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Livermore
ZHEN

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; 3,420 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, Q3 2024

Institutional positions in PepsiCo Inc as of Sep 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
3,353
+64 vs. Q2 2024
Shares held
1.01B
+113.0M (+12.5%) vs. Q2 2024
Total value
$172.1B
+$23.4B (+15.7%) vs. Q2 2024
New holders
186
1,362 more added
Sold out
122
1,422 more reduced

42 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,353 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ3 2024: $172.1B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2024.

Institutions holding PEP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group1$00.00%00.0%Unchanged
PEAK6 Investments LLC4$6110.00%+4New
ClariVest Asset Management LLC8$1.33K0.00%00.0%Unchanged
Kessler Investment Group, LLC9$1.53K0.00%00.0%Unchanged
Anfield Capital Management, LLC9$1.53K0.00%00.0%Unchanged
State of Wyoming11$1.87K0.00%+2+22.2%Added
JDM Financial Group LLC18$3.06K0.00%+18New
E Fund Management (Hong Kong) Co., Ltd.22$4.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC24$4.08K0.00%00.0%Unchanged
Live Oak Investment Partners–$4.42K0.00%––
HBC Financial Services, PLLC35$5.00K0.00%+35New
Pinpoint Asset Management Ltd32$5.44K0.00%+32New
Robbins Farley LLC33$5.61K0.00%00.0%Unchanged
PayPay Securities Corp36$6.12K0.54%+17+89.5%Added
Wells Financial Advisors INC42$7.14K0.01%+42New
ZynergyRetirementPlanningLLC50$8.50K0.01%−100−66.7%Reduced
Morgan Dempsey Capital Management LLC54$9.18K0.00%00.0%Unchanged
Livelsberger Financial Advisory65$11.1K0.23%+65New
Copley Financial Group, Inc.69$11.7K0.01%+69New
SIMA Wealth Partners, LLC70$11.9K0.01%00.0%Unchanged
POM Investment Strategies, LLC75$12.8K0.01%−106−58.6%Reduced
Fairman Group, LLC76$12.9K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC78$13.3K0.01%00.0%Unchanged
TruNorth Capital Management, LLC85$14.5K0.00%+85New
Investment Research & Advisory Group, Inc.88$15.0K0.01%00.0%Unchanged
Talon Private Wealth, LLC89$15.1K0.00%+89New
Goodman Advisory Group, LLC93$15.8K0.00%−60−39.2%Reduced
Fortis Group Advisors, LLC97$16.5K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC100$17.0K0.01%00.0%Unchanged
Syntax Research, Inc.100$17.0K0.01%00.0%Unchanged
New Age Alpha Advisors, LLC104$17.7K0.01%+104New
Tanglewood Legacy Advisors, LLC105$17.9K0.01%00.0%Unchanged
Evergreen Private Wealth LLC105$17.9K0.01%00.0%Unchanged
Penserra Capital Management LLC111$18.0K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC109$18.5K0.03%00.0%Unchanged
Peterson Wealth Services116$19.7K0.01%+116New
Frazier Financial Advisors, LLC122$20.7K0.02%−184−60.1%Reduced
Family CFO Inc125$21.3K0.01%00.0%Unchanged
Northwest Capital Management Inc126$21.4K0.01%00.0%Unchanged
Halpern Financial, Inc.127$21.5K0.01%00.0%Unchanged
Horizon Bancorp Inc128$22.0K0.01%00.0%Unchanged
PSI Advisors, LLC131$22.3K0.01%00.0%Unchanged
Breakwater Investment Management134$22.8K0.01%00.0%Unchanged
Altshuler Shaham Ltd141$24.0K0.00%+21+17.5%Added
University of Texas/Texas Am Investment Managment Co144$24.5K0.00%00.0%Unchanged
