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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 21,572 | $3.56M | 0.36% | −345−1.6% | Reduced |
| IFP Advisors, Inc | 21,521 | $3.55M | 0.14% | −1,602−6.9% | Reduced |
| Fairhaven Wealth Management, LLC | 21,518 | $3.55M | 1.18% | +204+1.0% | Added |
| Garrett Investment Advisors LLC | 21,478 | $3.54M | 0.41% | +2,509+13.2% | Added |
| Shakespeare Wealth Management, Inc. | 21,470 | $3.54M | 1.02% | +18+0.1% | Added |
| Hallmark Capital Management Inc | 21,394 | $3.53M | 0.28% | −1,318−5.8% | Reduced |
| Wintrust Investments LLC | 21,324 | $3.52M | 0.29% | +535+2.6% | Added |
| Martin Capital Partners, LLC | 21,307 | $3.51M | 1.42% | −600−2.7% | Reduced |
| Garrison Asset Management, LLC | 21,236 | $3.50M | 1.84% | +87+0.4% | Added |
| Heritage Trust Co | 21,167 | $3.49M | 0.46% | +39+0.2% | Added |
| Baxter Bros Inc | 21,134 | $3.49M | 0.46% | +1,261+6.3% | Added |
| Balyasny Asset Management LLC | 21,114 | $3.48M | 0.01% | −12,810−37.8% | Reduced |
| Diversify Wealth Management, LLC | 19,987 | $3.48M | 0.43% | +19,987 | New |
| Bank Ozk | 21,072 | $3.48M | 1.50% | −589−2.7% | Reduced |
| Essex LLC | 21,061 | $3.47M | 0.78% | −563−2.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $3.46M | 0.95% | −10,500−33.3% | Reduced |
| Sendero Wealth Management, LLC | 20,990 | $3.46M | 0.58% | +16+0.1% | Added |
| TCG Advisory Services, LLC | 20,976 | $3.46M | 0.17% | +450+2.2% | Added |
| Signature Estate & Investment Advisors LLC | 20,854 | $3.44M | 0.09% | +3,615+21.0% | Added |
| Essex Savings Bank | 20,849 | $3.44M | 0.93% | +370+1.8% | Added |
| Guardian Capital LP | 20,839 | $3.44M | 0.13% | +753+3.7% | Added |
| GPS Wealth Strategies Group, LLC | 20,661 | $3.41M | 0.51% | −669−3.1% | Reduced |
| Eagle Capital Management, LLC | 20,612 | $3.40M | 1.50% | −186−0.9% | Reduced |
| Resonant Capital Advisors, LLC | 20,604 | $3.40M | 0.28% | +529+2.6% | Added |
| Peoples Bank | 20,596 | $3.40M | 2.65% | −46−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 20,584 | $3.39M | 1.65% | +30.0% | Added |
| ICW Investment Advisors LLC | 20,555 | $3.39M | 1.54% | +73+0.4% | Added |
| Field & Main Bank | 20,546 | $3.39M | 1.27% | −27−0.1% | Reduced |
| GAMMA Investing LLC | 20,448 | $3.37M | 0.46% | +6,813+50.0% | Added |
| Sumitomo Life Insurance Co | 20,415 | $3.37M | 0.08% | −723−3.4% | Reduced |
| Watchman Group, Inc. | 20,441 | $3.37M | 1.07% | +92+0.5% | Added |
| Arrow Financial Corp | 20,397 | $3.36M | 0.33% | −575−2.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 20,396 | $3.36M | 0.43% | −1,344−6.2% | Reduced |
| Oak Asset Management, LLC | 20,388 | $3.36M | 1.23% | +137+0.7% | Added |
| J.W. Cole Advisors, Inc. | 20,383 | $3.36M | 0.16% | +6,477+46.6% | Added |
| Cadent Capital Advisors, LLC | 20,370 | $3.36M | 1.37% | +210+1.0% | Added |
| E Fund Management Co., Ltd. | 20,332 | $3.35M | 0.19% | +1,243+6.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 20,317 | $3.35M | 0.27% | −700−3.3% | Reduced |
| Bull Street Advisors, LLC | 20,310 | $3.35M | 1.62% | +94+0.5% | Added |
| Wambolt & Associates, LLC | 20,541 | $3.35M | 0.97% | +1,178+6.1% | Added |
| Romano Brothers and Company | 20,271 | $3.34M | 0.46% | +686+3.5% | Added |
| Texas Yale Capital Corp. | 20,196 | $3.33M | 0.16% | +85+0.4% | Added |
| Value Partners Investments Inc. | 20,156 | $3.32M | 0.29% | +20,156 | New |
| Csenge Advisory Group | 20,150 | $3.32M | 0.19% | −634−3.1% | Reduced |
| Triangle Securities Wealth Management | 20,122 | $3.32M | 0.94% | +147+0.7% | Added |
| Cottage Street Advisors LLC | 20,092 | $3.31M | 1.97% | −27−0.1% | Reduced |
| Jag Capital Management, LLC | 20,038 | $3.30M | 0.45% | −2,543−11.3% | Reduced |
| Kinloch Capital, LLC | 20,008 | $3.30M | 1.72% | −324−1.6% | Reduced |
| Crescent Sterling, Ltd. | 20,002 | $3.30M | 3.16% | −221−1.1% | Reduced |
