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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 6,429 | $1.09M | 0.10% | −90−1.4% | Reduced |
| RIA Advisory Group LLC | 6,432 | $1.09M | 0.39% | +6,432 | New |
| Integris Wealth Management, LLC | 6,440 | $1.10M | 0.31% | +319+5.2% | Added |
| Oak Harbor Wealth Partners, LLC | 6,461 | $1.10M | 0.32% | +204+3.3% | Added |
| Canopy Partners, LLC | 6,462 | $1.10M | 0.47% | −146−2.2% | Reduced |
| Nadler Financial Group, Inc. | 6,465 | $1.10M | 0.12% | −171−2.6% | Reduced |
| Alpha Family Trust | 6,470 | $1.10M | 0.61% | −2,480−27.7% | Reduced |
| Midwest Professional Planners, LTD. | 6,477 | $1.10M | 0.34% | +346+5.6% | Added |
| Doheny Asset Management | 6,479 | $1.10M | 0.75% | −840−11.5% | Reduced |
| Strategy Asset Managers LLC | 6,499 | $1.11M | 0.21% | −88−1.3% | Reduced |
| Scientech Research LLC | 6,511 | $1.11M | 0.22% | +4,541+230.5% | Added |
| JT Stratford LLC | 6,522 | $1.11M | 0.19% | −91−1.4% | Reduced |
| Carson Advisory Inc. | 6,524 | $1.11M | 0.70% | +6+0.1% | Added |
| Wall Street Access Asset Management, LLC | 6,535 | $1.11M | 0.42% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,537 | $1.11M | 0.03% | −2,715−29.3% | Reduced |
| Greatmark Investment Partners, Inc. | 6,541 | $1.11M | 0.15% | −42−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,561 | $1.12M | 0.08% | +76+1.2% | Added |
| Aaron Wealth Advisors | 6,573 | $1.12M | 0.13% | +759+13.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 6,580 | $1.12M | 0.47% | +30.0% | Added |
| Stony Point Wealth Management Inc. | 6,586 | $1.12M | 0.47% | −192−2.8% | Reduced |
| Altus Wealth Group LLC | 6,587 | $1.12M | 0.48% | +535+8.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,589 | $1.12M | 0.39% | −146−2.2% | Reduced |
| Missouri Trust & Investment Co | 6,595 | $1.12M | 0.39% | +470+7.7% | Added |
| Fort Sheridan Advisors LLC | 6,609 | $1.12M | 0.17% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 6,653 | $1.13M | 0.26% | −6−0.1% | Reduced |
| Herold Advisors, Inc. | 6,653 | $1.13M | 0.25% | +121+1.9% | Added |
| ABLE Financial Group, LLC | 6,657 | $1.13M | 0.35% | +81+1.2% | Added |
| Kuhn & Co Investment Counsel | 6,657 | $1.13M | 0.97% | −557−7.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,673 | $1.13M | 0.42% | −162−2.4% | Reduced |
| Emerald Advisors, LLC | 6,484 | $1.14M | 0.16% | +243+3.9% | Added |
| Iams Wealth Management, LLC | 6,698 | $1.14M | 0.56% | +265+4.1% | Added |
| Cove Private Wealth, LLC | 6,705 | $1.14M | 0.88% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 6,707 | $1.14M | 0.06% | +48+0.7% | Added |
| Fullcircle Wealth LLC | 6,717 | $1.14M | 0.51% | +802+13.6% | Added |
| Mountain Pacific Investment Advisers Inc | 6,711 | $1.14M | 0.08% | −30−0.4% | Reduced |
| Gen-Wealth Partners Inc | 6,871 | $1.14M | 0.50% | +1,402+25.6% | Added |
| Longfellow Investment Management Co LLC | 6,719 | $1.14M | 0.29% | +39+0.6% | Added |
| Provenance Wealth Advisors, LLC | 6,739 | $1.15M | 0.14% | +460+7.3% | Added |
| Strengthening Families & Communities, LLC | 6,747 | $1.15M | 0.29% | +378+5.9% | Added |
| Old Port Advisors | 6,752 | $1.15M | 0.32% | −111−1.6% | Reduced |
| Advisory Alpha, LLC | 6,752 | $1.15M | 0.04% | −89−1.3% | Reduced |
| WR Wealth Planners, LLC | 6,756 | $1.15M | 0.32% | +118+1.8% | Added |
| Ramirez Asset Management, Inc. | 6,769 | $1.15M | 0.22% | −1,232−15.4% | Reduced |
| Modern Wealth Management, LLC | 6,787 | $1.15M | 0.07% | +225+3.4% | Added |
| Castlekeep Investment Advisors LLC | 6,793 | $1.16M | 0.79% | +535+8.5% | Added |
| Ellenbecker Investment Group | 6,793 | $1.16M | 0.22% | +10+0.1% | Added |
| Quent Capital, LLC | 6,822 | $1.16M | 0.12% | −396−5.5% | Reduced |
| Oak Thistle LLC | 6,824 | $1.16M | 0.38% | +3,346+96.2% | Added |
| VERITY Wealth Advisors | 6,837 | $1.16M | 0.82% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 6,843 | $1.16M | 0.38% | +3,727+119.6% | Added |
