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
- 3,331
- +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
- 1,335 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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 46,581 | $7.68M | 1.51% | −855−1.8% | Reduced |
| Empirical Finance, LLC | 46,545 | $7.68M | 0.48% | −3,216−6.5% | Reduced |
| Chemung Canal Trust Co | 46,473 | $7.66M | 1.48% | −708−1.5% | Reduced |
| Alps Advisors Inc | 46,094 | $7.60M | 0.05% | −150.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 45,796 | $7.55M | 1.35% | +648+1.4% | Added |
| Papp L Roy & Associates | 45,772 | $7.55M | 0.91% | +703+1.6% | Added |
| GYL Financial Synergies, LLC | 45,401 | $7.49M | 0.58% | −228−0.5% | Reduced |
| Stokes Capital Advisors, LLC | 45,161 | $7.45M | 2.07% | +4,372+10.7% | Added |
| Ironwood Investment Counsel, LLC | 45,022 | $7.43M | 1.33% | +146+0.3% | Added |
| Bright Rock Capital Management, LLC | 45,000 | $7.42M | 1.56% | 00.0% | Unchanged |
| Wedbush Securities Inc | 44,881 | $7.40M | 0.26% | +170.0% | Added |
| Essex Financial Services, Inc. | 42,862 | $7.39M | 0.55% | +16,135+60.4% | Added |
| KCM Investment Advisors LLC | 44,723 | $7.38M | 0.26% | −929−2.0% | Reduced |
| Visionary Wealth Advisors | 44,654 | $7.36M | 0.48% | +2,938+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 44,342 | $7.31M | 0.50% | −1,015−2.2% | Reduced |
| LMG Wealth Partners, LLC | 44,326 | $7.31M | 1.82% | +3,372+8.2% | Added |
| Stonebridge Capital Management Inc | 44,060 | $7.27M | 3.10% | 00.0% | Unchanged |
| Webster Bank, N. A. | 43,892 | $7.24M | 0.79% | −4,570−9.4% | Reduced |
| Iowa State Bank | 43,851 | $7.23M | 1.60% | +209+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,751 | $7.22M | 0.19% | +138+0.3% | Added |
| Greenwood Capital Associates LLC | 43,748 | $7.22M | 0.95% | −890−2.0% | Reduced |
| Taurus Asset Management, LLC | 43,683 | $7.20M | 0.73% | −100−0.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 43,656 | $7.20M | 2.00% | +366+0.8% | Added |
| JGP Wealth Management, LLC | 43,645 | $7.20M | 1.03% | +497+1.2% | Added |
| Hantz Financial Services, Inc. | 43,578 | $7.19M | 0.14% | −2,231−4.9% | Reduced |
| Searle & Co. | 43,555 | $7.18M | 1.68% | +543+1.3% | Added |
| Community Bank & Trust, Waco, Texas | 43,475 | $7.17M | 1.79% | +307+0.7% | Added |
| Ostrum Asset Management | 43,466 | $7.17M | 0.63% | −3,887−8.2% | Reduced |
| WealthPLAN Partners, LLC | 43,333 | $7.15M | 0.77% | −1,923−4.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 43,323 | $7.15M | 0.66% | −1,713−3.8% | Reduced |
| Intech Investment Management LLC | 43,312 | $7.14M | 0.09% | −12,666−22.6% | Reduced |
| Parallel Advisors, LLC | 42,887 | $7.07M | 0.18% | −1,053−2.4% | Reduced |
| Allianz SE | 42,591 | $7.02M | 0.21% | 00.0% | Unchanged |
| Vestor Capital, LLC | 42,560 | $7.02M | 0.57% | −1,983−4.5% | Reduced |
| Grand Jean Capital Management Inc | 42,408 | $6.99M | 1.74% | 00.0% | Unchanged |
| Ar Asset Management Inc | 42,209 | $6.96M | 1.68% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 40,848 | $6.96M | 0.31% | +2,206+5.7% | Added |
| WESPAC Advisors SoCal, LLC | 42,151 | $6.95M | 1.75% | +11,740+38.6% | Added |
| Strategic Wealth Designers | 42,648 | $6.95M | 0.88% | +42,648 | New |
| Principal Street Partners, LLC | 41,834 | $6.90M | 1.24% | −279−0.7% | Reduced |
| David Loasby | 42,164 | $6.90M | 0.66% | +1,313+3.2% | Added |
| Independent Financial Group, LLC | 41,809 | $6.90M | 0.28% | +19,361+86.2% | Added |
| First National Bank & Trust Co of Newtown | 41,773 | $6.89M | 1.40% | −1,459−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 41,600 | $6.86M | 0.50% | +926+2.3% | Added |
| McKinley Carter Wealth Services, Inc. | 41,270 | $6.81M | 0.43% | +409+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 41,021 | $6.77M | 0.37% | −4,162−9.2% | Reduced |
| Wetherby Asset Management Inc | 40,965 | $6.76M | 0.32% | −7,195−14.9% | Reduced |
| Pavion Blue Capital, LLC | 40,938 | $6.75M | 3.32% | +530+1.3% | Added |
