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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 2,864 | $472.3K | 0.05% | +287+11.1% | Added |
| Perfromance Wealth Partners, LLC | 2,873 | $473.8K | 0.02% | +28+1.0% | Added |
| Investment Partners Asset Management, Inc. | 2,875 | $474.2K | 0.42% | +15+0.5% | Added |
| Private Wealth Strategies, L.L.C. | 2,880 | $475.0K | 0.10% | −30−1.0% | Reduced |
| SPC Financial, Inc. | 2,881 | $475.2K | 0.04% | +17+0.6% | Added |
| Left Brain Wealth Management, LLC | 2,886 | $476.0K | 0.22% | +96+3.4% | Added |
| Per Stirling Capital Management, LLC. | 2,888 | $476.3K | 0.08% | +4+0.1% | Added |
| Petra Financial Advisors Inc | 2,893 | $477.1K | 0.34% | −177−5.8% | Reduced |
| Hofer & Associates. Inc | 2,894 | $477.3K | 0.37% | +263+10.0% | Added |
| Commons Capital, LLC | 2,896 | $477.6K | 0.58% | +1,100+61.2% | Added |
| Keynote Financial Services LLC | 2,896 | $477.6K | 0.40% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,841 | $477.8K | 0.07% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 2,900 | $478.3K | 0.05% | −24,289−89.3% | Reduced |
| Veracity Capital LLC | 2,907 | $479.4K | 0.20% | −321−9.9% | Reduced |
| Camden Capital, LLC | 2,908 | $479.6K | 0.04% | −686−19.1% | Reduced |
| Moody Aldrich Partners LLC | 2,917 | $481.1K | 0.09% | +7+0.2% | Added |
| Planning Directions Inc | 2,921 | $481.7K | 0.33% | +28+1.0% | Added |
| Syntegra Private Wealth Group, LLC | 2,922 | $481.9K | 0.06% | +212+7.8% | Added |
| Paulson Wealth Management Inc. | 2,926 | $482.5K | 0.14% | −388−11.7% | Reduced |
| Dupree Financial Group, LLC | 2,936 | $484.2K | 0.22% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,939 | $484.7K | 0.15% | −290−9.0% | Reduced |
| Arcataur Capital Management LLC | 2,949 | $486.4K | 0.17% | −17−0.6% | Reduced |
| Aviso Wealth Management | 2,954 | $487.2K | 0.29% | −169−5.4% | Reduced |
| Allen Investment Management LLC | 2,961 | $488.4K | 0.01% | −61−2.0% | Reduced |
| Financial Management Professionals, Inc. | 2,962 | $489.0K | 0.07% | +370+14.3% | Added |
| Keudell/Morrison Wealth Management | 2,971 | $490.0K | 0.14% | −41−1.4% | Reduced |
| Nelson Capital Management, LLC | 2,975 | $490.7K | 0.09% | −120−3.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,976 | $490.8K | 0.74% | +25+0.8% | Added |
| Phillips Wealth Planners LLC | 3,004 | $491.4K | 0.52% | −55−1.8% | Reduced |
| Dravo Bay LLC | 2,991 | $493.3K | 0.27% | +8+0.3% | Added |
| Inspirion Wealth Advisors, LLC | 2,992 | $493.5K | 0.08% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2,992 | $493.5K | 0.08% | +2,992 | New |
| Embree Financial Group | 2,994 | $493.8K | 0.09% | −76−2.5% | Reduced |
| Zevin Asset Management LLC | 2,995 | $494.0K | 0.08% | +200+7.2% | Added |
| Ruggaard & Associates LLC | 2,999 | $494.6K | 0.23% | +15+0.5% | Added |
| Rooted Wealth Advisors, Inc. | 2,904 | $495.0K | 0.22% | +30+1.0% | Added |
| Cypress Wealth Services, LLC | 3,003 | $495.3K | 0.11% | +431+16.8% | Added |
| Dodds Wealth, LLC | 3,069 | $496.9K | 0.19% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,014 | $497.0K | 0.21% | −2−0.1% | Reduced |
| Montis Financial, LLC | 3,026 | $499.0K | 0.23% | −1,426−32.0% | Reduced |
| Napatree Capital LLC | 3,030 | $499.7K | 0.41% | +3,030 | New |
| Sage Capital Management, LLC | 3,033 | $500.1K | 0.26% | +19+0.6% | Added |
| First Financial Corp | 3,033 | $500.2K | 0.25% | −48−1.6% | Reduced |
| DeDora Capital, Inc. | 3,035 | $500.5K | 0.15% | −3−0.1% | Reduced |
| Aspen Grove Capital, LLC | 3,035 | $500.6K | 0.12% | +97+3.3% | Added |
| LM Advisors LLC | 3,043 | $502.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3,044 | $502.0K | 0.04% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 3,046 | $502.3K | 0.19% | −26−0.8% | Reduced |
| Centric Wealth Management | 2,910 | $502.7K | 0.14% | +281+10.7% | Added |
