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 |
|---|---|---|---|---|---|
| Harbor Advisory Corp | 29,947 | $4.94M | 1.71% | −325−1.1% | Reduced |
| Sowell Financial Services LLC | 29,891 | $4.93M | 0.24% | −513−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 29,890 | $4.93M | 0.73% | +1,321+4.6% | Added |
| SP Asset Management LLC | 29,808 | $4.92M | 0.45% | −1,428−4.6% | Reduced |
| Icon Wealth Advisors, LLC | 28,418 | $4.91M | 0.44% | +3,767+15.3% | Added |
| Quintet Private Bank (Europe) S.A. | 26,124 | $4.90M | 0.28% | +561+2.2% | Added |
| Capital Analysts, LLC | 29,646 | $4.89M | 0.22% | +447+1.5% | Added |
| Pegasus Asset Management, Inc. | 29,645 | $4.89M | 1.87% | +256+0.9% | Added |
| Brookstone Capital Management | 28,724 | $4.88M | 0.08% | −5,924−17.1% | Reduced |
| GTS Securities LLC | 29,575 | $4.88M | 0.10% | +24,793+518.5% | Added |
| Mendel Money Management | 29,455 | $4.86M | 2.27% | −386−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 29,442 | $4.86M | 0.39% | +1,587+5.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,662 | $4.85M | 0.38% | +17,932+152.9% | Added |
| Laffer Tengler Investments | 29,194 | $4.82M | 1.04% | +1,817+6.6% | Added |
| Proequities, Inc. | 28,958 | $4.78M | 0.30% | −83−0.3% | Reduced |
| Fruth Investment Management | 28,878 | $4.76M | 1.30% | −30.0% | Reduced |
| Legacy Advisors, LLC | 28,845 | $4.76M | 0.58% | −25−0.1% | Reduced |
| Money Concepts Capital Corp | 28,813 | $4.75M | 0.40% | −195−0.7% | Reduced |
| Hixon Zuercher, LLC | 28,736 | $4.74M | 2.00% | −766−2.6% | Reduced |
| Rossmore Private Capital | 28,724 | $4.74M | 0.62% | +30+0.1% | Added |
| TRUE Private Wealth Advisors | 28,674 | $4.73M | 0.54% | −772−2.6% | Reduced |
| Principal Securities, Inc. | 28,642 | $4.72M | 0.13% | +5,529+23.9% | Added |
| Sound View Wealth Advisors Group, LLC | 28,606 | $4.72M | 0.49% | −46−0.2% | Reduced |
| Cullinan Associates Inc | 28,593 | $4.72M | 0.27% | −995−3.4% | Reduced |
| Regal Investment Advisors LLC | 28,553 | $4.71M | 0.31% | +1,589+5.9% | Added |
| Financial Strategies Group, Inc. | 29,004 | $4.70M | 1.18% | +6,340+28.0% | Added |
| Journey Advisory Group, LLC | 28,461 | $4.69M | 0.56% | −1,499−5.0% | Reduced |
| Belpointe Asset Management LLC | 28,451 | $4.69M | 0.33% | +441+1.6% | Added |
| Mutual Advisors, LLC | 27,089 | $4.69M | 0.14% | +243+0.9% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $4.67M | 2.03% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 28,221 | $4.65M | 0.28% | −1,039−3.6% | Reduced |
| Westhampton Capital, LLC | 28,102 | $4.63M | 2.51% | +300+1.1% | Added |
| Harbour Investments, Inc. | 28,053 | $4.63M | 0.16% | +962+3.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 28,038 | $4.62M | 0.48% | −926−3.2% | Reduced |
| Monetary Management Group Inc | 27,975 | $4.61M | 1.22% | +1,000+3.7% | Added |
| Slagle Financial, LLC | 27,899 | $4.60M | 2.36% | +2,389+9.4% | Added |
| Stone Point Wealth LLC | 27,899 | $4.60M | 1.65% | −218−0.8% | Reduced |
| RBA Wealth Management, LLC | 27,883 | $4.60M | 1.84% | +120+0.4% | Added |
| Magnetar Financial LLC | 27,846 | $4.59M | 0.10% | +27,846 | New |
| Brighton Jones LLC | 27,806 | $4.59M | 0.15% | +1,655+6.3% | Added |
| Twin Capital Management Inc | 27,790 | $4.58M | 0.54% | −1,724−5.8% | Reduced |
| Northwest Investment Counselors, LLC | 27,751 | $4.58M | 1.15% | −365−1.3% | Reduced |
| LVM Capital Management Ltd | 27,714 | $4.57M | 0.52% | +1,002+3.8% | Added |
| Trust Co of Oklahoma | 27,714 | $4.57M | 1.61% | −140−0.5% | Reduced |
| Marietta Investment Partners LLC | 27,500 | $4.54M | 1.00% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 27,416 | $4.52M | 0.44% | −288−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 27,746 | $4.52M | 1.07% | +155+0.6% | Added |
| Hall Capital Management Co Inc | 27,392 | $4.52M | 2.15% | +521+1.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 27,352 | $4.51M | 0.14% | +2,787+11.3% | Added |
