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 |
|---|---|---|---|---|---|
| Compton Financial Group, LLC | 1,445 | $238.3K | 0.08% | +8+0.6% | Added |
| Phillips Financial Management, LLC | 1,446 | $238.5K | 0.02% | +146+11.2% | Added |
| Tandem Investment Advisors, Inc. | 1,446 | $239.0K | 0.01% | −165−10.2% | Reduced |
| Lockerman Financial Group, Inc. | 1,451 | $239.3K | 0.43% | +197+15.7% | Added |
| Acorn Wealth Advisors, LLC | 1,451 | $239.3K | 0.12% | +185+14.6% | Added |
| Investment Advisory Group, LLC | 1,453 | $239.6K | 0.09% | +167+13.0% | Added |
| GenTrust, LLC | 1,453 | $239.6K | 0.01% | +65+4.7% | Added |
| HFG Advisors, Inc. | 1,454 | $239.7K | 0.22% | 00.0% | Unchanged |
| Port Capital LLC | 1,458 | $240.0K | 0.01% | −142−8.9% | Reduced |
| Levin Capital Strategies, L.P. | 1,457 | $240.3K | 0.03% | −100−6.4% | Reduced |
| Finivi Inc. | 1,464 | $241.5K | 0.20% | +53+3.8% | Added |
| Farrell Financial LLC | 1,464 | $241.5K | 0.19% | −1,233−45.7% | Reduced |
| Red Wave Investments LLC | 1,468 | $242.1K | 0.09% | +5+0.3% | Added |
| Wealth Advisory Solutions, LLC | 1,475 | $243.3K | 0.07% | +1,475 | New |
| Fermata Advisors, LLC | 1,477 | $243.5K | 0.06% | +303+25.8% | Added |
| Santori & Peters | 1,478 | $243.8K | 0.10% | +4+0.3% | Added |
| TruWealth Advisors, LLC | 1,479 | $243.9K | 0.02% | −8−0.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,481 | $244.3K | 0.03% | −692−31.8% | Reduced |
| Peddock Capital Advisors, LLC | 1,481 | $244.3K | 0.06% | −41−2.7% | Reduced |
| M. Kulyk & Associates, LLC | 1,482 | $244.4K | 0.06% | −46−3.0% | Reduced |
| Shayne & Co., LLC | 1,485 | $244.9K | 0.07% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,489 | $245.6K | 0.09% | −105−6.6% | Reduced |
| Verum Partners LLC | 1,489 | $245.6K | 0.08% | +97+7.0% | Added |
| Ashton Thomas Securities, LLC | 1,542 | $246.3K | 0.06% | +1,542 | New |
| Fingerlakes Wealth Management, Inc. | 1,499 | $247.3K | 0.22% | +22+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,500 | $247.4K | 0.15% | −298−16.6% | Reduced |
| Kaydan Wealth Management, Inc. | 1,501 | $247.7K | 0.09% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,502 | $247.7K | 0.06% | −612−28.9% | Reduced |
| Summit Financial Strategies, Inc. | 1,503 | $247.9K | 0.03% | −554−26.9% | Reduced |
| Private Management Group Inc | 1,503 | $247.9K | 0.01% | −30−2.0% | Reduced |
| Anderson Hoagland & Co | 1,533 | $248.2K | 0.03% | −1−0.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,506 | $248.4K | 0.15% | +229+17.9% | Added |
| Grant Street Asset Management, Inc. | 1,510 | $249.0K | 0.08% | +4+0.3% | Added |
| Aire Advisors, LLC | 1,516 | $249.9K | 0.06% | +7+0.5% | Added |
| Camelot Portfolios, LLC | 1,521 | $250.9K | 0.14% | +321+26.8% | Added |
| Gouws Capital LLC | 1,525 | $251.5K | 0.18% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,528 | $252.0K | 0.08% | +103+7.2% | Added |
| Members Capital Advisors Inc | 1,532 | $252.7K | 0.29% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,532 | $252.7K | 0.11% | +47+3.2% | Added |
| Howard Wealth Management, LLC | 1,534 | $253.0K | 0.20% | +1+0.1% | Added |
| Werba Rubin Papier Wealth Management | 1,535 | $253.2K | 0.07% | +155+11.2% | Added |
| Three Seasons Wealth, LLC | 1,540 | $254.0K | 0.14% | −31−2.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,542 | $254.3K | 0.07% | +1,542 | New |
| Truepoint, Inc. | 1,545 | $254.8K | 0.01% | −3−0.2% | Reduced |
| New Covenant Trust Company, N.A. | 1,509 | $255.6K | 0.29% | −72−4.6% | Reduced |
| Meridian Financial, LLC | 1,552 | $255.9K | 0.19% | +84+5.7% | Added |
| Clark Financial Services Group Inc | 1,553 | $256.0K | 0.27% | +3+0.2% | Added |
| Abacus Wealth Partners, LLC | 1,553 | $256.1K | 0.04% | +18+1.2% | Added |
| Conestoga Capital Advisors, LLC | 1,555 | $256.5K | 0.00% | +105+7.2% | Added |
