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 |
|---|---|---|---|---|---|
| Kahn Brothers Group Inc | 1,900 | $313.0K | 0.05% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 1,900 | $313.4K | 0.36% | −100−5.0% | Reduced |
| AM Squared Ltd | 1,900 | $313.4K | 0.79% | +1,900 | New |
| Paragon Capital Management Ltd | 1,900 | $313.4K | 0.06% | +4+0.2% | Added |
| Global Strategic Investment Solutions, LLC | 1,901 | $313.6K | 0.04% | +12+0.6% | Added |
| Arvest Trust Co N A | 1,903 | $313.9K | 0.02% | +79+4.3% | Added |
| Family Wealth Group, LLC | 1,903 | $313.9K | 0.32% | −24−1.2% | Reduced |
| Insight 2811, Inc. | 1,906 | $314.4K | 0.16% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,906 | $314.4K | 0.37% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,910 | $315.0K | 0.09% | −32−1.6% | Reduced |
| Claris Advisors, LLC | 1,914 | $315.7K | 0.16% | +23+1.2% | Added |
| Allen Capital Group, LLC | 1,916 | $316.0K | 0.04% | +12+0.6% | Added |
| M3 Advisory Group, LLC | 1,917 | $316.2K | 0.26% | +5+0.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,921 | $316.8K | 0.05% | 00.0% | Unchanged |
| Providence First Trust Co | 1,926 | $317.7K | 0.14% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,922 | $318.0K | 0.06% | +1,922 | New |
| Millennium Capital Advisors, LLC | 1,930 | $318.3K | 0.21% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 1,930 | $318.3K | 0.20% | +16+0.8% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,933 | $318.8K | 0.22% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,937 | $319.5K | 0.08% | −313−13.9% | Reduced |
| Bellecapital International Ltd. | 1,941 | $320.1K | 0.07% | +1,941 | New |
| DMG Group, LLC | 1,946 | $321.0K | 0.28% | +54+2.9% | Added |
| Disciplined Investments, LLC | 1,950 | $321.6K | 0.17% | −5−0.3% | Reduced |
| Northwest Bank & Trust Co | 1,953 | $322.1K | 0.27% | +1,491+322.7% | Added |
| Greenland Capital Management LP | 1,953 | $322.1K | 0.07% | +1,953 | New |
| Walker Asset Management, LLC | 1,962 | $323.7K | 0.22% | +13+0.7% | Added |
| Pine Harbor Wealth Management, LLC | 1,964 | $323.9K | 0.19% | +137+7.5% | Added |
| Blueprint Investment Partners LLC | 1,965 | $324.0K | 0.07% | −706−26.4% | Reduced |
| Merriman Wealth Management, LLC | 1,965 | $324.1K | 0.01% | +66+3.5% | Added |
| Rench Wealth Management, Inc. | 1,965 | $324.2K | 0.12% | −34−1.7% | Reduced |
| WFA Asset Management Corp | 1,968 | $324.6K | 0.18% | +27+1.4% | Added |
| Scientech Research LLC | 1,970 | $324.9K | 0.07% | +1,970 | New |
| Warren Street Wealth Advisors, LLC | 1,971 | $325.1K | 0.16% | +445+29.2% | Added |
| CGC Financial Services, LLC | 1,977 | $326.0K | 0.14% | +2+0.1% | Added |
| Capital City Trust Co | 1,981 | $326.7K | 0.09% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,982 | $326.8K | 0.18% | −513−20.6% | Reduced |
| Sterling Group Wealth Management, LLC | 1,984 | $327.3K | 0.19% | +1,984 | New |
| Maia Wealth LLC | 1,998 | $327.4K | 0.10% | +1,998 | New |
| Triad Wealth Partners, LLC | 1,987 | $327.7K | 0.17% | +224+12.7% | Added |
| SL Advisors, LLC | 1,988 | $327.9K | 0.65% | −60−2.9% | Reduced |
| Gill Capital Partners, LLC | 1,991 | $328.4K | 0.13% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 1,993 | $328.7K | 0.06% | +1,993 | New |
| Smith Thornton Advisors LLC | 1,995 | $329.0K | 0.24% | +1,995 | New |
| Objectivity Squared, LLC | 1,997 | $329.1K | 0.25% | +12+0.6% | Added |
| Elser Financial Planning, Inc | 1,996 | $329.2K | 0.05% | +1,996 | New |
| Cascade Investment Advisors, Inc. | 1,997 | $329.4K | 0.22% | −100−4.8% | Reduced |
| MMBG Investment Advisors Co. | 2,000 | $329.9K | 0.04% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,002 | $330.2K | 0.26% | +307+18.1% | Added |
| Arden Trust Co | 2,009 | $331.3K | 0.05% | −79−3.8% | Reduced |
| Twin City Private Wealth, LLC | 2,009 | $331.3K | 0.31% | +2,009 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,011 | $331.7K | 0.04% | +104+5.5% | Added |
