.08M | 0.14% | +1,148+22.9% | Added |
| Congress Park Capital LLC | 6,163 | $1.08M | 0.48% | +550+9.8% | Added |
| FinTrust Capital Advisors, LLC | 6,159 | $1.08M | 0.21% | +662+12.0% | Added |
| Integris Wealth Management, LLC | 6,159 | $1.08M | 0.30% | −111−1.8% | Reduced |
| Sunesis Advisors, LLC | 6,156 | $1.08M | 0.63% | +100+1.7% | Added |
| Winthrop Advisory Group LLC | 6,088 | $1.07M | 0.16% | −4−0.1% | Reduced |
| Magnolia Capital Management Ltd | 6,124 | $1.07M | 0.91% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 6,115 | $1.07M | 0.14% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,107 | $1.07M | 0.27% | +24+0.4% | Added |
| Foster & Motley Inc | 6,099 | $1.07M | 0.07% | −297−4.6% | Reduced |
| Southland Equity Partners LLC | 6,096 | $1.07M | 0.30% | +612+11.2% | Added |
| WealthTrust Asset Management, LLC | 6,082 | $1.06M | 0.81% | −409−6.3% | Reduced |
| OneAscent Wealth Management LLC | 6,038 | $1.06M | 0.41% | +246+4.2% | Added |
| Altus Wealth Group LLC | 6,078 | $1.06M | 0.53% | +159+2.7% | Added |
| Wellington Shields & Co., LLC | 6,065 | $1.06M | 0.36% | +440+7.8% | Added |
| Aveo Capital Partners, LLC | 6,015 | $1.06M | 0.12% | +535+9.8% | Added |
| Modern Wealth Management, LLC | 6,039 | $1.06M | 0.10% | +308+5.4% | Added |
| KLCM Advisors, Inc. | 6,038 | $1.06M | 0.14% | −123−2.0% | Reduced |
| Davis-Rea Ltd. | 5,989 | $1.06M | 0.48% | −203−3.3% | Reduced |
| Chesapeake Wealth Management | 6,018 | $1.05M | 0.38% | −134−2.2% | Reduced |
| Gilbert & Cook, Inc. | 6,016 | $1.05M | 0.14% | +45+0.8% | Added |
| Hollow Brook Wealth Management LLC | 6,014 | $1.05M | 0.39% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,006 | $1.05M | 0.15% | −163−2.6% | Reduced |
| Claar Advisors LLC | 6,000 | $1.05M | 0.34% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,000 | $1.05M | 0.22% | +6,000 | New |
| BCJ Capital Management, LLC | 5,979 | $1.05M | 0.08% | +3,315+124.4% | Added |
| Matrix Trust Co | 5,974 | $1.05M | 0.24% | −133−2.2% | Reduced |
| Wolff Financial Management LLC | 5,978 | $1.05M | 0.30% | +10.0% | Added |
| Buckley Wealth Management, LLC | 5,972 | $1.05M | 0.34% | −126−2.1% | Reduced |
| Simon Quick Advisors, LLC | 5,948 | $1.04M | 0.08% | +1,931+48.1% | Added |
| Emerald Advisors, LLC | 5,934 | $1.04M | 0.18% | +265+4.7% | Added |
| Iams Wealth Management, LLC | 6,216 | $1.04M | 0.63% | +712+12.9% | Added |
| Heartland Bank & Trust Co | 5,931 | $1.04M | 0.60% | −205−3.3% | Reduced |
| Broadwater Capital Management LLC | 5,930 | $1.04M | 0.80% | −500−7.8% | Reduced |
| Belmont Capital, LLC | 5,927 | $1.04M | 0.28% | +80+1.4% | Added |
| ERn Financial, LLC | 5,924 | $1.04M | 0.18% | +136+2.3% | Added |
| Goepper Burkhardt LLC | 5,763 | $1.04M | 0.48% | −473−7.6% | Reduced |
| First Commonwealth Financial Corp | 5,920 | $1.04M | 0.28% | +129+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,918 | $1.04M | 0.42% | −52−0.9% | Reduced |
