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 |
|---|---|---|---|---|---|
| Altrafin AG | 3,723 | $614.0K | 0.23% | +204+5.8% | Added |
| Lesa Sroufe & Co | 3,727 | $615.0K | 0.60% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 3,743 | $617.3K | 0.14% | +200+5.6% | Added |
| Clifford Group, LLC | 3,744 | $617.6K | 0.50% | −17−0.5% | Reduced |
| Cairn Investment Group, Inc. | 3,748 | $618.0K | 0.36% | +15+0.4% | Added |
| Argent Advisors, Inc. | 3,761 | $620.3K | 0.25% | +652+21.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,762 | $620.5K | 0.09% | +13+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,765 | $621.0K | 0.04% | −104,974−96.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,764 | $621.0K | 0.44% | +367+10.8% | Added |
| Samalin Investment Counsel, LLC | 3,774 | $622.5K | 0.29% | +824+27.9% | Added |
| Capstone Financial Advisors, Inc. | 3,779 | $623.3K | 0.04% | +275+7.8% | Added |
| LifeSteps Financial, Inc. | 3,781 | $623.6K | 0.51% | −223−5.6% | Reduced |
| Compass Capital Management, Inc | 3,788 | $624.8K | 0.04% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,800 | $626.7K | 0.60% | −126−3.2% | Reduced |
| Capital Investment Services of America, Inc. | 3,808 | $628.1K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,828 | $631.3K | 0.19% | +422+12.4% | Added |
| Rock Point Advisors, LLC | 3,832 | $632.0K | 0.19% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,847 | $634.0K | 0.05% | −156−3.9% | Reduced |
| Robinson Smith Wealth Advisors LLC | 3,895 | $642.4K | 0.57% | −87−2.2% | Reduced |
| Capital Advisors, Ltd. LLC | 3,902 | $643.0K | 0.08% | −59−1.5% | Reduced |
| Cooper Financial Group | 3,904 | $643.9K | 0.09% | +853+28.0% | Added |
| Commonwealth Financial Services, LLC | 3,972 | $643.9K | 0.13% | +46+1.2% | Added |
| Austin Private Wealth, LLC | 3,906 | $644.2K | 0.07% | −47−1.2% | Reduced |
| Magellan Asset Management Ltd | 3,908 | $644.5K | 0.01% | −429−9.9% | Reduced |
| Sippican Capital Advisors | 3,912 | $645.2K | 0.51% | −10.0% | Reduced |
| Duncan Williams Asset Management, LLC | 3,912 | $645.2K | 0.54% | +209+5.6% | Added |
| Sanders Morris Harris LLC | 3,915 | $645.7K | 0.11% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 3,702 | $647.9K | 0.28% | 00.0% | Unchanged |
| Optas, LLC | 3,931 | $648.4K | 0.17% | −1,274−24.5% | Reduced |
| Financial Council Asset Management Inc | 3,942 | $650.2K | 0.36% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,950 | $651.4K | 0.19% | +248+6.7% | Added |
| Three Bridge Wealth Advisors, LLC | 3,950 | $651.5K | 0.26% | −417−9.5% | Reduced |
| Gables Capital Management Inc. | 3,952 | $651.8K | 0.34% | 00.0% | Unchanged |
| Apriem Advisors | 3,966 | $654.1K | 0.08% | +29+0.7% | Added |
| Vicus Capital | 3,967 | $654.3K | 0.06% | +391+10.9% | Added |
| Castle Wealth Management LLC | 3,971 | $654.9K | 0.31% | +153+4.0% | Added |
| Everpar Advisors LLC | 3,972 | $655.1K | 0.33% | +972+32.4% | Added |
| Financial Advisory Corp | 3,979 | $656.0K | 0.27% | +1,869+88.6% | Added |
| Primoris Wealth Advisors, LLC | 3,980 | $656.4K | 0.52% | −3,848−49.2% | Reduced |
| Register Financial Advisors LLC | 3,989 | $657.8K | 0.33% | +73+1.9% | Added |
| Prestige Wealth Management Group LLC | 3,997 | $659.2K | 0.14% | +151+3.9% | Added |
| Phocas Financial Corp. | 4,001 | $659.9K | 0.10% | 00.0% | Unchanged |
| Cadinha & Co LLC | 4,003 | $660.2K | 0.12% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,003 | $660.2K | 0.09% | −440−9.9% | Reduced |
| Laraway Financial Inc | 4,009 | $661.3K | 0.56% | +10.0% | Added |
| Security Financial Services, INC. | 4,014 | $662.0K | 0.14% | +71+1.8% | Added |
| LBMC Investment Advisors, LLC | 4,018 | $662.7K | 0.06% | +19+0.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 4,020 | $663.0K | 0.05% | +311+8.4% | Added |
| JNBA Financial Advisors | 4,028 | $664.4K | 0.07% | −15−0.4% | Reduced |