Horizon Financial Services, LLC144$24.5K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC148$25.2K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.150$25.5K0.01%−39−20.6%Reduced
One River Asset Management, LLC152$25.8K0.03%+152New
Red Tortoise LLC153$26.0K0.01%00.0%Unchanged
Clear Point Advisors Inc.154$26.2K0.02%00.0%Unchanged
Global Wealth Strategies & Associates159$27.0K0.01%+59+59.0%Added
Highline Wealth Partners LLC162$27.5K0.01%−5−3.0%Reduced
ESL Trust Services, LLC166$28.2K0.01%−147−47.0%Reduced
Dynamic Wealth Strategies, LLC171$29.0K0.02%−34−16.6%Reduced
Legacy Investment Solutions, LLC190$31.3K0.02%+190New
Legacy Wealth Managment, LLC190$31.3K0.02%+190New
Annapolis Financial Services, LLC187$31.8K0.01%00.0%Unchanged
Kepos Capital LP188$32.0K0.01%−17−8.3%Reduced
Atlantic Edge Private Wealth Management, LLC192$32.6K0.01%+104+118.2%Added
JCIC Asset Management Inc.195$33.2K0.01%00.0%Unchanged
Rakuten Securities, Inc.199$33.8K0.01%+96+93.2%Added
Mattson Financial Services, LLC206$34.0K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$34.0K0.01%00.0%Unchanged
Atlantic Private Wealth, LLC200$34.0K0.03%+200New
Private Wealth Management Group, LLC202$34.4K0.01%−6−2.9%Reduced
RE Dickinson Investment Advisors, LLC207$35.3K0.02%00.0%Unchanged
Naples Money Management LLC209$35.6K0.03%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC214$36.4K0.06%−235−52.3%Reduced
Criterion Capital Advisors, LLC228$37.6K0.02%00.0%Unchanged
Morton Brown Family Wealth, LLC233$39.6K0.01%00.0%Unchanged
Valued Wealth Advisors LLC238$40.5K0.03%+56+30.8%Added
Meeder Asset Management Inc242$41.2K0.00%+5+2.1%Added
Cedar Mountain Advisors, LLC249$42.3K0.01%00.0%Unchanged
Trifecta Capital Advisors, LLC258$43.9K0.01%−56−17.8%Reduced
Lowe Wealth Advisors, LLC258$43.9K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC258$43.9K0.03%00.0%Unchanged
Clarity Asset Management, Inc.260$44.2K0.03%+2+0.8%Added
ORG Wealth Partners, LLC260$44.4K0.01%+260New
VitalStone Financial, LLC261$44.4K0.03%+2+0.8%Added
Financial Connections Group, Inc.264$45.0K0.02%00.0%Unchanged
Pacific Center for Financial Services266$45.2K0.01%+1+0.4%Added
Christopher J. Hasenberg, Inc270$46.0K0.02%00.0%Unchanged
Vista Private Wealth Partners. LLC273$46.4K0.02%+5+1.9%Added
Mendota Financial Group, LLC273$46.4K0.02%−17−5.9%Reduced
Signature Resources Capital Management, LLC289$49.1K0.04%00.0%Unchanged
REAP Financial Group, LLC290$49.2K0.01%+61+26.6%Added
Financial Avengers, Inc.290$49.4K0.02%+2+0.7%Added
Westend Capital Management, LLC294$50.0K0.02%00.0%Unchanged
DecisionPoint Financial, LLC300$51.0K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC300$51.0K0.02%00.0%Unchanged
Osterweis Capital Management Inc302$51.4K0.00%−922−75.3%Reduced
IMA Wealth, Inc.305$51.9K0.01%+305New
Clear Investment Research, LLC311$52.9K0.07%00.0%Unchanged
Avion Wealth320$54.0K0.01%+17+5.6%Added
Ridgewood Investments LLC329$55.9K0.03%−8−2.4%Reduced
Transcendent Capital Group LLC332$56.5K0.03%00.0%Unchanged
Cove Street Capital, LLC340$57.8K0.05%+340New
Accordant Advisory Group Inc347$59.0K0.05%00.0%Unchanged
Basso Capital Management, L.P.352$59.9K0.06%−322−47.8%Reduced