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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 7,705 | $1.27M | 0.31% | +58+0.8% | Added |
| Timber Creek Capital Management LLC | 7,725 | $1.27M | 0.38% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7,739 | $1.28M | 0.21% | +1,118+16.9% | Added |
| Patrick Mauro Investment Advisor, INC. | 7,807 | $1.29M | 0.75% | +315+4.2% | Added |
| Prossimo Advisors, LLC | 7,807 | $1.29M | 1.17% | +7,807 | New |
| Verus Capital Partners, LLC | 7,816 | $1.29M | 0.13% | +801+11.4% | Added |
| LRI Investments, LLC | 7,834 | $1.29M | 0.15% | +4,957+172.3% | Added |
| Coastal Investment Advisors, Inc. | 7,861 | $1.30M | 0.25% | +653+9.1% | Added |
| Bank of Nova Scotia Trust Co | 7,874 | $1.30M | 0.15% | +10+0.1% | Added |
| Intellectus Partners, LLC | 7,879 | $1.30M | 0.35% | +397+5.3% | Added |
| Ambassador Advisors, LLC | 7,898 | $1.30M | 0.24% | +367+4.9% | Added |
| Court Place Advisors, LLC | 7,905 | $1.30M | 0.41% | +103+1.3% | Added |
| Norden Group LLC | 7,920 | $1.31M | 0.26% | +180+2.3% | Added |
| Mairs & Power Inc | 7,925 | $1.31M | 0.01% | −739−8.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,931 | $1.31M | 0.45% | +154+2.0% | Added |
| BBR Partners, LLC | 7,935 | $1.31M | 0.11% | −4,400−35.7% | Reduced |
| Jefferies Financial Group Inc. | 7,963 | $1.31M | 0.03% | +41+0.5% | Added |
| Belmont Capital, LLC | 7,963 | $1.31M | 0.25% | +2,036+34.4% | Added |
| Boomfish Wealth Group, LLC | 7,974 | $1.32M | 0.85% | +258+3.3% | Added |
| Nicolet Bankshares Inc | 7,979 | $1.32M | 0.33% | −592−6.9% | Reduced |
| Leo Wealth, LLC | 8,010 | $1.32M | 0.13% | +4,013+100.4% | Added |
| Gould Asset Management LLC | 7,998 | $1.32M | 0.30% | −65−0.8% | Reduced |
| Ramirez Asset Management, Inc. | 8,001 | $1.32M | 0.27% | +63+0.8% | Added |
| Loudon Investment Management, LLC | 8,004 | $1.32M | 0.78% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,018 | $1.32M | 1.01% | +3,034+60.9% | Added |
| Ausdal Financial Partners, Inc. | 8,041 | $1.33M | 0.14% | −183−2.2% | Reduced |
| Hilltop Holdings Inc. | 8,060 | $1.33M | 0.15% | −192−2.3% | Reduced |
| Core Wealth Partners LLC | 8,058 | $1.33M | 0.91% | +1,123+16.2% | Added |
| CRA Financial Services, LLC | 8,092 | $1.33M | 0.27% | −62−0.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 8,098 | $1.34M | 0.75% | −1,084−11.8% | Reduced |
| Lion Street Advisors, LLC | 8,099 | $1.34M | 0.49% | +1,269+18.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,202 | $1.34M | 0.15% | +49+0.6% | Added |
| Glen Eagle Advisors, LLC | 8,125 | $1.34M | 0.25% | −185−2.2% | Reduced |
| Avestar Capital, LLC | 8,127 | $1.34M | 0.15% | +1,517+23.0% | Added |
| Cambridge Advisors Inc. | 8,135 | $1.34M | 0.31% | −20−0.2% | Reduced |
| KPP Advisory Services LLC | 8,150 | $1.34M | 0.36% | +313+4.0% | Added |
| Smith Anglin Financial, LLC | 8,152 | $1.34M | 0.14% | −263−3.1% | Reduced |
| Aberdeen Wealth Management LLC | 8,154 | $1.34M | 0.91% | +20.0% | Added |
| Wealth Group, Ltd. | 8,196 | $1.35M | 0.97% | +40+0.5% | Added |
| 9258 Wealth Management, LLC | 8,202 | $1.35M | 0.21% | +6+0.1% | Added |
| Quotient Wealth Partners, LLC | 8,224 | $1.36M | 0.05% | −2,340−22.2% | Reduced |
| Gibbs Wealth Management | 8,224 | $1.36M | 0.55% | +782+10.5% | Added |
| Quest Investment Management LLC | 8,234 | $1.36M | 0.15% | +164+2.0% | Added |
| St. Johns Investment Management Company, LLC | 8,236 | $1.36M | 0.64% | −44−0.5% | Reduced |
| Lodestar Private Asset Management LLC | 8,237 | $1.36M | 0.19% | +51+0.6% | Added |
| MSH Capital Advisors LLC | 8,238 | $1.36M | 0.45% | −134−1.6% | Reduced |
| Lederer & Associates Investment Counsel | 8,253 | $1.36M | 0.98% | −360−4.2% | Reduced |
| Piscataqua Savings Bank | 8,255 | $1.36M | 1.21% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 8,255 | $1.36M | 0.47% | −20.0% | Reduced |
| Edge Capital Group, LLC | 8,256 | $1.36M | 0.07% | −146−1.7% | Reduced |
