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 |
|---|---|---|---|---|---|
| Threadgill Financial, LLC | 2,504 | $413.0K | 0.19% | −22−0.9% | Reduced |
| Ethos Financial Group, LLC | 2,455 | $414.0K | 0.07% | −191−7.2% | Reduced |
| Lipe & Dalton | 2,515 | $415.0K | 0.22% | −152−5.7% | Reduced |
| Mascoma Wealth Management LLC | 2,517 | $415.1K | 0.11% | +334+15.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,517 | $415.2K | 0.05% | +70+2.9% | Added |
| Monument Capital Management | 2,522 | $415.9K | 0.12% | +222+9.7% | Added |
| Quadrant Private Wealth Management, LLC | 2,523 | $416.0K | 0.10% | +29+1.2% | Added |
| Oldfather Financial Services, LLC | 2,531 | $417.5K | 0.17% | +10+0.4% | Added |
| Centennial Wealth Advisory LLC | 2,536 | $418.3K | 0.18% | +288+12.8% | Added |
| Balboa Wealth Partners | 2,539 | $418.8K | 0.11% | +360+16.5% | Added |
| TSFG, LLC | 2,540 | $419.0K | 0.10% | +3+0.1% | Added |
| Heritage Oak Wealth Advisors LLC | 2,544 | $419.6K | 0.21% | +2,544 | New |
| Wade Financial Advisory, Inc | 2,545 | $419.8K | 0.15% | −100−3.8% | Reduced |
| Creative Financial Designs Inc | 2,548 | $420.3K | 0.04% | +1,756+221.7% | Added |
| Eagle Bay Advisors LLC | 2,549 | $420.5K | 0.25% | −216−7.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,550 | $420.6K | 0.09% | +2+0.1% | Added |
| Wedge Capital Management L L P | 2,550 | $420.6K | 0.01% | +14+0.6% | Added |
| Warwick Investment Management, Inc. | 2,552 | $420.8K | 0.10% | −303−10.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,555 | $421.4K | 0.19% | −184−6.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,556 | $421.6K | 0.42% | +2,556 | New |
| Heritage Investment Group, Inc. | 2,558 | $422.0K | 0.09% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,565 | $423.1K | 0.18% | +555+27.6% | Added |
| Meadow Creek Wealth Advisors LLC | 2,568 | $423.5K | 0.40% | +138+5.7% | Added |
| Goldstein Advisors, LLC | 2,570 | $423.9K | 0.07% | +224+9.5% | Added |
| Wright Investors Service Inc | 2,574 | $424.5K | 0.11% | −5,919−69.7% | Reduced |
| Pingora Partners LLC | 2,588 | $426.8K | 0.30% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,589 | $427.0K | 0.26% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,590 | $427.2K | 0.26% | −345−11.8% | Reduced |
| GSG Advisors LLC | 2,626 | $427.7K | 0.15% | −55−2.1% | Reduced |
| Truvestments Capital LLC | 2,598 | $428.5K | 0.17% | +11+0.4% | Added |
| Silver Oak Securities, Inc | 2,598 | $428.6K | 0.06% | −456−14.9% | Reduced |
| Mosley Wealth Management | 2,604 | $429.5K | 0.37% | +273+11.7% | Added |
| BlueChip Wealth Advisors LLC | 2,606 | $429.7K | 0.25% | +2+0.1% | Added |
| Wayfinding Financial, LLC | 2,623 | $432.0K | 0.24% | −260−9.0% | Reduced |
| Monograph Wealth Advisors, LLC | 2,625 | $432.9K | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,626 | $433.1K | 0.11% | −49−1.8% | Reduced |
| Cary Street Partners Asset Management LLC | 2,634 | $434.4K | 0.06% | +160+6.5% | Added |
| CMG Global Holdings, LLC | 2,635 | $434.6K | 0.29% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,637 | $434.9K | 0.48% | +297+12.7% | Added |
| Lumbard & Kellner, LLC | 2,640 | $435.4K | 0.21% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,641 | $435.6K | 0.09% | +182+7.4% | Added |
| Cape Investment Advisory, Inc. | 2,641 | $435.6K | 0.20% | −218−7.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 2,642 | $435.7K | 0.10% | −250−8.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,651 | $437.2K | 0.00% | +2,651 | New |
| Mma Asset Management LLC | 2,656 | $438.2K | 0.21% | −47−1.7% | Reduced |
| DRW Securities, LLC | 2,659 | $438.5K | 0.03% | −5,412−67.1% | Reduced |
| Joule Financial, LLC | 2,659 | $438.5K | 0.18% | +144+5.7% | Added |
| REDW Wealth LLC | 2,661 | $438.9K | 0.11% | +100+3.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,709 | $439.2K | 0.22% | +10.0% | Added |
