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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 1,224 | $201.9K | 0.01% | −30−2.4% | Reduced |
| Flagstone Financial Management | 1,224 | $201.9K | 0.08% | −74−5.7% | Reduced |
| Sawyer & Company, Inc | 1,222 | $202.0K | 0.08% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 1,222 | $202.0K | 0.08% | +70+6.1% | Added |
| Olistico Wealth, LLC | 1,225 | $202.1K | 0.13% | +23+1.9% | Added |
| Nottingham Advisors, Inc. | 1,236 | $203.9K | 0.02% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,237 | $204.0K | 0.02% | −4−0.3% | Reduced |
| Warner Financial, Inc | 1,241 | $205.0K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,243 | $205.0K | 0.09% | −29−2.3% | Reduced |
| Milestone Asset Management, LLC | 1,246 | $205.6K | 0.05% | −79−6.0% | Reduced |
| Seldon Capital LP | 1,249 | $206.0K | 0.11% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,190 | $206.1K | 0.06% | −77−6.1% | Reduced |
| CAP Partners, LLC | 1,253 | $206.7K | 0.17% | −18−1.4% | Reduced |
| TD Capital Management LLC | 1,256 | $207.1K | 0.02% | −72−5.4% | Reduced |
| RVW Wealth, LLC | 1,256 | $207.2K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,257 | $207.3K | 0.01% | +1,257 | New |
| Bernardo Wealth Planning LLC | 1,258 | $207.4K | 0.06% | +53+4.4% | Added |
| Capital Management Associates, Inc | 1,260 | $207.9K | 0.13% | +17+1.4% | Added |
| Sar Wealth Management Group, LLC | 1,263 | $208.3K | 0.15% | +19+1.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,263 | $208.3K | 0.08% | +7+0.6% | Added |
| Bluesphere Advisors, LLC | 1,264 | $208.5K | 0.11% | +54+4.5% | Added |
| FSA Advisors, Inc. | 1,249 | $208.5K | 0.22% | −292−18.9% | Reduced |
| Spreng Capital Management, Inc. | 1,269 | $209.3K | 0.11% | +43+3.5% | Added |
| Hobbs Group Advisors, LLC | 1,272 | $209.8K | 0.08% | +1,272 | New |
| TriaGen Wealth Management LLC | 1,276 | $210.5K | 0.08% | −16−1.2% | Reduced |
| Conservest Capital Advisors, Inc. | 1,205 | $211.0K | 0.02% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,280 | $211.1K | 0.06% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,284 | $211.8K | 0.03% | +9+0.7% | Added |
| Sage Investment Advisers LLC | 1,285 | $212.0K | 0.24% | +3+0.2% | Added |
| Sunpointe, LLC | 1,286 | $212.1K | 0.14% | +44+3.5% | Added |
| Independent Family Office, LLC | 1,300 | $212.4K | 0.12% | −492−27.5% | Reduced |
| Fairfield Financial Advisors, LTD | 1,290 | $212.7K | 0.08% | +1,290 | New |
| Madden Advisory Services, Inc. | 1,293 | $213.2K | 0.11% | +5+0.4% | Added |
| Amarillo National Bank | 1,293 | $213.3K | 0.04% | −171−11.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,293 | $213.3K | 0.02% | +2+0.2% | Added |
| Cahill Financial Advisors Inc | 1,297 | $214.0K | 0.03% | +53+4.3% | Added |
| Financial Perspectives, Inc | 1,298 | $214.1K | 0.08% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 1,300 | $214.4K | 0.01% | +1,300 | New |
| Private Wealth Advisors | 1,321 | $215.1K | 0.09% | +16+1.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,305 | $215.2K | 0.08% | +10+0.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,230 | $215.3K | 0.14% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 1,323 | $215.4K | 0.08% | −228−14.7% | Reduced |
| Halter Ferguson Financial Inc. | 1,307 | $215.6K | 0.15% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,309 | $215.9K | 0.08% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,309 | $215.9K | 0.04% | −774−37.2% | Reduced |
| Northwest Financial Advisors | 1,309 | $215.9K | 0.22% | −588−31.0% | Reduced |
| Carrera Capital Advisors | 1,313 | $216.6K | 0.07% | +1,313 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,320 | $217.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,329 | $219.2K | 0.01% | +25+1.9% | Added |
