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 |
|---|---|---|---|---|---|
| Towercrest Capital Management | 2,150 | $354.6K | 0.06% | +2+0.1% | Added |
| Financial Advisors, LLC | 2,153 | $355.0K | 0.07% | +10.0% | Added |
| Garner Asset Management Corp | 2,161 | $356.0K | 0.17% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,159 | $356.1K | 0.26% | −29−1.3% | Reduced |
| Machina Capital S.A.S. | 2,160 | $356.2K | 0.16% | +2,160 | New |
| Tradewinds Capital Management, LLC | 2,161 | $356.3K | 0.11% | +24+1.1% | Added |
| Stonebrook Private Inc. | 2,161 | $356.4K | 0.10% | +95+4.6% | Added |
| AXS Investments LLC | 2,167 | $357.4K | 0.10% | −106−4.7% | Reduced |
| Michael S. Ryan, Inc. | 2,168 | $357.6K | 0.27% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,168 | $357.6K | 0.07% | +377+21.0% | Added |
| Northstar Advisory Group, LLC | 2,172 | $358.2K | 0.21% | −1,450−40.0% | Reduced |
| Chiron Capital Management, LLC | 2,174 | $358.6K | 0.34% | −115−5.0% | Reduced |
| Penn Davis McFarland Inc | 2,184 | $360.2K | 0.06% | −250−10.3% | Reduced |
| Cyrus J. Lawrence, LLC | 2,191 | $361.0K | 0.07% | −143−6.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,195 | $362.0K | 0.01% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,196 | $362.2K | 0.19% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,198 | $362.5K | 0.09% | −27−1.2% | Reduced |
| Five Oceans Advisors | 2,203 | $363.3K | 0.19% | −77−3.4% | Reduced |
| Castleview Partners, LLC | 2,206 | $363.8K | 0.21% | +7+0.3% | Added |
| Accretive Wealth Partners, LLC | 2,211 | $364.7K | 0.15% | −43−1.9% | Reduced |
| Gray Wealth Management Inc. | 2,215 | $365.2K | 0.16% | +10.0% | Added |
| ClearAlpha Technologies LP | 2,219 | $366.0K | 0.14% | +2,219 | New |
| Wallace Capital Management Inc. | 2,231 | $368.0K | 0.05% | +100+4.7% | Added |
| Core Wealth Advisors, Inc. | 2,235 | $368.6K | 0.13% | +46+2.1% | Added |
| HCR Wealth Advisors | 2,238 | $369.1K | 0.05% | +10+0.4% | Added |
| Keystone Wealth Services, LLC | 2,243 | $369.9K | 0.12% | +46+2.1% | Added |
| Hardy Reed LLC | 2,244 | $370.1K | 0.04% | +2,244 | New |
| Cornercap Investment Counsel Inc | 2,248 | $370.8K | 0.06% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,255 | $371.9K | 0.21% | −200−8.1% | Reduced |
| Encompass Wealth Advisors, LLC | 2,257 | $372.2K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,260 | $372.7K | 0.03% | +159+7.6% | Added |
| ZRC Wealth Management, LLC | 2,272 | $374.8K | 0.18% | −109−4.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,276 | $375.4K | 0.19% | −375−14.1% | Reduced |
| True Link Financial Advisors, LLC | 2,279 | $375.9K | 0.03% | −44−1.9% | Reduced |
| Barry Investment Advisors, LLC | 2,279 | $375.9K | 0.13% | +11+0.5% | Added |
| Royal Fund Management, LLC | 2,280 | $376.0K | 0.05% | −2,459−51.9% | Reduced |
| Westside Investment Management, Inc. | 2,280 | $376.0K | 0.09% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,281 | $376.3K | 0.20% | +2,281 | New |
| Turtle Creek Wealth Advisors, LLC | 2,287 | $377.2K | 0.09% | +358+18.6% | Added |
| Chemistry Wealth Management LLC | 2,289 | $377.5K | 0.10% | +131+6.1% | Added |
| Tennessee Valley Asset Management Partners | 2,291 | $377.9K | 0.07% | +137+6.4% | Added |
| Significant Wealth Partners LLC | 2,297 | $378.9K | 0.21% | −1,619−41.3% | Reduced |
| Sierra Summit Advisors LLC | 2,299 | $379.2K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,300 | $379.3K | 0.16% | −335−12.7% | Reduced |
| Luts & Greenleigh Group, Inc | 2,300 | $379.4K | 0.39% | +2,300 | New |
| Walled Lake Planning & Wealth Management, LLC | 2,303 | $379.8K | 0.16% | +2,303 | New |
| Astoria Portfolio Advisors LLC. | 2,304 | $379.9K | 0.14% | −73−3.1% | Reduced |
| Insight Wealth Partners, LLC | 2,304 | $380.0K | 0.25% | +127+5.8% | Added |
| Hoese & Co LLP | 2,210 | $382.1K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,325 | $383.4K | 0.14% | +229+10.9% | Added |
