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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 20,448 | $3.37M | 0.46% | +6,813+50.0% | Added |
| Field & Main Bank | 20,546 | $3.39M | 1.27% | −27−0.1% | Reduced |
| ICW Investment Advisors LLC | 20,555 | $3.39M | 1.54% | +73+0.4% | Added |
| Smith Shellnut Wilson LLC | 20,584 | $3.39M | 1.65% | +30.0% | Added |
| Peoples Bank | 20,596 | $3.40M | 2.65% | −46−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 20,604 | $3.40M | 0.28% | +529+2.6% | Added |
| Eagle Capital Management, LLC | 20,612 | $3.40M | 1.50% | −186−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 20,661 | $3.41M | 0.51% | −669−3.1% | Reduced |
| Guardian Capital LP | 20,839 | $3.44M | 0.13% | +753+3.7% | Added |
| Essex Savings Bank | 20,849 | $3.44M | 0.93% | +370+1.8% | Added |
| Signature Estate & Investment Advisors LLC | 20,854 | $3.44M | 0.09% | +3,615+21.0% | Added |
| TCG Advisory Services, LLC | 20,976 | $3.46M | 0.17% | +450+2.2% | Added |
| Sendero Wealth Management, LLC | 20,990 | $3.46M | 0.58% | +16+0.1% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $3.46M | 0.95% | −10,500−33.3% | Reduced |
| Essex LLC | 21,061 | $3.47M | 0.78% | −563−2.6% | Reduced |
| Bank Ozk | 21,072 | $3.48M | 1.50% | −589−2.7% | Reduced |
| Diversify Wealth Management, LLC | 19,987 | $3.48M | 0.43% | +19,987 | New |
| Balyasny Asset Management LLC | 21,114 | $3.48M | 0.01% | −12,810−37.8% | Reduced |
| Baxter Bros Inc | 21,134 | $3.49M | 0.46% | +1,261+6.3% | Added |
| Heritage Trust Co | 21,167 | $3.49M | 0.46% | +39+0.2% | Added |
| Garrison Asset Management, LLC | 21,236 | $3.50M | 1.84% | +87+0.4% | Added |
| Martin Capital Partners, LLC | 21,307 | $3.51M | 1.42% | −600−2.7% | Reduced |
| Wintrust Investments LLC | 21,324 | $3.52M | 0.29% | +535+2.6% | Added |
| Hallmark Capital Management Inc | 21,394 | $3.53M | 0.28% | −1,318−5.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,470 | $3.54M | 1.02% | +18+0.1% | Added |
| Garrett Investment Advisors LLC | 21,478 | $3.54M | 0.41% | +2,509+13.2% | Added |
| Fairhaven Wealth Management, LLC | 21,518 | $3.55M | 1.18% | +204+1.0% | Added |
| IFP Advisors, Inc | 21,521 | $3.55M | 0.14% | −1,602−6.9% | Reduced |
| Sunbelt Securities, Inc. | 21,572 | $3.56M | 0.36% | −345−1.6% | Reduced |
| Investmark Advisory Group LLC | 21,612 | $3.56M | 1.90% | +118+0.5% | Added |
| Adirondack Trust Co | 21,614 | $3.56M | 1.46% | −159−0.7% | Reduced |
| Palisade Capital Management LLC | 21,652 | $3.57M | 0.10% | −903−4.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,717 | $3.58M | 0.78% | +3,766+21.0% | Added |
| Gratus Capital LLC | 21,750 | $3.59M | 0.14% | +7,780+55.7% | Added |
| Sequent Planning LLC | 22,038 | $3.59M | 1.23% | −50.0% | Reduced |
| STF Management LP | 21,771 | $3.59M | 1.51% | −1,057−4.6% | Reduced |
| Vise Technologies, Inc. | 21,795 | $3.59M | 0.63% | +849+4.1% | Added |
| Koshinski Asset Management, Inc. | 22,224 | $3.60M | 0.33% | −1,095−4.7% | Reduced |
| Trinity Legacy Partners, LLC | 21,831 | $3.60M | 1.02% | −286−1.3% | Reduced |
| Shoker Investment Counsel, Inc. | 21,849 | $3.60M | 1.27% | +232+1.1% | Added |
| Burney Co | 21,851 | $3.60M | 0.14% | −1,185−5.1% | Reduced |
| Exchange Capital Management, Inc. | 21,977 | $3.62M | 0.59% | −559−2.5% | Reduced |
| AlTi Global, Inc. | 21,985 | $3.63M | 0.10% | −2,849−11.5% | Reduced |
| Country Club Bank | 21,873 | $3.64M | 0.25% | −523−2.3% | Reduced |
| Physicians Financial Services, Inc. | 22,134 | $3.65M | 1.19% | +956+4.5% | Added |
| Dana Investment Advisors, Inc. | 22,137 | $3.65M | 0.12% | −695−3.0% | Reduced |
| Scholtz & Company, LLC | 22,167 | $3.66M | 1.56% | −517−2.3% | Reduced |
| Schulhoff & Co Inc | 22,194 | $3.66M | 1.65% | −162−0.7% | Reduced |
| Claro Advisors LLC | 22,217 | $3.66M | 0.57% | +1,061+5.0% | Added |
| Coastline Trust Co | 22,219 | $3.66M | 0.43% | −325−1.4% | Reduced |