| Brasada Capital Management, LP | 4,056 | $664.9K | 0.12% | −597−12.8% | Reduced |
| CVA Family Office, LLC | 4,049 | $667.8K | 0.12% | +191+5.0% | Added |
| Apeiron RIA LLC | 4,057 | $669.2K | 0.20% | +268+7.1% | Added |
| Legacy Wealth Asset Management, LLC | 4,072 | $671.6K | 0.19% | −16−0.4% | Reduced |
| Custom Index Systems, LLC | 4,072 | $671.6K | 0.39% | +1,229+43.2% | Added |
| Richard W. Paul & Associates, LLC | 4,097 | $675.7K | 0.26% | +57+1.4% | Added |
| Blackston Financial Advisory Group, LLC | 4,099 | $676.0K | 0.38% | +2,751+204.1% | Added |
| Aurora Investment Managers, LLC. | 4,105 | $677.0K | 0.49% | −3,400−45.3% | Reduced |
| Sweeney & Michel, LLC | 4,208 | $681.2K | 0.29% | +19+0.5% | Added |
| Hollencrest Capital Management | 4,141 | $682.9K | 0.03% | +10.0% | Added |
| Wealth Architects, LLC | 4,162 | $686.5K | 0.08% | −122−2.8% | Reduced |
| McMorgan & Co LLC | 4,167 | $687.3K | 0.11% | −1,000−19.4% | Reduced |
| Capital Investment Counsel, Inc | 4,172 | $688.1K | 0.10% | −12−0.3% | Reduced |
| Townsend & Associates, Inc | 3,983 | $688.1K | 0.08% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 4,176 | $688.7K | 0.35% | +336+8.8% | Added |
| MQS Management LLC | 4,183 | $689.9K | 0.42% | +4,183 | New |
| Atlas Wealth LLC | 4,252 | $691.4K | 0.11% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,193 | $691.5K | 0.11% | +568+15.7% | Added |
| Cassady Schiller Wealth Management, LLC | 4,197 | $692.2K | 0.28% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,201 | $692.9K | 0.06% | −150−3.4% | Reduced |
| Waddell & Associates, LLC | 4,211 | $694.5K | 0.09% | −6−0.1% | Reduced |
| Wolverine Asset Management LLC | 4,217 | $695.5K | 0.01% | +4,217 | New |
| Schear Investment Advisers, LLC | 4,221 | $696.2K | 0.50% | −999−19.1% | Reduced |
| Successful Portfolios LLC | 4,225 | $696.8K | 0.49% | +26+0.6% | Added |
| Holistic Planning, LLC | 3,986 | $697.6K | 0.54% | 00.0% | Unchanged |
| American Investment Services, Inc. | 4,238 | $699.0K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,244 | $700.0K | 0.04% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 4,249 | $700.8K | 0.83% | +4,249 | New |
| Pointe Capital Management LLC | 4,250 | $701.0K | 0.43% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,257 | $702.1K | 0.16% | −275−6.1% | Reduced |
| Greenwich Wealth Management LLC | 4,271 | $704.0K | 0.05% | −18−0.4% | Reduced |
| Carr Financial Group Corp | 4,271 | $704.4K | 0.22% | −223−5.0% | Reduced |
| Main Street Group, LTD | 4,345 | $707.7K | 0.29% | −76−1.7% | Reduced |
| Sachetta, LLC | 4,087 | $707.9K | 0.31% | −25−0.6% | Reduced |
| Trust Co of the South | 4,296 | $708.5K | 0.17% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 4,304 | $710.0K | 1.68% | 00.0% | Unchanged |
| Reik & Co., LLC | 4,305 | $710.0K | 0.18% | 00.0% | Unchanged |
| First National Bank | 4,309 | $710.7K | 0.53% | −12−0.3% | Reduced |
| Councilmark Asset Management, LLC | 4,310 | $710.8K | 0.50% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 4,328 | $713.8K | 0.68% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,337 | $715.3K | 0.13% | −272−5.9% | Reduced |
| Thrive Wealth Management, LLC | 4,348 | $717.1K | 0.14% | −365−7.7% | Reduced |
| Maven Securities LTD | 4,361 | $719.3K | 0.11% | −10,211−70.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,363 | $719.5K | 0.13% | 00.0% | Unchanged |
| LongView Wealth Management | 4,371 | $720.9K | 0.27% | +72+1.7% | Added |
| Sonoma Private Wealth LLC | 4,376 | $721.7K | 1.17% | −37−0.8% | Reduced |
| McIlrath & Eck, LLC | 4,377 | $721.9K | 0.11% | −605−12.1% | Reduced |
| Black Diamond Financial, LLC | 4,385 | $723.3K | 0.14% | −73−1.6% | Reduced |
| Fortress Wealth Group, LLC | 4,354 | $724.0K | 0.36% | +169+4.0% | Added |
| Solstein Capital, LLC | 4,406 | $726.7K | 0.47% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,409 | $727.0K | 0.09% | 00.0% | Unchanged |