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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 5,725 | $973.6K | 0.28% | +284+5.2% | Added |
| CM Wealth Advisors LLC | 5,729 | $974.2K | 0.32% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,729 | $974.3K | 0.04% | −1,012−15.0% | Reduced |
| Mill Capital Management, LLC | 5,732 | $974.7K | 0.08% | −450−7.3% | Reduced |
| Richwood Investment Advisors, LLC | 5,735 | $975.2K | 0.81% | −634−10.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,744 | $976.9K | 0.49% | +88+1.6% | Added |
| Brown Miller Wealth Management, LLC | 5,746 | $977.1K | 0.38% | −20.0% | Reduced |
| Auxano Advisors, LLC | 5,750 | $977.8K | 0.25% | +52+0.9% | Added |
| Prairie Sky Financial Group LLC | 5,785 | $983.7K | 0.56% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5,789 | $984.3K | 0.19% | +2,938+103.1% | Added |
| Heartland Bank & Trust Co | 5,803 | $986.8K | 0.53% | −174−2.9% | Reduced |
| Gateway Wealth Partners, LLC | 5,810 | $988.0K | 0.27% | −101−1.7% | Reduced |
| SkyOak Wealth, LLC | 5,810 | $988.0K | 0.22% | −43−0.7% | Reduced |
| Magnolia Capital Management Ltd | 5,812 | $988.0K | 0.79% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,812 | $988.3K | 0.74% | −286−4.7% | Reduced |
| Diversified, LLC | 5,819 | $989.5K | 0.11% | +130+2.3% | Added |
| Diversified Enterprises, LLC | 5,819 | $989.5K | 0.11% | +5,819 | New |
| Sunburst Financial Group, LLC | 5,824 | $990.4K | 0.25% | −523−8.2% | Reduced |
| Congress Park Capital LLC | 5,825 | $990.5K | 0.37% | −300−4.9% | Reduced |
| Forza Wealth Management, LLC | 5,826 | $990.7K | 0.45% | −46−0.8% | Reduced |
| Soltis Investment Advisors LLC | 5,831 | $991.5K | 0.10% | +814+16.2% | Added |
| Cedrus LLC | 5,840 | $993.2K | 0.37% | −23−0.4% | Reduced |
| Cornerstone Advisory, LLC | 5,847 | $994.3K | 0.13% | −65−1.1% | Reduced |
| Abacus Planning Group, Inc. | 5,853 | $995.3K | 0.18% | +214+3.8% | Added |
| Granite Group Advisors, LLC | 5,853 | $995.3K | 0.64% | −340−5.5% | Reduced |
| Exchange Bank | 5,855 | $995.6K | 0.81% | +410+7.5% | Added |
| Morse Asset Management, Inc | 5,856 | $995.9K | 0.21% | +5,856 | New |
| Invesco, LLC | 5,861 | $996.7K | 0.40% | −1,718−22.7% | Reduced |
| Callan Capital, LLC | 5,886 | $1.00M | 0.07% | +379+6.9% | Added |
| Personal Cfo Solutions, LLC | 5,894 | $1.00M | 0.14% | −363−5.8% | Reduced |
| Winthrop Advisory Group LLC | 5,904 | $1.00M | 0.12% | −82−1.4% | Reduced |
| Bank & Trust Co | 5,908 | $1.00M | 0.82% | −22−0.4% | Reduced |
| Essex Investment Management Co LLC | 5,911 | $1.01M | 0.18% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,912 | $1.01M | 0.11% | −100−1.7% | Reduced |
| Curated Wealth Partners LLC | 5,915 | $1.01M | 0.13% | −1,455−19.7% | Reduced |
| Alpha DNA Investment Management LLC | 5,927 | $1.01M | 0.55% | −169−2.8% | Reduced |
| Broadwater Capital Management LLC | 5,930 | $1.01M | 0.74% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 5,933 | $1.01M | 0.00% | +4,551+329.3% | Added |
| Sargent Investment Group, LLC | 5,937 | $1.01M | 0.18% | +332+5.9% | Added |
| Franklin Street Advisors Inc | 5,948 | $1.01M | 0.07% | −323−5.2% | Reduced |
| Buckley Wealth Management, LLC | 5,946 | $1.01M | 0.31% | +186+3.2% | Added |
| Royal Capital Wealth Management, LLC | 5,956 | $1.01M | 0.72% | −74−1.2% | Reduced |
| Weatherly Asset Management L. P. | 5,957 | $1.01M | 0.09% | +966+19.4% | Added |
| Profit Investment Management, LLC | 5,958 | $1.01M | 0.80% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,959 | $1.01M | 0.51% | −904−13.2% | Reduced |
| OneAscent Wealth Management LLC | 5,962 | $1.01M | 0.38% | +5,962 | New |
| Callan Family Office, LLC | 5,977 | $1.02M | 0.17% | +407+7.3% | Added |
| Primoris Wealth Advisors, LLC | 4,728 | $1.02M | 0.74% | +748+18.8% | Added |
| Wolff Financial Management LLC | 5,983 | $1.02M | 0.28% | +5,983 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,984 | $1.02M | 0.25% | +525+9.6% | Added |