| Private Capital Management, LLC | 5,885 | $1.03M | 0.12% | +857+17.0% | Added |
| Roman Butler Fullerton & Co | 5,835 | $1.03M | 0.39% | −615−9.5% | Reduced |
| Meridian Investment Counsel Inc. | 5,869 | $1.03M | 0.34% | −133−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 5,867 | $1.03M | 0.16% | −46−0.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,866 | $1.03M | 0.31% | +1,548+35.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 5,854 | $1.02M | 0.81% | −51−0.9% | Reduced |
| KWB Wealth | 5,844 | $1.02M | 0.14% | −626−9.7% | Reduced |
| Charter Oak Capital Management, LLC | 5,837 | $1.02M | 0.11% | +171+3.0% | Added |
| Hoey Investments, Inc | 5,836 | $1.02M | 0.23% | −441−7.0% | Reduced |
| Orrstown Financial Services Inc | 5,834 | $1.02M | 0.57% | +527+9.9% | Added |
| Forza Wealth Management, LLC | 5,825 | $1.02M | 0.53% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 5,824 | $1.02M | 0.30% | +2,542+77.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,811 | $1.02M | 0.73% | +458+8.6% | Added |
| SkyOak Wealth, LLC | 5,810 | $1.02M | 0.24% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 5,785 | $1.01M | 0.61% | −14−0.2% | Reduced |
| Sunburst Financial Group, LLC | 5,792 | $1.00M | 0.28% | −173−2.9% | Reduced |
| Madden Securities Corp | 5,718 | $1.00M | 0.46% | −743−11.5% | Reduced |
| Cedrus LLC | 5,712 | $999.8K | 0.55% | −253−4.2% | Reduced |
| Missouri Trust & Investment Co | 5,703 | $998.1K | 0.38% | −475−7.7% | Reduced |
| Demars Financial Group, LLC | 5,700 | $997.5K | 0.49% | +3,968+229.1% | Added |
| Tranquility Partners, LLC | 5,691 | $996.0K | 0.38% | −39−0.7% | Reduced |
| Financial Advisory Group | 5,689 | $995.7K | 0.18% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 5,878 | $993.1K | 0.85% | +685+13.2% | Added |
| Childress Capital Advisors, LLC | 5,665 | $991.4K | 0.29% | −185−3.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,663 | $991.1K | 0.54% | −5,262−48.2% | Reduced |
| Aaron Wealth Advisors | 5,657 | $990.0K | 0.14% | +898+18.9% | Added |
| FCG Investment Co | 5,650 | $988.8K | 0.79% | +1,589+39.1% | Added |
| Silver Lake Advisory, LLC | 5,644 | $987.7K | 0.44% | +5,644 | New |
| Capstone Triton Financial Group, LLC | 5,634 | $985.9K | 0.70% | +476+9.2% | Added |
| St. Louis Trust Co | 5,628 | $984.5K | 0.15% | +218+4.0% | Added |
| Lakeview Capital Partners, LLC | 5,599 | $980.0K | 0.16% | −20−0.4% | Reduced |
| Lakeridge Wealth Management LLC | 5,592 | $978.7K | 0.63% | +6+0.1% | Added |
| American State Bank (Iowa) | 5,566 | $974.1K | 0.65% | −814−12.8% | Reduced |
| Proficio Capital Partners LLC | 5,566 | $974.1K | 0.11% | +135+2.5% | Added |
| Exchange Bank | 5,565 | $973.9K | 0.80% | −125−2.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,645 | $972.5K | 0.18% | −1,936−25.5% | Reduced |
| Keeler Thomas Management LLC | 5,552 | $971.7K | 0.33% | −315−5.4% | Reduced |
| United Bank | 5,551 | $971.5K | 0.12% | −93−1.6% | Reduced |