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 |
|---|---|---|---|---|---|
| STAR Financial Bank | 9,245 | $1.52M | 1.17% | −584−5.9% | Reduced |
| McNamara Financial Services, Inc. | 9,242 | $1.52M | 0.32% | +109+1.2% | Added |
| Rockingstone Advisors LLC | 9,235 | $1.52M | 0.78% | −67−0.7% | Reduced |
| Gotham Asset Management, LLC | 9,222 | $1.52M | 0.02% | +2,994+48.1% | Added |
| Pine Haven Investment Counsel, Inc | 9,201 | $1.52M | 1.30% | −5−0.1% | Reduced |
| Portside Wealth Group, LLC | 9,188 | $1.52M | 0.29% | −1,134−11.0% | Reduced |
| Staley Capital Advisers Inc | 9,182 | $1.51M | 0.07% | −89−1.0% | Reduced |
| Alhambra Investment Partners LLC | 9,177 | $1.51M | 0.83% | +18+0.2% | Added |
| Coppell Advisory Solutions LLC | 9,162 | $1.51M | 0.25% | +9,162 | New |
| PDS Planning, Inc | 9,161 | $1.51M | 0.15% | +408+4.7% | Added |
| DAGCO, Inc. | 9,150 | $1.51M | 0.67% | −121−1.3% | Reduced |
| West Paces Advisors Inc. | 9,141 | $1.51M | 0.39% | +13+0.1% | Added |
| Valley Brook Capital Group | 9,136 | $1.51M | 1.17% | −40−0.4% | Reduced |
| Moser Wealth Advisors, LLC | 9,121 | $1.50M | 0.82% | +305+3.5% | Added |
| Capital Investment Advisory Services, LLC | 9,088 | $1.50M | 0.15% | +53+0.6% | Added |
| Carmichael Hill & Associates, Inc. | 9,084 | $1.50M | 0.61% | +1,481+19.5% | Added |
| Schrum Private Wealth Management LLC | 9,086 | $1.50M | 1.35% | −217−2.3% | Reduced |
| My Legacy Advisors, LLC | 9,081 | $1.50M | 0.48% | +145+1.6% | Added |
| Legacy Financial Advisors, Inc. | 9,063 | $1.49M | 0.27% | −8−0.1% | Reduced |
| Accurate Wealth Management, LLC | 9,080 | $1.49M | 0.36% | +274+3.1% | Added |
| Twelve Points Wealth Management LLC | 9,001 | $1.48M | 0.52% | +237+2.7% | Added |
| BKM Wealth Management, LLC | 8,993 | $1.48M | 0.71% | −1,642−15.4% | Reduced |
| Accent Capital Management, LLC | 8,989 | $1.48M | 0.91% | +67+0.8% | Added |
| Oxbow Advisors, LLC | 8,982 | $1.48M | 0.17% | +60+0.7% | Added |
| Founders Capital Management | 8,979 | $1.48M | 0.96% | −818−8.3% | Reduced |
| PGGM Investments | 8,962 | $1.48M | 0.02% | −6,511−42.1% | Reduced |
| Founders Financial Alliance, LLC | 8,961 | $1.48M | 0.44% | +162+1.8% | Added |
| Alpha Family Trust | 8,950 | $1.48M | 0.87% | +1,645+22.5% | Added |
| Morningstar Investment Management LLC | 8,952 | $1.48M | 0.15% | 00.0% | Unchanged |
| Davidson Trust Co | 8,942 | $1.47M | 1.02% | +30+0.3% | Added |
| VELA Investment Management, LLC | 8,934 | $1.47M | 0.52% | +638+7.7% | Added |
| Orleans Capital Management Corp | 8,908 | $1.47M | 0.93% | −365−3.9% | Reduced |
| Marcum Wealth, LLC | 8,897 | $1.47M | 0.15% | +190+2.2% | Added |
| Nwam LLC | 8,848 | $1.46M | 0.43% | +673+8.2% | Added |
| Jackson Square Capital, LLC | 8,824 | $1.46M | 0.36% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 8,816 | $1.45M | 0.36% | −212−2.3% | Reduced |
| Continuum Advisory, LLC | 8,815 | $1.45M | 0.21% | +1,163+15.2% | Added |
| Blue Square Asset Management, LLC | 8,800 | $1.45M | 0.85% | +86+1.0% | Added |
| New England Research & Management, Inc. | 8,781 | $1.45M | 0.70% | −1,093−11.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,775 | $1.45M | 0.04% | +8,775 | New |
| Pacitti Group Inc. | 8,768 | $1.45M | 0.76% | +200+2.3% | Added |
| Engineers Gate Manager LP | 8,748 | $1.44M | 0.03% | −14,838−62.9% | Reduced |
| Gryphon Financial Partners LLC | 8,730 | $1.44M | 0.22% | +174+2.0% | Added |
| Greenfield Savings Bank | 8,712 | $1.44M | 0.74% | +87+1.0% | Added |
| Deseret Mutual Benefit Administrators | 8,701 | $1.44M | 0.67% | +391+4.7% | Added |
| Marion Wealth Management | 8,636 | $1.42M | 0.42% | +254+3.0% | Added |
| Kennedy Investment Group | 8,606 | $1.42M | 0.72% | +208+2.5% | Added |
| Cullen Capital Management LLC | 8,580 | $1.42M | 0.02% | −5−0.1% | Reduced |
| WNY Asset Management, LLC | 8,566 | $1.41M | 0.19% | −191−2.2% | Reduced |