| Great Lakes Retirement, Inc. | 8,265 | $1.36M | 0.19% | −11−0.1% | Reduced |
| Lake Street Financial LLC | 8,266 | $1.36M | 0.18% | −586−6.6% | Reduced |
| Relative Value Partners Group, LLC | 8,266 | $1.36M | 0.18% | +5,150+165.3% | Added |
| Ballast, Inc. | 8,268 | $1.36M | 0.42% | +26+0.3% | Added |
| Mission Creek Capital Partners, Inc. | 8,270 | $1.36M | 0.34% | −2,268−21.5% | Reduced |
| Northwest Bancshares, Inc. | 8,286 | $1.37M | 0.23% | −1,276−13.3% | Reduced |
| Acropolis Investment Management, LLC | 8,286 | $1.37M | 0.09% | +6+0.1% | Added |
| DF Dent & Co Inc | 8,286 | $1.37M | 0.02% | −36−0.4% | Reduced |
| Indiana Trust & Investment Management CO | 8,292 | $1.37M | 0.50% | −288−3.4% | Reduced |
| Segment Wealth Management, LLC | 8,302 | $1.37M | 0.10% | −157−1.9% | Reduced |
| Patron Partners Advisors, LLC | 8,321 | $1.37M | 0.81% | −132−1.6% | Reduced |
| Martin & Co Inc | 8,329 | $1.37M | 0.35% | −40−0.5% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.37M | 0.59% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 8,455 | $1.38M | 0.56% | +45+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 8,358 | $1.38M | 0.06% | +10.0% | Added |
| Autumn Glory Partners, LLC | 8,362 | $1.38M | 0.70% | −914−9.9% | Reduced |
| AdvisorNet Financial, Inc | 8,396 | $1.38M | 0.13% | +141+1.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,405 | $1.39M | 0.91% | −90−1.1% | Reduced |
| Sage Mountain Advisors LLC | 8,406 | $1.39M | 0.13% | +1,540+22.4% | Added |
| Wunderlich Capital Managemnt | 8,414 | $1.39M | 0.62% | +662+8.5% | Added |
| NVWM, LLC | 8,439 | $1.39M | 0.37% | +418+5.2% | Added |
| Augustine Asset Management Inc | 8,474 | $1.40M | 0.54% | +8,474 | New |
| River Street Advisors LLC | 8,483 | $1.40M | 0.87% | +293+3.6% | Added |
| Kowal Investment Group, LLC | 8,486 | $1.40M | 0.28% | +518+6.5% | Added |
| Widmann Financial Services, Inc. | 8,492 | $1.40M | 1.14% | +11+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,531 | $1.41M | 0.55% | +597+7.5% | Added |
| Alpha Cubed Investments, LLC | 8,537 | $1.41M | 0.07% | +895+11.7% | Added |
| Southland Equity Partners LLC | 8,545 | $1.41M | 0.40% | +2,449+40.2% | Added |
| Monarch Capital Management Inc | 8,556 | $1.41M | 0.41% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 8,563 | $1.41M | 0.19% | −87−1.0% | Reduced |
| Sterling Wealth Management, Inc. | 8,565 | $1.41M | 0.67% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,566 | $1.41M | 0.19% | −191−2.2% | Reduced |
| Cullen Capital Management LLC | 8,580 | $1.42M | 0.02% | −5−0.1% | Reduced |
| Kennedy Investment Group | 8,606 | $1.42M | 0.72% | +208+2.5% | Added |
| Marion Wealth Management | 8,636 | $1.42M | 0.42% | +254+3.0% | Added |
| Deseret Mutual Benefit Administrators | 8,701 | $1.44M | 0.67% | +391+4.7% | Added |
| Greenfield Savings Bank | 8,712 | $1.44M | 0.74% | +87+1.0% | Added |
| Gryphon Financial Partners LLC | 8,730 | $1.44M | 0.22% | +174+2.0% | Added |
| Engineers Gate Manager LP | 8,748 | $1.44M | 0.03% | −14,838−62.9% | Reduced |
| Pacitti Group Inc. | 8,768 | $1.45M | 0.76% | +200+2.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 8,775 | $1.45M | 0.04% | +8,775 | New |
| New England Research & Management, Inc. | 8,781 | $1.45M | 0.70% | −1,093−11.1% | Reduced |
| Blue Square Asset Management, LLC | 8,800 | $1.45M | 0.85% | +86+1.0% | Added |
| Continuum Advisory, LLC | 8,815 | $1.45M | 0.21% | +1,163+15.2% | Added |
| Foyston, Gordon, & Payne Inc | 8,816 | $1.45M | 0.36% | −212−2.3% | Reduced |
| Jackson Square Capital, LLC | 8,824 | $1.46M | 0.36% | 00.0% | Unchanged |
| Nwam LLC | 8,848 | $1.46M | 0.43% | +673+8.2% | Added |
| Marcum Wealth, LLC | 8,897 | $1.47M | 0.15% | +190+2.2% | Added |
| Orleans Capital Management Corp | 8,908 | $1.47M | 0.93% | −365−3.9% | Reduced |
| VELA Investment Management, LLC | 8,934 | $1.47M | 0.52% | +638+7.7% | Added |