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
- 3,331
- +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 | 3,421 | $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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1,667 | $275.0K | 0.17% | +1,323+384.6% | Added |
| Biechele Royce Advisors | 1,669 | $275.0K | 0.09% | −23−1.4% | Reduced |
| Lathrop Investment Management Corp | 1,665 | $275.0K | 0.05% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 1,668 | $275.1K | 0.16% | −272−14.0% | Reduced |
| Apexium Financial, LP | 1,670 | $275.5K | 0.02% | +1+0.1% | Added |
| Safeguard Financial, LLC | 1,675 | $276.3K | 0.08% | +1,675 | New |
| Richard P Slaughter Associates Inc | 1,680 | $277.1K | 0.07% | 00.0% | Unchanged |
| NBW Capital LLC | 1,682 | $277.4K | 0.05% | −457−21.4% | Reduced |
| KRS Capital Management, LLC | 1,684 | $277.8K | 0.21% | +8+0.5% | Added |
| Greater Midwest Financial Group, LLC | 1,600 | $277.9K | 0.18% | −13−0.8% | Reduced |
| Vision Capital Management, Inc. | 1,691 | $278.9K | 0.04% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,693 | $279.2K | 0.09% | −150−8.1% | Reduced |
| United Bank | 1,694 | $279.4K | 0.14% | −14−0.8% | Reduced |
| Secure Asset Management, LLC | 1,694 | $279.4K | 0.05% | +136+8.7% | Added |
| Horizon Investment Services, LLC | 1,695 | $279.6K | 0.13% | −45−2.6% | Reduced |
| MKT Advisors LLC | 1,730 | $280.0K | 0.14% | +52+3.1% | Added |
| Paradigm Capital Management Inc | 1,700 | $280.4K | 0.01% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,702 | $280.7K | 0.13% | +372+28.0% | Added |
| McAdam, LLC | 1,704 | $281.0K | 0.02% | +34+2.0% | Added |
| Barings LLC | 1,705 | $281.2K | 0.01% | −2,842−62.5% | Reduced |
| Values Added Financial LLC | 1,709 | $281.9K | 0.20% | +113+7.1% | Added |
| MGB Wealth Management, LLC | 1,708 | $282.0K | 0.11% | +528+44.7% | Added |
| Cortland Associates Inc | 1,712 | $282.0K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,715 | $282.9K | 0.14% | +39+2.3% | Added |
| American Financial Advisors, LLC | 1,716 | $283.0K | 0.04% | −100−5.5% | Reduced |
| LWM Advisory Services, LLC | 1,723 | $284.2K | 0.24% | −1,073−38.4% | Reduced |
| Lazari Capital Management, Inc. | 1,723 | $284.2K | 0.13% | +49+2.9% | Added |
| Savvy Advisors, Inc. | 1,729 | $285.1K | 0.09% | +1,729 | New |
| Ellerson Group Inc | 1,730 | $285.3K | 0.22% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,730 | $285.4K | 0.02% | +17+1.0% | Added |
| Tillman Hartley LLC | 1,733 | $285.8K | 0.10% | 00.0% | Unchanged |
| One Day In July LLC | 1,734 | $286.0K | 0.04% | +170+10.9% | Added |
| Bruce G. Allen Investments, LLC | 1,735 | $286.2K | 0.24% | −73−4.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,742 | $287.3K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 1,748 | $288.3K | 0.09% | −4−0.2% | Reduced |
| BigSur Wealth Management LLC | 1,750 | $288.6K | 0.09% | −7,500−81.1% | Reduced |
| Encompass More Asset Management | 1,751 | $288.8K | 0.21% | +75+4.5% | Added |
| Orion Investment Co | 1,752 | $289.0K | 0.12% | +1,752 | New |
| Koss-Olinger Consulting, LLC | 1,750 | $289.0K | 0.03% | −31,675−94.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,755 | $289.5K | 0.16% | +8+0.5% | Added |
| Walkner Condon Financial Advisors LLC | 1,756 | $289.6K | 0.06% | +180+11.4% | Added |
| Green Harvest Asset Management LLC | 1,757 | $289.7K | 0.01% | −742−29.7% | Reduced |
| Cohen & Steers, Inc. | 1,760 | $290.0K | 0.00% | +129+7.9% | Added |
| Semus Wealth Partners LLC | 1,759 | $290.1K | 0.22% | +120+7.3% | Added |
| Hanover Advisors Inc | 1,762 | $290.6K | 0.13% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,763 | $290.8K | 0.06% | −115−6.1% | Reduced |
| Fiduciary Financial Group, LLC | 1,768 | $291.2K | 0.07% | +1,768 | New |
| JJJ Advisors Inc. | 1,766 | $291.3K | 0.06% | −259−12.8% | Reduced |
