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 |
|---|---|---|---|---|---|
| LSV Asset Management | 12,603 | $2.08M | 0.00% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 12,773 | $2.08M | 1.79% | +2,040+19.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,624 | $2.08M | 0.65% | +12,624 | New |
| RKL Wealth Management LLC | 12,636 | $2.08M | 0.20% | +277+2.2% | Added |
| Ellsworth Advisors, LLC | 12,656 | $2.09M | 0.58% | +347+2.8% | Added |
| Knollwood Investment Advisory, LLC | 12,660 | $2.09M | 0.23% | +2,799+28.4% | Added |
| Providence Wealth Advisors, LLC | 12,741 | $2.09M | 1.66% | −13−0.1% | Reduced |
| BFSG, LLC | 12,662 | $2.09M | 0.26% | +1,034+8.9% | Added |
| Kerusso Capital Management LLC | 12,666 | $2.09M | 1.52% | +12,666 | New |
| Hemenway Trust Co LLC | 12,679 | $2.09M | 0.18% | −648−4.9% | Reduced |
| Heritage Wealth Management, Inc. | 12,746 | $2.10M | 0.70% | +12,746 | New |
| Wilson & Boucher Capital Management, LLC | 12,709 | $2.10M | 1.61% | −74−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 12,724 | $2.10M | 0.16% | +496+4.1% | Added |
| Jaffetilchin Investment Partners, LLC | 12,732 | $2.10M | 0.18% | +115+0.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,760 | $2.10M | 1.76% | −250−1.9% | Reduced |
| Plimoth Trust Co LLC | 12,771 | $2.11M | 0.56% | −59−0.5% | Reduced |
| First Heartland Consultants, Inc. | 12,794 | $2.11M | 0.21% | +56+0.4% | Added |
| 3Chopt Investment Partners, LLC | 12,881 | $2.12M | 0.65% | +218+1.7% | Added |
| William Allan, LLC | 12,891 | $2.13M | 1.42% | +427+3.4% | Added |
| Group One Trading, L.P. | 12,905 | $2.13M | 0.07% | +4,780+58.8% | Added |
| Beacon Financial Group | 12,907 | $2.13M | 0.24% | −28−0.2% | Reduced |
| Security National Bank of So Dak | 12,917 | $2.13M | 1.27% | +165+1.3% | Added |
| Wedmont Private Capital | 12,844 | $2.14M | 0.13% | +1,102+9.4% | Added |
| Gifford Fong Associates | 13,000 | $2.14M | 0.57% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 13,010 | $2.15M | 1.09% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 13,081 | $2.16M | 0.77% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 12,500 | $2.16M | 1.14% | −1,500−10.7% | Reduced |
| Checchi Capital Advisers, LLC | 13,099 | $2.16M | 0.17% | −68−0.5% | Reduced |
| Saybrook Capital | 13,102 | $2.16M | 0.61% | −1,475−10.1% | Reduced |
| DCM Advisors, LLC | 13,108 | $2.16M | 1.14% | −2,663−16.9% | Reduced |
| Pettee Investors, Inc. | 13,150 | $2.17M | 1.05% | −9,010−40.7% | Reduced |
| Insight Inv LLC | 13,150 | $2.17M | 1.87% | +425+3.3% | Added |
| Ascent Wealth Partners, LLC | 13,225 | $2.18M | 0.32% | +36+0.3% | Added |
| Arkadios Wealth Advisors | 13,232 | $2.18M | 0.15% | +5,739+76.6% | Added |
| Fairfield, Bush & Co. | 13,239 | $2.18M | 1.31% | −1,102−7.7% | Reduced |
| Capital Planning Advisors, LLC | 13,249 | $2.19M | 0.37% | +3,210+32.0% | Added |
| Advisor OS, LLC | 13,263 | $2.19M | 0.24% | +482+3.8% | Added |
| Banco de Sabadell, S.A | 13,322 | $2.19M | 1.61% | −256−1.9% | Reduced |
| Zuckerman Investment Group, LLC | 13,350 | $2.20M | 0.25% | +2,198+19.7% | Added |
| Edgestream Partners, L.P. | 13,377 | $2.21M | 0.11% | +8,772+190.5% | Added |
| MONECO Advisors, LLC | 13,393 | $2.21M | 0.32% | +47+0.4% | Added |
| Mayflower Financial Advisors, LLC | 13,395 | $2.21M | 0.36% | +67+0.5% | Added |
| Cornerstone Enterprises, LLC | 13,405 | $2.21M | 1.47% | +644+5.0% | Added |
| Massachusetts Wealth Management | 13,406 | $2.21M | 1.48% | +225+1.7% | Added |
| Sterling Investment Advisors, Ltd. | 13,410 | $2.21M | 0.60% | +14+0.1% | Added |
| VeraBank, N.A. | 13,450 | $2.22M | 0.69% | −14−0.1% | Reduced |
| First United Bank Trust | 13,476 | $2.22M | 0.83% | −245−1.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,484 | $2.22M | 0.37% | −208−1.5% | Reduced |
| Angeles Wealth Management, LLC | 13,495 | $2.23M | 0.21% | +1,059+8.5% | Added |
| Home Federal Bank of Tennessee | 13,517 | $2.23M | 0.68% | −58−0.4% | Reduced |
