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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 8,387 | $1.43M | 0.66% | −219−2.5% | Reduced |
| FWL Investment Management, LLC | 8,388 | $1.43M | 0.55% | +8,028+2,230.0% | Added |
| Sage Mountain Advisors LLC | 8,446 | $1.44M | 0.12% | +40+0.5% | Added |
| Boomfish Wealth Group, LLC | 8,450 | $1.44M | 0.88% | +476+6.0% | Added |
| Neo Ivy Capital Management | 8,470 | $1.44M | 0.47% | +8,470 | New |
| One Capital Management, LLC | 8,503 | $1.45M | 0.05% | −1,314−13.4% | Reduced |
| Everhart Financial Group, Inc. | 8,520 | $1.45M | 0.32% | +905+11.9% | Added |
| Philip James Wealth Mangement, LLC | 8,527 | $1.45M | 0.18% | +8,527 | New |
| Avestar Capital, LLC | 8,533 | $1.45M | 0.16% | +406+5.0% | Added |
| Cullen Capital Management LLC | 8,561 | $1.46M | 0.02% | −19−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 8,572 | $1.46M | 0.74% | −129−1.5% | Reduced |
| Empirical Asset Management, LLC | 34,815 | $1.46M | 0.52% | +2,382+7.3% | Added |
| Sterling Wealth Management, Inc. | 8,614 | $1.46M | 0.55% | +49+0.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,646 | $1.47M | 0.54% | +115+1.3% | Added |
| NVWM, LLC | 8,649 | $1.47M | 0.37% | +210+2.5% | Added |
| Greenfield Savings Bank | 8,655 | $1.47M | 0.70% | −57−0.7% | Reduced |
| Aigen Investment Management, LP | 8,667 | $1.47M | 0.29% | +5,424+167.3% | Added |
| DAGCO, Inc. | 8,703 | $1.48M | 0.61% | −447−4.9% | Reduced |
| Loudon Investment Management, LLC | 8,744 | $1.49M | 0.81% | +740+9.2% | Added |
| Jackson Square Capital, LLC | 8,802 | $1.50M | 0.37% | −22−0.2% | Reduced |
| AdvisorNet Financial, Inc | 8,861 | $1.51M | 0.11% | +465+5.5% | Added |
| Valley National Advisers Inc | 8,874 | $1.51M | 0.27% | −5,885−39.9% | Reduced |
| Union Savings Bank | 8,891 | $1.51M | 0.74% | −945−9.6% | Reduced |
| Weaver Capital Management LLC | 8,922 | $1.52M | 0.46% | −1,288−12.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 9,143 | $1.52M | 0.58% | +9,143 | New |
| Gryphon Financial Partners LLC | 8,938 | $1.52M | 0.21% | +208+2.4% | Added |
| VELA Investment Management, LLC | 8,938 | $1.52M | 0.52% | +40.0% | Added |
| Trinity Legacy Partners, LLC | 8,632 | $1.52M | 0.39% | −13,199−60.5% | Reduced |
| Rockingstone Advisors LLC | 8,948 | $1.52M | 0.75% | −287−3.1% | Reduced |
| Founders Financial Alliance, LLC | 8,954 | $1.52M | 0.42% | −7−0.1% | Reduced |
| Marion Wealth Management | 8,969 | $1.53M | 0.41% | +333+3.9% | Added |
| Oxbow Advisors, LLC | 8,972 | $1.53M | 0.15% | −10−0.1% | Reduced |
| Accent Capital Management, LLC | 8,989 | $1.53M | 0.88% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,002 | $1.53M | 0.41% | +446+5.2% | Added |
| Blue Square Asset Management, LLC | 9,010 | $1.53M | 0.82% | +210+2.4% | Added |
| Leo Wealth, LLC | 9,019 | $1.53M | 0.14% | +1,009+12.6% | Added |
| Castle Rock Wealth Management, LLC | 9,176 | $1.53M | 0.37% | +2,957+47.5% | Added |
| EverSource Wealth Advisors, LLC | 9,023 | $1.53M | 0.10% | +44+0.5% | Added |
| B&D White Capital Company, LLC | 9,025 | $1.53M | 0.26% | −296,290−97.0% | Reduced |
| Premier Path Wealth Partners, LLC | 9,042 | $1.54M | 0.24% | −952−9.5% | Reduced |
| Gibbs Wealth Management | 9,055 | $1.54M | 0.50% | +831+10.1% | Added |
| West Paces Advisors Inc. | 9,065 | $1.54M | 0.38% | −76−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,065 | $1.54M | 0.05% | −324−3.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,082 | $1.54M | 0.23% | −296−3.2% | Reduced |
| Marcum Wealth, LLC | 9,086 | $1.55M | 0.14% | +189+2.1% | Added |
| Stratos Wealth Advisors, LLC | 9,086 | $1.55M | 0.07% | −201−2.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,092 | $1.55M | 0.57% | +8+0.1% | Added |
| Washington Trust Bank | 9,102 | $1.55M | 0.15% | −171−1.8% | Reduced |
| PDS Planning, Inc | 9,105 | $1.55M | 0.14% | −56−0.6% | Reduced |
| Intrua Financial, LLC | 9,111 | $1.55M | 0.25% | −632−6.5% | Reduced |
| Capital Investment Advisory Services, LLC | 9,128 | $1.55M | 0.15% | +40+0.4% | Added |
| Valley Brook Capital Group | 9,136 | $1.55M | 1.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,149 | $1.56M | 0.08% | −60,843−86.9% | Reduced |
| Alhambra Investment Partners LLC | 9,167 | $1.56M | 0.81% | −10−0.1% | Reduced |
| Staley Capital Advisers Inc | 9,182 | $1.56M | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 9,457 | $1.56M | 0.15% | +1,623+20.7% | Added |
| Davidson Trust Co | 9,187 | $1.56M | 0.80% | +245+2.7% | Added |
| