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 |
|---|---|---|---|---|---|
| Full Sail Capital, LLC | 14,989 | $2.47M | 0.17% | +34+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.47M | 0.56% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 15,067 | $2.48M | 1.90% | +247+1.7% | Added |
| Family Legacy, Inc. | 15,080 | $2.49M | 0.89% | +30+0.2% | Added |
| Pensionfund Sabic | 15,100 | $2.49M | 0.73% | 00.0% | Unchanged |
| Dover Advisors, LLC | 15,106 | $2.49M | 1.54% | +743+5.2% | Added |
| Abner Herrman & Brock LLC | 15,116 | $2.49M | 0.32% | −68,726−82.0% | Reduced |
| Magnus Financial Group LLC | 15,159 | $2.50M | 0.28% | −142−0.9% | Reduced |
| Focus Financial Network, Inc. | 14,717 | $2.50M | 0.11% | +242+1.7% | Added |
| IMS Capital Management | 14,245 | $2.50M | 1.17% | −279−1.9% | Reduced |
| TrinityPoint Wealth, LLC | 15,295 | $2.52M | 0.39% | +1,904+14.2% | Added |
| Banco Santander, S.A. | 15,335 | $2.53M | 0.03% | −90,940−85.6% | Reduced |
| Centiva Capital, LP | 15,377 | $2.54M | 0.12% | +15,377 | New |
| LCNB Corp | 15,391 | $2.54M | 0.95% | +50+0.3% | Added |
| PYA Waltman Capital, LLC | 15,402 | $2.54M | 0.93% | +1,054+7.3% | Added |
| Trustco Bank Corp N Y | 15,417 | $2.54M | 2.70% | +430+2.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,436 | $2.55M | 1.05% | +230+1.5% | Added |
| Geller Advisors LLC | 15,444 | $2.55M | 0.19% | −3,675−19.2% | Reduced |
| Bank of Hawaii | 15,489 | $2.55M | 0.12% | −2,372−13.3% | Reduced |
| Perpetual Ltd | 15,497 | $2.56M | 0.03% | +2,758+21.7% | Added |
| AlphaCore Capital LLC | 15,541 | $2.56M | 0.62% | +946+6.5% | Added |
| Finer Wealth Management, Inc. | 15,598 | $2.57M | 1.66% | +135+0.9% | Added |
| Arete Wealth Advisors, LLC | 15,640 | $2.58M | 0.21% | −1,114−6.6% | Reduced |
| Ameritas Advisory Services, LLC | 15,648 | $2.58M | 0.10% | +255+1.7% | Added |
| Aviance Capital Partners, LLC | 15,669 | $2.58M | 0.37% | +113+0.7% | Added |
| BSW Wealth Partners | 15,673 | $2.58M | 0.42% | −112−0.7% | Reduced |
| Cumberland Partners Ltd | 15,700 | $2.59M | 0.19% | +2,358+17.7% | Added |
| Redmond Asset Management, LLC | 15,733 | $2.59M | 0.85% | +336+2.2% | Added |
| Connable Office Inc | 15,772 | $2.60M | 0.28% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 15,774 | $2.60M | 0.65% | +1,381+9.6% | Added |
| Ritholtz Wealth Management | 15,791 | $2.60M | 0.09% | −1,725−9.8% | Reduced |
| Lee Danner & Bass Inc | 15,880 | $2.62M | 0.20% | +15,880 | New |
| Change Path, LLC | 15,929 | $2.63M | 0.13% | −22,551−58.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,930 | $2.63M | 0.38% | −389−2.4% | Reduced |
| Leelyn Smith, LLC | 15,936 | $2.63M | 0.51% | +156+1.0% | Added |
| Sweet Financial Partners, LLC | 15,951 | $2.63M | 0.60% | +352+2.3% | Added |
| Regent Peak Wealth Advisors LLC | 15,951 | $2.63M | 0.66% | +525+3.4% | Added |
| Joel Isaacson & Co., LLC | 15,978 | $2.64M | 0.14% | −40.0% | Reduced |
| Peoples Financial Services Corp. | 15,985 | $2.64M | 1.19% | −11,930−42.7% | Reduced |
| Agate Pass Investment Management, LLC | 15,996 | $2.64M | 1.40% | −50−0.3% | Reduced |
| BDF-Gestion | 16,022 | $2.64M | 0.25% | +16,022 | New |
| Excalibur Management Corp | 16,039 | $2.65M | 1.08% | +274+1.7% | Added |
| Benedict Financial Advisors Inc | 16,068 | $2.65M | 0.67% | −308−1.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 16,074 | $2.65M | 0.51% | −1,780−10.0% | Reduced |
| Farmers National Bank | 16,103 | $2.66M | 0.80% | −257−1.6% | Reduced |
| Studio Investment Management LLC | 16,108 | $2.66M | 0.60% | +874+5.7% | Added |
| Cyndeo Wealth Partners, LLC | 16,111 | $2.66M | 0.21% | +2,450+17.9% | Added |
| Citadel Investment Advisory, Inc. | 16,121 | $2.66M | 1.51% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 16,129 | $2.66M | 0.21% | −1,744−9.8% | Reduced |
| Orser Capital Management, LLC | 16,151 | $2.66M | 2.17% | −22−0.1% | Reduced |
| Aries Wealth Management | 16,215 | $2.67M | 0.84% | +60.0% | Added |