| Lake Street Advisors Group, LLC | 22,219 | $3.66M | 0.18% | +135+0.6% | Added |
| Chicago Trust Co NA | 22,236 | $3.67M | 0.74% | −961−4.1% | Reduced |
| Nations Financial Group Inc, | 22,331 | $3.68M | 0.30% | −1,411−5.9% | Reduced |
| Hodges Capital Management Inc. | 22,351 | $3.69M | 0.25% | −1,787−7.4% | Reduced |
| Oliver Luxxe Assets LLC | 22,418 | $3.70M | 0.78% | +80+0.4% | Added |
| Delta Capital Management LLC | 22,420 | $3.70M | 2.24% | +970+4.5% | Added |
| Chatham Capital Group, Inc. | 22,429 | $3.70M | 0.65% | −250−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 22,491 | $3.71M | 0.39% | +390+1.8% | Added |
| Smithbridge Asset Management Inc | 22,575 | $3.72M | 0.77% | −2,782−11.0% | Reduced |
| Security National Bank | 22,604 | $3.73M | 0.54% | +133+0.6% | Added |
| Coastal Bridge Advisors, LLC | 22,648 | $3.74M | 0.93% | −377−1.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,653 | $3.74M | 0.28% | +12,983+134.3% | Added |
| Generate Investment Management Ltd | 22,700 | $3.74M | 0.27% | −17,111−43.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,799 | $3.76M | 1.52% | −965−4.1% | Reduced |
| Boit C F David | 22,900 | $3.78M | 1.97% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 22,952 | $3.79M | 0.08% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 23,004 | $3.79M | 2.44% | +116+0.5% | Added |
| Old Second National Bank of Aurora | 23,024 | $3.80M | 0.97% | −284−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,053 | $3.80M | 0.26% | +203+0.9% | Added |
| Somerville Kurt F | 23,074 | $3.81M | 0.64% | −2,720−10.5% | Reduced |
| Northeast Financial Consultants Inc | 23,096 | $3.81M | 0.18% | +42+0.2% | Added |
| Payden & Rygel Investment Group | 23,100 | $3.81M | 0.31% | −62,700−73.1% | Reduced |
| Payden & Rygel | 23,100 | $3.81M | 0.31% | −62,700−73.1% | Reduced |
| Broderick Brian C | 23,163 | $3.82M | 0.78% | −279−1.2% | Reduced |
| NovaPoint Capital, LLC | 23,219 | $3.83M | 1.30% | +988+4.4% | Added |
| BCM Advisors, LLC | 21,891 | $3.83M | 0.91% | −56−0.3% | Reduced |
| Diversify Advisory Services, LLC | 23,692 | $3.84M | 0.21% | −757−3.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 23,265 | $3.84M | 0.75% | +250+1.1% | Added |
| Mathes Company, Inc. | 23,331 | $3.85M | 1.40% | +355+1.5% | Added |
| Fragasso Group Inc. | 23,386 | $3.86M | 0.32% | +696+3.1% | Added |
| Bank of New Hampshire | 23,484 | $3.87M | 1.01% | −100−0.4% | Reduced |
| WMS Partners, LLC | 23,487 | $3.87M | 0.25% | +132+0.6% | Added |
| Selway Asset Management | 23,572 | $3.89M | 1.59% | +200+0.9% | Added |
| Altrius Capital Management Inc | 23,664 | $3.90M | 1.03% | +504+2.2% | Added |
| Princeton Global Asset Management LLC | 23,704 | $3.91M | 0.86% | +467+2.0% | Added |
| Eisler Capital (UK) Ltd. | 23,795 | $3.92M | 1.28% | +17,344+268.9% | Added |
| SageView Advisory Group, LLC | 23,831 | $3.93M | 0.18% | +23,831 | New |
| Curbstone Financial Management Corp | 23,870 | $3.94M | 0.86% | −250−1.0% | Reduced |
| Horizon Investments, LLC | 23,889 | $3.94M | 0.11% | +71+0.3% | Added |
| Exeter Financial, LLC | 23,963 | $3.95M | 1.88% | +797+3.4% | Added |
| Burke & Herbert Bank & Trust Co | 24,060 | $3.96M | 0.96% | +12,281+104.3% | Added |
| Thoroughbred Financial Services, LLC | 24,034 | $3.96M | 0.27% | +1,622+7.2% | Added |
| Gladstone Institutional Advisory LLC | 24,159 | $3.98M | 0.21% | +2,500+11.5% | Added |
| J. W. Coons Advisors, LLC | 24,186 | $3.99M | 0.96% | 00.0% | Unchanged |
| Plancorp, LLC | 24,188 | $3.99M | 0.17% | +31+0.1% | Added |
| Waterloo Capital, L.P. | 24,191 | $3.99M | 0.48% | +255+1.1% | Added |
| Fundamentun, LLC | 24,276 | $4.00M | 0.33% | +2,204+10.0% | Added |
| Compass Wealth Management LLC | 24,309 | $4.01M | 0.99% | +230+1.0% | Added |
| Verdence Capital Advisors LLC | 24,335 | $4.01M | 0.36% | +226+0.9% | Added |
| St. Clair Advisors, LLC | 24,415 | $4.03M | 1.28% | 00.0% | Unchanged |