| Peachtree Investment Partners, LLC | 5,992 | $1.02M | 0.38% | −1,171−16.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,998 | $1.02M | 0.10% | +215+3.7% | Added |
| ERn Financial, LLC | 6,014 | $1.02M | 0.16% | −63−1.0% | Reduced |
| Foster & Motley Inc | 6,019 | $1.02M | 0.06% | −32−0.5% | Reduced |
| Atlantic Trust, LLC | 6,023 | $1.02M | 0.25% | −1,608−21.1% | Reduced |
| Group One Trading, L.P. | 6,026 | $1.02M | 0.04% | −6,879−53.3% | Reduced |
| Wellington Shields Capital Management, LLC | 6,043 | $1.03M | 0.18% | −32−0.5% | Reduced |
| MQS Management LLC | 6,075 | $1.03M | 0.58% | +1,892+45.2% | Added |
| KLCM Advisors, Inc. | 6,075 | $1.03M | 0.12% | +87+1.5% | Added |
| First Commonwealth Financial Corp | 6,078 | $1.03M | 0.25% | −59−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 6,094 | $1.04M | 0.03% | −214−3.4% | Reduced |
| Roman Butler Fullerton & Co | 5,899 | $1.04M | 0.31% | +58+1.0% | Added |
| Argus Investors' Counsel, Inc. | 6,109 | $1.04M | 0.68% | −1,500−19.7% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $1.04M | 0.14% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,146 | $1.05M | 0.18% | +41+0.7% | Added |
| Sunesis Advisors, LLC | 6,156 | $1.05M | 0.63% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 6,156 | $1.05M | 0.94% | +131+2.2% | Added |
| Alta Wealth Advisors LLC | 6,156 | $1.05M | 0.48% | −135−2.1% | Reduced |
| Brass Tax Wealth Management, Inc | 6,181 | $1.05M | 0.23% | +3,733+152.5% | Added |
| Eqis Capital Management, Inc. | 6,183 | $1.05M | 0.08% | −58−0.9% | Reduced |
| EagleClaw Capital Managment, LLC | 6,200 | $1.05M | 0.18% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 6,205 | $1.06M | 0.68% | −916−12.9% | Reduced |
| Acima Private Wealth, LLC | 6,206 | $1.06M | 0.35% | 00.0% | Unchanged |
| Vigilare Wealth Management | 6,210 | $1.06M | 0.43% | −327−5.0% | Reduced |
| Good Life Advisors, LLC | 6,221 | $1.06M | 0.07% | +2,664+74.9% | Added |
| Diligent Investors, LLC | 6,237 | $1.06M | 0.25% | +110+1.8% | Added |
| Trust Co | 6,244 | $1.06M | 0.13% | −300−4.6% | Reduced |
| Catalyst Financial Partners LLC | 6,263 | $1.07M | 0.21% | +602+10.6% | Added |
| Machina Capital S.A.S. | 6,268 | $1.07M | 0.42% | +4,108+190.2% | Added |
| First County Bank | 6,268 | $1.07M | 0.53% | +351+5.9% | Added |
| Matrix Trust Co | 6,269 | $1.07M | 0.20% | −141−2.2% | Reduced |
| Marathon Capital Management | 6,271 | $1.07M | 0.26% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 6,274 | $1.07M | 0.55% | 00.0% | Unchanged |
| Bray Capital Advisors | 6,283 | $1.07M | 0.26% | +10.0% | Added |
| Northern Oak Wealth Management Inc | 6,286 | $1.07M | 0.12% | −568−8.3% | Reduced |
| Shum Financial Group, Inc. | 6,378 | $1.07M | 0.89% | +6,378 | New |
| Charter Oak Capital Management, LLC | 6,341 | $1.08M | 0.10% | +454+7.7% | Added |
| Atomi Financial Group, Inc. | 6,348 | $1.08M | 0.07% | +49+0.8% | Added |
| Insight Advisors, LLC | 6,350 | $1.08M | 0.19% | −399−5.9% | Reduced |
| MEMBERS Trust Co | 6,356 | $1.08M | 0.04% | −100−1.5% | Reduced |
| Sentry Investment Management LLC | 6,375 | $1.08M | 0.46% | −72−1.1% | Reduced |
| Custos Family Office, LLC | 6,383 | $1.09M | 0.39% | +78+1.2% | Added |
| New England Research & Management, Inc. | 6,386 | $1.09M | 0.51% | −2,395−27.3% | Reduced |
| First Affirmative Financial Network | 6,388 | $1.09M | 0.59% | +4,546+246.8% | Added |
| Wells Trecaso Financial Group, LLC | 6,395 | $1.09M | 0.36% | −255−3.8% | Reduced |
| Spirepoint Private Client, LLC | 6,399 | $1.09M | 0.14% | −16−0.2% | Reduced |
| Ellis Investment Partners, LLC | 6,412 | $1.09M | 0.21% | +69+1.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,615 | $1.09M | 0.57% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 6,420 | $1.09M | 0.42% | +345+5.7% | Added |
| NWF Advisory Services Inc. | 6,427 | $1.09M | 0.16% | −48−0.7% | Reduced |