| Delta Financial Advisors LLC | 16,238 | $2.68M | 1.04% | −349−2.1% | Reduced |
| Wolverine Trading, LLC | 16,240 | $2.68M | 0.04% | +14,513+840.4% | Added |
| Octavia Wealth Advisors, LLC | 16,263 | $2.68M | 0.37% | +1,094+7.2% | Added |
| Rothschild Investment LLC | 16,264 | $2.68M | 0.19% | +1,306+8.7% | Added |
| Investment Advisory Services Inc | 16,303 | $2.69M | 0.99% | −204−1.2% | Reduced |
| V-Square Quantitative Management LLC | 16,304 | $2.69M | 0.44% | −96−0.6% | Reduced |
| ProVise Management Group, LLC | 16,321 | $2.69M | 0.23% | −690−4.1% | Reduced |
| Brookmont Capital Management | 16,351 | $2.70M | 1.47% | −263−1.6% | Reduced |
| LGT Fund Management Co Ltd. | 16,383 | $2.70M | 0.34% | −1,082−6.2% | Reduced |
| Naviter Wealth, LLC | 16,412 | $2.71M | 0.40% | +355+2.2% | Added |
| Mystic Asset Management, Inc. | 16,421 | $2.71M | 1.09% | +132+0.8% | Added |
| Athena Investment Management | 16,445 | $2.71M | 1.64% | −80.0% | Reduced |
| Tower View Investment Management & Research LLC | 16,515 | $2.72M | 1.56% | +330+2.0% | Added |
| Wimmer Associates 1, LLC | 16,535 | $2.73M | 1.40% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 16,582 | $2.73M | 0.40% | −2,102−11.3% | Reduced |
| Duncker Streett & Co Inc | 16,589 | $2.74M | 0.53% | −35−0.2% | Reduced |
| Strategic Blueprint, LLC | 16,595 | $2.74M | 0.19% | +1,502+10.0% | Added |
| New Potomac Partners, LLC | 16,614 | $2.74M | 1.50% | +168+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 16,615 | $2.74M | 1.11% | +76+0.5% | Added |
| ARS Investment Partners, LLC | 16,724 | $2.76M | 0.26% | −262−1.5% | Reduced |
| Strategic Financial Services, Inc, | 16,742 | $2.76M | 0.17% | −489−2.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 16,766 | $2.77M | 1.48% | +1,331+8.6% | Added |
| 180 Wealth Advisors, LLC | 16,976 | $2.78M | 0.45% | +285+1.7% | Added |
| Richard Bernstein Advisors LLC | 16,920 | $2.79M | 0.06% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 16,922 | $2.79M | 0.59% | −2,955−14.9% | Reduced |
| Keystone Financial Group | 16,929 | $2.79M | 1.00% | −128−0.8% | Reduced |
| Estabrook Capital Management | 16,965 | $2.80M | 0.43% | −1,555−8.4% | Reduced |
| L.M. Kohn & Company | 16,979 | $2.80M | 0.76% | −408−2.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $2.80M | 1.79% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 17,008 | $2.81M | 0.05% | +1,130+7.1% | Added |
| Patton Albertson Miller Group, LLC | 17,040 | $2.81M | 0.40% | +168+1.0% | Added |
| Beach Investment Counsel Inc | 17,045 | $2.81M | 0.35% | −3,251−16.0% | Reduced |
| Lincoln Capital LLC | 17,080 | $2.82M | 0.63% | −65−0.4% | Reduced |
| Harbour Investment Management LLC | 17,080 | $2.82M | 1.30% | +110+0.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 17,134 | $2.83M | 2.04% | +3,550+26.1% | Added |
| Empire Financial Management Company, LLC | 17,150 | $2.83M | 0.94% | −21−0.1% | Reduced |
| Notis-McConarty Edward | 17,157 | $2.83M | 1.11% | −400−2.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 17,247 | $2.84M | 0.21% | +23+0.1% | Added |
| White Pine Capital LLC | 17,254 | $2.85M | 1.08% | +81+0.5% | Added |
| Summit Global Investments | 17,296 | $2.85M | 0.19% | +8,068+87.4% | Added |
| Sentinel Trust Co Lba | 17,303 | $2.85M | 0.35% | −1,305−7.0% | Reduced |
| Basepoint Wealth LLC | 17,326 | $2.86M | 2.26% | +60.0% | Added |
| Alpha Omega Wealth Management LLC | 17,356 | $2.86M | 0.55% | −315−1.8% | Reduced |
| Northstar Asset Management LLC | 17,384 | $2.87M | 0.69% | −764−4.2% | Reduced |
| Howard Financial Services, Ltd. | 17,394 | $2.87M | 0.47% | −451−2.5% | Reduced |
| Armstrong Henry H Associates Inc | 17,430 | $2.87M | 0.29% | +111+0.6% | Added |
| Platform Technology Partners | 17,445 | $2.88M | 0.99% | +17,445 | New |
| Bell & Brown Wealth Advisors, LLC | 17,450 | $2.88M | 1.25% | +1,767+11.3% | Added |
| Newman Dignan & Sheerar, Inc. | 17,477 | $2.88M | 0.74% | −305−1.7% | Reduced |