| Cowa, LLC | 3,050 | $503.1K | 0.27% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,055 | $503.9K | 0.26% | +449+17.2% | Added |
| Carolinas Wealth Consulting LLC | 3,064 | $505.3K | 0.10% | −116−3.6% | Reduced |
| TFB Advisors LLC | 3,065 | $505.5K | 0.16% | +791+34.8% | Added |
| Riverview Capital Advisers, LLC | 3,066 | $505.7K | 0.17% | −32−1.0% | Reduced |
| Dodge & Cox | 3,075 | $507.2K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,081 | $508.0K | 0.04% | −20−0.6% | Reduced |
| GEM Asset Management, LLC | 3,085 | $508.8K | 0.32% | +85+2.8% | Added |
| Buffington Mohr McNeal | 3,090 | $509.6K | 0.09% | −238−7.2% | Reduced |
| Crewe Advisors LLC | 3,091 | $509.8K | 0.06% | +1,571+103.4% | Added |
| 626 Financial, LLC | 3,092 | $510.0K | 0.30% | −3−0.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,098 | $511.0K | 0.26% | −143−4.4% | Reduced |
| Heritage Wealth Management, Inc. | 3,100 | $511.2K | 0.49% | +5+0.2% | Added |
| GGM Financials LLC | 3,101 | $511.5K | 0.47% | +3,101 | New |
| Edge Wealth Management LLC | 3,108 | $512.6K | 0.11% | −42−1.3% | Reduced |
| Adapt Wealth Advisors, LLC | 3,108 | $512.6K | 0.32% | 00.0% | Unchanged |
| Bell Bank | 3,111 | $513.1K | 0.04% | −4,230−57.6% | Reduced |
| Florida Financial Advisors, LLC | 3,113 | $513.4K | 0.31% | +152+5.1% | Added |
| Fiduciary Family Office, LLC | 3,116 | $513.8K | 0.20% | −1,105−26.2% | Reduced |
| Waterfront Wealth Inc. | 3,119 | $514.5K | 0.14% | −61−1.9% | Reduced |
| WealthTrust Axiom LLC | 3,127 | $515.7K | 0.17% | −59−1.9% | Reduced |
| Capital Market Strategies LLC | 3,128 | $515.9K | 0.33% | +2+0.1% | Added |
| Sym Financial Corp | 3,128 | $516.0K | 0.08% | +839+36.7% | Added |
| Humankind Investments LLC | 3,130 | $516.2K | 0.14% | −3,114−49.9% | Reduced |
| Trilogy Capital Inc. | 3,137 | $517.3K | 0.03% | −178−5.4% | Reduced |
| Cable Hill Partners, LLC | 3,149 | $519.4K | 0.06% | +3,149 | New |
| Duff & Phelps Investment Management Co | 3,152 | $519.9K | 0.01% | −12,707−80.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 3,036 | $522.0K | 0.29% | +34+1.1% | Added |
| First Community Trust NA | 3,171 | $523.0K | 0.45% | −33−1.0% | Reduced |
| Edge Financial Advisors LLC | 3,172 | $523.1K | 0.54% | −1,409−30.8% | Reduced |
| Cromwell Holdings LLC | 3,174 | $523.5K | 0.31% | +3,174 | New |
| Prairie Wealth Advisors, Inc. | 3,175 | $523.7K | 0.27% | +10.0% | Added |
| Kimelman & Baird, LLC | 3,177 | $523.9K | 0.04% | +3,177 | New |
| Spinnaker Investment Group, LLC | 3,177 | $524.0K | 0.14% | +82+2.6% | Added |
| Ironwood Investment Management LLC | 3,179 | $524.3K | 0.28% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,184 | $525.1K | 0.05% | −233−6.8% | Reduced |
| Carlson Capital Management | 3,185 | $525.2K | 0.02% | +14+0.4% | Added |
| Michael B. Yongue | 3,190 | $526.1K | 0.45% | +430+15.6% | Added |
| Keb Asset Management, LLC | 3,199 | $527.6K | 0.18% | +3,199 | New |
| Birmingham Capital Management Co Inc | 3,200 | $527.8K | 0.21% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,207 | $528.9K | 0.38% | 00.0% | Unchanged |
| Summitry LLC | 3,208 | $529.0K | 0.03% | −84−2.6% | Reduced |
| Inceptionr LLC | 3,213 | $529.9K | 0.15% | +3,213 | New |
| Peninsula Wealth, LLC | 3,192 | $531.1K | 0.10% | +50+1.6% | Added |
| Hoge Financial Services, LLC | 3,225 | $531.9K | 0.44% | +184+6.1% | Added |
| Compass Ion Advisors, LLC | 3,040 | $532.0K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,228 | $532.4K | 0.06% | −121−3.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,230 | $532.7K | 0.09% | −310−8.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,232 | $533.1K | 0.32% | 00.0% | Unchanged |
| Univest Financial Corp | 3,234 | $533.4K | 0.15% | −69−2.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,236 | $533.7K | 0.15% | −187−5.5% | Reduced |