| Blue Investment Partners LLC | 1,767 | $291.4K | 0.13% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,768 | $291.6K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $292.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,770 | $292.0K | 0.00% | +136+8.3% | Added |
| Global Assets Advisory, LLC | 1,775 | $292.7K | 0.47% | −160,307−98.9% | Reduced |
| Chelsea Counsel Co | 1,775 | $292.8K | 0.15% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 1,774 | $293.0K | 0.16% | +5+0.3% | Added |
| Traveka Wealth, LLC | 1,777 | $293.0K | 0.14% | +278+18.5% | Added |
| Arbor Investment Advisors, LLC | 1,779 | $293.4K | 0.04% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,781 | $293.7K | 0.11% | +6+0.3% | Added |
| Red Lighthouse Investment Management, LLC | 1,782 | $293.9K | 0.12% | −4−0.2% | Reduced |
| Blume Capital Management, Inc. | 1,783 | $294.1K | 0.07% | 00.0% | Unchanged |
| TFC Financial Management | 1,783 | $294.1K | 0.05% | +53+3.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,783 | $294.1K | 0.13% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,790 | $295.2K | 0.19% | −26−1.4% | Reduced |
| Worth Financial Advisory Group, LLC | 1,791 | $295.4K | 0.19% | −2,145−54.5% | Reduced |
| Bey-Douglas LLC | 1,805 | $295.8K | 0.27% | +13+0.7% | Added |
| Centerpoint Advisors, LLC | 1,795 | $296.0K | 0.11% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 1,796 | $296.2K | 0.15% | +126+7.5% | Added |
| Rockbridge Investment Management, LCC | 1,799 | $296.7K | 0.04% | +40+2.3% | Added |
| Fortem Financial Group, LLC | 1,800 | $296.9K | 0.13% | −200−10.0% | Reduced |
| Orgel Wealth Management, LLC | 1,800 | $296.9K | 0.01% | −76−4.1% | Reduced |
| Consilio Wealth Advisors, LLC | 1,797 | $296.9K | 0.13% | +162+9.9% | Added |
| Shulman DeMeo Asset Management LLC | 1,804 | $297.6K | 0.08% | −4,880−73.0% | Reduced |
| James Hambro & Partners | 1,812 | $298.9K | 0.01% | +14+0.8% | Added |
| Williams & Novak, LLC | 1,814 | $299.2K | 0.28% | +1,814 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,818 | $299.9K | 0.24% | −233−11.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,842 | $300.0K | 0.20% | +1,842 | New |
| Paloma Partners Management Co | 1,826 | $301.2K | 0.03% | −14,168−88.6% | Reduced |
| Ameliora Wealth Management Ltd. | 1,830 | $301.8K | 0.14% | 00.0% | Unchanged |
| Insight Folios Inc | 1,830 | $301.9K | 0.12% | +60+3.4% | Added |
| Vance Wealth, Inc. | 1,831 | $302.0K | 0.12% | −54−2.9% | Reduced |
| JSF Financial, LLC | 1,835 | $302.6K | 0.09% | +1+0.1% | Added |
| Financial Planning & Information Services, Inc. | 1,836 | $302.8K | 0.05% | −1,061−36.6% | Reduced |
| Loomis Sayles & Co L P | 1,835 | $303.0K | 0.00% | −28−1.5% | Reduced |
| Harfst & Associates, Inc. | 1,840 | $303.5K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,840 | $303.5K | 0.05% | −394−17.6% | Reduced |
| First Affirmative Financial Network | 1,842 | $303.8K | 0.21% | +213+13.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,844 | $304.1K | 0.11% | −21−1.1% | Reduced |
| Holistic Financial Partners | 1,854 | $305.7K | 0.15% | +247+15.4% | Added |
| Madison Wealth Partners, Inc | 1,859 | $306.5K | 0.11% | +4+0.2% | Added |
| HHM Wealth Advisors, LLC | 1,863 | $307.3K | 0.05% | −113−5.7% | Reduced |
| Wealth Management Associates, Inc. | 1,863 | $307.3K | 0.14% | 00.0% | Unchanged |
| Dempze Nancy E | 1,870 | $308.4K | 0.21% | −125−6.3% | Reduced |
| Benchmark Wealth Management, LLC | 1,871 | $308.6K | 0.16% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,872 | $308.7K | 0.07% | 00.0% | Unchanged |
| Landaas & Co | 1,882 | $310.0K | 0.09% | −60−3.1% | Reduced |
| Eagle Harbor Asset Management Inc | 1,880 | $310.1K | 0.33% | +94+5.3% | Added |
| Graham Capital Wealth Management, LLC | 1,881 | $310.2K | 0.42% | −106−5.3% | Reduced |
| Pettinga Financial Advisors, LLC | 1,882 | $310.4K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,890 | $311.7K | 0.13% | +223+13.4% | Added |
| M Holdings Securities, Inc. | 1,886 | $313.0K | 0.04% | −12,451−86.8% | Reduced |