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
- 3,330
- +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
- 1,334 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 |
|---|---|---|---|---|---|
| Morningstar Investment Management LLC | 8,952 | $1.48M | 0.15% | 00.0% | Unchanged |
| Alpha Family Trust | 8,950 | $1.48M | 0.87% | +1,645+22.5% | Added |
| Founders Financial Alliance, LLC | 8,961 | $1.48M | 0.44% | +162+1.8% | Added |
| PGGM Investments | 8,962 | $1.48M | 0.02% | −6,511−42.1% | Reduced |
| Founders Capital Management | 8,979 | $1.48M | 0.96% | −818−8.3% | Reduced |
| Oxbow Advisors, LLC | 8,982 | $1.48M | 0.17% | +60+0.7% | Added |
| Accent Capital Management, LLC | 8,989 | $1.48M | 0.91% | +67+0.8% | Added |
| BKM Wealth Management, LLC | 8,993 | $1.48M | 0.71% | −1,642−15.4% | Reduced |
| Twelve Points Wealth Management LLC | 9,001 | $1.48M | 0.52% | +237+2.7% | Added |
| Accurate Wealth Management, LLC | 9,080 | $1.49M | 0.36% | +274+3.1% | Added |
| Legacy Financial Advisors, Inc. | 9,063 | $1.49M | 0.27% | −8−0.1% | Reduced |
| My Legacy Advisors, LLC | 9,081 | $1.50M | 0.48% | +145+1.6% | Added |
| Schrum Private Wealth Management LLC | 9,086 | $1.50M | 1.35% | −217−2.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,084 | $1.50M | 0.61% | +1,481+19.5% | Added |
| Capital Investment Advisory Services, LLC | 9,088 | $1.50M | 0.15% | +53+0.6% | Added |
| Moser Wealth Advisors, LLC | 9,121 | $1.50M | 0.82% | +305+3.5% | Added |
| Valley Brook Capital Group | 9,136 | $1.51M | 1.17% | −40−0.4% | Reduced |
| West Paces Advisors Inc. | 9,141 | $1.51M | 0.39% | +13+0.1% | Added |
| DAGCO, Inc. | 9,150 | $1.51M | 0.67% | −121−1.3% | Reduced |
| PDS Planning, Inc | 9,161 | $1.51M | 0.15% | +408+4.7% | Added |
| Coppell Advisory Solutions LLC | 9,162 | $1.51M | 0.25% | +9,162 | New |
| Alhambra Investment Partners LLC | 9,177 | $1.51M | 0.83% | +18+0.2% | Added |
| Staley Capital Advisers Inc | 9,182 | $1.51M | 0.07% | −89−1.0% | Reduced |
| Portside Wealth Group, LLC | 9,188 | $1.52M | 0.29% | −1,134−11.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,201 | $1.52M | 1.30% | −5−0.1% | Reduced |
| Gotham Asset Management, LLC | 9,222 | $1.52M | 0.02% | +2,994+48.1% | Added |
| Rockingstone Advisors LLC | 9,235 | $1.52M | 0.78% | −67−0.7% | Reduced |
| McNamara Financial Services, Inc. | 9,242 | $1.52M | 0.32% | +109+1.2% | Added |
| STAR Financial Bank | 9,245 | $1.52M | 1.17% | −584−5.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,252 | $1.53M | 0.04% | +658+7.7% | Added |
| Washington Trust Bank | 9,273 | $1.53M | 0.15% | −1,286−12.2% | Reduced |
| Stratos Wealth Advisors, LLC | 9,287 | $1.53M | 0.08% | −5,191−35.9% | Reduced |
| Berkshire Bank | 9,303 | $1.53M | 0.39% | −387−4.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,378 | $1.55M | 0.25% | −531−5.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,389 | $1.55M | 0.06% | −1,073−10.3% | Reduced |
| Schechter Investment Advisors, LLC | 9,392 | $1.55M | 0.12% | +857+10.0% | Added |
| EverSource Wealth Advisors, LLC | 8,979 | $1.55M | 0.10% | +608+7.3% | Added |
| West Family Investments, Inc. | 9,437 | $1.56M | 0.47% | −112−1.2% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.56M | 0.12% | 00.0% | Unchanged |
| Apella Capital, LLC | 9,657 | $1.56M | 0.07% | +2,262+30.6% | Added |
| Asset Advisors Investment Management, LLC | 9,499 | $1.57M | 0.17% | +200+2.2% | Added |
| Sciencast Management LP | 9,501 | $1.57M | 0.55% | +9,501 | New |
| Blue Fin Capital, Inc. | 9,507 | $1.57M | 0.31% | +730+8.3% | Added |
| Regatta Capital Group, LLC | 9,508 | $1.57M | 0.34% | +29+0.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,530 | $1.57M | 1.05% | +25+0.3% | Added |
| MCF Advisors LLC | 9,571 | $1.58M | 0.12% | +344+3.7% | Added |
| WealthShield Partners, LLC | 9,576 | $1.58M | 0.24% | +33+0.3% | Added |
| Key Financial Inc | 9,583 | $1.58M | 0.38% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 9,626 | $1.59M | 0.39% | +30+0.3% | Added |
