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 |
|---|---|---|---|---|---|
| Grace & White Inc | 25,390 | $4.19M | 0.79% | −300−1.2% | Reduced |
| Covington Investment Advisors Inc. | 25,358 | $4.18M | 0.67% | +430+1.7% | Added |
| Biltmore Family Office, LLC | 25,332 | $4.18M | 0.77% | +160+0.6% | Added |
| HBW Advisory Services LLC | 25,304 | $4.17M | 0.69% | +5,276+26.3% | Added |
| Aristotle Capital Management, LLC | 25,276 | $4.17M | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 25,227 | $4.16M | 0.67% | −786−3.0% | Reduced |
| TD Private Client Wealth LLC | 25,223 | $4.16M | 0.13% | +374+1.5% | Added |
| LMCG Investments, LLC | 25,195 | $4.16M | 0.24% | −170−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 25,161 | $4.15M | 0.64% | −218−0.9% | Reduced |
| DoubleLine ETF Adviser LP | 25,014 | $4.13M | 1.09% | −26,617−51.6% | Reduced |
| Independence Bank of Kentucky | 25,002 | $4.12M | 1.09% | +8,853+54.8% | Added |
| Lighthouse Investment Partners, LLC | 25,000 | $4.12M | 0.23% | +25,000 | New |
| Ballentine Partners, LLC | 24,999 | $4.12M | 0.08% | −8,827−26.1% | Reduced |
| Middleton & Co Inc | 24,989 | $4.12M | 0.48% | +412+1.7% | Added |
| Capital Asset Advisory Services LLC | 25,445 | $4.12M | 0.22% | +927+3.8% | Added |
| Peninsula Asset Management Inc | 24,912 | $4.11M | 2.26% | +588+2.4% | Added |
| Vista Investment Partners LLC | 24,912 | $4.11M | 1.38% | +202+0.8% | Added |
| Naples Global Advisors, LLC | 24,855 | $4.10M | 0.41% | +131+0.5% | Added |
| Kennedy Capital Management, Inc. | 24,810 | $4.09M | 0.09% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 24,802 | $4.09M | 0.80% | −45−0.2% | Reduced |
| Mission Wealth Management, LP | 24,760 | $4.08M | 0.11% | −726−2.8% | Reduced |
| Exencial Wealth Advisors, LLC | 24,755 | $4.08M | 0.15% | −558−2.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 24,667 | $4.07M | 0.58% | +12,350+100.3% | Added |
| Girard Partners Ltd. | 24,641 | $4.06M | 0.38% | −46−0.2% | Reduced |
| Bill Few Associates, Inc. | 24,622 | $4.06M | 1.56% | +266+1.1% | Added |
| Farther Finance Advisors, LLC | 24,884 | $4.05M | 0.20% | +4,633+22.9% | Added |
| Kavar Capital Partners Group, LLC | 24,456 | $4.03M | 0.73% | +14+0.1% | Added |
| Edgewood Management LLC | 24,431 | $4.03M | 0.01% | −600−2.4% | Reduced |
| Peloton Wealth Strategists | 24,415 | $4.03M | 1.66% | −107−0.4% | Reduced |
| St. Clair Advisors, LLC | 24,415 | $4.03M | 1.28% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 24,335 | $4.01M | 0.36% | +226+0.9% | Added |
| Compass Wealth Management LLC | 24,309 | $4.01M | 0.99% | +230+1.0% | Added |
| Fundamentun, LLC | 24,276 | $4.00M | 0.33% | +2,204+10.0% | Added |
| Waterloo Capital, L.P. | 24,191 | $3.99M | 0.48% | +255+1.1% | Added |
| Plancorp, LLC | 24,188 | $3.99M | 0.17% | +31+0.1% | Added |
| J. W. Coons Advisors, LLC | 24,186 | $3.99M | 0.96% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 24,159 | $3.98M | 0.21% | +2,500+11.5% | Added |
| Thoroughbred Financial Services, LLC | 24,034 | $3.96M | 0.27% | +1,622+7.2% | Added |
| Burke & Herbert Bank & Trust Co | 24,060 | $3.96M | 0.96% | +12,281+104.3% | Added |
| Exeter Financial, LLC | 23,963 | $3.95M | 1.88% | +797+3.4% | Added |
| Horizon Investments, LLC | 23,889 | $3.94M | 0.11% | +71+0.3% | Added |
| Curbstone Financial Management Corp | 23,870 | $3.94M | 0.86% | −250−1.0% | Reduced |
| SageView Advisory Group, LLC | 23,831 | $3.93M | 0.18% | +23,831 | New |
| Eisler Capital (UK) Ltd. | 23,795 | $3.92M | 1.28% | +17,344+268.9% | Added |
| Princeton Global Asset Management LLC | 23,704 | $3.91M | 0.86% | +467+2.0% | Added |
| Altrius Capital Management Inc | 23,664 | $3.90M | 1.03% | +504+2.2% | Added |
| Selway Asset Management | 23,572 | $3.89M | 1.59% | +200+0.9% | Added |
| WMS Partners, LLC | 23,487 | $3.87M | 0.25% | +132+0.6% | Added |
| Bank of New Hampshire | 23,484 | $3.87M | 1.01% | −100−0.4% | Reduced |
