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 |
|---|---|---|---|---|---|
| Montchanin Asset Management, LLC | 4,406 | $727.0K | 0.69% | 00.0% | Unchanged |
| Peoples Bank | 4,418 | $728.7K | 0.38% | −53−1.2% | Reduced |
| Richardson Financial Services Inc. | 4,426 | $730.0K | 0.53% | −186−4.0% | Reduced |
| Community Trust & Investment Co | 4,427 | $730.1K | 0.05% | −52,719−92.3% | Reduced |
| Waycross Partners, LLC | 4,433 | $731.1K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 4,250 | $732.6K | 0.07% | +730+20.7% | Added |
| Tobam | 4,449 | $734.0K | 0.12% | −3,577−44.6% | Reduced |
| Integrated Investment Consultants, LLC | 4,194 | $734.1K | 0.20% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,465 | $736.0K | 0.64% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,463 | $736.1K | 0.05% | +4,463 | New |
| Catalina Capital Group, LLC | 4,472 | $737.6K | 0.28% | +843+23.2% | Added |
| Howard Capital Management Group, LLC | 4,478 | $738.6K | 0.05% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,482 | $739.2K | 0.13% | +1,522+51.4% | Added |
| True North Advisors, LLC | 4,501 | $742.4K | 0.20% | −14−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,506 | $743.2K | 0.47% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,508 | $743.5K | 0.06% | −1,471−24.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,511 | $744.0K | 0.26% | −40−0.9% | Reduced |
| Mainstay Capital Management LLC | 4,512 | $744.2K | 0.13% | +675+17.6% | Added |
| SRS Capital Advisors, Inc. | 4,520 | $745.5K | 0.07% | +1,654+57.7% | Added |
| Well Done, LLC | 4,525 | $746.2K | 0.16% | +41+0.9% | Added |
| OmniStar Financial Group, Inc. | 4,524 | $746.2K | 0.68% | +243+5.7% | Added |
| Arvest Investments, Inc. | 4,527 | $746.7K | 0.12% | +55+1.2% | Added |
| Clear Harbor Asset Management, LLC | 4,531 | $747.3K | 0.07% | +4+0.1% | Added |
| Horan Capital Advisors, LLC. | 4,531 | $747.4K | 0.26% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,543 | $749.3K | 0.20% | +4,543 | New |
| Opus Capital Group, LLC | 4,547 | $750.0K | 0.11% | +142+3.2% | Added |
| Guardian Wealth Advisors, LLC | 4,557 | $751.5K | 0.49% | −49−1.1% | Reduced |
| Allstate Corp | 4,563 | $752.6K | 0.06% | +160+3.6% | Added |
| Sovereign Financial Group, Inc. | 4,566 | $753.1K | 0.19% | +236+5.5% | Added |
| Eisler Capital (US) LLC | 4,571 | $753.9K | 0.14% | +4,571 | New |
| Seeds Investor LLC | 4,575 | $754.6K | 0.39% | +1,032+29.1% | Added |
| MJP Associates Inc | 4,579 | $755.2K | 0.16% | −180−3.8% | Reduced |
| Capstone Wealth Management Group, LLC | 4,582 | $755.7K | 0.49% | −35−0.8% | Reduced |
| Capital Wealth Planning, LLC | 4,595 | $757.9K | 0.01% | +456+11.0% | Added |
| Hanson & Doremus Investment Management | 4,597 | $758.0K | 0.13% | −459−9.1% | Reduced |
| Keeler Thomas Management LLC | 4,603 | $759.2K | 0.26% | −949−17.1% | Reduced |
| Fortune Financial Advisors, LLC | 4,610 | $760.4K | 0.47% | −8−0.2% | Reduced |
| Cornerstone National Bank & Trust Co | 4,614 | $761.0K | 0.37% | +147+3.3% | Added |
| Oxford Financial Group Ltd | 4,631 | $763.8K | 0.05% | +1,246+36.8% | Added |
| Miller Investment Management, LP | 4,631 | $763.8K | 0.09% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 4,635 | $764.0K | 0.03% | +45+1.0% | Added |
| Fullerton Fund Management Co Ltd. | 4,634 | $764.3K | 0.03% | +365+8.6% | Added |
| Savoie Capital LLC | 4,650 | $766.9K | 0.10% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,669 | $770.1K | 0.59% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 4,678 | $771.6K | 0.17% | −771−14.1% | Reduced |
| Broadleaf Partners, LLC | 4,682 | $772.2K | 0.19% | 00.0% | Unchanged |
| FinDec Wealth Services, Inc. | 4,692 | $773.9K | 0.49% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,695 | $774.3K | 0.07% | +843+21.9% | Added |
| Park Place Capital Corp | 4,695 | $774.3K | 0.25% | −75−1.6% | Reduced |
| Cahaba Wealth Management, Inc. | 4,701 | $775.4K | 0.07% | −2,055−30.4% | Reduced |
