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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 11,069 | $1.83M | 0.51% | +618+5.9% | Added |
| MidWestOne Financial Group, Inc. | 11,063 | $1.82M | 0.33% | −1,613−12.7% | Reduced |
| Means Investment Co., Inc. | 11,049 | $1.82M | 0.22% | −720−6.1% | Reduced |
| New England Asset Management Inc | 11,042 | $1.82M | 0.30% | −250−2.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 11,004 | $1.81M | 0.07% | +1,448+15.2% | Added |
| Delta Asset Management LLC | 10,999 | $1.81M | 0.16% | +28+0.3% | Added |
| Nilsine Partners, LLC | 10,966 | $1.81M | 0.24% | +240+2.2% | Added |
| Inspire Trust Co, N.A. | 10,945 | $1.81M | 0.60% | +4,695+75.1% | Added |
| Kennon-Green & Company, LLC | 10,940 | $1.80M | 1.66% | +757+7.4% | Added |
| Bigelow Investment Advisors, LLC | 10,855 | $1.79M | 0.85% | −129−1.2% | Reduced |
| Becker Capital Management Inc | 10,851 | $1.79M | 0.06% | −785−6.7% | Reduced |
| Dividend Assets Capital, LLC | 10,835 | $1.79M | 0.36% | −738−6.4% | Reduced |
| Investment Partners, Ltd. | 10,829 | $1.79M | 0.80% | +226+2.1% | Added |
| World Equity Group, Inc. | 10,795 | $1.78M | 0.53% | −13,901−56.3% | Reduced |
| Holderness Investments Co | 10,792 | $1.78M | 0.42% | −55−0.5% | Reduced |
| Atlas Private Wealth Advisors | 10,784 | $1.78M | 0.29% | +5,458+102.5% | Added |
| Archer Investment Corp | 10,767 | $1.78M | 0.52% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 10,777 | $1.77M | 0.91% | +1,783+19.8% | Added |
| Abbot Financial Management, Inc. | 10,726 | $1.77M | 0.95% | +133+1.3% | Added |
| JFS Wealth Advisors, LLC | 10,713 | $1.77M | 0.14% | +19+0.2% | Added |
| Guardian Investment Management | 10,080 | $1.76M | 1.29% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 10,682 | $1.76M | 0.01% | −30,679−74.2% | Reduced |
| Poehling Capital Management, LLC | 10,660 | $1.76M | 0.48% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,230 | $1.76M | 0.25% | −453−4.2% | Reduced |
| First Command Advisory Services, Inc. | 10,636 | $1.75M | 0.02% | −108−1.0% | Reduced |
| Westover Capital Advisors, LLC | 10,627 | $1.75M | 0.45% | −2,101−16.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,563 | $1.74M | 0.25% | +1,436+15.7% | Added |
| Larson Financial Group LLC | 10,553 | $1.74M | 0.12% | +226+2.2% | Added |
| CWS Financial Advisors, LLC | 10,531 | $1.74M | 0.68% | −413−3.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,510 | $1.73M | 0.85% | +1,002+10.5% | Added |
| Ahl Investment Management, Inc. | 10,494 | $1.73M | 1.27% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 10,479 | $1.73M | 0.98% | −201−1.9% | Reduced |
| Westchester Capital Management, Inc. | 10,477 | $1.73M | 0.44% | +1,319+14.4% | Added |
| Schonfeld Strategic Advisors LLC | 10,475 | $1.73M | 0.01% | +10,475 | New |
| Accredited Investors Inc. | 10,474 | $1.73M | 0.11% | +242+2.4% | Added |
| Stiles Financial Services Inc | 10,432 | $1.72M | 0.66% | +1,756+20.2% | Added |
| Ascension Asset Management LLC | 10,415 | $1.72M | 0.90% | −115−1.1% | Reduced |
| Pegasus Partners Ltd. | 10,395 | $1.71M | 0.17% | −5,170−33.2% | Reduced |
| Elmwood Wealth Management, Inc. | 10,389 | $1.71M | 0.76% | −75−0.7% | Reduced |
| Kathmere Capital Management, LLC | 10,371 | $1.71M | 0.18% | +474+4.8% | Added |
| Birchbrook, Inc. | 10,368 | $1.71M | 1.03% | −145−1.4% | Reduced |
| Center for Financial Planning, Inc. | 10,363 | $1.71M | 0.25% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,351 | $1.71M | 0.15% | +10,351 | New |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.71M | 0.62% | −41−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 10,328 | $1.70M | 0.16% | +371+3.7% | Added |
| Oakworth Capital, Inc. | 10,315 | $1.70M | 0.12% | −54−0.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 10,302 | $1.70M | 0.15% | +460+4.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,286 | $1.70M | 1.78% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10,252 | $1.69M | 0.84% | +609+6.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,240 | $1.69M | 1.14% | −65−0.6% | Reduced |
| Paradigm Asset Management Co LLC | 10,211 | $1.68M | 0.47% | +1,300+14.6% | Added |
| Weaver Capital Management LLC | 10,210 | $1.68M | 0.54% | +419+4.3% | Added |
| Legacy Trust | 10,192 | $1.68M | 0.42% | −40.0% | Reduced |
| Charles Schwab Trust Co | 10,149 | $1.67M | 0.15% | +608+6.4% | Added |
| Carl P. Sherr & Co., LLC | 10,136 | $1.67M | 0.93% | −529−5.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,116 | $1.67M | 0.35% | +727+7.7% | Added |
| Forte Capital LLC | 10,090 | $1.66M | 0.20% | −331−3.2% | Reduced |
| Hoylecohen, LLC | 10,088 | $1.66M | 0.13% | −1,318−11.6% | Reduced |
| Graypoint LLC | 10,081 | $1.66M | 0.11% | −1,643−14.0% | Reduced |
| Perennial Investment Advisors, LLC | 10,080 | $1.66M | 0.24% | +265+2.7% | Added |
| HGK Asset Management Inc | 10,070 | $1.66M | 0.32% | 00.0% | Unchanged |
| Axq Capital, LP | 10,069 | $1.66M | 0.39% | +1,569+18.5% | Added |
| Clarius Group, LLC | 10,046 | $1.66M | 0.12% | −14−0.1% | Reduced |
| Emprise Bank | 10,037 | $1.66M | 1.02% | −342−3.3% | Reduced |
| Beck Bode, LLC | 10,030 | $1.65M | 0.33% | −2,533−20.2% | Reduced |
| Hudson Canyon Capital Management | 10,007 | $1.65M | 1.12% | −343−3.3% | Reduced |
| Canton Hathaway, LLC | 10,002 | $1.65M | 0.45% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 9,994 | $1.65M | 0.28% | +506+5.3% | Added |
| Financial Advocates Investment Management | 9,985 | $1.65M | 0.10% | −2,067−17.2% | Reduced |
| Security National Bank of Sioux City Iowa | 9,978 | $1.65M | 1.19% | −502−4.8% | Reduced |
| GoalVest Advisory LLC | 9,958 | $1.64M | 0.52% | −256−2.5% | Reduced |
| McRae Capital Management Inc | 9,937 | $1.64M | 0.37% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 9,924 | $1.64M | 0.86% | +127+1.3% | Added |
| S.A. Mason LLC | 9,841 | $1.62M | 0.92% | +117+1.2% | Added |
| Union Savings Bank | 9,836 | $1.62M | 0.85% | −281−2.8% | Reduced |
| One Capital Management, LLC | 9,817 | $1.62M | 0.06% | +3,344+51.7% | Added |
| Taylor Financial Group, Inc. | 9,806 | $1.62M | 1.24% | −139−1.4% | Reduced |
| Dudley Capital Management, LLC | 9,745 | $1.61M | 0.90% | +20.0% | Added |
| Intrua Financial, LLC | 9,743 | $1.61M | 0.26% | −2,319−19.2% | Reduced |
| ORG Partners LLC | 9,842 | $1.61M | 0.20% | +9,071+1,176.5% | Added |
| Round Rock Advisors, LLC | 9,626 | $1.59M | 0.39% | +30+0.3% | Added |
| Key Financial Inc | 9,583 | $1.58M | 0.38% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 9,576 | $1.58M | 0.24% | +33+0.3% | Added |
| MCF Advisors LLC | 9,571 | $1.58M | 0.12% | +344+3.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,530 | $1.57M | 1.05% | +25+0.3% | Added |
| Regatta Capital Group, LLC | 9,508 | $1.57M | 0.34% | +29+0.3% | Added |
| Blue Fin Capital, Inc. | 9,507 | $1.57M | 0.31% | +730+8.3% | Added |
| Sciencast Management LP | 9,501 | $1.57M | 0.55% | +9,501 | New |
| Asset Advisors Investment Management, LLC | 9,499 | $1.57M | 0.17% | +200+2.2% | Added |
| Apella Capital, LLC | 9,657 | $1.56M | 0.07% | +2,262+30.6% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.56M | 0.12% | 00.0% | Unchanged |
| West Family Investments, Inc. | 9,437 | $1.56M | 0.47% | −112−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 8,979 | $1.55M | 0.10% | +608+7.3% | Added |
| Schechter Investment Advisors, LLC | 9,392 | $1.55M | 0.12% | +857+10.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,389 | $1.55M | 0.06% | −1,073−10.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,378 | $1.55M | 0.25% | −531−5.4% | Reduced |
| Berkshire Bank | 9,303 | $1.53M | 0.39% | −387−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 9,287 | $1.53M | 0.08% | −5,191−35.9% | Reduced |
| Washington Trust Bank | 9,273 | $1.53M | 0.15% | −1,286−12.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,252 | $1.53M | 0.04% | +658+7.7% | Added |