| Fragasso Group Inc. | 23,386 | $3.86M | 0.32% | +696+3.1% | Added |
| Mathes Company, Inc. | 23,331 | $3.85M | 1.40% | +355+1.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,265 | $3.84M | 0.75% | +250+1.1% | Added |
| Diversify Advisory Services, LLC | 23,692 | $3.84M | 0.21% | −757−3.1% | Reduced |
| BCM Advisors, LLC | 21,891 | $3.83M | 0.91% | −56−0.3% | Reduced |
| NovaPoint Capital, LLC | 23,219 | $3.83M | 1.30% | +988+4.4% | Added |
| Broderick Brian C | 23,163 | $3.82M | 0.78% | −279−1.2% | Reduced |
| Payden & Rygel Investment Group | 23,100 | $3.81M | 0.31% | −62,700−73.1% | Reduced |
| Payden & Rygel | 23,100 | $3.81M | 0.31% | −62,700−73.1% | Reduced |
| Northeast Financial Consultants Inc | 23,096 | $3.81M | 0.18% | +42+0.2% | Added |
| Somerville Kurt F | 23,074 | $3.81M | 0.64% | −2,720−10.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,053 | $3.80M | 0.26% | +203+0.9% | Added |
| Old Second National Bank of Aurora | 23,024 | $3.80M | 0.97% | −284−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,004 | $3.79M | 2.44% | +116+0.5% | Added |
| Beck Mack & Oliver LLC | 22,952 | $3.79M | 0.08% | 00.0% | Unchanged |
| Boit C F David | 22,900 | $3.78M | 1.97% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,799 | $3.76M | 1.52% | −965−4.1% | Reduced |
| Generate Investment Management Ltd | 22,700 | $3.74M | 0.27% | −17,111−43.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 22,653 | $3.74M | 0.28% | +12,983+134.3% | Added |
| Coastal Bridge Advisors, LLC | 22,648 | $3.74M | 0.93% | −377−1.6% | Reduced |
| Security National Bank | 22,604 | $3.73M | 0.54% | +133+0.6% | Added |
| Smithbridge Asset Management Inc | 22,575 | $3.72M | 0.77% | −2,782−11.0% | Reduced |
| Harbor Investment Advisory, LLC | 22,491 | $3.71M | 0.39% | +390+1.8% | Added |
| Chatham Capital Group, Inc. | 22,429 | $3.70M | 0.65% | −250−1.1% | Reduced |
| Delta Capital Management LLC | 22,420 | $3.70M | 2.24% | +970+4.5% | Added |
| Oliver Luxxe Assets LLC | 22,418 | $3.70M | 0.78% | +80+0.4% | Added |
| Hodges Capital Management Inc. | 22,351 | $3.69M | 0.25% | −1,787−7.4% | Reduced |
| Nations Financial Group Inc, | 22,331 | $3.68M | 0.30% | −1,411−5.9% | Reduced |
| Chicago Trust Co NA | 22,236 | $3.67M | 0.74% | −961−4.1% | Reduced |
| Lake Street Advisors Group, LLC | 22,219 | $3.66M | 0.18% | +135+0.6% | Added |
| Coastline Trust Co | 22,219 | $3.66M | 0.43% | −325−1.4% | Reduced |
| Claro Advisors LLC | 22,217 | $3.66M | 0.57% | +1,061+5.0% | Added |
| Schulhoff & Co Inc | 22,194 | $3.66M | 1.65% | −162−0.7% | Reduced |
| Scholtz & Company, LLC | 22,167 | $3.66M | 1.56% | −517−2.3% | Reduced |
| Dana Investment Advisors, Inc. | 22,137 | $3.65M | 0.12% | −695−3.0% | Reduced |
| Physicians Financial Services, Inc. | 22,134 | $3.65M | 1.19% | +956+4.5% | Added |
| Country Club Bank | 21,873 | $3.64M | 0.25% | −523−2.3% | Reduced |
| AlTi Global, Inc. | 21,985 | $3.63M | 0.10% | −2,849−11.5% | Reduced |
| Exchange Capital Management, Inc. | 21,977 | $3.62M | 0.59% | −559−2.5% | Reduced |
| Burney Co | 21,851 | $3.60M | 0.14% | −1,185−5.1% | Reduced |
| Shoker Investment Counsel, Inc. | 21,849 | $3.60M | 1.27% | +232+1.1% | Added |
| Trinity Legacy Partners, LLC | 21,831 | $3.60M | 1.02% | −286−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 22,224 | $3.60M | 0.33% | −1,095−4.7% | Reduced |
| Vise Technologies, Inc. | 21,795 | $3.59M | 0.63% | +849+4.1% | Added |
| STF Management LP | 21,771 | $3.59M | 1.51% | −1,057−4.6% | Reduced |
| Sequent Planning LLC | 22,038 | $3.59M | 1.23% | −50.0% | Reduced |
| Gratus Capital LLC | 21,750 | $3.59M | 0.14% | +7,780+55.7% | Added |
| Beverly Hills Private Wealth, LLC | 21,717 | $3.58M | 0.78% | +3,766+21.0% | Added |
| Palisade Capital Management LLC | 21,652 | $3.57M | 0.10% | −903−4.0% | Reduced |
| Adirondack Trust Co | 21,614 | $3.56M | 1.46% | −159−0.7% | Reduced |
| Investmark Advisory Group LLC | 21,612 | $3.56M | 1.90% | +118+0.5% | Added |