| Sterling Wealth Management, Inc. | 8,565 | $1.41M | 0.67% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 8,563 | $1.41M | 0.19% | −87−1.0% | Reduced |
| Monarch Capital Management Inc | 8,556 | $1.41M | 0.41% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 8,545 | $1.41M | 0.40% | +2,449+40.2% | Added |
| Alpha Cubed Investments, LLC | 8,537 | $1.41M | 0.07% | +895+11.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,531 | $1.41M | 0.55% | +597+7.5% | Added |
| Widmann Financial Services, Inc. | 8,492 | $1.40M | 1.14% | +11+0.1% | Added |
| Kowal Investment Group, LLC | 8,486 | $1.40M | 0.28% | +518+6.5% | Added |
| River Street Advisors LLC | 8,483 | $1.40M | 0.87% | +293+3.6% | Added |
| Augustine Asset Management Inc | 8,474 | $1.40M | 0.54% | +8,474 | New |
| NVWM, LLC | 8,439 | $1.39M | 0.37% | +418+5.2% | Added |
| Wunderlich Capital Managemnt | 8,414 | $1.39M | 0.62% | +662+8.5% | Added |
| Sage Mountain Advisors LLC | 8,406 | $1.39M | 0.13% | +1,540+22.4% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,405 | $1.39M | 0.91% | −90−1.1% | Reduced |
| AdvisorNet Financial, Inc | 8,396 | $1.38M | 0.13% | +141+1.7% | Added |
| Autumn Glory Partners, LLC | 8,362 | $1.38M | 0.70% | −914−9.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 8,358 | $1.38M | 0.06% | +10.0% | Added |
| Taylor Hoffman Wealth Management | 8,455 | $1.38M | 0.56% | +45+0.5% | Added |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.37M | 0.59% | 00.0% | Unchanged |
| Martin & Co Inc | 8,329 | $1.37M | 0.35% | −40−0.5% | Reduced |
| Patron Partners Advisors, LLC | 8,321 | $1.37M | 0.81% | −132−1.6% | Reduced |
| Segment Wealth Management, LLC | 8,302 | $1.37M | 0.10% | −157−1.9% | Reduced |
| Indiana Trust & Investment Management CO | 8,292 | $1.37M | 0.50% | −288−3.4% | Reduced |
| DF Dent & Co Inc | 8,286 | $1.37M | 0.02% | −36−0.4% | Reduced |
| Acropolis Investment Management, LLC | 8,286 | $1.37M | 0.09% | +6+0.1% | Added |
| Northwest Bancshares, Inc. | 8,286 | $1.37M | 0.23% | −1,276−13.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,270 | $1.36M | 0.34% | −2,268−21.5% | Reduced |
| Ballast, Inc. | 8,268 | $1.36M | 0.42% | +26+0.3% | Added |
| Lake Street Financial LLC | 8,266 | $1.36M | 0.18% | −586−6.6% | Reduced |
| Relative Value Partners Group, LLC | 8,266 | $1.36M | 0.18% | +5,150+165.3% | Added |
| Great Lakes Retirement, Inc. | 8,265 | $1.36M | 0.19% | −11−0.1% | Reduced |
| Edge Capital Group, LLC | 8,256 | $1.36M | 0.07% | −146−1.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,255 | $1.36M | 0.47% | −20.0% | Reduced |
| Piscataqua Savings Bank | 8,255 | $1.36M | 1.21% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 8,253 | $1.36M | 0.98% | −360−4.2% | Reduced |
| MSH Capital Advisors LLC | 8,238 | $1.36M | 0.45% | −134−1.6% | Reduced |
| Lodestar Private Asset Management LLC | 8,237 | $1.36M | 0.19% | +51+0.6% | Added |
| St. Johns Investment Management Company, LLC | 8,236 | $1.36M | 0.64% | −44−0.5% | Reduced |
| Quest Investment Management LLC | 8,234 | $1.36M | 0.15% | +164+2.0% | Added |
| Gibbs Wealth Management | 8,224 | $1.36M | 0.55% | +782+10.5% | Added |
| Quotient Wealth Partners, LLC | 8,224 | $1.36M | 0.05% | −2,340−22.2% | Reduced |
| 9258 Wealth Management, LLC | 8,202 | $1.35M | 0.21% | +6+0.1% | Added |
| Wealth Group, Ltd. | 8,196 | $1.35M | 0.97% | +40+0.5% | Added |
| Aberdeen Wealth Management LLC | 8,154 | $1.34M | 0.91% | +20.0% | Added |
| Smith Anglin Financial, LLC | 8,152 | $1.34M | 0.14% | −263−3.1% | Reduced |
| KPP Advisory Services LLC | 8,150 | $1.34M | 0.36% | +313+4.0% | Added |
| Cambridge Advisors Inc. | 8,135 | $1.34M | 0.31% | −20−0.2% | Reduced |
| Avestar Capital, LLC | 8,127 | $1.34M | 0.15% | +1,517+23.0% | Added |
| Glen Eagle Advisors, LLC | 8,125 | $1.34M | 0.25% | −185−2.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,202 | $1.34M | 0.15% | +49+0.6% | Added |
| Lion Street Advisors, LLC | 8,099 | $1.34M | 0.49% | +1,269+18.6% | Added |