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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Saybrook Capital | 13,102 | $2.16M | 0.61% | −1,475−10.1% | Reduced |
| Checchi Capital Advisers, LLC | 13,099 | $2.16M | 0.17% | −68−0.5% | Reduced |
| Jupiter Wealth Management LLC | 12,500 | $2.16M | 1.14% | −1,500−10.7% | Reduced |
| AIMZ Investment Advisors, LLC | 13,081 | $2.16M | 0.77% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 13,010 | $2.15M | 1.09% | 00.0% | Unchanged |
| Gifford Fong Associates | 13,000 | $2.14M | 0.57% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,844 | $2.14M | 0.13% | +1,102+9.4% | Added |
| Security National Bank of So Dak | 12,917 | $2.13M | 1.27% | +165+1.3% | Added |
| Beacon Financial Group | 12,907 | $2.13M | 0.24% | −28−0.2% | Reduced |
| Group One Trading, L.P. | 12,905 | $2.13M | 0.07% | +4,780+58.8% | Added |
| William Allan, LLC | 12,891 | $2.13M | 1.42% | +427+3.4% | Added |
| 3Chopt Investment Partners, LLC | 12,881 | $2.12M | 0.65% | +218+1.7% | Added |
| First Heartland Consultants, Inc. | 12,794 | $2.11M | 0.21% | +56+0.4% | Added |
| Plimoth Trust Co LLC | 12,771 | $2.11M | 0.56% | −59−0.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 12,760 | $2.10M | 1.76% | −250−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,732 | $2.10M | 0.18% | +115+0.9% | Added |
| Cornerstone Wealth Management, LLC | 12,724 | $2.10M | 0.16% | +496+4.1% | Added |
| Wilson & Boucher Capital Management, LLC | 12,709 | $2.10M | 1.61% | −74−0.6% | Reduced |
| Heritage Wealth Management, Inc. | 12,746 | $2.10M | 0.70% | +12,746 | New |
| Hemenway Trust Co LLC | 12,679 | $2.09M | 0.18% | −648−4.9% | Reduced |
| Kerusso Capital Management LLC | 12,666 | $2.09M | 1.52% | +12,666 | New |
| BFSG, LLC | 12,662 | $2.09M | 0.26% | +1,034+8.9% | Added |
| Providence Wealth Advisors, LLC | 12,741 | $2.09M | 1.66% | −13−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 12,660 | $2.09M | 0.23% | +2,799+28.4% | Added |
| Ellsworth Advisors, LLC | 12,656 | $2.09M | 0.58% | +347+2.8% | Added |
| RKL Wealth Management LLC | 12,636 | $2.08M | 0.20% | +277+2.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,624 | $2.08M | 0.65% | +12,624 | New |
| St. Louis Financial Planners Asset Management, LLC | 12,773 | $2.08M | 1.79% | +2,040+19.0% | Added |
| LSV Asset Management | 12,603 | $2.08M | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 12,601 | $2.08M | 1.11% | −79−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 12,590 | $2.08M | 0.37% | −29−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 11,887 | $2.07M | 0.23% | −1,702−12.5% | Reduced |
| Camarda Financial Advisors, LLC | 12,421 | $2.05M | 0.80% | +12,421 | New |
| PFG Advisors | 12,415 | $2.05M | 0.14% | +4,819+63.4% | Added |
| Lantz Financial LLC | 12,404 | $2.05M | 0.64% | −15−0.1% | Reduced |
| Wolff Wiese Magana LLC | 12,384 | $2.04M | 1.62% | −193−1.5% | Reduced |
| Scott & Selber, Inc. | 12,372 | $2.04M | 0.65% | +166+1.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,366 | $2.04M | 0.02% | −77−0.6% | Reduced |
| Umpqua Bank | 12,337 | $2.03M | 0.79% | +499+4.2% | Added |
| Miracle Mile Advisors, LLC | 12,302 | $2.03M | 0.05% | −23,654−65.8% | Reduced |
| Ami Investment Management Inc | 12,272 | $2.02M | 0.71% | −89−0.7% | Reduced |
| Norway Savings Bank | 12,247 | $2.02M | 1.15% | +701+6.1% | Added |
| Montecito Bank & Trust | 12,216 | $2.01M | 0.41% | −418−3.3% | Reduced |
| SFMG, LLC | 12,209 | $2.01M | 0.18% | −719−5.6% | Reduced |
| Painted Porch Advisors LLC | 12,209 | $2.01M | 1.14% | −337−2.7% | Reduced |
| Boyd Watterson Asset Management LLC | 12,179 | $2.01M | 0.57% | −2,509−17.1% | Reduced |
| TrueMark Investments, LLC | 12,163 | $2.01M | 0.69% | +5,068+71.4% | Added |
| Kovack Advisors, Inc. | 12,163 | $2.01M | 0.22% | −1,103−8.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,539 | $2.00M | 0.78% | +6+0.1% | Added |
| Bedel Financial Consulting, Inc. | 12,095 | $1.99M | 0.29% | −28−0.2% | Reduced |