| Trinity Financial Advisors LLC | 2,670 | $440.4K | 0.20% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,679 | $441.8K | 0.15% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,679 | $441.9K | 0.13% | −47−1.7% | Reduced |
| Voya Financial Advisors, Inc. | 2,668 | $443.6K | 0.05% | +2,668 | New |
| Financial Security Advisor, Inc. | 2,690 | $443.7K | 0.15% | +28+1.1% | Added |
| Brendel Financial Advisors LLC | 2,694 | $444.0K | 0.28% | +2,694 | New |
| Ackerman Capital Advisors, LLC | 2,692 | $444.0K | 0.12% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,700 | $445.0K | 0.01% | −670−19.9% | Reduced |
| Wexford Capital LP | 2,700 | $445.3K | 0.11% | +866+47.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,705 | $446.0K | 0.06% | +245+10.0% | Added |
| American Institute for Advanced Investment Management, LLP | 2,705 | $446.1K | 0.34% | −100−3.6% | Reduced |
| Financial Management Network Inc | 2,714 | $446.2K | 0.11% | +2+0.1% | Added |
| River & Mercantile Asset Management LLP | 2,707 | $446.6K | 0.12% | −2,690−49.8% | Reduced |
| N.E.W. Advisory Services LLC | 2,711 | $447.1K | 0.05% | +3+0.1% | Added |
| Bank of Stockton | 2,716 | $447.9K | 0.14% | +60+2.3% | Added |
| Weaver Consulting Group | 2,732 | $450.5K | 0.16% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,739 | $451.8K | 0.09% | +620+29.3% | Added |
| Clearwater Capital Advisors, LLC | 2,740 | $452.0K | 0.05% | +17+0.6% | Added |
| Kolinsky Wealth Management, LLC | 2,741 | $452.1K | 0.32% | +253+10.2% | Added |
| Convergence Investment Partners, LLC | 2,748 | $453.2K | 0.13% | −96−3.4% | Reduced |
| Opes Wealth Management LLC | 2,748 | $453.3K | 0.09% | +59+2.2% | Added |
| Revisor Wealth Management LLC | 2,757 | $454.7K | 0.32% | −1,155−29.5% | Reduced |
| Lee Financial Co | 2,760 | $455.2K | 0.07% | +1,260+84.0% | Added |
| Eagle Wealth Strategies LLC | 2,761 | $455.3K | 0.37% | +19+0.7% | Added |
| Elevatus Welath Management | 2,767 | $456.4K | 0.17% | −75−2.6% | Reduced |
| Hyperion Partners, LLC | 2,767 | $456.4K | 0.33% | +21+0.8% | Added |
| German American Bancorp, Inc. | 2,768 | $456.5K | 0.05% | +274+11.0% | Added |
| Northwest Wealth Management, LLC | 2,770 | $456.8K | 0.12% | −33−1.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,776 | $457.8K | 0.06% | −21−0.8% | Reduced |
| Sutton Place Investors LLC | 2,792 | $460.5K | 0.31% | −3,440−55.2% | Reduced |
| Drexel Morgan & Co. | 2,800 | $461.8K | 0.10% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 2,802 | $462.1K | 0.20% | +861+44.4% | Added |
| FSB Premier Wealth Management, Inc. | 2,807 | $463.0K | 0.21% | +3+0.1% | Added |
| Retirement Income Solutions, Inc | 2,811 | $463.7K | 0.11% | −568−16.8% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $464.9K | 0.11% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,824 | $465.8K | 0.12% | −297−9.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,826 | $466.1K | 0.19% | −54−1.9% | Reduced |
| First National Bank Sioux Falls | 2,826 | $466.1K | 0.24% | +23+0.8% | Added |
| Delos Wealth Advisors, LLC | 2,826 | $466.1K | 0.45% | +2,800+10,769.2% | Added |
| Moss Adams Wealth Advisors LLC | 2,834 | $467.4K | 0.07% | +702+32.9% | Added |
| Invst, LLC | 2,870 | $467.5K | 0.05% | +630+28.1% | Added |
| APCM Wealth Management for Individuals | 2,837 | $467.9K | 0.07% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,842 | $468.8K | 0.04% | +56+2.0% | Added |
| Braun-Bostich & Associates Inc. | 2,843 | $468.9K | 0.35% | +244+9.4% | Added |
| Rain Capital Management, LLC | 2,715 | $469.4K | 0.33% | +17+0.6% | Added |
| PCG Wealth Advisors, LLC | 2,849 | $469.9K | 0.20% | +10.0% | Added |
| Bouchey Financial Group Ltd | 2,855 | $470.0K | 0.04% | −228−7.4% | Reduced |
| Fishman Jay A Ltd | 2,850 | $470.1K | 0.05% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,886 | $470.1K | 0.31% | +48+1.7% | Added |
| Tyler-Stone Wealth Management | 2,851 | $470.3K | 0.19% | −30−1.0% | Reduced |
| Alesco Advisors LLC | 2,852 | $470.4K | 0.02% | −48−1.7% | Reduced |