| Archetype Wealth Partners | 2,016 | $332.0K | 0.05% | −87−4.1% | Reduced |
| Rowland & Co Investment Counsel | 2,015 | $332.3K | 0.07% | −225−10.0% | Reduced |
| Texas Capital Bancshares Inc | 2,017 | $332.7K | 0.14% | −650−24.4% | Reduced |
| Planning Capital Management Corp | 2,018 | $332.9K | 0.24% | +2+0.1% | Added |
| Independent Wealth Network Inc. | 2,021 | $333.4K | 0.16% | +149+8.0% | Added |
| Options Solutions, LLC | 2,023 | $333.7K | 0.20% | +4+0.2% | Added |
| Meridian Management Co | 2,024 | $333.8K | 0.09% | −2−0.1% | Reduced |
| Central Valley Advisors, LLC | 1,877 | $334.2K | 0.18% | −61−3.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,027 | $334.3K | 0.07% | −133−6.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,031 | $335.0K | 0.10% | +93+4.8% | Added |
| Baker Boyer National Bank | 2,035 | $335.6K | 0.12% | −17−0.8% | Reduced |
| Davidson Investment Advisors | 2,035 | $335.6K | 0.02% | −282−12.2% | Reduced |
| Pinnacle Financial Group, LLC | 2,037 | $336.0K | 0.14% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,038 | $336.2K | 0.19% | +3+0.1% | Added |
| Private Ocean, LLC | 2,039 | $336.2K | 0.03% | −37−1.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,040 | $336.4K | 0.09% | −359−15.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,041 | $336.6K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,045 | $337.3K | 0.03% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,897 | $337.8K | 0.18% | −115−5.7% | Reduced |
| Shikiar Asset Management Inc | 2,050 | $338.0K | 0.09% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2,050 | $338.1K | 0.03% | −407−16.6% | Reduced |
| Sentinus, LLC | 2,052 | $338.4K | 0.11% | +453+28.3% | Added |
| Source Financial Advisors LLC | 2,059 | $339.6K | 0.10% | +87+4.4% | Added |
| Towerpoint Wealth, LLC | 2,059 | $339.6K | 0.17% | +250+13.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,062 | $340.0K | 0.16% | +603+41.3% | Added |
| Cetera Trust Company, N.A | 2,062 | $340.1K | 0.21% | −143−6.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,064 | $340.4K | 0.11% | −298−12.6% | Reduced |
| O'Brien Greene & Co. Inc | 2,067 | $340.9K | 0.11% | +110+5.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,068 | $341.1K | 0.08% | −37−1.8% | Reduced |
| Harvest Investment Services, LLC | 2,069 | $341.2K | 0.14% | −354−14.6% | Reduced |
| Gerber, LLC | 2,075 | $342.2K | 0.27% | +66+3.3% | Added |
| Advance Capital Management, Inc. | 2,082 | $343.4K | 0.02% | +192+10.2% | Added |
| Gateway Advisory, LLC | 2,083 | $343.6K | 0.06% | +179+9.4% | Added |
| American Capital Advisory, LLC | 2,025 | $343.9K | 0.25% | −442−17.9% | Reduced |
| C2C Wealth Management, LLC | 2,086 | $344.0K | 0.34% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,091 | $344.9K | 0.11% | +2,091 | New |
| Strategic Investment Advisors | 2,093 | $345.2K | 0.04% | +105+5.3% | Added |
| Advisors Preferred, LLC | 2,120 | $345.3K | 0.06% | −135−6.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,095 | $345.6K | 0.06% | +68+3.4% | Added |
| Kelly Financial Services LLC | 2,101 | $346.4K | 0.12% | +154+7.9% | Added |
| 360 Financial, Inc. | 2,108 | $347.7K | 0.13% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,109 | $347.8K | 0.05% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,112 | $348.3K | 0.21% | −8,582−80.3% | Reduced |
| Sunflower Bank, N.A. | 2,112 | $348.3K | 0.08% | −280−11.7% | Reduced |
| Financial Network Wealth Advisors LLC | 2,112 | $348.6K | 0.26% | +41+2.0% | Added |
| Certified Advisory Corp | 2,117 | $349.2K | 0.04% | +82+4.0% | Added |
| Arrowroot Family Office, LLC | 2,119 | $349.5K | 0.22% | −369−14.8% | Reduced |
| Tacita Capital Inc | 2,122 | $350.0K | 0.25% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,146 | $353.9K | 0.16% | 00.0% | Unchanged |