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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 337 | $55.5K | 0.03% | +337 | New |
| Fortitude Family Office, LLC | 343 | $56.6K | 0.03% | +71+26.1% | Added |
| Accordant Advisory Group Inc | 347 | $57.2K | 0.05% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 350 | $57.7K | 0.01% | +350 | New |
| Kozak & Associates, Inc. | 357 | $58.1K | 0.01% | −111−23.7% | Reduced |
| FWL Investment Management, LLC | 360 | $59.4K | 0.03% | +360 | New |
| Silicon Valley Capital Partners | 363 | $59.8K | 0.01% | +6+1.7% | Added |
| Gold Investment Management Ltd. | 404 | $66.6K | 0.03% | +2+0.5% | Added |
| True Wealth Design, LLC | 408 | $67.3K | 0.02% | +13+3.3% | Added |
| CBIZ Investment Advisory Services, LLC | 411 | $67.8K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 411 | $68.3K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 428 | $71.0K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 449 | $74.1K | 0.11% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 454 | $75.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 464 | $76.5K | 0.02% | +25+5.7% | Added |
| Ogorek Anthony Joseph | 477 | $78.0K | 0.03% | −3−0.6% | Reduced |
| Covestor Ltd | 471 | $78.0K | 0.05% | +3+0.6% | Added |
| VisionPoint Advisory Group, LLC | 474 | $78.2K | 0.03% | −42−8.1% | Reduced |
| Twin Lakes Capital Management, LLC | 489 | $80.7K | 0.06% | 00.0% | Unchanged |
| SWS Partners | 489 | $80.7K | 0.02% | +489 | New |
| Keener Financial Planning LLC | 492 | $81.0K | 0.05% | −32−6.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 496 | $81.8K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 497 | $82.0K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $82.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $82.5K | 0.04% | 00.0% | Unchanged |
| Kings Path Partners LLC | 500 | $82.5K | 0.04% | +500 | New |
| Game Plan Financial Advisors, LLC | 510 | $84.1K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 510 | $84.1K | 0.01% | +1+0.2% | Added |
| Front Row Advisors LLC | 514 | $84.8K | 0.03% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 524 | $86.4K | 0.04% | −41−7.3% | Reduced |
| O'Brien Wealth Partners LLC | 526 | $86.8K | 0.02% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 531 | $87.7K | 0.05% | −4−0.7% | Reduced |
| Evolution Advisers, Inc. | 542 | $89.0K | 0.05% | 00.0% | Unchanged |
| Lynx Investment Advisory | 542 | $89.4K | 0.07% | +542 | New |
| Iron Horse Wealth Management, LLC | 545 | $89.8K | 0.03% | +412+309.8% | Added |
| First Pacific Financial | 550 | $90.7K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 580 | $94.5K | 0.08% | +28+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 579 | $95.4K | 0.04% | +68+13.3% | Added |
| Abound Wealth Management | 593 | $97.8K | 0.04% | +170+40.2% | Added |
| Briaud Financial Planning, Inc | 599 | $98.0K | 0.06% | 00.0% | Unchanged |
| Newton One Investments LLC | 598 | $98.7K | 0.04% | −145−19.5% | Reduced |
| WealthCollab, LLC | 605 | $99.8K | 0.07% | −12−1.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 607 | $100.2K | 0.06% | −140−18.7% | Reduced |
| Cornerstone Planning Group LLC | 580 | $100.8K | 0.03% | −10−1.7% | Reduced |
| EnRich Financial Partners LLC | 614 | $101.3K | 0.04% | −86−12.3% | Reduced |
| Roble, Belko & Company, Inc | 621 | $102.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 628 | $103.7K | 0.06% | +2+0.3% | Added |
| Gleason Group, Inc. | 645 | $106.4K | 0.02% | +27+4.4% | Added |
| Caitlin John, LLC | 672 | $110.8K | 0.08% | −1−0.1% | Reduced |
| Basso Capital Management, L.P. | 674 | $111.2K | 0.10% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 689 | $113.6K | 0.02% | +689 | New |
