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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 4,908 | $834.6K | 0.43% | +88+1.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,916 | $836.0K | 0.24% | −45−0.9% | Reduced |
| DT Investment Partners, LLC | 4,916 | $836.0K | 0.07% | +92+1.9% | Added |
| Beaumont Asset Management, L.L.C. | 4,919 | $836.5K | 0.49% | +88+1.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,921 | $836.9K | 0.45% | −122−2.4% | Reduced |
| Triton Wealth Management, PLLC | 4,879 | $836.9K | 0.48% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 4,922 | $837.0K | 0.46% | +1,010+25.8% | Added |
| Brophy Wealth Management, LLC | 4,932 | $838.8K | 0.30% | +4,932 | New |
| Centennial Bank | 4,940 | $840.0K | 0.39% | −146−2.9% | Reduced |
| Evernest Financial Advisors, LLC | 4,940 | $840.0K | 0.23% | +1,300+35.7% | Added |
| Seven Springs Wealth Group, LLC | 4,941 | $840.2K | 0.31% | −14−0.3% | Reduced |
| Dechtman Wealth Management, LLC | 4,948 | $841.3K | 0.17% | +11+0.2% | Added |
| Gratus Wealth Advisors, LLC | 5,047 | $843.9K | 0.14% | −334−6.2% | Reduced |
| Clarus Group, Inc. | 4,980 | $846.8K | 0.36% | −5−0.1% | Reduced |
| Hamilton Capital, LLC | 5,107 | $848.2K | 0.06% | +346+7.3% | Added |
| Tarbox Family Office, Inc. | 4,988 | $848.2K | 0.14% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 4,990 | $848.5K | 0.69% | −332−6.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,999 | $850.1K | 0.41% | −180−3.5% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $850.3K | 0.59% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 5,008 | $851.6K | 0.09% | +251+5.3% | Added |
| Madden Securities Corp | 5,008 | $851.6K | 0.37% | −690−12.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 5,017 | $853.1K | 0.16% | +168+3.5% | Added |
| OneAscent Financial Services LLC | 5,031 | $856.0K | 0.62% | +5,031 | New |
| Van Hulzen Asset Management, LLC | 5,040 | $857.0K | 0.06% | −81−1.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,044 | $857.9K | 0.07% | +2,684+113.7% | Added |
| Armstrong Advisory Group, Inc | 5,056 | $859.8K | 0.07% | +13+0.3% | Added |
| Breakwater Capital Group | 5,071 | $862.3K | 0.17% | −187−3.6% | Reduced |
| CPA Asset Management LLC | 5,074 | $862.8K | 0.42% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 5,079 | $863.7K | 0.04% | −1,879−27.0% | Reduced |
| Andra AP-fonden | 5,081 | $864.0K | 0.01% | −29,019−85.1% | Reduced |
| Goldstone Financial Group, LLC | 5,093 | $866.1K | 0.15% | −2,432−32.3% | Reduced |
| Pure Financial Advisors, Inc. | 5,105 | $868.0K | 0.02% | −34−0.7% | Reduced |
| Promethium Advisors,llc | 5,109 | $868.8K | 0.61% | +5,109 | New |
| Waypoint Capital Advisors, LLC | 5,117 | $870.1K | 0.19% | +139+2.8% | Added |
| Community Trust & Investment Co | 5,124 | $871.3K | 0.06% | +697+15.7% | Added |
| Somerset Group LLC | 5,138 | $873.7K | 0.81% | −100−1.9% | Reduced |
| Cassia Capital Partners, LLC | 5,153 | $876.3K | 0.58% | −32−0.6% | Reduced |
| Boltwood Capital Management | 5,171 | $879.3K | 0.26% | −130−2.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,176 | $880.2K | 0.66% | −636−10.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,229 | $889.1K | 0.52% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 5,235 | $890.2K | 0.26% | +209+4.2% | Added |
| Mma Asset Management LLC | 5,254 | $891.9K | 0.24% | +2,598+97.8% | Added |
| Cottonwood Capital Advisors, LLC | 5,249 | $892.6K | 0.66% | −51−1.0% | Reduced |
| Chesapeake Wealth Management | 5,258 | $894.3K | 0.31% | −519−9.0% | Reduced |
| Sound Income Strategies, LLC | 5,259 | $894.3K | 0.06% | −154−2.8% | Reduced |
| Roof Eidam & Maycock | 5,263 | $895.0K | 0.23% | +10.0% | Added |
| Aureus Asset Management, LLC | 5,280 | $897.9K | 0.06% | −780−12.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,281 | $898.0K | 0.25% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,318 | $904.3K | 0.25% | +145+2.8% | Added |
