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
- 3,330
- +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
- 1,334 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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 36,179 | $5.97M | 0.12% | −39−0.1% | Reduced |
| Eastover Investment Advisors LLC | 36,355 | $5.95M | 2.84% | +561+1.6% | Added |
| DLK Investment Management, LLC | 35,994 | $5.94M | 2.45% | +1,044+3.0% | Added |
| Wallington Asset Management, LLC | 35,839 | $5.91M | 0.90% | −42,816−54.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,796 | $5.90M | 0.60% | +34+0.1% | Added |
| Colonial Trust Co | 35,595 | $5.87M | 1.03% | +1,464+4.3% | Added |
| Hills Bank & Trust Co | 35,533 | $5.86M | 0.47% | −230−0.6% | Reduced |
| Costello Asset Management, INC | 35,427 | $5.84M | 4.36% | −1,418−3.8% | Reduced |
| BKD Wealth Advisors, LLC | 35,422 | $5.84M | 0.15% | −16,592−31.9% | Reduced |
| Private Wealth Partners, LLC | 35,390 | $5.84M | 0.44% | −447−1.2% | Reduced |
| Fort Point Capital Partners LLC | 35,341 | $5.83M | 0.75% | +29+0.1% | Added |
| Claar Advisors LLC | 35,340 | $5.83M | 1.87% | +29,340+489.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 35,325 | $5.83M | 0.69% | +10,868+44.4% | Added |
| Addison Capital Co | 35,309 | $5.82M | 2.53% | +1,682+5.0% | Added |
| First Personal Financial Services | 35,249 | $5.81M | 1.31% | +86+0.2% | Added |
| Concentric Wealth Management, LLC | 35,048 | $5.78M | 1.51% | +545+1.6% | Added |
| Trustmark National Bank Trust Department | 34,989 | $5.77M | 0.46% | −268−0.8% | Reduced |
| Sigma Planning Corp | 34,967 | $5.77M | 0.18% | −1,643−4.5% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,954 | $5.76M | 1.41% | −30−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 34,951 | $5.76M | 0.25% | −1,140−3.2% | Reduced |
| NorthRock Partners, LLC | 34,900 | $5.76M | 0.22% | +301+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 34,896 | $5.76M | 0.28% | +1,412+4.2% | Added |
| Ossiam | 34,811 | $5.74M | 0.11% | −207,316−85.6% | Reduced |
| Ayrshire Capital Management LLC | 34,725 | $5.73M | 2.92% | +1,300+3.9% | Added |
| Motco | 34,688 | $5.72M | 0.34% | +118+0.3% | Added |
| Pacific Global Investment Management CO | 34,653 | $5.72M | 1.09% | −797−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 34,602 | $5.71M | 0.10% | +34,602 | New |
| New Hampshire Trust | 34,574 | $5.70M | 1.30% | −59−0.2% | Reduced |
| Schnieders Capital Management LLC | 34,539 | $5.70M | 1.15% | −235−0.7% | Reduced |
| Peterson Wealth Management | 34,538 | $5.70M | 3.52% | +537+1.6% | Added |
| Pathway Financial Advisers, LLC | 34,685 | $5.69M | 2.04% | +720+2.1% | Added |
| Tufton Capital Management | 34,499 | $5.69M | 1.11% | −287−0.8% | Reduced |
| Rodgers Brothers Inc. | 34,309 | $5.66M | 0.77% | +590+1.7% | Added |
| Andra AP-fonden | 34,100 | $5.62M | 0.09% | −26,900−44.1% | Reduced |
| Assetmark, Inc | 34,076 | $5.62M | 0.02% | +4,980+17.1% | Added |
| CAPROCK Group, Inc. | 33,983 | $5.61M | 0.23% | +11,063+48.3% | Added |
| Northcape Wealth Management, LLC | 33,948 | $5.60M | 2.02% | −162−0.5% | Reduced |
| Financial & Tax Architects, LLC | 33,809 | $5.58M | 1.49% | +1,722+5.4% | Added |
| Maple Capital Management, Inc. | 33,721 | $5.56M | 0.45% | −71,374−67.9% | Reduced |
| Bernzott Capital Advisors | 33,659 | $5.55M | 2.56% | −5,370−13.8% | Reduced |
| Foundations Investment Advisors, LLC | 33,612 | $5.54M | 0.13% | +2,206+7.0% | Added |
| Tectonic Advisors LLC | 33,415 | $5.51M | 0.40% | +2,298+7.4% | Added |
| RB Capital Management, LLC | 33,392 | $5.51M | 1.41% | −90−0.3% | Reduced |
| Bulltick Wealth Management, LLC | 33,299 | $5.49M | 1.54% | −8,539−20.4% | Reduced |
| Mitchell Capital Management Co | 33,298 | $5.49M | 0.97% | +15,525+87.4% | Added |
| American Trust | 33,193 | $5.47M | 0.45% | −4,270−11.4% | Reduced |
| Capital Investment Counsel, LLC | 33,043 | $5.45M | 1.07% | +3,721+12.7% | Added |
| Garland Capital Management Inc | 32,910 | $5.43M | 3.84% | +440+1.4% | Added |
