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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 6,659 | $1.10M | 0.26% | +41+0.6% | Added |
| Calamos Wealth Management LLC | 6,659 | $1.10M | 0.06% | −1,773−21.0% | Reduced |
| Quest Partners LLC | 6,665 | $1.10M | 0.15% | +2,063+44.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,674 | $1.10M | 0.32% | +808+13.8% | Added |
| Longfellow Investment Management Co LLC | 6,680 | $1.10M | 0.28% | +53+0.8% | Added |
| Westmount Partners, LLC | 6,776 | $1.10M | 0.36% | +158+2.4% | Added |
| Cove Private Wealth, LLC | 6,705 | $1.11M | 0.88% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,735 | $1.11M | 0.42% | −38−0.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,741 | $1.11M | 0.08% | −307−4.4% | Reduced |
| Foster Group, Inc. | 6,741 | $1.11M | 0.04% | −35−0.5% | Reduced |
| Insight Advisors, LLC | 6,749 | $1.11M | 0.20% | −558−7.6% | Reduced |
| VCI Wealth Management LLC | 6,764 | $1.12M | 0.55% | +1,913+39.4% | Added |
| Prosperity Consulting Group, LLC | 6,777 | $1.12M | 0.15% | +613+9.9% | Added |
| Stony Point Wealth Management Inc. | 6,778 | $1.12M | 0.48% | −353−5.0% | Reduced |
| Ellenbecker Investment Group | 6,783 | $1.12M | 0.23% | +18+0.3% | Added |
| Tevis Investment Management | 6,800 | $1.12M | 0.90% | −310−4.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,806 | $1.12M | 0.10% | −80−1.2% | Reduced |
| Stableford Capital II LLC | 6,633 | $1.13M | 0.44% | +401+6.4% | Added |
| Colton Groome Financial Advisors, LLC | 6,835 | $1.13M | 0.44% | −23−0.3% | Reduced |
| VERITY Wealth Advisors | 6,837 | $1.13M | 0.84% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,841 | $1.13M | 0.04% | −73−1.1% | Reduced |
| Northern Oak Wealth Management Inc | 6,854 | $1.13M | 0.14% | −337−4.7% | Reduced |
| Quad-Cities Investment Group, LLC | 6,863 | $1.13M | 0.63% | −79−1.1% | Reduced |
| Old Port Advisors | 6,863 | $1.13M | 0.34% | +27+0.4% | Added |
| UMA Financial Services, Inc. | 6,900 | $1.14M | 0.21% | −90−1.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,900 | $1.14M | 0.18% | +900+15.0% | Added |
| Zions Bancorporation, N.A. | 6,910 | $1.14M | 0.09% | −2,934−29.8% | Reduced |
| Brown Capital Management LLC | 6,917 | $1.14M | 0.02% | +252+3.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,922 | $1.14M | 0.19% | −4,875−41.3% | Reduced |
| Live Oak Private Wealth LLC | 6,945 | $1.15M | 0.20% | −453−6.1% | Reduced |
| MB, Levis & Associates, LLC | 6,948 | $1.15M | 0.60% | +63+0.9% | Added |
| Chilton Capital Management LLC | 6,958 | $1.15M | 0.05% | −135−1.9% | Reduced |
| MBA Advisors LLC | 6,963 | $1.15M | 0.59% | +623+9.8% | Added |
| Elgethun Capital Management | 6,977 | $1.15M | 0.29% | +63+0.9% | Added |
| Balentine LLC | 6,985 | $1.15M | 0.05% | −30,337−81.3% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 6,998 | $1.15M | 0.28% | +3,998+133.3% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.15M | 0.35% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,009 | $1.16M | 0.19% | −4,826−40.8% | Reduced |
| MBE Wealth Management, LLC | 7,010 | $1.16M | 0.70% | +274+4.1% | Added |
| Cross Staff Investments Inc | 7,020 | $1.16M | 0.96% | 00.0% | Unchanged |
| Meritage Portfolio Management | 7,035 | $1.16M | 0.07% | −185−2.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,039 | $1.16M | 0.77% | +1,228+21.1% | Added |
| Lokken Investment Group LLC | 7,068 | $1.17M | 0.55% | +711+11.2% | Added |
| Baader Bank INC | 7,113 | $1.17M | 0.09% | +813+12.9% | Added |
| Blackhawk Capital Partners LLC. | 7,112 | $1.17M | 0.71% | −312−4.2% | Reduced |
| Jeppson Wealth Management, LLC | 7,113 | $1.17M | 0.45% | −307−4.1% | Reduced |
| First National Bank of Hutchinson | 7,121 | $1.17M | 0.75% | +3,653+105.3% | Added |
| Sentry LLC | 7,135 | $1.18M | 0.22% | −10.0% | Reduced |
| Peachtree Investment Partners, LLC | 7,163 | $1.18M | 0.46% | −560−7.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,229 | $1.18M | 0.96% | +173+2.5% | Added |
