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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 3,186 | $541.8K | 0.14% | −151−4.5% | Reduced |
| Riverview Trust Co | 3,187 | $541.9K | 0.48% | −154−4.6% | Reduced |
| Voya Financial Advisors, Inc. | 3,189 | $542.1K | 0.06% | +521+19.5% | Added |
| Bell Bank | 3,190 | $542.5K | 0.06% | +79+2.5% | Added |
| Arthur M. Cohen & Associates, LLC | 3,168 | $542.9K | 0.10% | −1,842−36.8% | Reduced |
| Keb Asset Management, LLC | 3,199 | $544.0K | 0.16% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 3,200 | $544.2K | 0.20% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 3,201 | $544.3K | 0.27% | +26+0.8% | Added |
| WD Rutherford LLC | 3,201 | $544.3K | 0.27% | −54−1.7% | Reduced |
| Tucker Asset Management LLC | 3,203 | $544.7K | 0.13% | −345−9.7% | Reduced |
| MN Wealth Advisors, LLC | 3,220 | $547.7K | 0.31% | −1,735−35.0% | Reduced |
| Smart Portfolios, LLC | 3,233 | $549.8K | 0.56% | −20−0.6% | Reduced |
| Custom Index Systems, LLC | 3,235 | $550.1K | 0.30% | −837−20.6% | Reduced |
| Savvy Advisors, Inc. | 3,241 | $551.1K | 0.11% | +1,512+87.4% | Added |
| Hoge Financial Services, LLC | 3,242 | $551.4K | 0.42% | +17+0.5% | Added |
| Convergence Financial, LLC | 3,245 | $551.8K | 0.12% | −1,298−28.6% | Reduced |
| Nelson Capital Management, LLC | 3,262 | $554.7K | 0.09% | +287+9.6% | Added |
| Advisors Preferred, LLC | 3,240 | $555.3K | 0.08% | +1,120+52.8% | Added |
| Delta Investment Management, LLC | 3,273 | $556.6K | 0.11% | +3+0.1% | Added |
| Advus Financial Partners, LLC | 3,275 | $556.9K | 0.16% | −43−1.3% | Reduced |
| Legacy Edge Advisors, LLC | 3,278 | $557.5K | 0.09% | −16−0.5% | Reduced |
| Wealthspan Partners, LLC | 3,279 | $557.6K | 0.28% | −57−1.7% | Reduced |
| D L Carlson Investment Group Inc | 3,282 | $558.1K | 0.10% | −71−2.1% | Reduced |
| Morningstar Investment Management LLC | 3,174 | $559.0K | 0.06% | −5,778−64.5% | Reduced |
| Willner & Heller, LLC | 3,293 | $560.0K | 0.50% | +24+0.7% | Added |
| Marks Group Wealth Management, Inc | 3,315 | $563.7K | 0.05% | −43−1.3% | Reduced |
| Wealth Effects LLC | 3,316 | $563.8K | 0.20% | −118−3.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,317 | $564.1K | 0.63% | +341+11.5% | Added |
| Fort Pitt Capital Group, LLC | 3,318 | $564.3K | 0.02% | −127−3.7% | Reduced |
| Prudential PLC | 3,323 | $565.1K | 0.00% | +3,323 | New |
| Marco Investment Management LLC | 3,347 | $569.2K | 0.05% | −66−1.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,352 | $570.0K | 0.06% | +518+18.3% | Added |
| CoreCap Advisors, LLC | 3,356 | $570.7K | 0.03% | +3,356 | New |
| Perritt Capital Management Inc | 3,359 | $571.2K | 0.29% | −11−0.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,361 | $571.5K | 0.13% | +719+27.2% | Added |
| Sompo Asset Management Co., Ltd. | 3,370 | $573.1K | 0.09% | +140+4.3% | Added |
| SNS Financial Group, LLC | 3,375 | $573.9K | 0.06% | −169−4.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,380 | $574.8K | 0.13% | −120−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,380 | $574.8K | 0.30% | +148+4.6% | Added |
| Peninsula Wealth, LLC | 3,295 | $574.9K | 0.10% | +103+3.2% | Added |
| Boothbay Fund Management, LLC | 3,385 | $575.6K | 0.02% | −3,024−47.2% | Reduced |
| Aspire Private Capital, LLC | 3,385 | $575.6K | 0.14% | +60+1.8% | Added |
| Family Management Corp | 3,389 | $576.3K | 0.10% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 3,393 | $577.1K | 0.32% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,396 | $577.5K | 0.30% | +77+2.3% | Added |
| Menard Financial Group LLC | 3,402 | $578.5K | 0.38% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,405 | $579.1K | 0.40% | −2−0.1% | Reduced |
| Burton Enright Welch | 3,413 | $580.5K | 0.12% | −180−5.0% | Reduced |
| Semmax Financial Advisors Inc. | 3,534 | $580.7K | 0.16% | +432+13.9% | Added |