| Royal Harbor Partners, LLC | 2,328 | $384.0K | 0.16% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,330 | $384.3K | 0.13% | −2,232−48.9% | Reduced |
| Circle Wealth Management, LLC | 2,330 | $384.4K | 0.01% | −612−20.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,331 | $384.5K | 0.06% | −43−1.8% | Reduced |
| White Lighthouse Investment Management Inc. | 2,335 | $385.1K | 0.07% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,346 | $386.9K | 0.34% | −88−3.6% | Reduced |
| Silverlake Wealth Management LLC | 2,351 | $387.7K | 0.16% | +89+3.9% | Added |
| Slocum, Gordon & Co LLP | 2,351 | $387.7K | 0.29% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,352 | $387.9K | 0.17% | +65+2.8% | Added |
| ERTS Wealth Advisors, LLC | 2,354 | $388.2K | 0.08% | −227−8.8% | Reduced |
| Brand Asset Management Group, Inc. | 2,357 | $388.7K | 0.16% | +5+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,360 | $389.3K | 0.04% | −4,575−66.0% | Reduced |
| Willow Creek Wealth Management Inc. | 2,364 | $390.0K | 0.04% | +104+4.6% | Added |
| RW Investment Management LLC | 2,375 | $391.7K | 0.05% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,378 | $392.2K | 0.05% | +139+6.2% | Added |
| East Coast Asset Management, LLC. | 2,383 | $393.0K | 0.14% | 00.0% | Unchanged |
| Sara-Bay Financial | 2,395 | $395.0K | 0.16% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 2,398 | $395.5K | 0.16% | +2,398 | New |
| Spirit of America Management Corp | 2,400 | $395.8K | 0.08% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 2,402 | $396.0K | 0.22% | +56+2.4% | Added |
| Gentry Private Wealth, LLC | 2,405 | $396.7K | 0.35% | +2,405 | New |
| Falcon Wealth Planning | 2,408 | $397.2K | 0.05% | +58+2.5% | Added |
| Summit Wealth Group, LLC | 2,417 | $399.0K | 0.12% | +2,417 | New |
| Horst & Graben Wealth Management LLC | 2,422 | $399.4K | 0.08% | +28+1.2% | Added |
| United Community Bank | 2,423 | $399.6K | 0.16% | −12−0.5% | Reduced |
| Robinswood Financial LLC | 2,423 | $399.6K | 0.16% | +1,355+126.9% | Added |
| Nikulski Financial, Inc. | 2,432 | $401.1K | 0.13% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,435 | $401.6K | 0.35% | 00.0% | Unchanged |
| SMART Wealth LLC | 2,438 | $402.1K | 0.16% | +174+7.7% | Added |
| LexAurum Advisors, LLC | 2,445 | $403.3K | 0.10% | +52+2.2% | Added |
| Glass Jacobson Investment Advisors llc | 2,448 | $403.7K | 0.15% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 2,448 | $403.8K | 0.08% | +2,448 | New |
| Hubbell Strickland Wealth Management, LLC | 2,451 | $404.2K | 0.20% | −103−4.0% | Reduced |
| Stanley-Laman Group, Ltd. | 2,452 | $404.4K | 0.06% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,458 | $405.0K | 0.12% | −179−6.8% | Reduced |
| Ssi Investment Management LLC | 2,458 | $405.4K | 0.03% | −10.0% | Reduced |
| Dakota Community Bank & Trust NA | 2,460 | $405.7K | 2.18% | −15−0.6% | Reduced |
| First International Bank & Trust | 2,461 | $405.9K | 0.14% | −497−16.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,466 | $406.7K | 0.31% | −1,040−29.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,467 | $406.9K | 0.05% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,475 | $408.2K | 0.24% | +184+8.0% | Added |
| Wescott Financial Advisory Group, LLC | 2,475 | $408.2K | 0.05% | +724+41.3% | Added |
| Focused Wealth Management, Inc | 2,477 | $408.6K | 0.06% | +21+0.9% | Added |
| Global X Japan Co., Ltd. | 2,478 | $408.7K | 0.06% | −19−0.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,481 | $409.2K | 0.02% | +153+6.6% | Added |
| Cherry Tree Wealth Management, LLC | 2,483 | $409.5K | 0.10% | +27+1.1% | Added |
| Main Street Research LLC | 2,491 | $410.8K | 0.03% | −65−2.5% | Reduced |
| Fidelity D & D Bancorp Inc | 2,491 | $410.8K | 0.31% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,491 | $410.8K | 0.22% | 00.0% | Unchanged |
| Advantage Trust Co | 2,501 | $412.5K | 0.30% | −50−2.0% | Reduced |