| Global Retirement Partners, LLC | 27,323 | $4.51M | 0.14% | −10,572−27.9% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $4.50M | 1.77% | 00.0% | Unchanged |
| Kidder Stephen W | 27,269 | $4.50M | 1.41% | +117+0.4% | Added |
| NewEdge Wealth, LLC | 27,226 | $4.49M | 0.10% | +131+0.5% | Added |
| Beaton Management Co. Inc. | 27,198 | $4.49M | 2.41% | 00.0% | Unchanged |
| Mirae Asset Securities (USA) Inc. | 27,112 | $4.47M | 0.29% | +27,112 | New |
| IHT Wealth Management, LLC | 27,047 | $4.46M | 0.17% | −349−1.3% | Reduced |
| We Are One Seven, LLC | 26,983 | $4.45M | 0.21% | +668+2.5% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.45M | 1.18% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 26,890 | $4.43M | 0.16% | +1,314+5.1% | Added |
| Ronald Blue Trust, Inc. | 25,293 | $4.43M | 0.06% | +3,531+16.2% | Added |
| Meeder Advisory Services, Inc. | 26,802 | $4.42M | 0.31% | +5,811+27.7% | Added |
| SS&H Financial Advisors, Inc. | 26,800 | $4.42M | 1.73% | −100−0.4% | Reduced |
| StoneX Group Inc. | 26,751 | $4.41M | 0.35% | +4,006+17.6% | Added |
| Adams Asset Advisors, LLC | 26,722 | $4.41M | 0.57% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 26,559 | $4.38M | 0.37% | +1,858+7.5% | Added |
| Asset Dedication, LLC | 26,535 | $4.38M | 0.30% | −439−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 26,534 | $4.38M | 0.50% | +138+0.5% | Added |
| CFS Investment Advisory Services, LLC | 26,514 | $4.37M | 0.35% | +26,514 | New |
| First Interstate Bank | 26,500 | $4.37M | 0.29% | −799−2.9% | Reduced |
| Mirabaud & Cie SA | 26,473 | $4.37M | 1.48% | −891−3.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,418 | $4.36M | 0.25% | −679−2.5% | Reduced |
| Eagle Rock Investment Company, LLC | 26,383 | $4.35M | 0.79% | +9,389+55.2% | Added |
| American Money Management, LLC | 26,368 | $4.35M | 0.93% | +62+0.2% | Added |
| Anchor Investment Management, LLC | 26,359 | $4.35M | 0.45% | +3,923+17.5% | Added |
| Laurel Wealth Advisors LLC | 26,340 | $4.34M | 0.76% | −140−0.5% | Reduced |
| WBH Advisory Inc | 26,291 | $4.34M | 0.44% | −660−2.4% | Reduced |
| NBC Securities, Inc. | 26,271 | $4.33M | 0.39% | −252−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 26,246 | $4.33M | 1.00% | +23,543+871.0% | Added |
| First PREMIER Bank | 26,224 | $4.32M | 1.16% | −553−2.1% | Reduced |
| Brick & Kyle, Associates | 26,219 | $4.32M | 1.79% | −301−1.1% | Reduced |
| PFC Capital Group, Inc. | 26,167 | $4.32M | 2.16% | +25+0.1% | Added |
| Phoenix Holdings Ltd. | 25,997 | $4.31M | 0.07% | −40−0.2% | Reduced |
| Builder Investment Group Inc | 26,146 | $4.31M | 1.18% | +1,460+5.9% | Added |
| Shufro Rose & Co LLC | 26,094 | $4.30M | 0.35% | +153+0.6% | Added |
| Spring Capital Management, LLC | 23,235 | $4.30M | 3.40% | −310−1.3% | Reduced |
| Diamant Asset Management, Inc. | 26,070 | $4.30M | 2.88% | +245+0.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 26,026 | $4.29M | 1.10% | +7,109+37.6% | Added |
| Groupama Asset Managment | 26,014 | $4.29M | 0.09% | +12,730+95.8% | Added |
| HBK Sorce Advisory LLC | 25,958 | $4.28M | 0.15% | −611−2.3% | Reduced |
| Hayek Kallen Investment Management | 25,954 | $4.28M | 1.60% | +214+0.8% | Added |
| BLB&B Advisors, LLC | 25,907 | $4.27M | 0.23% | −670−2.5% | Reduced |
| Columbia Asset Management | 25,889 | $4.27M | 0.80% | +723+2.9% | Added |
| Asio Capital, LLC | 25,848 | $4.26M | 0.87% | +460+1.8% | Added |
| Commonwealth Retirement Investments LLC | 25,801 | $4.26M | 1.95% | −3,674−12.5% | Reduced |
| Azzad Asset Management Inc | 25,682 | $4.24M | 0.50% | +688+2.8% | Added |
| Granite Bay Wealth Management, LLC | 25,676 | $4.24M | 2.27% | +2,187+9.3% | Added |
| Strategic Advisors LLC | 25,553 | $4.21M | 0.82% | +48+0.2% | Added |
| Bangor Savings Bank | 25,541 | $4.21M | 0.42% | +402+1.6% | Added |
| Ipswich Investment Management Co., Inc. | 25,507 | $4.21M | 0.98% | −220−0.9% | Reduced |
| Atlas Brown,Inc. | 25,433 | $4.19M | 1.50% | +240+1.0% | Added |