| Cidel Asset Management Inc | 6,863 | $1.17M | 0.08% | +250+3.8% | Added |
| FinTrust Capital Advisors, LLC | 6,866 | $1.17M | 0.20% | +821+13.6% | Added |
| Live Oak Private Wealth LLC | 6,887 | $1.17M | 0.19% | −58−0.8% | Reduced |
| Altfest L J & Co Inc | 6,895 | $1.17M | 0.16% | +276+4.2% | Added |
| Stableford Capital II LLC | 6,709 | $1.17M | 0.47% | +76+1.1% | Added |
| MBA Advisors LLC | 6,906 | $1.17M | 0.56% | −57−0.8% | Reduced |
| Knuff & Co LLC | 6,907 | $1.17M | 0.36% | −764−10.0% | Reduced |
| Brown Capital Management LLC | 6,917 | $1.18M | 0.03% | 00.0% | Unchanged |
| PGGM Investments | 6,936 | $1.18M | 0.02% | −2,026−22.6% | Reduced |
| B&L Asset Management LLC | 6,954 | $1.18M | 0.75% | +6,954 | New |
| MB, Levis & Associates, LLC | 6,967 | $1.18M | 0.58% | +19+0.3% | Added |
| Elgethun Capital Management | 6,981 | $1.19M | 0.28% | +4+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,991 | $1.19M | 0.18% | +69+1.0% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.19M | 0.35% | 00.0% | Unchanged |
| Tevis Investment Management | 7,008 | $1.19M | 0.88% | +208+3.1% | Added |
| My Legacy Advisors, LLC | 7,015 | $1.19M | 0.47% | −2,066−22.8% | Reduced |
| MBE Wealth Management, LLC | 7,018 | $1.19M | 0.66% | +8+0.1% | Added |
| Maven Securities LTD | 7,026 | $1.19M | 0.14% | +2,665+61.1% | Added |
| Meritage Portfolio Management | 7,042 | $1.20M | 0.07% | +7+0.1% | Added |
| Monterey Private Wealth, Inc. | 7,068 | $1.20M | 0.41% | −280−3.8% | Reduced |
| Verity Asset Management, Inc. | 7,116 | $1.20M | 0.45% | +1,588+28.7% | Added |
| Cross Staff Investments Inc | 7,080 | $1.20M | 0.93% | +60+0.9% | Added |
| Westmount Partners, LLC | 7,083 | $1.20M | 0.36% | +307+4.5% | Added |
| Donald L. Hagan, LLC | 7,099 | $1.21M | 0.62% | −459−6.1% | Reduced |
| Sentry LLC | 7,106 | $1.21M | 0.23% | −29−0.4% | Reduced |
| Simon Quick Advisors, LLC | 7,112 | $1.21M | 0.08% | +1,233+21.0% | Added |
| Jeppson Wealth Management, LLC | 7,113 | $1.21M | 0.43% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,122 | $1.21M | 0.04% | −1,102−13.4% | Reduced |
| Clark Capital Management Group, Inc. | 7,145 | $1.22M | 0.01% | −176,452−96.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 7,152 | $1.22M | 0.22% | −25,659−78.2% | Reduced |
| Carl P. Sherr & Co., LLC | 7,157 | $1.22M | 0.64% | −2,979−29.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 7,159 | $1.22M | 0.55% | −939−11.6% | Reduced |
| Phoenix Wealth Advisors | 7,160 | $1.22M | 0.57% | −182−2.5% | Reduced |
| Donoghue Forlines LLC | 7,165 | $1.22M | 0.35% | +3,582+100.0% | Added |
| James Investment Research Inc | 7,170 | $1.22M | 0.14% | −11,664−61.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 7,183 | $1.22M | 0.53% | −72−1.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,191 | $1.22M | 0.79% | +152+2.2% | Added |
| Signal Advisors Wealth, LLC | 7,209 | $1.23M | 0.18% | +7,209 | New |
| Archford Capital Strategies, LLC | 6,977 | $1.23M | 0.19% | −32−0.5% | Reduced |
| Old Mission Investment Co LLC | 7,237 | $1.23M | 0.38% | +8+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,252 | $1.23M | 0.26% | +1,889+35.2% | Added |
| Powers Advisory Group, LLC | 7,253 | $1.23M | 0.62% | +39+0.5% | Added |
| BTG Pactual Asset Management US LLC | 7,266 | $1.24M | 0.18% | +1,553+27.2% | Added |
| Skopos Labs, Inc. | 7,266 | $1.24M | 0.41% | +178+2.5% | Added |
| FSM Wealth Advisors, LLC | 7,274 | $1.24M | 0.33% | −181−2.4% | Reduced |
| Keating Investment Counselors Inc | 7,280 | $1.24M | 0.37% | −325−4.3% | Reduced |
| Eisler Capital (UK) Ltd. | 7,289 | $1.24M | 0.30% | −16,506−69.4% | Reduced |
| New Millennium Group LLC | 7,295 | $1.24M | 0.80% | +7,038+2,738.5% | Added |
| Global Trust Asset Management, LLC | 7,307 | $1.24M | 0.46% | −300−3.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,315 | $1.24M | 0.91% | +86+1.2% | Added |