| Lakeridge Wealth Management LLC | 5,330 | $906.4K | 0.50% | −153−2.8% | Reduced |
| Allegheny Financial Group LTD | 5,333 | $906.8K | 0.22% | +333+6.7% | Added |
| NCM Capital Management, LLC | 5,352 | $910.1K | 0.44% | −99−1.8% | Reduced |
| Sax Wealth Advisors, LLC | 5,354 | $910.4K | 0.08% | +659+14.0% | Added |
| West Bancorporation Inc | 5,377 | $914.4K | 0.61% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,399 | $918.1K | 0.15% | +84+1.6% | Added |
| Summit Place Financial Advisors, LLC | 5,400 | $918.3K | 0.51% | −462−7.9% | Reduced |
| First Business Financial Services, Inc. | 5,408 | $919.6K | 0.09% | −284−5.0% | Reduced |
| Park Place Capital Corp | 5,408 | $919.6K | 0.26% | +713+15.2% | Added |
| Cim Investment Mangement Inc | 5,416 | $921.0K | 0.27% | −97−1.8% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,422 | $922.0K | 0.67% | +9+0.2% | Added |
| FLC Capital Advisors | 5,429 | $923.2K | 0.21% | +337+6.6% | Added |
| L2 Asset Management, LLC | 5,432 | $923.7K | 0.25% | +183+3.5% | Added |
| Transamerica Financial Advisors, Inc. | 5,438 | $925.0K | 0.09% | +487+9.8% | Added |
| Northern Financial Advisors Inc | 5,454 | $927.5K | 0.70% | −652−10.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,589 | $928.3K | 0.49% | +10.0% | Added |
| Aveo Capital Partners, LLC | 5,465 | $929.4K | 0.10% | +9+0.2% | Added |
| Childress Capital Advisors, LLC | 5,470 | $930.2K | 0.25% | −928−14.5% | Reduced |
| IVC Wealth Advisors LLC | 5,470 | $930.2K | 0.51% | −985−15.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,488 | $933.2K | 0.10% | +23+0.4% | Added |
| Patriot Investment Management Inc. | 5,498 | $934.9K | 0.07% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 5,502 | $936.0K | 0.55% | +16+0.3% | Added |
| Annex Advisory Services, LLC | 5,508 | $936.6K | 0.03% | +243+4.6% | Added |
| Resurgent Financial Advisors LLC | 5,521 | $938.8K | 0.55% | −420−7.1% | Reduced |
| Integral Investment Advisors, Inc. | 5,523 | $939.2K | 0.31% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 5,534 | $941.1K | 0.34% | +15+0.3% | Added |
| Elyxium Wealth, LLC | 5,536 | $941.4K | 0.52% | +5,536 | New |
| Clough Capital Partners L P | 5,540 | $942.0K | 0.10% | 00.0% | Unchanged |
| Trust Co of Kansas | 5,542 | $942.0K | 0.46% | +2,074+59.8% | Added |
| Alera Investment Advisors, LLC | 5,561 | $945.6K | 0.11% | +509+10.1% | Added |
| Pinnacle West Asset Management, Inc. | 5,565 | $946.0K | 0.68% | +120+2.2% | Added |
| Norris Perne & French LLP | 5,568 | $946.8K | 0.06% | +13+0.2% | Added |
| General Partner, Inc. | 5,568 | $946.8K | 0.59% | 00.0% | Unchanged |
| United Bank | 5,599 | $952.1K | 0.11% | +95+1.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,605 | $953.1K | 0.36% | −75−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 5,611 | $954.2K | 0.15% | +12+0.2% | Added |
| Hoey Investments, Inc | 5,788 | $954.6K | 0.18% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 5,625 | $956.5K | 0.48% | +31+0.6% | Added |
| Trust Co of the South | 5,627 | $956.9K | 0.20% | +1,331+31.0% | Added |
| Capstone Triton Financial Group, LLC | 5,648 | $960.5K | 0.61% | −132−2.3% | Reduced |
| Gilbert & Cook, Inc. | 5,650 | $960.8K | 0.13% | +48+0.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,652 | $961.1K | 0.69% | +5,652 | New |
| Goepper Burkhardt LLC | 5,655 | $961.6K | 0.40% | −108−1.9% | Reduced |
| Weik Capital Management | 5,657 | $962.0K | 0.39% | −55−1.0% | Reduced |
| Bay Rivers Group | 5,683 | $966.4K | 0.48% | +32+0.6% | Added |
| Tranquility Partners, LLC | 5,691 | $967.8K | 0.35% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,691 | $967.8K | 0.59% | +50+0.9% | Added |
| Addison Advisors LLC | 5,691 | $967.8K | 0.27% | −744−11.6% | Reduced |
| Silver Lake Advisory, LLC | 5,713 | $971.5K | 0.40% | +22+0.4% | Added |
| Wellington Shields & Co., LLC | 5,715 | $971.8K | 0.30% | −200−3.4% | Reduced |
| Demars Financial Group, LLC | 5,721 | $972.9K | 0.44% | +62+1.1% | Added |