| DiNuzzo Private Wealth, Inc. | 725 | $119.6K | 0.02% | +19+2.7% | Added |
| LFA - Lugano Financial Advisors SA | 734 | $121.1K | 0.09% | +274+59.6% | Added |
| Emfo, LLC | 770 | $127.0K | 0.11% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 774 | $127.7K | 0.14% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 761 | $133.2K | 0.06% | +761 | New |
| Blue Bell Private Wealth Management, LLC | 809 | $133.4K | 0.03% | +24+3.1% | Added |
| Providence Capital Advisors, LLC | 820 | $135.2K | 0.03% | +4+0.5% | Added |
| PFS Partners, LLC | 823 | $135.7K | 0.09% | +12+1.5% | Added |
| Strategic Investment Solutions, Inc. | 850 | $140.5K | 0.05% | +850 | New |
| Fairscale Capital, LLC | 865 | $142.5K | 0.13% | +865 | New |
| Quarry LP | 892 | $147.1K | 0.06% | +717+409.7% | Added |
| Winch Advisory Services, LLC | 900 | $148.4K | 0.04% | +11+1.2% | Added |
| Beaird Harris Wealth Management, LLC | 901 | $148.6K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 923 | $152.2K | 0.09% | +11+1.2% | Added |
| WFA of San Diego, LLC | 926 | $152.8K | 0.14% | +926 | New |
| Hoertkorn Richard Charles | 930 | $153.4K | 0.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 940 | $155.0K | 0.05% | −330−26.0% | Reduced |
| Tidemark, LLC | 941 | $155.2K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 950 | $156.7K | 0.02% | +715+304.3% | Added |
| Miller Wealth Advisors, LLC | 951 | $156.8K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 971 | $160.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 986 | $162.6K | 0.10% | +9+0.9% | Added |
| Voisard Asset Management Group, Inc. | 999 | $164.8K | 0.08% | +450+82.0% | Added |
| Stephenson National Bank & Trust | 1,006 | $165.9K | 0.06% | −1,747−63.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,019 | $168.1K | 0.09% | +12+1.2% | Added |
| Operose Advisors LLC | 1,027 | $169.4K | 0.06% | −150−12.7% | Reduced |
| IAG Wealth Partners, LLC | 1,036 | $170.9K | 0.03% | −690−40.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,069 | $176.3K | 0.01% | −1,038−49.3% | Reduced |
| nVerses Capital, LLC | 1,100 | $181.4K | 0.11% | +900+450.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,100 | $181.4K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,104 | $182.0K | 0.06% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,111 | $183.2K | 0.07% | +212+23.6% | Added |
| Rosenberg Matthew Hamilton | 1,128 | $183.7K | 0.05% | −293−20.6% | Reduced |
| Pineridge Advisors LLC | 1,121 | $184.8K | 0.06% | +13+1.2% | Added |
| Atlas Capital Advisors LLC | 1,149 | $189.5K | 0.02% | +100+9.5% | Added |
| Western Pacific Wealth Management, LP | 1,154 | $190.3K | 0.14% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,191 | $196.4K | 0.09% | −8−0.7% | Reduced |
| Paladin Advisory Group, LLC | 1,207 | $196.6K | 0.15% | −82−6.4% | Reduced |
| Pin Oak Investment Advisors Inc | 1,200 | $198.0K | 0.19% | −20−1.6% | Reduced |
| Rational Advisors LLC | 1,210 | $199.6K | 0.02% | +1,210 | New |
| Aldebaran Financial Inc. | 1,213 | $200.1K | 0.28% | +1,213 | New |
| Channel Wealth LLC | 1,214 | $200.2K | 0.07% | −486−28.6% | Reduced |
| Mosaic Financial Group, LLC | 1,218 | $201.0K | 0.14% | −175−12.6% | Reduced |
| Swisher Financial Concepts, Inc. | 1,228 | $201.0K | 0.20% | −53−4.1% | Reduced |
| Penobscot Wealth Management | 1,224 | $201.0K | 0.12% | +13+1.1% | Added |
| Members Wealth LLC | 1,490 | $201.2K | 0.13% | +1,490 | New |
| Synergy Financial Management, LLC | 1,222 | $201.5K | 0.03% | −573−31.9% | Reduced |
| Willis Johnson & Associates, Inc. | 1,223 | $201.7K | 0.02% | +1,223 | New |
| TrueWealth Advisors, LLC | 1,223 | $201.7K | 0.07% | +4+0.3% | Added |