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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 24,415 | $4.03M | 1.66% | −107−0.4% | Reduced |
| Edgewood Management LLC | 24,431 | $4.03M | 0.01% | −600−2.4% | Reduced |
| Kavar Capital Partners Group, LLC | 24,456 | $4.03M | 0.73% | +14+0.1% | Added |
| Farther Finance Advisors, LLC | 24,884 | $4.05M | 0.20% | +4,633+22.9% | Added |
| Bill Few Associates, Inc. | 24,622 | $4.06M | 1.56% | +266+1.1% | Added |
| Girard Partners Ltd. | 24,641 | $4.06M | 0.38% | −46−0.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 24,667 | $4.07M | 0.58% | +12,350+100.3% | Added |
| Exencial Wealth Advisors, LLC | 24,755 | $4.08M | 0.15% | −558−2.2% | Reduced |
| Mission Wealth Management, LP | 24,760 | $4.08M | 0.11% | −726−2.8% | Reduced |
| Elk River Wealth Management, LLC | 24,802 | $4.09M | 0.80% | −45−0.2% | Reduced |
| Kennedy Capital Management, Inc. | 24,810 | $4.09M | 0.09% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 24,855 | $4.10M | 0.41% | +131+0.5% | Added |
| Vista Investment Partners LLC | 24,912 | $4.11M | 1.38% | +202+0.8% | Added |
| Peninsula Asset Management Inc | 24,912 | $4.11M | 2.26% | +588+2.4% | Added |
| Capital Asset Advisory Services LLC | 25,445 | $4.12M | 0.22% | +927+3.8% | Added |
| Middleton & Co Inc | 24,989 | $4.12M | 0.48% | +412+1.7% | Added |
| Ballentine Partners, LLC | 24,999 | $4.12M | 0.08% | −8,827−26.1% | Reduced |
| Lighthouse Investment Partners, LLC | 25,000 | $4.12M | 0.23% | +25,000 | New |
| Independence Bank of Kentucky | 25,002 | $4.12M | 1.09% | +8,853+54.8% | Added |
| DoubleLine ETF Adviser LP | 25,014 | $4.13M | 1.09% | −26,617−51.6% | Reduced |
| Institutional & Family Asset Management, LLC | 25,161 | $4.15M | 0.64% | −218−0.9% | Reduced |
| LMCG Investments, LLC | 25,195 | $4.16M | 0.24% | −170−0.7% | Reduced |
| TD Private Client Wealth LLC | 25,223 | $4.16M | 0.13% | +374+1.5% | Added |
| Inscription Capital, LLC | 25,227 | $4.16M | 0.67% | −786−3.0% | Reduced |
| Aristotle Capital Management, LLC | 25,276 | $4.17M | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 25,304 | $4.17M | 0.69% | +5,276+26.3% | Added |
| Biltmore Family Office, LLC | 25,332 | $4.18M | 0.77% | +160+0.6% | Added |
| Covington Investment Advisors Inc. | 25,358 | $4.18M | 0.67% | +430+1.7% | Added |
| Grace & White Inc | 25,390 | $4.19M | 0.79% | −300−1.2% | Reduced |
| Atlas Brown,Inc. | 25,433 | $4.19M | 1.50% | +240+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 25,507 | $4.21M | 0.98% | −220−0.9% | Reduced |
| Bangor Savings Bank | 25,541 | $4.21M | 0.42% | +402+1.6% | Added |
| Strategic Advisors LLC | 25,553 | $4.21M | 0.82% | +48+0.2% | Added |
| Granite Bay Wealth Management, LLC | 25,676 | $4.24M | 2.27% | +2,187+9.3% | Added |
| Azzad Asset Management Inc | 25,682 | $4.24M | 0.50% | +688+2.8% | Added |
| Commonwealth Retirement Investments LLC | 25,801 | $4.26M | 1.95% | −3,674−12.5% | Reduced |
| Asio Capital, LLC | 25,848 | $4.26M | 0.87% | +460+1.8% | Added |
| Columbia Asset Management | 25,889 | $4.27M | 0.80% | +723+2.9% | Added |
| BLB&B Advisors, LLC | 25,907 | $4.27M | 0.23% | −670−2.5% | Reduced |
| Hayek Kallen Investment Management | 25,954 | $4.28M | 1.60% | +214+0.8% | Added |
| HBK Sorce Advisory LLC | 25,958 | $4.28M | 0.15% | −611−2.3% | Reduced |
| Groupama Asset Managment | 26,014 | $4.29M | 0.09% | +12,730+95.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 26,026 | $4.29M | 1.10% | +7,109+37.6% | Added |
| Diamant Asset Management, Inc. | 26,070 | $4.30M | 2.88% | +245+0.9% | Added |
| Spring Capital Management, LLC | 23,235 | $4.30M | 3.40% | −310−1.3% | Reduced |
| Shufro Rose & Co LLC | 26,094 | $4.30M | 0.35% | +153+0.6% | Added |
| Builder Investment Group Inc | 26,146 | $4.31M | 1.18% | +1,460+5.9% | Added |
| Phoenix Holdings Ltd. | 25,997 | $4.31M | 0.07% | −40−0.2% | Reduced |
| PFC Capital Group, Inc. | 26,167 | $4.32M | 2.16% | +25+0.1% | Added |