| Sandy Cove Advisors, LLC | 4,705 | $776.0K | 0.35% | +84+1.8% | Added |
| Drive Wealth Management, LLC | 4,711 | $776.9K | 0.21% | +267+6.0% | Added |
| West Michigan Advisors, LLC | 4,714 | $777.5K | 0.25% | −37−0.8% | Reduced |
| Prentiss Smith & Co Inc | 4,725 | $779.3K | 0.54% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 4,730 | $780.1K | 0.46% | −11−0.2% | Reduced |
| Xcel Wealth Management, LLC | 4,732 | $780.4K | 0.24% | −657−12.2% | Reduced |
| Private Capital Management, LLC | 4,739 | $781.7K | 0.09% | −1,146−19.5% | Reduced |
| Traphagen Investment Advisors LLC | 4,757 | $784.5K | 0.09% | +96+2.1% | Added |
| Optimum Investment Advisors | 4,757 | $784.6K | 0.35% | −384−7.5% | Reduced |
| WealthBridge Capital Management, LLC | 4,758 | $784.7K | 0.26% | +8+0.2% | Added |
| Morris Financial Concepts, Inc. | 4,759 | $784.9K | 0.38% | +20+0.4% | Added |
| Hamilton Capital, LLC | 4,761 | $785.2K | 0.06% | −135−2.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,762 | $785.4K | 0.16% | +229+5.1% | Added |
| Tortoise Investment Management, LLC | 4,763 | $785.6K | 0.09% | −231−4.6% | Reduced |
| KFG Wealth Management, LLC | 4,771 | $786.9K | 0.31% | +226+5.0% | Added |
| Birch Capital Management, LLC | 4,772 | $787.0K | 0.41% | −525−9.9% | Reduced |
| Windsor Capital Management, LLC | 4,790 | $790.0K | 0.24% | +204+4.4% | Added |
| Citizens Business Bank | 4,790 | $790.0K | 0.17% | +1,707+55.4% | Added |
| Stevens Capital Management LP | 4,803 | $792.0K | 0.27% | +2,837+144.3% | Added |
| D.B. Root & Company, LLC | 4,814 | $794.1K | 0.27% | +702+17.1% | Added |
| Riverpark Capital Management LLC | 4,816 | $794.3K | 1.05% | +160+3.4% | Added |
| Wealth Quarterback LLC | 4,820 | $795.0K | 0.45% | −174−3.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,786 | $795.0K | 0.01% | +928+24.1% | Added |
| DT Investment Partners, LLC | 4,824 | $795.6K | 0.07% | +465+10.7% | Added |
| Gradient Investments LLC | 4,831 | $796.7K | 0.02% | +1,113+29.9% | Added |
| Beaumont Asset Management, L.L.C. | 4,831 | $796.8K | 0.51% | +116+2.5% | Added |
| Capital Advisors Wealth Management, LLC | 4,849 | $799.8K | 0.16% | +260+5.7% | Added |
| Baker Tilly Wealth Management, LLC | 4,850 | $799.9K | 0.33% | −11,276−69.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,865 | $802.4K | 0.18% | +282+6.2% | Added |
| SOA Wealth Advisors, LLC. | 4,870 | $803.2K | 0.16% | +234+5.0% | Added |
| Legacy Bridge, LLC | 4,876 | $804.2K | 0.47% | +10+0.2% | Added |
| Ironvine Capital Partners, LLC | 4,900 | $808.2K | 0.09% | 00.0% | Unchanged |
| First American Trust, FSB | 4,918 | $811.1K | 0.08% | −561−10.2% | Reduced |
| Triton Wealth Management, PLLC | 4,879 | $811.3K | 0.47% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 4,920 | $811.4K | 0.67% | +99+2.1% | Added |
| Dechtman Wealth Management, LLC | 4,937 | $814.2K | 0.18% | −515−9.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 4,951 | $817.0K | 0.09% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,955 | $817.2K | 0.32% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 4,955 | $817.4K | 0.47% | +115+2.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,961 | $818.2K | 0.23% | −277−5.3% | Reduced |
| Waypoint Capital Advisors, LLC | 4,978 | $821.0K | 0.21% | −140−2.7% | Reduced |
| Clarus Group, Inc. | 4,985 | $822.1K | 0.36% | −165−3.2% | Reduced |
| Tarbox Family Office, Inc. | 4,988 | $822.7K | 0.15% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 4,991 | $823.1K | 0.08% | −2,795−35.9% | Reduced |
| Allegheny Financial Group LTD | 5,000 | $824.6K | 0.24% | +1,577+46.1% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $824.6K | 0.60% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 5,010 | $826.3K | 0.15% | +90+1.8% | Added |
| Soltis Investment Advisors LLC | 5,017 | $827.5K | 0.09% | +894+21.7% | Added |
| Hollow Brook Wealth Management LLC | 5,026 | $828.9K | 0.28% | −988−16.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,027 | $829.1K | 0.25% | +5,027 | New |