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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 5,043 | $831.7K | 0.07% | −354−6.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,043 | $831.7K | 0.48% | +3+0.1% | Added |
| Alera Investment Advisors, LLC | 5,052 | $833.2K | 0.10% | +701+16.1% | Added |
| CPA Asset Management LLC | 5,074 | $836.9K | 0.45% | −56−1.1% | Reduced |
| Centennial Bank | 5,086 | $838.3K | 0.41% | +83+1.7% | Added |
| Kirtland Hills Capital Management, LLC | 5,087 | $839.0K | 0.70% | +417+8.9% | Added |
| FLC Capital Advisors | 5,092 | $839.8K | 0.21% | +171+3.5% | Added |
| Hexagon Capital Partners LLC | 5,110 | $842.7K | 0.18% | +87+1.7% | Added |
| Congress Asset Management Co | 5,111 | $842.9K | 0.01% | −219−4.1% | Reduced |
| Quadcap Wealth Management, LLC | 5,118 | $844.3K | 0.15% | −93−1.8% | Reduced |
| GQG Partners LLC | 5,122 | $844.7K | 0.00% | −31,314−85.9% | Reduced |
| Van Hulzen Asset Management, LLC | 5,121 | $845.0K | 0.06% | +557+12.2% | Added |
| Pure Financial Advisors, Inc. | 5,139 | $847.5K | 0.02% | +83+1.6% | Added |
| New Century Financial Group, LLC | 5,150 | $849.4K | 0.36% | +571+12.5% | Added |
| Doliver Advisors, LP | 5,173 | $853.2K | 0.24% | −29−0.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 5,179 | $854.2K | 0.42% | +1,087+26.6% | Added |
| Arlington Trust Co LLC | 5,180 | $854.3K | 0.20% | +502+10.7% | Added |
| Cassia Capital Partners, LLC | 5,185 | $855.2K | 0.56% | +11+0.2% | Added |
| Cottonwood Capital Advisors, LLC | 5,300 | $858.1K | 0.67% | −265−4.8% | Reduced |
| Legacy Private Trust Co. | 5,213 | $859.8K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5,219 | $860.8K | 0.10% | −1,640−23.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,229 | $862.3K | 0.55% | 00.0% | Unchanged |
| Somerset Group LLC | 5,238 | $863.9K | 0.77% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,249 | $865.7K | 0.26% | +448+9.3% | Added |
| Breakwater Capital Group | 5,258 | $867.2K | 0.20% | +706+15.5% | Added |
| Roof Eidam & Maycock | 5,262 | $867.9K | 0.24% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,265 | $868.4K | 0.03% | −11−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,281 | $870.0K | 0.28% | −110−2.0% | Reduced |
| Boltwood Capital Management | 5,301 | $874.3K | 0.27% | +30+0.6% | Added |
| Proffitt & Goodson Inc | 5,315 | $876.6K | 0.15% | +17+0.3% | Added |
| Mattern Wealth Management LLC | 5,319 | $877.2K | 0.21% | −10,061−65.4% | Reduced |
| RiverPark Advisors, LLC | 5,322 | $877.8K | 0.73% | −33−0.6% | Reduced |
| West Bancorporation Inc | 5,377 | $886.8K | 0.66% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,413 | $892.8K | 0.06% | −16−0.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,413 | $892.8K | 0.67% | −441−7.5% | Reduced |
| Berkeley Capital Partners, LLC | 5,441 | $897.4K | 0.27% | +278+5.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,445 | $898.0K | 0.70% | +15+0.3% | Added |
| Exchange Bank | 5,445 | $898.0K | 0.76% | −120−2.2% | Reduced |
| NCM Capital Management, LLC | 5,451 | $899.0K | 0.47% | +378+7.5% | Added |
| Aveo Capital Partners, LLC | 5,456 | $899.9K | 0.10% | −559−9.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,459 | $900.4K | 0.23% | +593+12.2% | Added |
| Guardian Wealth Advisors, LLC | 5,465 | $901.3K | 0.11% | +44+0.8% | Added |
| Gen-Wealth Partners Inc | 5,469 | $902.0K | 0.44% | +525+10.6% | Added |
| Lakeridge Wealth Management LLC | 5,483 | $904.3K | 0.54% | −109−1.9% | Reduced |
| Midwest Financial Group LLC | 5,486 | $905.0K | 0.58% | +61+1.1% | Added |
| Patriot Investment Management Inc. | 5,498 | $906.8K | 0.07% | 00.0% | Unchanged |
| United Bank | 5,504 | $907.8K | 0.11% | −47−0.8% | Reduced |
| Callan Capital, LLC | 5,507 | $908.3K | 0.07% | +255+4.9% | Added |
| Cim Investment Mangement Inc | 5,513 | $909.3K | 0.28% | −32−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 5,519 | $910.2K | 0.36% | +149+2.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,363 | $910.8K | 0.19% | −1,292−19.4% | Reduced |
