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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 6,945 | $1.15M | 0.20% | −453−6.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,922 | $1.14M | 0.19% | −4,875−41.3% | Reduced |
| Brown Capital Management LLC | 6,917 | $1.14M | 0.02% | +252+3.8% | Added |
| Zions Bancorporation, N.A. | 6,910 | $1.14M | 0.09% | −2,934−29.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,900 | $1.14M | 0.18% | +900+15.0% | Added |
| UMA Financial Services, Inc. | 6,900 | $1.14M | 0.21% | −90−1.3% | Reduced |
| Old Port Advisors | 6,863 | $1.13M | 0.34% | +27+0.4% | Added |
| Quad-Cities Investment Group, LLC | 6,863 | $1.13M | 0.63% | −79−1.1% | Reduced |
| Northern Oak Wealth Management Inc | 6,854 | $1.13M | 0.14% | −337−4.7% | Reduced |
| Advisory Alpha, LLC | 6,841 | $1.13M | 0.04% | −73−1.1% | Reduced |
| VERITY Wealth Advisors | 6,837 | $1.13M | 0.84% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6,835 | $1.13M | 0.44% | −23−0.3% | Reduced |
| Stableford Capital II LLC | 6,633 | $1.13M | 0.44% | +401+6.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,806 | $1.12M | 0.10% | −80−1.2% | Reduced |
| Tevis Investment Management | 6,800 | $1.12M | 0.90% | −310−4.4% | Reduced |
| Ellenbecker Investment Group | 6,783 | $1.12M | 0.23% | +18+0.3% | Added |
| Stony Point Wealth Management Inc. | 6,778 | $1.12M | 0.48% | −353−5.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,777 | $1.12M | 0.15% | +613+9.9% | Added |
| VCI Wealth Management LLC | 6,764 | $1.12M | 0.55% | +1,913+39.4% | Added |
| Insight Advisors, LLC | 6,749 | $1.11M | 0.20% | −558−7.6% | Reduced |
| Foster Group, Inc. | 6,741 | $1.11M | 0.04% | −35−0.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,741 | $1.11M | 0.08% | −307−4.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,735 | $1.11M | 0.42% | −38−0.6% | Reduced |
| Cove Private Wealth, LLC | 6,705 | $1.11M | 0.88% | 00.0% | Unchanged |
| Westmount Partners, LLC | 6,776 | $1.10M | 0.36% | +158+2.4% | Added |
| Longfellow Investment Management Co LLC | 6,680 | $1.10M | 0.28% | +53+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,674 | $1.10M | 0.32% | +808+13.8% | Added |
| Quest Partners LLC | 6,665 | $1.10M | 0.15% | +2,063+44.8% | Added |
| Calamos Wealth Management LLC | 6,659 | $1.10M | 0.06% | −1,773−21.0% | Reduced |
| Kingfisher Capital LLC | 6,659 | $1.10M | 0.26% | +41+0.6% | Added |
| RFP Financial Group LLC | 6,655 | $1.10M | 0.41% | −4−0.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,650 | $1.10M | 0.38% | −153−2.2% | Reduced |
| WR Wealth Planners, LLC | 6,638 | $1.09M | 0.33% | +90+1.4% | Added |
| Nadler Financial Group, Inc. | 6,636 | $1.09M | 0.13% | −12−0.2% | Reduced |
| Altfest L J & Co Inc | 6,619 | $1.09M | 0.15% | +50+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,615 | $1.09M | 0.57% | +62+0.9% | Added |
| Cidel Asset Management Inc | 6,613 | $1.09M | 0.08% | +315+5.0% | Added |
| JT Stratford LLC | 6,613 | $1.09M | 0.20% | +412+6.6% | Added |
| Fort Sheridan Advisors LLC | 6,609 | $1.09M | 0.18% | +300+4.8% | Added |
| Canopy Partners, LLC | 6,608 | $1.09M | 0.51% | +209+3.3% | Added |
| Greatmark Investment Partners, Inc. | 6,583 | $1.09M | 0.16% | −25−0.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 6,577 | $1.08M | 0.51% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,576 | $1.08M | 0.39% | +43+0.7% | Added |
| Modern Wealth Management, LLC | 6,562 | $1.08M | 0.08% | +523+8.7% | Added |
| Trust Co | 6,544 | $1.08M | 0.14% | +1,107+20.4% | Added |
| Vigilare Wealth Management | 6,537 | $1.08M | 0.48% | +8+0.1% | Added |
| Wall Street Access Asset Management, LLC | 6,535 | $1.08M | 0.44% | −900−12.1% | Reduced |
| Herold Advisors, Inc. | 6,532 | $1.08M | 0.25% | +10.0% | Added |
| Cardiff Park Advisors, LLC | 6,519 | $1.08M | 0.10% | −98−1.5% | Reduced |
| Carson Advisory Inc. | 6,518 | $1.07M | 0.75% | +7+0.1% | Added |
