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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 4,256 | $723.7K | 0.66% | −354−7.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,259 | $724.2K | 0.02% | −16,595−79.6% | Reduced |
| Wedgewood Investors Inc | 4,261 | $724.6K | 0.79% | +12+0.3% | Added |
| Greenwich Wealth Management LLC | 4,272 | $726.0K | 0.05% | +10.0% | Added |
| Family Firm, Inc. | 4,272 | $726.4K | 0.16% | +15+0.4% | Added |
| Schear Investment Advisers, LLC | 4,281 | $728.0K | 0.45% | +60+1.4% | Added |
| Tanaka Capital Management Inc | 4,284 | $728.0K | 1.68% | −20−0.5% | Reduced |
| McIlrath & Eck, LLC | 4,289 | $729.3K | 0.09% | −88−2.0% | Reduced |
| Richardson Financial Services Inc. | 4,426 | $730.0K | 0.46% | 00.0% | Unchanged |
| Main Street Group, LTD | 4,295 | $730.2K | 0.29% | −50−1.2% | Reduced |
| Symmetry Investments LP | 4,300 | $731.2K | 0.16% | +4,300 | New |
| Reik & Co., LLC | 4,305 | $732.1K | 0.17% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,309 | $732.8K | 0.19% | −402−8.5% | Reduced |
| Sigma Investment Counselors Inc | 4,310 | $732.9K | 0.04% | +66+1.6% | Added |
| Councilmark Asset Management, LLC | 4,310 | $732.9K | 0.49% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 4,332 | $736.7K | 0.22% | −400−8.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,338 | $737.6K | 0.12% | −25−0.6% | Reduced |
| Sweeney & Michel, LLC | 4,228 | $740.2K | 0.29% | +20+0.5% | Added |
| Nemes Rush Group LLC | 4,230 | $740.3K | 0.11% | +227+5.7% | Added |
| Security Financial Services, INC. | 4,355 | $740.6K | 0.15% | +341+8.5% | Added |
| LongView Wealth Management | 4,361 | $741.6K | 0.24% | −10−0.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,375 | $743.9K | 0.41% | −712−14.0% | Reduced |
| Black Diamond Financial, LLC | 4,385 | $745.7K | 0.13% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,388 | $746.2K | 0.05% | +2,108+92.5% | Added |
| Richard W. Paul & Associates, LLC | 4,393 | $747.1K | 0.27% | +296+7.2% | Added |
| Retirement Planning Group | 4,402 | $748.5K | 0.04% | +4,402 | New |
| Capital Investment Counsel, Inc | 4,402 | $748.6K | 0.11% | +230+5.5% | Added |
| Solstein Capital, LLC | 4,406 | $749.2K | 0.40% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,409 | $750.0K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,415 | $750.8K | 0.13% | +78+1.8% | Added |
| Clear Harbor Asset Management, LLC | 4,421 | $751.8K | 0.06% | −110−2.4% | Reduced |
| Colonial River Wealth Management, LLC | 4,425 | $752.5K | 0.37% | −6,886−60.9% | Reduced |
| Salomon & Ludwin, LLC | 4,428 | $753.0K | 0.08% | −791−15.2% | Reduced |
| Waycross Partners, LLC | 4,433 | $753.8K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,457 | $758.0K | 0.62% | −8−0.2% | Reduced |
| Meridian Investment Counsel Inc. | 4,465 | $759.3K | 0.23% | −1,554−25.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,466 | $759.4K | 0.05% | +446+11.1% | Added |
| First National Bank | 4,479 | $761.7K | 0.53% | +170+3.9% | Added |
| Horan Capital Advisors, LLC. | 4,481 | $762.1K | 0.25% | −50−1.1% | Reduced |
| Blueprint Investment Partners LLC | 4,484 | $762.5K | 0.14% | +2,519+128.2% | Added |
| OmniStar Financial Group, Inc. | 4,477 | $763.0K | 0.57% | −47−1.0% | Reduced |
| D'Orazio & Associates, Inc. | 4,490 | $763.5K | 0.11% | +297+7.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,496 | $764.5K | 0.02% | −4,279−48.8% | Reduced |
| Cascades Capital Asset Management, LLC | 4,497 | $764.7K | 0.42% | +4,497 | New |
| Phillips Wealth Planners LLC | 4,383 | $764.7K | 0.73% | +1,379+45.9% | Added |
| Hanson & Doremus Investment Management | 4,507 | $766.0K | 0.12% | −90−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,506 | $766.3K | 0.07% | −2,300−33.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,521 | $768.9K | 0.18% | −45−1.0% | Reduced |
| First Heartland Consultants, Inc. | 4,524 | $769.0K | 0.08% | −8,270−64.6% | Reduced |