| Gratus Wealth Advisors, LLC | 5,381 | $911.3K | 0.16% | −264−4.7% | Reduced |
| Verity Asset Management, Inc. | 5,528 | $911.5K | 0.36% | +2,825+104.5% | Added |
| Clough Capital Partners L P | 5,540 | $913.7K | 0.10% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,555 | $916.2K | 0.07% | −930−14.3% | Reduced |
| Integral Investment Advisors, Inc. | 5,523 | $918.2K | 0.34% | +3+0.1% | Added |
| General Partner, Inc. | 5,568 | $918.3K | 0.59% | +25+0.5% | Added |
| Callan Family Office, LLC | 5,570 | $918.7K | 0.18% | +1,416+34.1% | Added |
| St. Louis Trust Co | 5,578 | $920.0K | 0.14% | −50−0.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,588 | $921.6K | 0.56% | −1,024−15.5% | Reduced |
| Trueblood Wealth Management, LLC | 5,594 | $922.7K | 0.52% | +82+1.5% | Added |
| Gilbert & Cook, Inc. | 5,602 | $923.9K | 0.14% | −414−6.9% | Reduced |
| Sargent Investment Group, LLC | 5,605 | $924.4K | 0.19% | +141+2.6% | Added |
| Abacus Planning Group, Inc. | 5,639 | $930.0K | 0.18% | +111+2.0% | Added |
| American State Bank (Iowa) | 5,641 | $930.4K | 0.60% | +75+1.3% | Added |
| Bay Rivers Group | 5,651 | $932.0K | 0.48% | +294+5.5% | Added |
| Retirement Planning Co of New England, Inc. | 5,656 | $932.8K | 0.51% | −7−0.1% | Reduced |
| Demars Financial Group, LLC | 5,659 | $933.3K | 0.45% | −41−0.7% | Reduced |
| Catalyst Financial Partners LLC | 5,661 | $933.7K | 0.21% | +274+5.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,680 | $936.9K | 0.38% | −238−4.0% | Reduced |
| Diversified, LLC | 5,689 | $938.4K | 0.11% | +522+10.1% | Added |
| Tranquility Partners, LLC | 5,691 | $938.6K | 0.36% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 5,691 | $938.6K | 0.42% | +47+0.8% | Added |
| First Business Financial Services, Inc. | 5,692 | $938.8K | 0.10% | −6,896−54.8% | Reduced |
| Auxano Advisors, LLC | 5,698 | $939.8K | 0.26% | −126−2.2% | Reduced |
| Madden Securities Corp | 5,698 | $939.8K | 0.42% | −20−0.3% | Reduced |
| Davis-Rea Ltd. | 5,704 | $940.8K | 0.47% | −285−4.8% | Reduced |
| Weik Capital Management | 5,712 | $942.1K | 0.40% | +300+5.5% | Added |
| BTG Pactual Asset Management US LLC | 5,713 | $942.2K | 0.24% | +5,713 | New |
| CM Wealth Advisors LLC | 5,729 | $944.9K | 0.45% | −3,141−35.4% | Reduced |
| Brown Miller Wealth Management, LLC | 5,748 | $948.2K | 0.39% | −1,117−16.3% | Reduced |
| Buckley Wealth Management, LLC | 5,760 | $950.0K | 0.30% | −212−3.5% | Reduced |
| Goepper Burkhardt LLC | 5,763 | $950.5K | 0.43% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,777 | $952.8K | 0.35% | −241−4.0% | Reduced |
| Capstone Triton Financial Group, LLC | 5,780 | $953.2K | 0.67% | +146+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,783 | $953.9K | 0.10% | −412−6.7% | Reduced |
| Prairie Sky Financial Group LLC | 5,785 | $954.1K | 0.59% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5,788 | $954.6K | 0.18% | −48−0.8% | Reduced |
| Roman Butler Fullerton & Co | 5,841 | $955.5K | 0.31% | +6+0.1% | Added |
| Silvia McColl Wealth Management, LLC | 5,812 | $958.6K | 0.79% | −66−1.1% | Reduced |
| Aaron Wealth Advisors | 5,814 | $958.9K | 0.13% | +157+2.8% | Added |
| Magnolia Capital Management Ltd | 5,812 | $959.0K | 0.80% | −312−5.1% | Reduced |
| Proficio Capital Partners LLC | 5,820 | $959.9K | 0.10% | +254+4.6% | Added |
| Orrstown Financial Services Inc | 5,849 | $964.7K | 0.51% | +15+0.3% | Added |
| SkyOak Wealth, LLC | 5,853 | $965.3K | 0.23% | +43+0.7% | Added |
| Summit Place Financial Advisors, LLC | 5,862 | $966.8K | 0.57% | −6,944−54.2% | Reduced |
| Cedrus LLC | 5,863 | $967.1K | 0.48% | +151+2.6% | Added |
| Forza Wealth Management, LLC | 5,872 | $968.5K | 0.50% | +47+0.8% | Added |
| Simon Quick Advisors, LLC | 5,879 | $969.6K | 0.07% | −69−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 5,887 | $970.9K | 0.10% | +50+0.9% | Added |