| Family Capital Trust Co | 32,893 | $5.43M | 1.77% | −34−0.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,811 | $5.41M | 1.05% | +260+0.8% | Added |
| City Holding Co | 32,785 | $5.41M | 0.80% | −75−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 32,661 | $5.39M | 1.26% | +1,408+4.5% | Added |
| Perkins Coie Trust Co | 32,618 | $5.38M | 1.25% | −1,585−4.6% | Reduced |
| Pictet Bank & Trust Ltd | 32,485 | $5.36M | 5.46% | 00.0% | Unchanged |
| Boston Research & Management Inc | 32,468 | $5.36M | 1.35% | +721+2.3% | Added |
| Stokes Family Office, LLC | 32,459 | $5.35M | 0.63% | +197+0.6% | Added |
| Hall Laurie J Trustee | 32,296 | $5.33M | 1.85% | −195−0.6% | Reduced |
| King Wealth | 32,216 | $5.31M | 0.89% | −827−2.5% | Reduced |
| Roberts Glore & Co Inc | 32,116 | $5.30M | 1.60% | −25−0.1% | Reduced |
| Spinnaker Trust | 32,010 | $5.28M | 0.34% | −10.0% | Reduced |
| Eagle Global Advisors LLC | 31,666 | $5.22M | 0.28% | −600−1.9% | Reduced |
| Principle Wealth Partners LLC | 31,621 | $5.22M | 0.40% | +200+0.6% | Added |
| Cypress Capital Group | 31,551 | $5.20M | 0.62% | −2,272−6.7% | Reduced |
| Private Trust Co NA | 31,550 | $5.20M | 0.56% | −3,701−10.5% | Reduced |
| Buckingham Strategic Partners | 31,510 | $5.20M | 0.14% | −6,156−16.3% | Reduced |
| Bollard Group LLC | 31,416 | $5.18M | 0.15% | +306+1.0% | Added |
| Parkwood LLC | 31,378 | $5.17M | 0.65% | +3,246+11.5% | Added |
| Cardinal Capital Management | 31,291 | $5.16M | 0.87% | +309+1.0% | Added |
| Ascent Group, LLC | 31,284 | $5.16M | 0.42% | +1,883+6.4% | Added |
| Navellier & Associates Inc | 31,273 | $5.16M | 0.61% | −390−1.2% | Reduced |
| Opus Investment Management Inc | 31,200 | $5.15M | 3.32% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 29,659 | $5.14M | 2.67% | +628+2.2% | Added |
| Two Sigma Investments, LP | 31,133 | $5.13M | 0.01% | −1,383,416−97.8% | Reduced |
| Level Four Advisory Services, LLC | 31,122 | $5.13M | 0.23% | +7,159+29.9% | Added |
| Signaturefd, LLC | 31,116 | $5.13M | 0.10% | +987+3.3% | Added |
| Transcend Wealth Collective, LLC | 31,049 | $5.12M | 0.37% | +1,454+4.9% | Added |
| Robertson Stephens Wealth Management, LLC | 31,026 | $5.12M | 0.27% | +625+2.1% | Added |
| Northwest & Ethical Investments L.P. | 30,984 | $5.11M | 0.15% | −259−0.8% | Reduced |
| American National Bank | 30,983 | $5.11M | 0.64% | −560−1.8% | Reduced |
| Mechanics Bank Trust Department | 30,917 | $5.10M | 0.73% | −334−1.1% | Reduced |
| Lyell Wealth Management, LP | 30,836 | $5.09M | 0.49% | +2,364+8.3% | Added |
| Horrell Capital Management, Inc. | 30,811 | $5.08M | 1.47% | +190+0.6% | Added |
| Hennessy Advisors Inc | 30,800 | $5.08M | 0.19% | −600−1.9% | Reduced |
| Hartford Financial Management Inc. | 30,798 | $5.08M | 1.09% | +93+0.3% | Added |
| Red Door Wealth Management, LLC | 30,726 | $5.07M | 0.89% | +2,451+8.7% | Added |
| First Trust Investment Solutions L.P. | 30,688 | $5.06M | 0.71% | +26,675+664.7% | Added |
| Dean Investment Associates, LLC | 30,678 | $5.06M | 0.72% | −1,975−6.0% | Reduced |
| Thompson Investment Management, Inc. | 30,645 | $5.05M | 0.78% | +25,876+542.6% | Added |
| First National Advisers, LLC | 30,584 | $5.04M | 0.92% | +1,335+4.6% | Added |
| Matrix Asset Advisors Inc | 30,566 | $5.04M | 0.60% | +21,880+251.9% | Added |
| Reliant Investment Management, LLC | 30,512 | $5.03M | 2.37% | +474+1.6% | Added |
| Wealthspire Advisors, LLC | 30,510 | $5.03M | 0.06% | −146−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,496 | $5.03M | 0.69% | +60.0% | Added |
| Marshall & Sullivan Inc | 30,460 | $5.02M | 2.51% | −371−1.2% | Reduced |
| Charter Research & Investment Group, Inc. | 30,413 | $5.02M | 3.95% | −158−0.5% | Reduced |
| Equitable Trust Co | 30,376 | $5.01M | 0.34% | +510+1.7% | Added |
| Silphium Asset Management Ltd | 30,341 | $5.00M | 2.39% | +391+1.3% | Added |
| Lindbrook Capital, LLC | 30,098 | $4.96M | 0.47% | −8,742−22.5% | Reduced |
| High Net Worth Advisory Group LLC | 30,031 | $4.95M | 1.50% | 00.0% | Unchanged |
| Ally Financial Inc. | 30,000 | $4.95M | 0.61% | −32,000−51.6% | Reduced |