| Opus Capital Group, LLC | 4,522 | $769.0K | 0.10% | −25−0.5% | Reduced |
| St. Louis Trust Co | 4,527 | $769.8K | 0.11% | −1,051−18.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,535 | $771.2K | 0.24% | +24+0.5% | Added |
| Davis-Rea Ltd. | 4,554 | $774.4K | 0.34% | −1,150−20.2% | Reduced |
| Tortoise Investment Management, LLC | 4,567 | $776.6K | 0.08% | −196−4.1% | Reduced |
| Howard Capital Management Group, LLC | 4,568 | $776.9K | 0.05% | +90+2.0% | Added |
| American Capital Advisory, LLC | 4,576 | $778.1K | 0.45% | +2,551+126.0% | Added |
| Clayton Financial Group LLC | 4,584 | $779.6K | 0.29% | +882+23.8% | Added |
| D.B. Root & Company, LLC | 4,603 | $782.7K | 0.26% | −211−4.4% | Reduced |
| Hexagon Capital Partners LLC | 4,607 | $783.3K | 0.15% | −503−9.8% | Reduced |
| WealthBridge Capital Management, LLC | 4,607 | $783.4K | 0.22% | −151−3.2% | Reduced |
| Legacy Bridge, LLC | 4,611 | $784.1K | 0.42% | −265−5.4% | Reduced |
| Keeler Thomas Management LLC | 4,613 | $784.4K | 0.25% | +10+0.2% | Added |
| Miller Investment Management, LP | 4,631 | $787.5K | 0.08% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 4,635 | $788.0K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,634 | $788.0K | 0.45% | +128+2.8% | Added |
| Mustard Seed Financial, LLC | 4,646 | $790.1K | 0.66% | +318+7.3% | Added |
| Savoie Capital LLC | 4,650 | $790.7K | 0.10% | 00.0% | Unchanged |
| Greenland Capital Management LP | 4,655 | $791.6K | 0.14% | +2,702+138.4% | Added |
| KFG Wealth Management, LLC | 4,662 | $792.8K | 0.17% | −109−2.3% | Reduced |
| Broadleaf Partners, LLC | 4,669 | $794.0K | 0.19% | −13−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 4,669 | $794.0K | 0.57% | 00.0% | Unchanged |
| First American Trust, FSB | 4,683 | $796.5K | 0.08% | −235−4.8% | Reduced |
| FinDec Wealth Services, Inc. | 4,692 | $797.9K | 0.46% | 00.0% | Unchanged |
| Tobam | 4,700 | $799.0K | 0.15% | +251+5.6% | Added |
| Arlington Trust Co LLC | 4,699 | $799.1K | 0.17% | −481−9.3% | Reduced |
| True North Advisors, LLC | 4,704 | $799.9K | 0.21% | +203+4.5% | Added |
| Crabel Capital Management, LLC | 4,707 | $800.4K | 0.56% | +4,707 | New |
| Cahaba Wealth Management, Inc. | 4,712 | $801.3K | 0.07% | +11+0.2% | Added |
| SRS Capital Advisors, Inc. | 4,723 | $803.2K | 0.07% | +203+4.5% | Added |
| Prentiss Smith & Co Inc | 4,725 | $803.5K | 0.51% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 4,730 | $804.3K | 0.42% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 4,739 | $805.9K | 0.36% | +125+2.7% | Added |
| Summit Financial Wealth Advisors, LLC | 4,754 | $808.4K | 0.15% | −8−0.2% | Reduced |
| Sandy Cove Advisors, LLC | 4,771 | $811.3K | 0.33% | +66+1.4% | Added |
| Birch Capital Management, LLC | 4,772 | $811.5K | 0.40% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,784 | $813.5K | 0.25% | +70+1.5% | Added |
| Guardian Wealth Advisors, LLC | 4,806 | $817.3K | 0.50% | +249+5.5% | Added |
| Morris Financial Concepts, Inc. | 4,821 | $819.8K | 0.35% | +62+1.3% | Added |
| Windsor Capital Management, LLC | 4,822 | $820.0K | 0.24% | +32+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 4,824 | $820.4K | 0.34% | +2,017+71.9% | Added |
| Seeds Investor LLC | 4,831 | $821.6K | 0.31% | +256+5.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,833 | $821.9K | 0.04% | +1,068+28.4% | Added |
| Mainstay Capital Management LLC | 4,842 | $823.4K | 0.14% | +330+7.3% | Added |
| Blackston Financial Advisory Group, LLC | 4,853 | $825.2K | 0.43% | +754+18.4% | Added |
| Legacy Private Trust Co. | 4,854 | $825.4K | 0.06% | −359−6.9% | Reduced |
| Mattern Wealth Management LLC | 4,865 | $827.4K | 0.18% | −454−8.5% | Reduced |
| Dark Forest Capital Management LP | 4,866 | $827.5K | 0.11% | +4,866 | New |
| Ironvine Capital Partners, LLC | 4,900 | $833.2K | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,902 | $833.6K | 0.16% | +32+0.7% | Added |
| Processus Wealth & Capital Management, LLC | 4,903 | $833.8K | 0.69% | −17−0.3% | Reduced |