| apricus wealth, LLC | 3,419 | $581.4K | 0.38% | −50−1.4% | Reduced |
| Intelligent Financial Strategies | 3,421 | $581.7K | 0.32% | 00.0% | Unchanged |
| LWMG, LLC | 3,424 | $582.2K | 0.11% | +4+0.1% | Added |
| Thrive Wealth Management, LLC | 3,425 | $582.5K | 0.11% | −923−21.2% | Reduced |
| Indie Asset Partners, LLC | 3,433 | $583.8K | 0.44% | +35+1.0% | Added |
| W.H. Cornerstone Investments Inc. | 3,439 | $585.0K | 0.40% | −325−8.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,442 | $585.0K | 0.24% | +3,442 | New |
| Waterfront Wealth Inc. | 3,471 | $585.2K | 0.14% | +352+11.3% | Added |
| Fulcrum Equity Management | 3,446 | $585.9K | 0.49% | −263−7.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,448 | $586.4K | 0.03% | +53+1.6% | Added |
| Fagan Associates, Inc. | 3,453 | $587.1K | 0.10% | +2+0.1% | Added |
| German American Bancorp, Inc. | 3,455 | $587.5K | 0.06% | +687+24.8% | Added |
| DGS Capital Management, LLC | 3,484 | $592.5K | 0.16% | −20−0.6% | Reduced |
| Souders Financial Advisors | 3,490 | $593.5K | 0.08% | +55+1.6% | Added |
| Vista Wealth Management Group, LLC | 3,493 | $594.0K | 0.04% | −45−1.3% | Reduced |
| Consolidated Planning Corp | 3,493 | $594.0K | 0.09% | −25−0.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,496 | $594.5K | 0.10% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,501 | $595.3K | 0.15% | +324+10.2% | Added |
| Humankind Investments LLC | 3,501 | $595.3K | 0.21% | +371+11.9% | Added |
| LifePro Asset Management | 3,505 | $596.0K | 0.36% | −40−1.1% | Reduced |
| Drucker Wealth 3.0, LLC | 3,508 | $596.6K | 0.14% | +250+7.7% | Added |
| Edge Financial Advisors LLC | 3,519 | $598.4K | 0.53% | +347+10.9% | Added |
| Klingman & Associates, LLC | 3,520 | $598.6K | 0.04% | −138−3.8% | Reduced |
| Versant Capital Management, Inc | 3,526 | $599.5K | 0.14% | +223+6.8% | Added |
| Central Bank & Trust Co | 3,530 | $600.3K | 0.08% | −119−3.3% | Reduced |
| Unique Wealth Strategies, LLC | 3,533 | $600.8K | 0.26% | +2,772+364.3% | Added |
| Napatree Capital LLC | 3,537 | $601.5K | 0.42% | +507+16.7% | Added |
| Renasant Bank | 3,546 | $603.0K | 0.40% | +143+4.2% | Added |
| Investment Partners Asset Management, Inc. | 3,547 | $603.2K | 0.49% | +672+23.4% | Added |
| Titleist Asset Management, LLC | 3,555 | $604.5K | 0.09% | +298+9.1% | Added |
| Templeton & Phillips Capital Management, LLC | 3,555 | $604.5K | 0.47% | +19+0.5% | Added |
| AllSquare Wealth Management LLC | 3,562 | $605.7K | 0.34% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,564 | $606.1K | 0.19% | −12−0.3% | Reduced |
| AIA Group Ltd | 3,565 | $606.2K | 0.02% | +274+8.3% | Added |
| Wynn Capital, LLC | 3,570 | $607.1K | 0.40% | −25−0.7% | Reduced |
| Creekside Partners | 3,572 | $607.4K | 0.31% | +8+0.2% | Added |
| Merrion Investment Management Co, LLC | 3,595 | $611.3K | 0.40% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,599 | $612.0K | 0.14% | −82−2.2% | Reduced |
| BIP Wealth, LLC | 3,601 | $612.4K | 0.04% | +67+1.9% | Added |
| Capital Investment Services of America, Inc. | 3,608 | $613.5K | 0.06% | −200−5.3% | Reduced |
| Onefund, LLC | 3,609 | $613.7K | 0.62% | +11+0.3% | Added |
| Bourne Lent Asset Management Inc | 3,615 | $614.7K | 0.23% | −10−0.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,621 | $615.7K | 0.14% | +21+0.6% | Added |
| Proficio Capital Partners LLC | 3,625 | $616.5K | 0.06% | −2,195−37.7% | Reduced |
| Hardin Capital Partners, LLC | 3,620 | $617.0K | 0.35% | −58−1.6% | Reduced |
| Clarity Financial LLC | 3,637 | $618.4K | 0.07% | +307+9.2% | Added |
| Sivia Capital Partners, LLC | 3,638 | $618.7K | 0.37% | +171+4.9% | Added |
| Hutchinson Capital Management | 3,640 | $619.0K | 0.12% | −65−1.8% | Reduced |
| Tudor Financial Inc. | 3,641 | $619.1K | 0.38% | +3,641 | New |
| Rice Partnership, LLC | 3,661 | $622.6K | 0.13% | +32+0.9% | Added |
| Oxford Financial Group Ltd | 3,661 | $622.6K | 0.04% | −970−20.9% | Reduced |