| Redwood Investment Management, LLC | 6,470 | $1.07M | 0.09% | −18−0.3% | Reduced |
| Optiver Holding B.V. | 6,501 | $1.07M | 0.02% | +6,501 | New |
| Fukoku Mutual Life Insurance Co | 6,485 | $1.07M | 0.08% | −551−7.8% | Reduced |
| NWF Advisory Services Inc. | 6,475 | $1.07M | 0.17% | +13+0.2% | Added |
| Summit X, LLC | 6,479 | $1.07M | 0.24% | +2,370+57.7% | Added |
| MEMBERS Trust Co | 6,456 | $1.06M | 0.03% | −36−0.6% | Reduced |
| IVC Wealth Advisors LLC | 6,455 | $1.06M | 0.60% | −88−1.3% | Reduced |
| Sentry Investment Management LLC | 6,447 | $1.06M | 0.47% | +2,174+50.9% | Added |
| Addison Advisors LLC | 6,435 | $1.06M | 0.34% | +197+3.2% | Added |
| Iams Wealth Management, LLC | 6,433 | $1.06M | 0.58% | +217+3.5% | Added |
| Spirepoint Private Client, LLC | 6,415 | $1.06M | 0.15% | −303−4.5% | Reduced |
| Boothbay Fund Management, LLC | 6,409 | $1.06M | 0.03% | −4,455−41.0% | Reduced |
| Matrix Trust Co | 6,410 | $1.06M | 0.24% | +436+7.3% | Added |
| Childress Capital Advisors, LLC | 6,398 | $1.06M | 0.30% | +733+12.9% | Added |
| Strengthening Families & Communities, LLC | 6,369 | $1.05M | 0.30% | +6,369 | New |
| Richwood Investment Advisors, LLC | 6,369 | $1.05M | 0.92% | −22−0.3% | Reduced |
| Sunburst Financial Group, LLC | 6,347 | $1.05M | 0.28% | +555+9.6% | Added |
| Ellis Investment Partners, LLC | 6,343 | $1.05M | 0.22% | +21+0.3% | Added |
| Baker Avenue Asset Management, LP | 6,308 | $1.04M | 0.04% | +49+0.8% | Added |
| Custos Family Office, LLC | 6,305 | $1.04M | 0.42% | +29+0.5% | Added |
| Sustainable Insight Capital Management, LLC | 6,300 | $1.04M | 0.52% | +2,900+85.3% | Added |
| Atomi Financial Group, Inc. | 6,299 | $1.04M | 0.08% | +991+18.7% | Added |
| Alta Wealth Advisors LLC | 6,291 | $1.04M | 0.52% | −49−0.8% | Reduced |
| Bray Capital Advisors | 6,282 | $1.04M | 0.26% | +30.0% | Added |
| Provenance Wealth Advisors, LLC | 6,279 | $1.04M | 0.14% | −225−3.5% | Reduced |
| First City Capital Management, Inc. | 6,274 | $1.03M | 0.58% | −184−2.8% | Reduced |
| Marathon Capital Management | 6,271 | $1.03M | 0.26% | +50+0.8% | Added |
| Franklin Street Advisors Inc | 6,271 | $1.03M | 0.07% | +10.0% | Added |
| Castlekeep Investment Advisors LLC | 6,258 | $1.03M | 0.80% | −19−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,257 | $1.03M | 0.16% | +390+6.6% | Added |
| Oak Harbor Wealth Partners, LLC | 6,257 | $1.03M | 0.32% | +9+0.1% | Added |
| Emerald Advisors, LLC | 6,241 | $1.03M | 0.16% | +307+5.2% | Added |
| Eqis Capital Management, Inc. | 6,241 | $1.03M | 0.08% | −4,523−42.0% | Reduced |
| Acima Private Wealth, LLC | 6,206 | $1.02M | 0.38% | −1,000−13.9% | Reduced |
| Empirical Asset Management, LLC | 32,433 | $1.02M | 0.38% | +26,667+462.5% | Added |
| EagleClaw Capital Managment, LLC | 6,200 | $1.02M | 0.18% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 6,193 | $1.02M | 0.77% | +2,921+89.3% | Added |
| Mill Capital Management, LLC | 6,182 | $1.02M | 0.08% | −950−13.3% | Reduced |
| Sunesis Advisors, LLC | 6,156 | $1.02M | 0.60% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 6,219 | $1.01M | 0.25% | −561−8.3% | Reduced |
| First Commonwealth Financial Corp | 6,137 | $1.01M | 0.26% | +217+3.7% | Added |
| Midwest Professional Planners, LTD. | 6,131 | $1.01M | 0.34% | −1,776−22.5% | Reduced |
| Diligent Investors, LLC | 6,127 | $1.01M | 0.25% | +20+0.3% | Added |
| Congress Park Capital LLC | 6,125 | $1.01M | 0.41% | −38−0.6% | Reduced |
| Missouri Trust & Investment Co | 6,125 | $1.01M | 0.38% | +422+7.4% | Added |
| Integris Wealth Management, LLC | 6,121 | $1.01M | 0.29% | −38−0.6% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $1.01M | 0.14% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,106 | $1.01M | 0.81% | −184−2.9% | Reduced |
| RWM Asset Management, LLC | 6,105 | $1.01M | 0.18% | −123−2.0% | Reduced |
| KWB Wealth | 5,753 | $1.01M | 0.14% | −91−1.6% | Reduced |