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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 10,531 | $1.74M | 0.68% | −413−3.8% | Reduced |
| Larson Financial Group LLC | 10,553 | $1.74M | 0.12% | +226+2.2% | Added |
| China Universal Asset Management Co., Ltd. | 10,563 | $1.74M | 0.25% | +1,436+15.7% | Added |
| Westover Capital Advisors, LLC | 10,627 | $1.75M | 0.45% | −2,101−16.5% | Reduced |
| First Command Advisory Services, Inc. | 10,636 | $1.75M | 0.02% | −108−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 10,230 | $1.76M | 0.25% | −453−4.2% | Reduced |
| Poehling Capital Management, LLC | 10,660 | $1.76M | 0.48% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 10,682 | $1.76M | 0.01% | −30,679−74.2% | Reduced |
| Guardian Investment Management | 10,080 | $1.76M | 1.29% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10,713 | $1.77M | 0.14% | +19+0.2% | Added |
| Abbot Financial Management, Inc. | 10,726 | $1.77M | 0.95% | +133+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 10,777 | $1.77M | 0.91% | +1,783+19.8% | Added |
| Archer Investment Corp | 10,767 | $1.78M | 0.52% | +10.0% | Added |
| Atlas Private Wealth Advisors | 10,784 | $1.78M | 0.29% | +5,458+102.5% | Added |
| Holderness Investments Co | 10,792 | $1.78M | 0.42% | −55−0.5% | Reduced |
| World Equity Group, Inc. | 10,795 | $1.78M | 0.53% | −13,901−56.3% | Reduced |
| Investment Partners, Ltd. | 10,829 | $1.79M | 0.80% | +226+2.1% | Added |
| Dividend Assets Capital, LLC | 10,835 | $1.79M | 0.36% | −738−6.4% | Reduced |
| Becker Capital Management Inc | 10,851 | $1.79M | 0.06% | −785−6.7% | Reduced |
| Bigelow Investment Advisors, LLC | 10,855 | $1.79M | 0.85% | −129−1.2% | Reduced |
| Kennon-Green & Company, LLC | 10,940 | $1.80M | 1.66% | +757+7.4% | Added |
| Inspire Trust Co, N.A. | 10,945 | $1.81M | 0.60% | +4,695+75.1% | Added |
| Nilsine Partners, LLC | 10,966 | $1.81M | 0.24% | +240+2.2% | Added |
| Delta Asset Management LLC | 10,999 | $1.81M | 0.16% | +28+0.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 11,004 | $1.81M | 0.07% | +1,448+15.2% | Added |
| New England Asset Management Inc | 11,042 | $1.82M | 0.30% | −250−2.2% | Reduced |
| Means Investment Co., Inc. | 11,049 | $1.82M | 0.22% | −720−6.1% | Reduced |
| MidWestOne Financial Group, Inc. | 11,063 | $1.82M | 0.33% | −1,613−12.7% | Reduced |
| Lifeworks Advisors, LLC | 11,069 | $1.83M | 0.51% | +618+5.9% | Added |
| Geneos Wealth Management Inc. | 11,078 | $1.83M | 0.08% | −11,495−50.9% | Reduced |
| S&T Bank | 11,092 | $1.83M | 0.47% | −1,772−13.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.83M | 0.56% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,141 | $1.84M | 0.12% | +289+2.7% | Added |
| Allred Capital Management, LLC | 11,171 | $1.84M | 0.71% | −20.0% | Reduced |
| Dynasty Wealth Management, LLC | 11,197 | $1.85M | 0.05% | −1,770−13.7% | Reduced |
| Evermay Wealth Management LLC | 11,204 | $1.85M | 0.30% | +38+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 11,215 | $1.85M | 0.27% | +213+1.9% | Added |
| Western Wealth Management, LLC | 11,245 | $1.85M | 0.14% | −792−6.6% | Reduced |
| First Foundation Advisors | 11,299 | $1.86M | 0.07% | −516−4.4% | Reduced |
| Colonial River Wealth Management, LLC | 11,311 | $1.87M | 1.00% | −584−4.9% | Reduced |
| Chapin Davis, Inc. | 11,341 | $1.87M | 0.64% | −99−0.9% | Reduced |
| Ghe, LLC | 11,355 | $1.87M | 0.75% | +471+4.3% | Added |
| Brandywine Oak Private Wealth LLC | 11,381 | $1.88M | 0.19% | −10.0% | Reduced |
| Catalytic Wealth RIA, LLC | 11,387 | $1.88M | 0.37% | +1,737+18.0% | Added |
| Smartleaf Asset Management LLC | 11,304 | $1.88M | 0.31% | +2,029+21.9% | Added |
| Red Cedar Investment Management, LLC | 11,400 | $1.88M | 0.26% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 11,408 | $1.88M | 0.59% | −720−5.9% | Reduced |
| Lummis Asset Management, LP | 11,442 | $1.89M | 2.49% | +76+0.7% | Added |
| Detalus Advisors, LLC | 11,463 | $1.89M | 0.65% | +40+0.4% | Added |
