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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 3,667 | $623.6K | 0.09% | −95−2.5% | Reduced |
| Vertex Planning Partners, LLC | 3,671 | $624.3K | 0.15% | −25−0.7% | Reduced |
| Uncommon Cents Investing LLC | 3,672 | $624.4K | 0.18% | −40−1.1% | Reduced |
| Riverpark Capital Management LLC | 3,673 | $624.6K | 1.14% | −1,143−23.7% | Reduced |
| Burford Brothers, Inc. | 3,674 | $624.9K | 0.33% | −3−0.1% | Reduced |
| Sand Hill Global Advisors, LLC | 3,683 | $626.3K | 0.03% | +114+3.2% | Added |
| Cooper Financial Group | 3,689 | $627.3K | 0.08% | −215−5.5% | Reduced |
| GGM Financials LLC | 3,690 | $627.4K | 0.54% | +589+19.0% | Added |
| Financial Council Asset Management Inc | 3,692 | $627.8K | 0.33% | −250−6.3% | Reduced |
| Cranbrook Wealth Management, LLC | 3,699 | $628.9K | 0.14% | +12+0.3% | Added |
| Montag & Caldwell, LLC | 3,699 | $629.0K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,700 | $629.2K | 0.07% | +161+4.5% | Added |
| Samalin Investment Counsel, LLC | 3,702 | $629.5K | 0.27% | −72−1.9% | Reduced |
| Carlson Capital Management | 3,719 | $632.4K | 0.03% | +534+16.8% | Added |
| Insight Wealth Strategies, LLC | 3,722 | $632.9K | 0.08% | +3,722 | New |
| Lesa Sroufe & Co | 3,727 | $634.0K | 0.59% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3,735 | $635.1K | 0.10% | −3,521−48.5% | Reduced |
| Summitry LLC | 3,742 | $636.3K | 0.03% | +534+16.6% | Added |
| Covenant Asset Management, LLC | 3,743 | $636.5K | 0.14% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 3,744 | $636.6K | 0.11% | +376+11.2% | Added |
| Cairn Investment Group, Inc. | 3,748 | $637.0K | 0.35% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,761 | $639.6K | 0.24% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,770 | $641.1K | 0.19% | +223+6.3% | Added |
| Cambridge Financial Group, LLC | 3,774 | $641.8K | 0.27% | +333+9.7% | Added |
| LifeSteps Financial, Inc. | 3,782 | $643.1K | 0.50% | +10.0% | Added |
| Compass Capital Management, Inc | 3,788 | $644.1K | 0.04% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,791 | $644.6K | 0.17% | −37−1.0% | Reduced |
| Capstone Financial Advisors, Inc. | 3,797 | $645.6K | 0.04% | +18+0.5% | Added |
| Robinson Smith Wealth Advisors LLC | 3,819 | $649.4K | 0.55% | −76−2.0% | Reduced |
| Gradient Investments LLC | 3,820 | $649.5K | 0.01% | −1,011−20.9% | Reduced |
| Citizens Business Bank | 3,821 | $649.8K | 0.13% | −969−20.2% | Reduced |
| Philadelphia Trust Co | 3,823 | $650.0K | 0.05% | −24−0.6% | Reduced |
| Rock Point Advisors, LLC | 3,832 | $651.6K | 0.18% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,835 | $652.1K | 0.03% | −306−7.4% | Reduced |
| Everpar Advisors LLC | 3,835 | $652.1K | 0.34% | −137−3.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,836 | $652.3K | 0.06% | +374+10.8% | Added |
| Commonwealth Financial Services, LLC | 3,810 | $652.9K | 0.13% | −162−4.1% | Reduced |
| Register Financial Advisors LLC | 3,840 | $653.0K | 0.34% | −149−3.7% | Reduced |
| Winton Group Ltd | 3,843 | $653.5K | 0.05% | +3,843 | New |
| BWM Planning, LLC | 3,844 | $653.7K | 0.29% | +3,844 | New |
| Quantum Financial Advisors, LLC | 3,850 | $654.7K | 0.10% | +293+8.2% | Added |
| Well Done, LLC | 3,853 | $655.1K | 0.12% | −672−14.9% | Reduced |
| Liberty Wealth Management LLC | 3,857 | $656.0K | 0.11% | −71,585−94.9% | Reduced |
| Altrafin AG | 3,873 | $658.6K | 0.24% | +150+4.0% | Added |
| Capital Advisors, Ltd. LLC | 3,877 | $659.0K | 0.08% | −25−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 3,879 | $659.6K | 0.14% | −315−7.5% | Reduced |
| Magellan Asset Management Ltd | 3,881 | $660.0K | 0.01% | −27−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,884 | $660.5K | 0.18% | +913+30.7% | Added |
| Apriem Advisors | 3,893 | $662.0K | 0.08% | −73−1.8% | Reduced |
