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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 5,911 | $974.9K | 0.18% | −3,292−35.8% | Reduced |
| Gateway Wealth Partners, LLC | 5,911 | $974.9K | 0.29% | +4,711+392.6% | Added |
| Cornerstone Advisory, LLC | 5,912 | $975.1K | 0.14% | −94−1.6% | Reduced |
| Wellington Shields & Co., LLC | 5,915 | $975.6K | 0.32% | −150−2.5% | Reduced |
| First County Bank | 5,917 | $975.9K | 0.50% | −289−4.7% | Reduced |
| Broadwater Capital Management LLC | 5,930 | $978.0K | 0.75% | 00.0% | Unchanged |
| Bank & Trust Co | 5,930 | $978.0K | 0.83% | +5,930 | New |
| Resurgent Financial Advisors LLC | 5,941 | $979.8K | 0.61% | −324−5.2% | Reduced |
| Lakeview Capital Partners, LLC | 5,599 | $980.0K | 0.16% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 5,958 | $982.7K | 0.61% | +1,625+37.5% | Added |
| Heartland Bank & Trust Co | 5,977 | $985.8K | 0.56% | +46+0.8% | Added |
| Winthrop Advisory Group LLC | 5,986 | $987.2K | 0.13% | −102−1.7% | Reduced |
| KLCM Advisors, Inc. | 5,988 | $987.7K | 0.12% | −50−0.8% | Reduced |
| Founders Financial Securities LLC | 5,990 | $988.0K | 0.09% | +3,462+136.9% | Added |
| Heartwood Wealth Advisors LLC | 6,012 | $991.6K | 0.12% | +2,192+57.4% | Added |
| Meridian Investment Counsel Inc. | 6,019 | $992.7K | 0.31% | +150+2.6% | Added |
| MeadowBrook Investment Advisors LLC | 6,025 | $993.7K | 0.94% | −235−3.8% | Reduced |
| Royal Capital Wealth Management, LLC | 6,030 | $994.6K | 0.75% | −156−2.5% | Reduced |
| Fullcircle Wealth LLC | 5,915 | $994.7K | 0.49% | +5,915 | New |
| FinTrust Capital Advisors, LLC | 6,045 | $997.0K | 0.19% | −114−1.9% | Reduced |
| Elevated Capital Advisors, LLC | 6,045 | $997.1K | 0.28% | −8,376−58.1% | Reduced |
| Foster & Motley Inc | 6,051 | $998.0K | 0.07% | −48−0.8% | Reduced |
| Altus Wealth Group LLC | 6,052 | $998.2K | 0.50% | −26−0.4% | Reduced |
| Aureus Asset Management, LLC | 6,060 | $999.5K | 0.07% | +842+16.1% | Added |
| Hudson Value Partners, LLC | 6,075 | $1.00M | 0.42% | −150−2.4% | Reduced |
| Wellington Shields Capital Management, LLC | 6,075 | $1.00M | 0.18% | −545−8.2% | Reduced |
| ERn Financial, LLC | 6,077 | $1.00M | 0.17% | +153+2.6% | Added |
| Avitas Wealth Management LLC | 6,090 | $1.00M | 0.15% | −4,352−41.7% | Reduced |
| Alpha DNA Investment Management LLC | 6,096 | $1.01M | 0.57% | −4,483−42.4% | Reduced |
| WealthTrust Asset Management, LLC | 6,098 | $1.01M | 0.73% | +16+0.3% | Added |
| KWB Wealth | 5,753 | $1.01M | 0.14% | −91−1.6% | Reduced |
| RWM Asset Management, LLC | 6,105 | $1.01M | 0.18% | −123−2.0% | Reduced |
| Northern Financial Advisors Inc | 6,106 | $1.01M | 0.81% | −184−2.9% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $1.01M | 0.14% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 6,121 | $1.01M | 0.29% | −38−0.6% | Reduced |
| Missouri Trust & Investment Co | 6,125 | $1.01M | 0.38% | +422+7.4% | Added |
| Congress Park Capital LLC | 6,125 | $1.01M | 0.41% | −38−0.6% | Reduced |
| Diligent Investors, LLC | 6,127 | $1.01M | 0.25% | +20+0.3% | Added |
| Midwest Professional Planners, LTD. | 6,131 | $1.01M | 0.34% | −1,776−22.5% | Reduced |
| First Commonwealth Financial Corp | 6,137 | $1.01M | 0.26% | +217+3.7% | Added |
| Castle Rock Wealth Management, LLC | 6,219 | $1.01M | 0.25% | −561−8.3% | Reduced |
| Sunesis Advisors, LLC | 6,156 | $1.02M | 0.60% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 6,182 | $1.02M | 0.08% | −950−13.3% | Reduced |
| Granite Group Advisors, LLC | 6,193 | $1.02M | 0.77% | +2,921+89.3% | Added |
| EagleClaw Capital Managment, LLC | 6,200 | $1.02M | 0.18% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 32,433 | $1.02M | 0.38% | +26,667+462.5% | Added |
| Acima Private Wealth, LLC | 6,206 | $1.02M | 0.38% | −1,000−13.9% | Reduced |
| Eqis Capital Management, Inc. | 6,241 | $1.03M | 0.08% | −4,523−42.0% | Reduced |
| Emerald Advisors, LLC | 6,241 | $1.03M | 0.16% | +307+5.2% | Added |