| United Asset Strategies, Inc. | 12,094 | $1.99M | 0.20% | −562−4.4% | Reduced |
| Partnership Wealth Management, LLC | 12,083 | $1.99M | 1.47% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12,075 | $1.99M | 0.14% | +11,999+15,788.2% | Added |
| Symphony Financial, Ltd. Co. | 11,975 | $1.99M | 0.36% | +1,102+10.1% | Added |
| Interchange Capital Partners, LLC | 12,026 | $1.98M | 0.73% | +10,165+546.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,007 | $1.98M | 0.11% | −14,499−54.7% | Reduced |
| CNB Bank | 11,971 | $1.97M | 0.95% | −1,143−8.7% | Reduced |
| First Hawaiian Bank | 11,950 | $1.97M | 0.07% | −259−2.1% | Reduced |
| Vista Investment Management | 11,945 | $1.97M | 0.80% | +392+3.4% | Added |
| Compton Wealth Advisory Group, LLC | 11,924 | $1.97M | 0.52% | +128+1.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,886 | $1.96M | 1.35% | −221−1.8% | Reduced |
| Rogco, LP | 11,874 | $1.96M | 0.80% | −50−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,872 | $1.96M | 0.45% | −678−5.4% | Reduced |
| West Oak Capital, LLC | 11,849 | $1.95M | 0.79% | +195+1.7% | Added |
| Leisure Capital Management | 11,846 | $1.95M | 0.91% | +21+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 11,790 | $1.94M | 0.55% | −192−1.6% | Reduced |
| Oarsman Capital, Inc. | 11,763 | $1.94M | 0.43% | +676+6.1% | Added |
| Retirement Guys Formula LLC | 11,750 | $1.94M | 0.93% | +623+5.6% | Added |
| Symmetry Partners, LLC | 11,741 | $1.94M | 0.10% | −1,487−11.2% | Reduced |
| Garrison Point Advisors, LLC | 11,715 | $1.93M | 1.28% | −10−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 11,705 | $1.93M | 0.17% | −2,413−17.1% | Reduced |
| SJS Investment Consulting Inc. | 11,654 | $1.92M | 0.37% | +87+0.8% | Added |
| Stonebridge Capital Advisors LLC | 11,629 | $1.92M | 0.17% | −569−4.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,596 | $1.91M | 0.43% | −2,215−16.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,594 | $1.91M | 0.76% | +94+0.8% | Added |
| Peak Asset Management, LLC | 11,569 | $1.91M | 0.37% | −3,752−24.5% | Reduced |
| Little House Capital LLC | 11,535 | $1.90M | 0.59% | +2,341+25.5% | Added |
| Clean Yield Group | 11,534 | $1.90M | 0.71% | +9+0.1% | Added |
| Forum Financial Management, LP | 11,519 | $1.90M | 0.03% | +1,347+13.2% | Added |
| Global Financial Private Client, LLC | 11,509 | $1.90M | 0.79% | −102−0.9% | Reduced |
| Detalus Advisors, LLC | 11,463 | $1.89M | 0.65% | +40+0.4% | Added |
| Lummis Asset Management, LP | 11,442 | $1.89M | 2.49% | +76+0.7% | Added |
| Hamel Associates, Inc. | 11,408 | $1.88M | 0.59% | −720−5.9% | Reduced |
| Red Cedar Investment Management, LLC | 11,400 | $1.88M | 0.26% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11,304 | $1.88M | 0.31% | +2,029+21.9% | Added |
| Catalytic Wealth RIA, LLC | 11,387 | $1.88M | 0.37% | +1,737+18.0% | Added |
| Brandywine Oak Private Wealth LLC | 11,381 | $1.88M | 0.19% | −10.0% | Reduced |
| Ghe, LLC | 11,355 | $1.87M | 0.75% | +471+4.3% | Added |
| Chapin Davis, Inc. | 11,341 | $1.87M | 0.64% | −99−0.9% | Reduced |
| Colonial River Wealth Management, LLC | 11,311 | $1.87M | 1.00% | −584−4.9% | Reduced |
| First Foundation Advisors | 11,299 | $1.86M | 0.07% | −516−4.4% | Reduced |
| Western Wealth Management, LLC | 11,245 | $1.85M | 0.14% | −792−6.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,215 | $1.85M | 0.27% | +213+1.9% | Added |
| Evermay Wealth Management LLC | 11,204 | $1.85M | 0.30% | +38+0.3% | Added |
| Dynasty Wealth Management, LLC | 11,197 | $1.85M | 0.05% | −1,770−13.7% | Reduced |
| Allred Capital Management, LLC | 11,171 | $1.84M | 0.71% | −20.0% | Reduced |
| IFG Advisory, LLC | 11,141 | $1.84M | 0.12% | +289+2.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.83M | 0.56% | 00.0% | Unchanged |
| S&T Bank | 11,092 | $1.83M | 0.47% | −1,772−13.8% | Reduced |
| Geneos Wealth Management Inc. | 11,078 | $1.83M | 0.08% | −11,495−50.9% | Reduced |