| Global Financial Private Client, LLC | 11,509 | $1.90M | 0.79% | −102−0.9% | Reduced |
| Forum Financial Management, LP | 11,519 | $1.90M | 0.03% | +1,347+13.2% | Added |
| Clean Yield Group | 11,534 | $1.90M | 0.71% | +9+0.1% | Added |
| Little House Capital LLC | 11,535 | $1.90M | 0.59% | +2,341+25.5% | Added |
| Peak Asset Management, LLC | 11,569 | $1.91M | 0.37% | −3,752−24.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,594 | $1.91M | 0.76% | +94+0.8% | Added |
| Wealth Alliance Advisory Group, LLC | 11,596 | $1.91M | 0.43% | −2,215−16.0% | Reduced |
| Stonebridge Capital Advisors LLC | 11,629 | $1.92M | 0.17% | −569−4.7% | Reduced |
| SJS Investment Consulting Inc. | 11,654 | $1.92M | 0.37% | +87+0.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 11,705 | $1.93M | 0.17% | −2,413−17.1% | Reduced |
| Garrison Point Advisors, LLC | 11,715 | $1.93M | 1.28% | −10−0.1% | Reduced |
| Symmetry Partners, LLC | 11,741 | $1.94M | 0.10% | −1,487−11.2% | Reduced |
| Retirement Guys Formula LLC | 11,750 | $1.94M | 0.93% | +623+5.6% | Added |
| Oarsman Capital, Inc. | 11,763 | $1.94M | 0.43% | +676+6.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 11,790 | $1.94M | 0.55% | −192−1.6% | Reduced |
| Leisure Capital Management | 11,846 | $1.95M | 0.91% | +21+0.2% | Added |
| West Oak Capital, LLC | 11,849 | $1.95M | 0.79% | +195+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,872 | $1.96M | 0.45% | −678−5.4% | Reduced |
| Rogco, LP | 11,874 | $1.96M | 0.80% | −50−0.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,886 | $1.96M | 1.35% | −221−1.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 11,924 | $1.97M | 0.52% | +128+1.1% | Added |
| Vista Investment Management | 11,945 | $1.97M | 0.80% | +392+3.4% | Added |
| First Hawaiian Bank | 11,950 | $1.97M | 0.07% | −259−2.1% | Reduced |
| CNB Bank | 11,971 | $1.97M | 0.95% | −1,143−8.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,007 | $1.98M | 0.11% | −14,499−54.7% | Reduced |
| Interchange Capital Partners, LLC | 12,026 | $1.98M | 0.73% | +10,165+546.2% | Added |
| Symphony Financial, Ltd. Co. | 11,975 | $1.99M | 0.36% | +1,102+10.1% | Added |
| Frank, Rimerman Advisors LLC | 12,075 | $1.99M | 0.14% | +11,999+15,788.2% | Added |
| Partnership Wealth Management, LLC | 12,083 | $1.99M | 1.47% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 12,094 | $1.99M | 0.20% | −562−4.4% | Reduced |
| Bedel Financial Consulting, Inc. | 12,095 | $1.99M | 0.29% | −28−0.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,539 | $2.00M | 0.78% | +6+0.1% | Added |
| Kovack Advisors, Inc. | 12,163 | $2.01M | 0.22% | −1,103−8.3% | Reduced |
| TrueMark Investments, LLC | 12,163 | $2.01M | 0.69% | +5,068+71.4% | Added |
| Boyd Watterson Asset Management LLC | 12,179 | $2.01M | 0.57% | −2,509−17.1% | Reduced |
| SFMG, LLC | 12,209 | $2.01M | 0.18% | −719−5.6% | Reduced |
| Painted Porch Advisors LLC | 12,209 | $2.01M | 1.14% | −337−2.7% | Reduced |
| Montecito Bank & Trust | 12,216 | $2.01M | 0.41% | −418−3.3% | Reduced |
| Norway Savings Bank | 12,247 | $2.02M | 1.15% | +701+6.1% | Added |
| Ami Investment Management Inc | 12,272 | $2.02M | 0.71% | −89−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 12,302 | $2.03M | 0.05% | −23,654−65.8% | Reduced |
| Umpqua Bank | 12,337 | $2.03M | 0.79% | +499+4.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,366 | $2.04M | 0.02% | −77−0.6% | Reduced |
| Scott & Selber, Inc. | 12,372 | $2.04M | 0.65% | +166+1.4% | Added |
| Wolff Wiese Magana LLC | 12,384 | $2.04M | 1.62% | −193−1.5% | Reduced |
| Lantz Financial LLC | 12,404 | $2.05M | 0.64% | −15−0.1% | Reduced |
| PFG Advisors | 12,415 | $2.05M | 0.14% | +4,819+63.4% | Added |
| Camarda Financial Advisors, LLC | 12,421 | $2.05M | 0.80% | +12,421 | New |
| Insigneo Advisory Services, LLC | 11,887 | $2.07M | 0.23% | −1,702−12.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,590 | $2.08M | 0.37% | −29−0.2% | Reduced |
| Lindenwold Advisors | 12,601 | $2.08M | 1.11% | −79−0.6% | Reduced |