| Atlas Wealth LLC | 3,895 | $662.3K | 0.29% | −357−8.4% | Reduced |
| Wealth Architects, LLC | 3,906 | $664.3K | 0.08% | −256−6.2% | Reduced |
| Alta Advisers Ltd | 3,907 | $664.4K | 0.30% | +207+5.6% | Added |
| Sippican Capital Advisors | 3,912 | $665.2K | 0.46% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,915 | $665.7K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 3,917 | $666.1K | 0.15% | −14−0.4% | Reduced |
| LBMC Investment Advisors, LLC | 3,938 | $669.7K | 0.05% | −80−2.0% | Reduced |
| Gables Capital Management Inc. | 3,952 | $672.0K | 0.34% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,981 | $677.0K | 0.11% | −501−11.2% | Reduced |
| Capstone Wealth Management Group, LLC | 3,983 | $677.4K | 0.40% | −599−13.1% | Reduced |
| Laraway Financial Inc | 3,985 | $677.6K | 0.54% | −24−0.6% | Reduced |
| Optimum Investment Advisors | 3,987 | $678.0K | 0.29% | −770−16.2% | Reduced |
| Phocas Financial Corp. | 4,001 | $680.4K | 0.10% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,003 | $680.7K | 0.07% | +97+2.5% | Added |
| Aurora Investment Managers, LLC. | 4,005 | $681.0K | 0.44% | −100−2.4% | Reduced |
| Sageworth Trust Co | 4,007 | $681.4K | 0.04% | +378+10.4% | Added |
| Cadinha & Co LLC | 4,021 | $683.8K | 0.12% | +18+0.4% | Added |
| WBI Investments | 4,025 | $684.5K | 0.16% | +4,025 | New |
| RiverFront Investment Group, LLC | 4,026 | $684.6K | 0.02% | +541+15.5% | Added |
| Orca Investment Management, LLC | 4,052 | $689.0K | 0.62% | +252+6.6% | Added |
| Catalyst Capital Advisors LLC | 4,055 | $689.6K | 0.02% | +2,726+205.1% | Added |
| Montchanin Asset Management, LLC | 4,055 | $690.0K | 0.64% | −351−8.0% | Reduced |
| Catalina Capital Group, LLC | 4,063 | $691.0K | 0.23% | −409−9.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,070 | $692.1K | 0.19% | −20.0% | Reduced |
| Holistic Planning, LLC | 4,078 | $693.4K | 0.29% | +92+2.3% | Added |
| CVA Family Office, LLC | 4,094 | $696.2K | 0.11% | +45+1.1% | Added |
| Summit X, LLC | 4,227 | $697.0K | 0.17% | −2,252−34.8% | Reduced |
| Sherbrooke Park Advisers LLC | 4,099 | $697.0K | 0.16% | +4,099 | New |
| Successful Portfolios LLC | 4,118 | $700.3K | 0.47% | −107−2.5% | Reduced |
| McClarren Financial Advisors, Inc. | 2,938 | $702.0K | 0.79% | +2,114+256.6% | Added |
| MJP Associates Inc | 4,134 | $702.9K | 0.13% | −445−9.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,140 | $704.0K | 0.14% | −725−14.9% | Reduced |
| Peoples Bank | 4,143 | $704.5K | 0.36% | −275−6.2% | Reduced |
| Keel Point, LLC | 4,164 | $708.1K | 0.06% | −86−2.0% | Reduced |
| McMorgan & Co LLC | 4,167 | $708.6K | 0.11% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,168 | $708.8K | 0.07% | +140+3.5% | Added |
| Aft, Forsyth & Company, Inc. | 4,177 | $710.2K | 0.35% | +10.0% | Added |
| KWB Wealth | 4,309 | $710.7K | 0.09% | −1,444−25.1% | Reduced |
| Fortress Wealth Group, LLC | 4,190 | $711.7K | 0.35% | −164−3.8% | Reduced |
| Prestige Wealth Management Group LLC | 4,191 | $712.6K | 0.15% | +194+4.9% | Added |
| Apeiron RIA LLC | 4,195 | $713.4K | 0.20% | +138+3.4% | Added |
| Cassady Schiller Wealth Management, LLC | 4,197 | $713.7K | 0.26% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,201 | $714.4K | 0.06% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,210 | $715.8K | 0.39% | +1,256+42.5% | Added |
| Waddell & Associates, LLC | 4,213 | $716.3K | 0.09% | +20.0% | Added |
| Alliance Wealth Advisors, LLC | 4,215 | $716.7K | 0.19% | +265+6.7% | Added |
| Sachetta, LLC | 4,233 | $719.8K | 0.28% | +146+3.6% | Added |
| American Investment Services, Inc. | 4,238 | $720.7K | 0.12% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,249 | $722.5K | 0.22% | −22−0.5% | Reduced |
| DRW Securities, LLC | 4,250 | $722.7K | 0.04% | +1,591+59.8% | Added |
| Pointe Capital Management LLC | 4,250 | $722.7K | 0.42% | 00.0% | Unchanged |