| San Luis Wealth Advisors LLC | 1,334 | $220.0K | 0.05% | +1,334 | New |
| Syverson Strege & Co | 1,335 | $220.1K | 0.08% | +13+1.0% | Added |
| BOS Asset Management, LLC | 1,336 | $220.3K | 0.10% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,336 | $220.3K | 0.07% | +13+1.0% | Added |
| Facet Wealth, Inc. | 1,277 | $221.2K | 0.01% | +1,277 | New |
| Horizon Family Wealth, Inc. | 1,347 | $222.2K | 0.17% | +20+1.5% | Added |
| Davis Investment Partners, LLC | 1,339 | $222.5K | 0.09% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 1,349 | $222.6K | 0.16% | +28+2.1% | Added |
| Heritage Financial Services, LLC | 1,352 | $223.0K | 0.03% | −5−0.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,354 | $223.4K | 0.05% | +1,354 | New |
| Breed's Hill Capital LLC | 1,356 | $223.7K | 0.20% | +52+4.0% | Added |
| Hill Island Financial LLC | 1,357 | $223.7K | 0.07% | −1,155−46.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,358 | $224.0K | 0.05% | −2−0.1% | Reduced |
| Beech Hill Advisors, Inc. | 1,360 | $224.3K | 0.09% | +170+14.3% | Added |
| AA Financial Advisors, LLC | 1,365 | $225.2K | 0.08% | −439−24.3% | Reduced |
| Prosperity Financial Group, Inc. | 1,366 | $225.3K | 0.14% | +112+8.9% | Added |
| Parisi Gray Wealth Management | 1,370 | $225.9K | 0.08% | +16+1.2% | Added |
| First Citizens Financial Corp | 1,370 | $226.0K | 0.13% | −115−7.7% | Reduced |
| Atticus Wealth Management, LLC | 1,371 | $226.1K | 0.07% | −474−25.7% | Reduced |
| Pathway Financial Advisors LLC | 1,376 | $226.9K | 0.06% | −64−4.4% | Reduced |
| Ade, LLC | 1,378 | $227.3K | 0.15% | −58−4.0% | Reduced |
| Pasadena Private Wealth, LLC | 1,379 | $227.4K | 0.05% | +1+0.1% | Added |
| Greenwood Gearhart Inc | 1,379 | $227.4K | 0.02% | +1,379 | New |
| SilverOak Wealth Management LLC | 1,380 | $227.6K | 0.05% | −100−6.8% | Reduced |
| Meixler Investment Management, Ltd. | 1,383 | $228.1K | 0.18% | +58+4.4% | Added |
| Collective Family Office LLC | 1,383 | $228.1K | 0.07% | −62−4.3% | Reduced |
| Counterweight Ventures, LLC | 1,384 | $228.3K | 0.17% | 00.0% | Unchanged |
| HT Partners LLC | 1,386 | $228.6K | 0.08% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,387 | $228.8K | 0.13% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,382 | $229.8K | 0.00% | +1,382 | New |
| Partners in Financial Planning | 1,399 | $230.7K | 0.05% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 1,400 | $230.9K | 0.25% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $230.9K | 0.05% | +1,400 | New |
| Boston Common Asset Management, LLC | 1,400 | $231.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,401 | $231.1K | 0.16% | −10−0.7% | Reduced |
| Thrive Capital Management, LLC | 1,403 | $231.3K | 0.11% | +1,403 | New |
| DHK Financial Advisors, Inc. | 1,403 | $231.4K | 0.16% | +1,403 | New |
| Barrett & Company, Inc. | 1,407 | $232.1K | 0.11% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 1,408 | $232.2K | 0.18% | +1,408 | New |
| Acas, LLC | 1,346 | $232.5K | 0.20% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,409 | $232.5K | 0.08% | +21+1.5% | Added |
| Safir Wealth Advisors, LLC | 1,410 | $232.6K | 0.19% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,418 | $233.9K | 0.05% | 00.0% | Unchanged |
| Capital Square, LLC | 1,395 | $233.9K | 0.15% | +218+18.5% | Added |
| Sittner & Nelson, LLC | 1,423 | $234.7K | 0.12% | −750−34.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $235.0K | 0.05% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 1,427 | $235.3K | 0.03% | −91−6.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,427 | $235.4K | 0.04% | +38+2.7% | Added |
| Wealth Management Partners, LLC | 1,430 | $235.8K | 0.11% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,433 | $236.5K | 0.12% | +7+0.5% | Added |
| Horizon Wealth Management, LLC | 1,436 | $236.9K | 0.06% | −293−16.9% | Reduced |