| Independent Investors Inc | 19,963 | $3.29M | 0.72% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 19,952 | $3.29M | 0.53% | +519+2.7% | Added |
| Gs Investments, Inc. | 19,871 | $3.28M | 1.55% | −100−0.5% | Reduced |
| Morton Community Bank | 19,831 | $3.27M | 0.92% | +1,050+5.6% | Added |
| Hengehold Capital Management LLC | 19,818 | $3.27M | 0.34% | +524+2.7% | Added |
| Nvest Financial, LLC | 19,753 | $3.26M | 2.00% | +510+2.7% | Added |
| Ledyard National Bank | 19,748 | $3.26M | 0.32% | −850−4.1% | Reduced |
| Northstar Group, Inc. | 19,742 | $3.26M | 0.62% | +90.0% | Added |
| LVW Advisors, LLC | 19,665 | $3.24M | 0.48% | −952−4.6% | Reduced |
| Stonegate Investment Group, LLC | 19,658 | $3.24M | 0.09% | +56+0.3% | Added |
| Hilltop National Bank | 19,638 | $3.24M | 1.04% | −23−0.1% | Reduced |
| Occidental Asset Management, LLC | 19,511 | $3.22M | 0.56% | +1,348+7.4% | Added |
| Axiom Advisory, LLC | 18,599 | $3.21M | 0.03% | +18,599 | New |
| Griffin Asset Management, Inc. | 19,454 | $3.21M | 0.37% | −216−1.1% | Reduced |
| Financial Advisory Service, Inc. | 19,368 | $3.19M | 0.28% | +400+2.1% | Added |
| Connecticut Wealth Management, LLC | 19,302 | $3.18M | 0.16% | −89−0.5% | Reduced |
| Johnson Financial Group, Inc. | 19,256 | $3.18M | 0.15% | +3,473+22.0% | Added |
| Pacifica Partners Inc. | 19,533 | $3.18M | 1.36% | +7,977+69.0% | Added |
| Puzo Michael J | 19,219 | $3.17M | 0.88% | −420−2.1% | Reduced |
| All Terrain Financial Advisors, LLC | 19,201 | $3.17M | 1.33% | +144+0.8% | Added |
| Ransom Advisory, Ltd | 19,172 | $3.16M | 1.59% | +1,410+7.9% | Added |
| Somerset Trust Co | 19,135 | $3.16M | 1.29% | +166+0.9% | Added |
| Quilter Plc | 19,098 | $3.15M | 0.07% | −163−0.8% | Reduced |
| HTLF Bank | 19,042 | $3.14M | 0.36% | −533−2.7% | Reduced |
| Harbor Capital Advisors, Inc. | 19,027 | $3.14M | 0.24% | +35+0.2% | Added |
| Fulton Bank, N.A. | 18,991 | $3.13M | 0.13% | −891−4.5% | Reduced |
| Leavell Investment Management, Inc. | 18,939 | $3.12M | 0.17% | −442−2.3% | Reduced |
| Keene & Associates, Inc. | 18,941 | $3.12M | 2.55% | −87−0.5% | Reduced |
| Zhang Financial LLC | 18,920 | $3.12M | 0.22% | −79−0.4% | Reduced |
| Wealth Alliance | 18,898 | $3.12M | 0.40% | −347−1.8% | Reduced |
| James Investment Research Inc | 18,834 | $3.11M | 0.37% | −51−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,822 | $3.10M | 0.09% | +1,224+7.0% | Added |
| Patten Group, Inc. | 18,802 | $3.10M | 0.73% | −767−3.9% | Reduced |
| WCG Wealth Advisors LLC | 18,777 | $3.10M | 0.23% | +3,616+23.9% | Added |
| Moody National Bank Trust Division | 18,750 | $3.09M | 0.24% | +208+1.1% | Added |
| Wealthcare Advisory Partners LLC | 18,731 | $3.09M | 0.10% | −2,232−10.6% | Reduced |
| RFG Advisory, LLC | 18,722 | $3.09M | 0.10% | +1,876+11.1% | Added |
| International Assets Investment Management, LLC | 18,709 | $3.09M | 0.29% | +486+2.7% | Added |
| Trust Point Inc. | 18,691 | $3.08M | 0.25% | −725−3.7% | Reduced |
| Financial Advisory Partners, LLC | 18,678 | $3.08M | 1.15% | −483−2.5% | Reduced |
| Enterprise Bank & Trust Co | 18,666 | $3.08M | 1.05% | +51+0.3% | Added |
| Summit Trail Advisors, LLC | 18,651 | $3.08M | 0.08% | +34+0.2% | Added |
| Aspiriant, LLC | 18,634 | $3.07M | 0.13% | −970−4.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,598 | $3.07M | 0.06% | −1,134−5.7% | Reduced |
| TFG Advisers LLC | 18,503 | $3.05M | 1.18% | −218−1.2% | Reduced |
| Aull & Monroe Investment Management Corp | 18,399 | $3.03M | 1.49% | −1,750−8.7% | Reduced |
| EPG Wealth Management LLC | 0 | $3.03M | 0.71% | −16,942−100.0% | Reduced |
| Concord Wealth Partners | 18,354 | $3.03M | 0.53% | +253+1.4% | Added |
| Waldron Private Wealth LLC | 18,340 | $3.02M | 0.14% | −939−4.9% | Reduced |
| AllGen Financial Advisors, Inc. | 18,274 | $3.01M | 1.14% | +1,222+7.2% | Added |
| Quadrant Capital Group LLC | 18,258 | $3.01M | 0.22% | +381+2.1% | Added |