| ORG Partners LLC | 9,842 | $1.61M | 0.20% | +9,071+1,176.5% | Added |
| Intrua Financial, LLC | 9,743 | $1.61M | 0.26% | −2,319−19.2% | Reduced |
| Dudley Capital Management, LLC | 9,745 | $1.61M | 0.90% | +20.0% | Added |
| Taylor Financial Group, Inc. | 9,806 | $1.62M | 1.24% | −139−1.4% | Reduced |
| One Capital Management, LLC | 9,817 | $1.62M | 0.06% | +3,344+51.7% | Added |
| Union Savings Bank | 9,836 | $1.62M | 0.85% | −281−2.8% | Reduced |
| S.A. Mason LLC | 9,841 | $1.62M | 0.92% | +117+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,924 | $1.64M | 0.86% | +127+1.3% | Added |
| McRae Capital Management Inc | 9,937 | $1.64M | 0.37% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9,958 | $1.64M | 0.52% | −256−2.5% | Reduced |
| Security National Bank of Sioux City Iowa | 9,978 | $1.65M | 1.19% | −502−4.8% | Reduced |
| Financial Advocates Investment Management | 9,985 | $1.65M | 0.10% | −2,067−17.2% | Reduced |
| Premier Path Wealth Partners, LLC | 9,994 | $1.65M | 0.28% | +506+5.3% | Added |
| Canton Hathaway, LLC | 10,002 | $1.65M | 0.45% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 10,007 | $1.65M | 1.12% | −343−3.3% | Reduced |
| Beck Bode, LLC | 10,030 | $1.65M | 0.33% | −2,533−20.2% | Reduced |
| Emprise Bank | 10,037 | $1.66M | 1.02% | −342−3.3% | Reduced |
| Clarius Group, LLC | 10,046 | $1.66M | 0.12% | −14−0.1% | Reduced |
| Axq Capital, LP | 10,069 | $1.66M | 0.39% | +1,569+18.5% | Added |
| HGK Asset Management Inc | 10,070 | $1.66M | 0.32% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 10,080 | $1.66M | 0.24% | +265+2.7% | Added |
| Graypoint LLC | 10,081 | $1.66M | 0.11% | −1,643−14.0% | Reduced |
| Hoylecohen, LLC | 10,088 | $1.66M | 0.13% | −1,318−11.6% | Reduced |
| Forte Capital LLC | 10,090 | $1.66M | 0.20% | −331−3.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,116 | $1.67M | 0.35% | +727+7.7% | Added |
| Carl P. Sherr & Co., LLC | 10,136 | $1.67M | 0.93% | −529−5.0% | Reduced |
| Charles Schwab Trust Co | 10,149 | $1.67M | 0.15% | +608+6.4% | Added |
| Legacy Trust | 10,192 | $1.68M | 0.42% | −40.0% | Reduced |
| Weaver Capital Management LLC | 10,210 | $1.68M | 0.54% | +419+4.3% | Added |
| Paradigm Asset Management Co LLC | 10,211 | $1.68M | 0.47% | +1,300+14.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,240 | $1.69M | 1.14% | −65−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,252 | $1.69M | 0.84% | +609+6.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,286 | $1.70M | 1.78% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 10,302 | $1.70M | 0.15% | +460+4.7% | Added |
| Oakworth Capital, Inc. | 10,315 | $1.70M | 0.12% | −54−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 10,328 | $1.70M | 0.16% | +371+3.7% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.71M | 0.62% | −41−0.4% | Reduced |
| XTX Topco Ltd | 10,351 | $1.71M | 0.15% | +10,351 | New |
| Center for Financial Planning, Inc. | 10,363 | $1.71M | 0.25% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10,368 | $1.71M | 1.03% | −145−1.4% | Reduced |
| Kathmere Capital Management, LLC | 10,371 | $1.71M | 0.18% | +474+4.8% | Added |
| Elmwood Wealth Management, Inc. | 10,389 | $1.71M | 0.76% | −75−0.7% | Reduced |
| Pegasus Partners Ltd. | 10,395 | $1.71M | 0.17% | −5,170−33.2% | Reduced |
| Ascension Asset Management LLC | 10,415 | $1.72M | 0.90% | −115−1.1% | Reduced |
| Stiles Financial Services Inc | 10,432 | $1.72M | 0.66% | +1,756+20.2% | Added |
| Accredited Investors Inc. | 10,474 | $1.73M | 0.11% | +242+2.4% | Added |
| Schonfeld Strategic Advisors LLC | 10,475 | $1.73M | 0.01% | +10,475 | New |
| Westchester Capital Management, Inc. | 10,477 | $1.73M | 0.44% | +1,319+14.4% | Added |
| Paragon Private Wealth Management, LLC | 10,479 | $1.73M | 0.98% | −201−1.9% | Reduced |
| Ahl Investment Management, Inc. | 10,494 | $1.73M | 1.27% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 10,510 | $1.73M | 0.85% | +1,002+10.5% | Added |