| Oak Harbor Wealth Partners, LLC | 6,257 | $1.03M | 0.32% | +9+0.1% | Added |
| Personal Cfo Solutions, LLC | 6,257 | $1.03M | 0.16% | +390+6.6% | Added |
| Castlekeep Investment Advisors LLC | 6,258 | $1.03M | 0.80% | −19−0.3% | Reduced |
| Franklin Street Advisors Inc | 6,271 | $1.03M | 0.07% | +10.0% | Added |
| Marathon Capital Management | 6,271 | $1.03M | 0.26% | +50+0.8% | Added |
| First City Capital Management, Inc. | 6,274 | $1.03M | 0.58% | −184−2.8% | Reduced |
| Provenance Wealth Advisors, LLC | 6,279 | $1.04M | 0.14% | −225−3.5% | Reduced |
| Bray Capital Advisors | 6,282 | $1.04M | 0.26% | +30.0% | Added |
| Alta Wealth Advisors LLC | 6,291 | $1.04M | 0.52% | −49−0.8% | Reduced |
| Atomi Financial Group, Inc. | 6,299 | $1.04M | 0.08% | +991+18.7% | Added |
| Sustainable Insight Capital Management, LLC | 6,300 | $1.04M | 0.52% | +2,900+85.3% | Added |
| Custos Family Office, LLC | 6,305 | $1.04M | 0.42% | +29+0.5% | Added |
| Baker Avenue Asset Management, LP | 6,308 | $1.04M | 0.04% | +49+0.8% | Added |
| Ellis Investment Partners, LLC | 6,343 | $1.05M | 0.22% | +21+0.3% | Added |
| Sunburst Financial Group, LLC | 6,347 | $1.05M | 0.28% | +555+9.6% | Added |
| Richwood Investment Advisors, LLC | 6,369 | $1.05M | 0.92% | −22−0.3% | Reduced |
| Strengthening Families & Communities, LLC | 6,369 | $1.05M | 0.30% | +6,369 | New |
| Childress Capital Advisors, LLC | 6,398 | $1.06M | 0.30% | +733+12.9% | Added |
| Matrix Trust Co | 6,410 | $1.06M | 0.24% | +436+7.3% | Added |
| Boothbay Fund Management, LLC | 6,409 | $1.06M | 0.03% | −4,455−41.0% | Reduced |
| Spirepoint Private Client, LLC | 6,415 | $1.06M | 0.15% | −303−4.5% | Reduced |
| Iams Wealth Management, LLC | 6,433 | $1.06M | 0.58% | +217+3.5% | Added |
| Addison Advisors LLC | 6,435 | $1.06M | 0.34% | +197+3.2% | Added |
| Sentry Investment Management LLC | 6,447 | $1.06M | 0.47% | +2,174+50.9% | Added |
| IVC Wealth Advisors LLC | 6,455 | $1.06M | 0.60% | −88−1.3% | Reduced |
| MEMBERS Trust Co | 6,456 | $1.06M | 0.03% | −36−0.6% | Reduced |
| Summit X, LLC | 6,479 | $1.07M | 0.24% | +2,370+57.7% | Added |
| NWF Advisory Services Inc. | 6,475 | $1.07M | 0.17% | +13+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 6,485 | $1.07M | 0.08% | −551−7.8% | Reduced |
| Optiver Holding B.V. | 6,501 | $1.07M | 0.02% | +6,501 | New |
| Redwood Investment Management, LLC | 6,470 | $1.07M | 0.09% | −18−0.3% | Reduced |
| Carson Advisory Inc. | 6,518 | $1.07M | 0.75% | +7+0.1% | Added |
| Cardiff Park Advisors, LLC | 6,519 | $1.08M | 0.10% | −98−1.5% | Reduced |
| Herold Advisors, Inc. | 6,532 | $1.08M | 0.25% | +10.0% | Added |
| Wall Street Access Asset Management, LLC | 6,535 | $1.08M | 0.44% | −900−12.1% | Reduced |
| Vigilare Wealth Management | 6,537 | $1.08M | 0.48% | +8+0.1% | Added |
| Trust Co | 6,544 | $1.08M | 0.14% | +1,107+20.4% | Added |
| Modern Wealth Management, LLC | 6,562 | $1.08M | 0.08% | +523+8.7% | Added |
| ABLE Financial Group, LLC | 6,576 | $1.08M | 0.39% | +43+0.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 6,577 | $1.08M | 0.51% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 6,583 | $1.09M | 0.16% | −25−0.4% | Reduced |
| Canopy Partners, LLC | 6,608 | $1.09M | 0.51% | +209+3.3% | Added |
| Fort Sheridan Advisors LLC | 6,609 | $1.09M | 0.18% | +300+4.8% | Added |
| Cidel Asset Management Inc | 6,613 | $1.09M | 0.08% | +315+5.0% | Added |
| JT Stratford LLC | 6,613 | $1.09M | 0.20% | +412+6.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,615 | $1.09M | 0.57% | +62+0.9% | Added |
| Altfest L J & Co Inc | 6,619 | $1.09M | 0.15% | +50+0.8% | Added |
| Nadler Financial Group, Inc. | 6,636 | $1.09M | 0.13% | −12−0.2% | Reduced |
| WR Wealth Planners, LLC | 6,638 | $1.09M | 0.33% | +90+1.4% | Added |
| Wells Trecaso Financial Group, LLC | 6,650 | $1.10M | 0.38% | −153−2.2% | Reduced |
| RFP Financial Group LLC | 6,655 | $1.10M | 0.41% | −4−0.1% | Reduced |