| First PREMIER Bank | 26,224 | $4.32M | 1.16% | −553−2.1% | Reduced |
| Brick & Kyle, Associates | 26,219 | $4.32M | 1.79% | −301−1.1% | Reduced |
| Hohimer Wealth Management, LLC | 26,246 | $4.33M | 1.00% | +23,543+871.0% | Added |
| NBC Securities, Inc. | 26,271 | $4.33M | 0.39% | −252−1.0% | Reduced |
| WBH Advisory Inc | 26,291 | $4.34M | 0.44% | −660−2.4% | Reduced |
| Laurel Wealth Advisors LLC | 26,340 | $4.34M | 0.76% | −140−0.5% | Reduced |
| Anchor Investment Management, LLC | 26,359 | $4.35M | 0.45% | +3,923+17.5% | Added |
| American Money Management, LLC | 26,368 | $4.35M | 0.93% | +62+0.2% | Added |
| Eagle Rock Investment Company, LLC | 26,383 | $4.35M | 0.79% | +9,389+55.2% | Added |
| Reynders McVeigh Capital Management, LLC | 26,418 | $4.36M | 0.25% | −679−2.5% | Reduced |
| Mirabaud & Cie SA | 26,473 | $4.37M | 1.48% | −891−3.3% | Reduced |
| First Interstate Bank | 26,500 | $4.37M | 0.29% | −799−2.9% | Reduced |
| CFS Investment Advisory Services, LLC | 26,514 | $4.37M | 0.35% | +26,514 | New |
| SeaCrest Wealth Management, LLC | 26,534 | $4.38M | 0.50% | +138+0.5% | Added |
| Asset Dedication, LLC | 26,535 | $4.38M | 0.30% | −439−1.6% | Reduced |
| Bristlecone Advisors, LLC | 26,559 | $4.38M | 0.37% | +1,858+7.5% | Added |
| Adams Asset Advisors, LLC | 26,722 | $4.41M | 0.57% | 00.0% | Unchanged |
| StoneX Group Inc. | 26,751 | $4.41M | 0.35% | +4,006+17.6% | Added |
| SS&H Financial Advisors, Inc. | 26,800 | $4.42M | 1.73% | −100−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 26,802 | $4.42M | 0.31% | +5,811+27.7% | Added |
| Ronald Blue Trust, Inc. | 25,293 | $4.43M | 0.06% | +3,531+16.2% | Added |
| Freestone Capital Holdings, LLC | 26,890 | $4.43M | 0.16% | +1,314+5.1% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.45M | 1.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 26,983 | $4.45M | 0.21% | +668+2.5% | Added |
| IHT Wealth Management, LLC | 27,047 | $4.46M | 0.17% | −349−1.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 27,112 | $4.47M | 0.29% | +27,112 | New |
| Beaton Management Co. Inc. | 27,198 | $4.49M | 2.41% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 27,226 | $4.49M | 0.10% | +131+0.5% | Added |
| Kidder Stephen W | 27,269 | $4.50M | 1.41% | +117+0.4% | Added |
| Union Heritage Capital, LLC | 27,289 | $4.50M | 1.77% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27,323 | $4.51M | 0.14% | −10,572−27.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 27,352 | $4.51M | 0.14% | +2,787+11.3% | Added |
| Hall Capital Management Co Inc | 27,392 | $4.52M | 2.15% | +521+1.9% | Added |
| Harbour Capital Advisors, LLC | 27,746 | $4.52M | 1.07% | +155+0.6% | Added |
| KMG Fiduciary Partners, LLC | 27,416 | $4.52M | 0.44% | −288−1.0% | Reduced |
| Marietta Investment Partners LLC | 27,500 | $4.54M | 1.00% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 27,714 | $4.57M | 1.61% | −140−0.5% | Reduced |
| LVM Capital Management Ltd | 27,714 | $4.57M | 0.52% | +1,002+3.8% | Added |
| Northwest Investment Counselors, LLC | 27,751 | $4.58M | 1.15% | −365−1.3% | Reduced |
| Twin Capital Management Inc | 27,790 | $4.58M | 0.54% | −1,724−5.8% | Reduced |
| Brighton Jones LLC | 27,806 | $4.59M | 0.15% | +1,655+6.3% | Added |
| Magnetar Financial LLC | 27,846 | $4.59M | 0.10% | +27,846 | New |
| RBA Wealth Management, LLC | 27,883 | $4.60M | 1.84% | +120+0.4% | Added |
| Stone Point Wealth LLC | 27,899 | $4.60M | 1.65% | −218−0.8% | Reduced |
| Slagle Financial, LLC | 27,899 | $4.60M | 2.36% | +2,389+9.4% | Added |
| Monetary Management Group Inc | 27,975 | $4.61M | 1.22% | +1,000+3.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,038 | $4.62M | 0.48% | −926−3.2% | Reduced |
| Harbour Investments, Inc. | 28,053 | $4.63M | 0.16% | +962+3.6% | Added |
| Westhampton Capital, LLC | 28,102 | $4.63M | 2.51% | +300+1.1% | Added |
| Midland Wealth Advisors LLC | 28,221 | $4.65M | 0.28% | −1,039−3.6% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $4.67M | 2.03% | 00.0% | Unchanged |