| FRG Family Wealth Advisors LLC | 39,121 | $6.75M | 1.31% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 40,656 | $6.71M | 2.03% | +2,123+5.5% | Added |
| Van Strum & Towne Inc. | 40,621 | $6.70M | 2.43% | −70−0.2% | Reduced |
| Bowen Hanes & Co Inc | 40,615 | $6.70M | 0.19% | −4,665−10.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 40,592 | $6.69M | 0.50% | −329−0.8% | Reduced |
| Investment House LLC | 40,465 | $6.67M | 0.38% | +945+2.4% | Added |
| Woodmont Investment Counsel LLC | 40,395 | $6.66M | 0.54% | −2,019−4.8% | Reduced |
| Lafayette Investments, Inc. | 40,360 | $6.66M | 1.51% | +190+0.5% | Added |
| Savoir Faire Capital Management, L.P. | 40,357 | $6.66M | 2.59% | −6,705−14.2% | Reduced |
| AMG National Trust Bank | 40,277 | $6.64M | 0.18% | +6,813+20.4% | Added |
| Brady Family Wealth, LLC | 40,227 | $6.63M | 2.14% | +433+1.1% | Added |
| Bleakley Financial Group, LLC | 40,195 | $6.63M | 0.19% | +1,285+3.3% | Added |
| Banque Cantonale Vaudoise | 40,120 | $6.62M | 0.26% | +3,412+9.3% | Added |
| Chilton Investment Co LLC | 40,007 | $6.60M | 0.19% | −65,776−62.2% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.56M | 0.61% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 39,608 | $6.53M | 0.19% | −5,930−13.0% | Reduced |
| Caldwell Trust Co | 39,549 | $6.52M | 0.72% | +146+0.4% | Added |
| Sage Capital Advisors,llc | 39,474 | $6.51M | 1.87% | +355+0.9% | Added |
| Intrust Bank NA | 39,425 | $6.50M | 0.69% | −344−0.9% | Reduced |
| FIL Ltd | 39,146 | $6.46M | 0.01% | −10,143−20.6% | Reduced |
| RNC Capital Management LLC | 39,099 | $6.45M | 0.36% | +3,276+9.1% | Added |
| Capital Investment Advisors, LLC | 39,088 | $6.45M | 0.15% | +1,059+2.8% | Added |
| Boston Financial Mangement LLC | 39,063 | $6.44M | 0.21% | +218+0.6% | Added |
| Valicenti Advisory Services Inc | 39,038 | $6.44M | 1.73% | +1,531+4.1% | Added |
| Trexquant Investment LP | 38,842 | $6.41M | 0.10% | −66,466−63.1% | Reduced |
| Roundview Capital LLC | 38,764 | $6.39M | 0.50% | −3,316−7.9% | Reduced |
| Ibex Wealth Advisors | 38,749 | $6.39M | 1.00% | −9,335−19.4% | Reduced |
| Lountzis Asset Management, LLC | 38,633 | $6.37M | 2.98% | −94−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 38,588 | $6.36M | 1.01% | −3,642−8.6% | Reduced |
| NewSquare Capital LLC | 39,098 | $6.36M | 0.55% | +1,497+4.0% | Added |
| Coston, McIsaac & Partners | 38,476 | $6.34M | 2.00% | +822+2.2% | Added |
| Raab & Moskowitz Asset Management LLC | 38,329 | $6.32M | 1.72% | +940+2.5% | Added |
| Buckhead Capital Management LLC | 38,328 | $6.32M | 2.14% | +1,520+4.1% | Added |
| Asset Management Group, Inc. | 38,268 | $6.31M | 1.18% | +2,653+7.4% | Added |
| Howland Capital Management LLC | 38,238 | $6.31M | 0.30% | −491−1.3% | Reduced |
| Integrated Advisors Network LLC | 38,183 | $6.30M | 0.32% | +17,593+85.4% | Added |
| Procyon Private Wealth Partners, LLC | 38,131 | $6.29M | 0.47% | −1,561−3.9% | Reduced |
| Longbow Finance SA | 38,038 | $6.27M | 0.65% | −2,129−5.3% | Reduced |
| Citizens National Bank Trust Department | 37,876 | $6.25M | 1.39% | +275+0.7% | Added |
| Destination Wealth Management | 37,840 | $6.24M | 0.21% | +153+0.4% | Added |
| Mengis Capital Management, Inc. | 37,808 | $6.24M | 1.26% | −14,142−27.2% | Reduced |
| Grassi Investment Management | 37,800 | $6.23M | 0.55% | 00.0% | Unchanged |
| Close Asset Management Ltd | 37,783 | $6.23M | 0.21% | −2,805−6.9% | Reduced |
| Tradewinds, LLC. | 37,785 | $6.23M | 1.92% | +37,785 | New |
| Bridge Creek Capital Management LLC | 37,658 | $6.21M | 2.00% | +465+1.3% | Added |
| Albion Financial Group | 37,574 | $6.20M | 0.47% | +64+0.2% | Added |
| Baker Ellis Asset Management LLC | 37,128 | $6.12M | 0.92% | +745+2.0% | Added |
| Stablepoint Partners, LLC | 35,339 | $6.12M | 1.19% | +2,847+8.8% | Added |
| Skba Capital Management LLC | 36,820 | $6.07M | 0.97% | −125−0.3% | Reduced |
| Windle Wealth, LLC | 36,819 | $6.07M | 3.70% | +1,115+3.1% | Added |
| NTV Asset Management LLC | 36,586 | $6.03M | 0.86% | −656−1.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,536 | $6.03M | 1.33% | −1,634−4.3% | Reduced |