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, Q2 2024
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,331
- +10 vs. Q1 2024
- Shares held
- 1.01B
- +11.7M (+1.2%) vs. Q1 2024
- Total value
- $167.0B
- −$8.16B (−4.7%) vs. Q1 2024
- New holders
- 165
- 1,463 more added
- Sold out
- 155
- 1,335 more reduced
50 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 3,102 | $534.7K | 0.16% | +3,047+5,540.0% | Added |
| Aigen Investment Management, LP | 3,243 | $534.9K | 0.10% | +1,967+154.2% | Added |
| Smart Portfolios, LLC | 3,253 | $536.5K | 0.54% | +205+6.7% | Added |
| WD Rutherford LLC | 3,255 | $536.8K | 0.27% | +375+13.0% | Added |
| Titleist Asset Management, LLC | 3,257 | $537.1K | 0.08% | −95−2.8% | Reduced |
| Drucker Wealth 3.0, LLC | 3,258 | $537.3K | 0.14% | +3,258 | New |
| Willner & Heller, LLC | 3,269 | $539.2K | 0.52% | −29−0.9% | Reduced |
| Delta Investment Management, LLC | 3,270 | $539.2K | 0.12% | +74+2.3% | Added |
| Virtue Capital Management, LLC | 3,257 | $542.4K | 0.09% | +28+0.9% | Added |
| AIA Group Ltd | 3,291 | $542.8K | 0.02% | +1,363+70.7% | Added |
| Legacy Edge Advisors, LLC | 3,294 | $543.3K | 0.10% | +524+18.9% | Added |
| Versant Capital Management, Inc | 3,303 | $544.7K | 0.14% | +177+5.7% | Added |
| Steele Capital Management, Inc. | 3,315 | $546.8K | 0.03% | −6−0.2% | Reduced |
| Advus Financial Partners, LLC | 3,318 | $547.2K | 0.17% | −249−7.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,319 | $547.4K | 0.29% | −367−10.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,321 | $547.7K | 0.12% | +125+3.9% | Added |
| Aspire Private Capital, LLC | 3,325 | $548.4K | 0.14% | −22−0.7% | Reduced |
| Clarity Financial LLC | 3,330 | $549.2K | 0.08% | +120+3.7% | Added |
| Wealthspan Partners, LLC | 3,336 | $550.3K | 0.30% | −81−2.4% | Reduced |
| Stephens Consulting, LLC | 3,337 | $550.4K | 0.16% | +47+1.4% | Added |
| Riverview Trust Co | 3,341 | $551.0K | 0.52% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,353 | $553.0K | 0.11% | −88−2.6% | Reduced |
| Marks Group Wealth Management, Inc | 3,358 | $553.8K | 0.06% | −61−1.8% | Reduced |
| PAX Financial Group, LLC | 3,368 | $555.5K | 0.11% | −209−5.8% | Reduced |
| Perritt Capital Management Inc | 3,370 | $555.8K | 0.30% | +12+0.4% | Added |
| Family Management Corp | 3,389 | $558.9K | 0.10% | −973−22.3% | Reduced |
| Cooper/Haims Advisors, LLC | 3,393 | $559.7K | 0.31% | −235−6.5% | Reduced |
| Fairview Capital Investment Management, LLC | 3,395 | $560.0K | 0.03% | −120−3.4% | Reduced |
| McGowan Group Asset Management, Inc. | 3,397 | $560.3K | 0.08% | +16+0.5% | Added |
| David R. Rahn & Associates Inc. | 3,398 | $560.4K | 0.18% | +3,398 | New |
| Indie Asset Partners, LLC | 3,398 | $560.4K | 0.45% | −928−21.5% | Reduced |
| Menard Financial Group LLC | 3,402 | $561.1K | 0.40% | +10.0% | Added |
| Renasant Bank | 3,403 | $561.3K | 0.39% | +431+14.5% | Added |
| Birchcreek Wealth Management, LLC | 3,404 | $561.4K | 0.32% | −366−9.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,407 | $562.0K | 0.44% | −89−2.5% | Reduced |
| Marco Investment Management LLC | 3,413 | $562.9K | 0.05% | +41+1.2% | Added |
| Institute for Wealth Management, LLC. | 3,419 | $563.8K | 0.08% | +42+1.2% | Added |
| LWMG, LLC | 3,420 | $564.0K | 0.12% | +9+0.3% | Added |
| Intelligent Financial Strategies | 3,421 | $564.2K | 0.35% | −285−7.7% | Reduced |
| Wealth Effects LLC | 3,434 | $566.3K | 0.21% | +51+1.5% | Added |
| Souders Financial Advisors | 3,435 | $566.6K | 0.09% | −170−4.7% | Reduced |
| Cambridge Financial Group, LLC | 3,441 | $567.6K | 0.26% | +21+0.6% | Added |
| Karpas Strategies, LLC | 3,442 | $567.8K | 0.18% | +29+0.8% | Added |
| Fort Pitt Capital Group, LLC | 3,445 | $568.1K | 0.02% | −487−12.4% | Reduced |
| Fagan Associates, Inc. | 3,451 | $569.2K | 0.10% | +103+3.1% | Added |
| Strategic Wealth Partners, Ltd. | 3,462 | $571.0K | 0.06% | +24+0.7% | Added |
| Seneca Financial Advisors LLC | 3,465 | $571.4K | 0.30% | −23−0.7% | Reduced |
