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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 27,089 | $4.69M | 0.14% | +243+0.9% | Added |
| Belpointe Asset Management LLC | 28,451 | $4.69M | 0.33% | +441+1.6% | Added |
| Journey Advisory Group, LLC | 28,461 | $4.69M | 0.56% | −1,499−5.0% | Reduced |
| Financial Strategies Group, Inc. | 29,004 | $4.70M | 1.18% | +6,340+28.0% | Added |
| Regal Investment Advisors LLC | 28,553 | $4.71M | 0.31% | +1,589+5.9% | Added |
| Cullinan Associates Inc | 28,593 | $4.72M | 0.27% | −995−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,606 | $4.72M | 0.49% | −46−0.2% | Reduced |
| Principal Securities, Inc. | 28,642 | $4.72M | 0.13% | +5,529+23.9% | Added |
| TRUE Private Wealth Advisors | 28,674 | $4.73M | 0.54% | −772−2.6% | Reduced |
| Rossmore Private Capital | 28,724 | $4.74M | 0.62% | +30+0.1% | Added |
| Hixon Zuercher, LLC | 28,736 | $4.74M | 2.00% | −766−2.6% | Reduced |
| Money Concepts Capital Corp | 28,813 | $4.75M | 0.40% | −195−0.7% | Reduced |
| Legacy Advisors, LLC | 28,845 | $4.76M | 0.58% | −25−0.1% | Reduced |
| Fruth Investment Management | 28,878 | $4.76M | 1.30% | −30.0% | Reduced |
| Proequities, Inc. | 28,958 | $4.78M | 0.30% | −83−0.3% | Reduced |
| Laffer Tengler Investments | 29,194 | $4.82M | 1.04% | +1,817+6.6% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,662 | $4.85M | 0.38% | +17,932+152.9% | Added |
| Confluence Wealth Services, Inc. | 29,442 | $4.86M | 0.39% | +1,587+5.7% | Added |
| Mendel Money Management | 29,455 | $4.86M | 2.27% | −386−1.3% | Reduced |
| GTS Securities LLC | 29,575 | $4.88M | 0.10% | +24,793+518.5% | Added |
| Brookstone Capital Management | 28,724 | $4.88M | 0.08% | −5,924−17.1% | Reduced |
| Pegasus Asset Management, Inc. | 29,645 | $4.89M | 1.87% | +256+0.9% | Added |
| Capital Analysts, LLC | 29,646 | $4.89M | 0.22% | +447+1.5% | Added |
| Quintet Private Bank (Europe) S.A. | 26,124 | $4.90M | 0.28% | +561+2.2% | Added |
| Icon Wealth Advisors, LLC | 28,418 | $4.91M | 0.44% | +3,767+15.3% | Added |
| SP Asset Management LLC | 29,808 | $4.92M | 0.45% | −1,428−4.6% | Reduced |
| Paradigm Financial Partners, LLC | 29,890 | $4.93M | 0.73% | +1,321+4.6% | Added |
| Sowell Financial Services LLC | 29,891 | $4.93M | 0.24% | −513−1.7% | Reduced |
| Harbor Advisory Corp | 29,947 | $4.94M | 1.71% | −325−1.1% | Reduced |
| Ally Financial Inc. | 30,000 | $4.95M | 0.61% | −32,000−51.6% | Reduced |
| High Net Worth Advisory Group LLC | 30,031 | $4.95M | 1.50% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30,098 | $4.96M | 0.47% | −8,742−22.5% | Reduced |
| Silphium Asset Management Ltd | 30,341 | $5.00M | 2.39% | +391+1.3% | Added |
| Equitable Trust Co | 30,376 | $5.01M | 0.34% | +510+1.7% | Added |
| Charter Research & Investment Group, Inc. | 30,413 | $5.02M | 3.95% | −158−0.5% | Reduced |
| Marshall & Sullivan Inc | 30,460 | $5.02M | 2.51% | −371−1.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,496 | $5.03M | 0.69% | +60.0% | Added |
| Wealthspire Advisors, LLC | 30,510 | $5.03M | 0.06% | −146−0.5% | Reduced |
| Reliant Investment Management, LLC | 30,512 | $5.03M | 2.37% | +474+1.6% | Added |
| Matrix Asset Advisors Inc | 30,566 | $5.04M | 0.60% | +21,880+251.9% | Added |
| First National Advisers, LLC | 30,584 | $5.04M | 0.92% | +1,335+4.6% | Added |
| Thompson Investment Management, Inc. | 30,645 | $5.05M | 0.78% | +25,876+542.6% | Added |
| Dean Investment Associates, LLC | 30,678 | $5.06M | 0.72% | −1,975−6.0% | Reduced |
| First Trust Investment Solutions L.P. | 30,688 | $5.06M | 0.71% | +26,675+664.7% | Added |
| Red Door Wealth Management, LLC | 30,726 | $5.07M | 0.89% | +2,451+8.7% | Added |
| Hartford Financial Management Inc. | 30,798 | $5.08M | 1.09% | +93+0.3% | Added |
| Hennessy Advisors Inc | 30,800 | $5.08M | 0.19% | −600−1.9% | Reduced |
| Horrell Capital Management, Inc. | 30,811 | $5.08M | 1.47% | +190+0.6% | Added |
| Lyell Wealth Management, LP | 30,836 | $5.09M | 0.49% | +2,364+8.3% | Added |