| Kelman-Lazarov, Inc. | 1,559 | $257.1K | 0.05% | +37+2.4% | Added |
| Nabity-Jensen Investment Management Inc | 1,560 | $257.3K | 0.21% | −50−3.1% | Reduced |
| Investors Research Corp | 1,561 | $257.5K | 0.06% | +337+27.5% | Added |
| FCG Investment Co | 1,562 | $257.6K | 0.20% | −4,088−72.4% | Reduced |
| Correct Capital Wealth Management | 1,566 | $258.3K | 0.06% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,566 | $258.3K | 0.12% | +45+3.0% | Added |
| Columbus Macro, LLC | 1,573 | $258.3K | 0.10% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $258.5K | 0.04% | 00.0% | Unchanged |
| First National Corp | 1,569 | $258.8K | 0.06% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,569 | $258.8K | 0.23% | +181+13.0% | Added |
| Rise Advisors, LLC | 1,570 | $259.0K | 0.14% | +123+8.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 1,572 | $259.3K | 0.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,573 | $259.4K | 0.15% | +203+14.8% | Added |
| Rebalance, LLC | 1,575 | $259.8K | 0.02% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,577 | $260.1K | 0.30% | +20+1.3% | Added |
| C M Bidwell & Associates Ltd | 1,579 | $260.4K | 0.17% | +1,579 | New |
| BCGM Wealth Management, LLC | 1,581 | $260.7K | 0.09% | +384+32.1% | Added |
| WMG Financial Advisors, LLC | 1,583 | $261.1K | 0.14% | +353+28.7% | Added |
| Mach-1 Financial Group, Inc. | 1,584 | $261.4K | 0.18% | −81−4.9% | Reduced |
| Crew Capital Management, Ltd. | 1,593 | $262.7K | 0.21% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,542 | $263.0K | 0.16% | +1,542 | New |
| International Private Wealth Advisors LLC | 1,595 | $263.1K | 0.44% | +109+7.3% | Added |
| Lakewood Asset Management LLC | 1,597 | $263.4K | 0.18% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,597 | $263.4K | 0.12% | +3+0.2% | Added |
| Unio Capital LLC | 1,600 | $263.9K | 0.11% | −600−27.3% | Reduced |
| Wealthstar Advisors, LLC | 1,600 | $263.9K | 0.21% | +1,600 | New |
| Cohen Investment Advisors LLC | 1,558 | $264.0K | 0.21% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,601 | $264.1K | 0.19% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 1,609 | $265.4K | 0.16% | −18−1.1% | Reduced |
| Secured Retirement Advisors, LLC | 1,614 | $266.2K | 0.21% | +63+4.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 1,614 | $266.2K | 0.08% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 1,618 | $266.9K | 0.03% | +48+3.1% | Added |
| Capital Management Corp | 1,619 | $267.0K | 0.05% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 1,627 | $268.0K | 0.07% | +169+11.6% | Added |
| Baron Wealth Management LLC | 1,626 | $268.1K | 0.14% | +2+0.1% | Added |
| Maripau Wealth Management LLC | 1,630 | $268.8K | 0.18% | +335+25.9% | Added |
| Heck Capital Advisors, LLC | 1,631 | $269.0K | 0.03% | −4−0.2% | Reduced |
| Firestone Capital Management | 1,634 | $269.5K | 0.07% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,637 | $270.0K | 0.19% | −61−3.6% | Reduced |
| Readystate Asset Management LP | 1,647 | $271.6K | 0.01% | +1,647 | New |
| Brio Consultants, LLC | 1,648 | $271.8K | 0.04% | +26+1.6% | Added |
| Manchester Financial Inc | 1,649 | $272.0K | 0.07% | +1,649 | New |
| Sage Rhino Capital LLC | 1,651 | $272.3K | 0.07% | +24+1.5% | Added |
| Skyline Advisors, Inc. | 1,654 | $272.8K | 0.12% | +1+0.1% | Added |
| Capula Management Ltd | 1,655 | $273.0K | 0.00% | −1,451−46.7% | Reduced |
| ASB Consultores, LLC | 1,657 | $273.3K | 0.10% | −927−35.9% | Reduced |
| Old North State Wealth Management, LLC | 1,654 | $273.5K | 0.18% | +443+36.6% | Added |
| Green Square Capital Advisors LLC | 1,659 | $273.6K | 0.04% | −1,285−43.6% | Reduced |
| Canal Capital Management, LLC | 1,660 | $273.7K | 0.05% | +350+26.7% | Added |
| Claret Asset Management Corp | 1,663 | $274.0K | 0.05% | +35+2.1% | Added |
| Fort, L.P. | 1,662 | $274.1K | 0.70% | +109+7.0% | Added |