| Accel Wealth Management | 13,522 | $2.23M | 0.89% | +22+0.2% | Added |
| CX Institutional | 13,541 | $2.23M | 0.10% | −1,042−7.1% | Reduced |
| Atwood & Palmer Inc | 13,593 | $2.24M | 0.17% | 00.0% | Unchanged |
| Capital Counsel LLC | 13,620 | $2.25M | 0.10% | −139−1.0% | Reduced |
| Manchester Capital Management LLC | 13,640 | $2.25M | 0.27% | −600−4.2% | Reduced |
| Eads & Heald Wealth Management | 13,676 | $2.26M | 1.09% | −21−0.2% | Reduced |
| Congress Wealth Management LLC | 13,681 | $2.26M | 0.04% | +4,978+57.2% | Added |
| Amussen Hunsaker Associates LLC | 13,701 | $2.26M | 0.38% | −1,331−8.9% | Reduced |
| AlphaStar Capital Management, LLC | 13,703 | $2.26M | 0.21% | +1,459+11.9% | Added |
| Tandem Capital Management Corp | 13,822 | $2.27M | 1.24% | +190+1.4% | Added |
| Crawford Investment Counsel Inc | 13,852 | $2.28M | 0.04% | +1,063+8.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 13,867 | $2.29M | 0.12% | −15,773−53.2% | Reduced |
| XML Financial, LLC | 13,894 | $2.29M | 0.23% | −629−4.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,906 | $2.29M | 0.14% | +593+4.5% | Added |
| Mechanics Financial Corp | 13,936 | $2.30M | 1.18% | +140+1.0% | Added |
| Chicago Partners Investment Group LLC | 13,289 | $2.30M | 0.09% | +215+1.6% | Added |
| Conscious Wealth Investments, LLC | 13,868 | $2.31M | 1.66% | +137+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,024 | $2.31M | 0.12% | −89−0.6% | Reduced |
| Aspen Investment Management Inc | 14,081 | $2.32M | 1.16% | +41+0.3% | Added |
| Foresight Capital Management Advisors, Inc. | 14,089 | $2.32M | 1.57% | +624+4.6% | Added |
| Inlet Private Wealth, LLC | 14,136 | $2.33M | 0.64% | −120−0.8% | Reduced |
| Jmac Enterprises LLC | 14,172 | $2.34M | 0.41% | +749+5.6% | Added |
| Gries Financial LLC | 14,183 | $2.34M | 0.48% | −502−3.4% | Reduced |
| West Branch Capital LLC | 14,258 | $2.35M | 0.87% | +320+2.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 14,271 | $2.35M | 0.90% | +14,271 | New |
| Benjamin Edwards Inc | 14,271 | $2.35M | 0.45% | −556−3.7% | Reduced |
| Cito Capital Group, LLC | 14,274 | $2.35M | 0.91% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 14,309 | $2.36M | 0.32% | −700−4.7% | Reduced |
| Cigna Investments Inc | 14,329 | $2.36M | 0.44% | −223−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 14,401 | $2.38M | 0.10% | −147−1.0% | Reduced |
| Centaurus Financial, Inc. | 14,419 | $2.38M | 0.16% | +9,770+210.2% | Added |
| Liberty Capital Management, Inc. | 14,448 | $2.38M | 0.57% | +271+1.9% | Added |
| Lawson Kroeker Investment Management Inc | 14,482 | $2.39M | 0.46% | +32+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 14,485 | $2.39M | 0.22% | +3,512+32.0% | Added |
| CFO4Life Group, LLC | 14,512 | $2.39M | 0.45% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 14,554 | $2.40M | 0.17% | +458+3.2% | Added |
| Outfitter Financial LLC | 14,568 | $2.40M | 2.00% | −45−0.3% | Reduced |
| Suncoast Equity Management | 14,584 | $2.41M | 0.27% | +517+3.7% | Added |
| StrongBox Wealth, LLC | 14,627 | $2.41M | 1.14% | +109+0.8% | Added |
| Leonteq Securities AG | 14,689 | $2.42M | 0.34% | +3,605+32.5% | Added |
| Delaney Dennis R | 14,719 | $2.43M | 1.31% | −1,319−8.2% | Reduced |
| Chesapeake Asset Management LLC | 14,736 | $2.43M | 2.33% | +81+0.6% | Added |
| NJ State Employees Deferred Compensation Plan | 14,751 | $2.43M | 0.30% | −4,100−21.7% | Reduced |
| Valley National Advisers Inc | 14,759 | $2.43M | 0.36% | −599−3.9% | Reduced |
| Parkside Financial Bank & Trust | 14,800 | $2.44M | 0.38% | −494−3.2% | Reduced |
| JPL Wealth Management, LLC | 14,810 | $2.44M | 1.20% | +1,056+7.7% | Added |
| Oxler Private Wealth LLC | 14,833 | $2.45M | 0.91% | +117+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 14,890 | $2.46M | 0.10% | +1,540+11.5% | Added |
| TCI Wealth Advisors, Inc. | 14,912 | $2.46M | 0.23% | +2,825+23.4% | Added |
| Viewpoint Capital Management LLC | 14,964 | $2.47M | 1.51% | −217−1.4% | Reduced |