| Mechanics Bank Trust Department | 30,917 | $5.10M | 0.73% | −334−1.1% | Reduced |
| American National Bank | 30,983 | $5.11M | 0.64% | −560−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 30,984 | $5.11M | 0.15% | −259−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 31,026 | $5.12M | 0.27% | +625+2.1% | Added |
| Transcend Wealth Collective, LLC | 31,049 | $5.12M | 0.37% | +1,454+4.9% | Added |
| Signaturefd, LLC | 31,116 | $5.13M | 0.10% | +987+3.3% | Added |
| Level Four Advisory Services, LLC | 31,122 | $5.13M | 0.23% | +7,159+29.9% | Added |
| Two Sigma Investments, LP | 31,133 | $5.13M | 0.01% | −1,383,416−97.8% | Reduced |
| Baugh & Associates, LLC | 29,659 | $5.14M | 2.67% | +628+2.2% | Added |
| Opus Investment Management Inc | 31,200 | $5.15M | 3.32% | 00.0% | Unchanged |
| Navellier & Associates Inc | 31,273 | $5.16M | 0.61% | −390−1.2% | Reduced |
| Ascent Group, LLC | 31,284 | $5.16M | 0.42% | +1,883+6.4% | Added |
| Cardinal Capital Management | 31,291 | $5.16M | 0.87% | +309+1.0% | Added |
| Parkwood LLC | 31,378 | $5.17M | 0.65% | +3,246+11.5% | Added |
| Bollard Group LLC | 31,416 | $5.18M | 0.15% | +306+1.0% | Added |
| Buckingham Strategic Partners | 31,510 | $5.20M | 0.14% | −6,156−16.3% | Reduced |
| Private Trust Co NA | 31,550 | $5.20M | 0.56% | −3,701−10.5% | Reduced |
| Cypress Capital Group | 31,551 | $5.20M | 0.62% | −2,272−6.7% | Reduced |
| Principle Wealth Partners LLC | 31,621 | $5.22M | 0.40% | +200+0.6% | Added |
| Eagle Global Advisors LLC | 31,666 | $5.22M | 0.28% | −600−1.9% | Reduced |
| Spinnaker Trust | 32,010 | $5.28M | 0.34% | −10.0% | Reduced |
| Roberts Glore & Co Inc | 32,116 | $5.30M | 1.60% | −25−0.1% | Reduced |
| King Wealth | 32,216 | $5.31M | 0.89% | −827−2.5% | Reduced |
| Hall Laurie J Trustee | 32,296 | $5.33M | 1.85% | −195−0.6% | Reduced |
| Stokes Family Office, LLC | 32,459 | $5.35M | 0.63% | +197+0.6% | Added |
| Boston Research & Management Inc | 32,468 | $5.36M | 1.35% | +721+2.3% | Added |
| Pictet Bank & Trust Ltd | 32,485 | $5.36M | 5.46% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 32,618 | $5.38M | 1.25% | −1,585−4.6% | Reduced |
| Shorepoint Capital Partners LLC | 32,661 | $5.39M | 1.26% | +1,408+4.5% | Added |
| City Holding Co | 32,785 | $5.41M | 0.80% | −75−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,811 | $5.41M | 1.05% | +260+0.8% | Added |
| Family Capital Trust Co | 32,893 | $5.43M | 1.77% | −34−0.1% | Reduced |
| Garland Capital Management Inc | 32,910 | $5.43M | 3.84% | +440+1.4% | Added |
| Capital Investment Counsel, LLC | 33,043 | $5.45M | 1.07% | +3,721+12.7% | Added |
| American Trust | 33,193 | $5.47M | 0.45% | −4,270−11.4% | Reduced |
| Mitchell Capital Management Co | 33,298 | $5.49M | 0.97% | +15,525+87.4% | Added |
| Bulltick Wealth Management, LLC | 33,299 | $5.49M | 1.54% | −8,539−20.4% | Reduced |
| RB Capital Management, LLC | 33,392 | $5.51M | 1.41% | −90−0.3% | Reduced |
| Tectonic Advisors LLC | 33,415 | $5.51M | 0.40% | +2,298+7.4% | Added |
| Foundations Investment Advisors, LLC | 33,612 | $5.54M | 0.13% | +2,206+7.0% | Added |
| Bernzott Capital Advisors | 33,659 | $5.55M | 2.56% | −5,370−13.8% | Reduced |
| Maple Capital Management, Inc. | 33,721 | $5.56M | 0.45% | −71,374−67.9% | Reduced |
| Financial & Tax Architects, LLC | 33,809 | $5.58M | 1.49% | +1,722+5.4% | Added |
| Northcape Wealth Management, LLC | 33,948 | $5.60M | 2.02% | −162−0.5% | Reduced |
| CAPROCK Group, Inc. | 33,983 | $5.61M | 0.23% | +11,063+48.3% | Added |
| Assetmark, Inc | 34,076 | $5.62M | 0.02% | +4,980+17.1% | Added |
| Andra AP-fonden | 34,100 | $5.62M | 0.09% | −26,900−44.1% | Reduced |
| Rodgers Brothers Inc. | 34,309 | $5.66M | 0.77% | +590+1.7% | Added |
| Tufton Capital Management | 34,499 | $5.69M | 1.11% | −287−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 34,685 | $5.69M | 2.04% | +720+2.1% | Added |
| Peterson Wealth Management | 34,538 | $5.70M | 3.52% | +537+1.6% | Added |