| Sivia Capital Partners, LLC | 3,467 | $571.9K | 0.38% | −448−11.4% | Reduced |
| Trust Co of Kansas | 3,468 | $572.0K | 0.30% | +581+20.1% | Added |
| apricus wealth, LLC | 3,469 | $572.1K | 0.41% | +8+0.2% | Added |
| Oak Thistle LLC | 3,478 | $573.6K | 0.43% | +3,478 | New |
| RiverFront Investment Group, LLC | 3,485 | $574.8K | 0.02% | +290+9.1% | Added |
| Measured Wealth Private Client Group, LLC | 3,491 | $575.8K | 0.20% | −227−6.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,496 | $576.6K | 0.11% | −187−5.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,500 | $577.3K | 0.14% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,504 | $577.9K | 0.16% | +1,211+52.8% | Added |
| Consolidated Planning Corp | 3,518 | $580.2K | 0.10% | −172−4.7% | Reduced |
| BIP Wealth, LLC | 3,534 | $583.0K | 0.05% | −666−15.9% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,536 | $583.2K | 0.52% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 3,538 | $583.5K | 0.04% | +790+28.7% | Added |
| Clear Creek Financial Management, LLC | 3,539 | $583.7K | 0.07% | +268+8.2% | Added |
| Gsa Capital Partners LLP | 3,542 | $584.0K | 0.04% | +3,542 | New |
| SNS Financial Group, LLC | 3,544 | $584.5K | 0.06% | +18+0.5% | Added |
| LifePro Asset Management | 3,545 | $584.6K | 0.42% | +74+2.1% | Added |
| Prentice Wealth Management LLC | 3,547 | $585.0K | 0.19% | +7+0.2% | Added |
| Tucker Asset Management LLC | 3,548 | $585.2K | 0.13% | +247+7.5% | Added |
| Quantum Financial Advisors, LLC | 3,557 | $586.6K | 0.10% | +40+1.1% | Added |
| Good Life Advisors, LLC | 3,557 | $586.7K | 0.05% | +380+12.0% | Added |
| AllSquare Wealth Management LLC | 3,562 | $587.5K | 0.35% | 00.0% | Unchanged |
| Creekside Partners | 3,564 | $587.8K | 0.33% | +3,564 | New |
| BlackDiamond Wealth Management Inc. | 3,413 | $588.2K | 0.39% | −74−2.1% | Reduced |
| Sand Hill Global Advisors, LLC | 3,569 | $588.6K | 0.03% | −55−1.5% | Reduced |
| Raleigh Capital Management Inc. | 3,571 | $589.0K | 0.25% | −24−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,576 | $589.8K | 0.20% | +83+2.4% | Added |
| Donoghue Forlines LLC | 3,583 | $590.9K | 0.17% | −226−5.9% | Reduced |
| Burton Enright Welch | 3,593 | $592.7K | 0.14% | −78−2.1% | Reduced |
| Merrion Investment Management Co, LLC | 3,595 | $592.9K | 0.41% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,595 | $592.9K | 0.44% | +50+1.4% | Added |
| Onefund, LLC | 3,598 | $593.4K | 0.65% | +61+1.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,600 | $593.7K | 0.15% | +40+1.1% | Added |
| New Republic Capital, LLC | 3,622 | $597.3K | 0.30% | +691+23.6% | Added |
| Bourne Lent Asset Management Inc | 3,625 | $597.9K | 0.23% | 00.0% | Unchanged |
| Sageworth Trust Co | 3,629 | $598.5K | 0.04% | +3,629 | New |
| Rice Partnership, LLC | 3,629 | $598.6K | 0.13% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,640 | $600.3K | 0.27% | −40−1.1% | Reduced |
| First Dallas Securities Inc. | 3,642 | $600.7K | 0.26% | +184+5.3% | Added |
| Central Bank & Trust Co | 3,649 | $601.8K | 0.08% | −70−1.9% | Reduced |
| Klingman & Associates, LLC | 3,658 | $603.3K | 0.04% | +432+13.4% | Added |
| Liberty Wealth Management LLC | 75,442 | $604.0K | 0.11% | +72,165+2,202.2% | Added |
| Ignite Planners, LLC | 3,681 | $605.1K | 0.15% | +61+1.7% | Added |
| Covenant Partners, LLC | 3,671 | $605.5K | 0.18% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,677 | $606.5K | 0.35% | −82−2.2% | Reduced |
| Hardin Capital Partners, LLC | 3,678 | $606.6K | 0.40% | +3,678 | New |
| Cranbrook Wealth Management, LLC | 3,687 | $608.0K | 0.15% | +8+0.2% | Added |
| Vertex Planning Partners, LLC | 3,696 | $609.6K | 0.16% | +10.0% | Added |
| Montag & Caldwell, LLC | 3,699 | $610.1K | 0.12% | −112−2.9% | Reduced |
| Alta Advisers Ltd | 3,700 | $610.2K | 0.29% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,705 | $611.1K | 0.12% | −7−0.2% | Reduced |
| Fulcrum Equity Management | 3,709 | $611.7K | 0.55% | +151+4.2% | Added |
| Uncommon Cents Investing LLC | 3,712 | $612.2K | 0.19% | −25−0.7% | Reduced |