| Kuhn & Co Investment Counsel | 7,214 | $1.19M | 1.07% | −15−0.2% | Reduced |
| Powers Advisory Group, LLC | 7,214 | $1.19M | 0.65% | +73+1.0% | Added |
| Quent Capital, LLC | 7,218 | $1.19M | 0.13% | +152+2.2% | Added |
| Old Mission Investment Co LLC | 7,229 | $1.19M | 0.39% | −461−6.0% | Reduced |
| Grove Bank & Trust | 7,240 | $1.19M | 0.19% | +7+0.1% | Added |
| Buttonwood Financial Advisors Inc. | 7,255 | $1.20M | 0.56% | −955−11.6% | Reduced |
| Arcadia Investment Management Corp | 7,256 | $1.20M | 0.20% | −1,173−13.9% | Reduced |
| Ground Swell Capital, LLC | 7,260 | $1.20M | 1.16% | +7,260 | New |
| Precedent Wealth Partners, LLC | 7,264 | $1.20M | 0.48% | +732+11.2% | Added |
| Pinnacle Bancorp, Inc. | 7,300 | $1.20M | 0.36% | −66−0.9% | Reduced |
| Doheny Asset Management | 7,319 | $1.21M | 0.86% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,318 | $1.21M | 0.60% | +212+3.0% | Added |
| Park Edge Advisors, LLC | 7,327 | $1.21M | 0.37% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,339 | $1.21M | 0.10% | −188−2.5% | Reduced |
| Phoenix Wealth Advisors | 7,342 | $1.21M | 0.61% | +223+3.1% | Added |
| Shepherd Financial Partners LLC | 7,343 | $1.21M | 0.16% | −8−0.1% | Reduced |
| Monterey Private Wealth, Inc. | 7,348 | $1.21M | 0.45% | −307−4.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 7,356 | $1.21M | 0.47% | +278+3.9% | Added |
| Curated Wealth Partners LLC | 7,370 | $1.22M | 0.17% | +7,370 | New |
| Wrapmanager Inc | 7,395 | $1.22M | 0.34% | +192+2.7% | Added |
| Strategy Asset Managers LLC | 6,587 | $1.22M | 0.27% | −45−0.7% | Reduced |
| Skopos Labs, Inc. | 7,088 | $1.23M | 0.53% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,443 | $1.23M | 0.83% | −440−5.6% | Reduced |
| Hudock, Inc. | 7,443 | $1.23M | 0.23% | +209+2.9% | Added |
| FSM Wealth Advisors, LLC | 7,455 | $1.23M | 0.41% | +64+0.9% | Added |
| LCM Capital Management Inc | 7,511 | $1.24M | 0.77% | +134+1.8% | Added |
| SignalPoint Asset Management, LLC | 7,515 | $1.24M | 0.33% | −14−0.2% | Reduced |
| Goldstone Financial Group, LLC | 7,525 | $1.24M | 0.25% | −215−2.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 7,533 | $1.24M | 0.46% | +5+0.1% | Added |
| Summit Asset Management, LLC | 7,552 | $1.25M | 0.26% | +417+5.8% | Added |
| Donald L. Hagan, LLC | 7,558 | $1.25M | 0.66% | +1,041+16.0% | Added |
| Tempus Wealth Planning, LLC | 7,571 | $1.25M | 0.52% | +184+2.5% | Added |
| InTrack Investment Management Inc | 7,572 | $1.25M | 0.89% | −150−1.9% | Reduced |
| Invesco, LLC | 7,579 | $1.25M | 0.52% | −6,435−45.9% | Reduced |
| MTM Investment Management, LLC | 7,584 | $1.25M | 0.51% | +15+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 7,587 | $1.25M | 0.41% | +1,260+19.9% | Added |
| Zullo Investment Group, Inc. | 7,594 | $1.25M | 0.55% | +20.0% | Added |
| Keating Investment Counselors Inc | 7,605 | $1.25M | 0.40% | −1,054−12.2% | Reduced |
| Global Trust Asset Management, LLC | 7,607 | $1.25M | 0.51% | −250−3.2% | Reduced |
| Argus Investors' Counsel, Inc. | 7,609 | $1.25M | 0.77% | −1,027−11.9% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,613 | $1.26M | 0.92% | −200−2.6% | Reduced |
| Ballast Advisors LLC | 7,613 | $1.26M | 0.40% | +150+2.0% | Added |
| Everhart Financial Group, Inc. | 7,615 | $1.26M | 0.33% | +1,154+17.9% | Added |
| Woodward Diversified Capital, LLC | 7,623 | $1.26M | 0.74% | +332+4.6% | Added |
| Atlantic Trust, LLC | 7,631 | $1.26M | 0.31% | +1,423+22.9% | Added |
| Golden State Equity Partners | 7,643 | $1.26M | 0.26% | +7,643 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,661 | $1.26M | 0.49% | +23+0.3% | Added |
| Knuff & Co LLC | 7,671 | $1.27M | 0.41% | −304−3.8% | Reduced |
| Greylin Investment Mangement Inc | 7,685 | $1.27M | 0.21% | −225−2.8% | Reduced |
| Gibson Wealth Advisors LLC | 7,702 | $1.27M | 1.19% | −381−4.7% | Reduced |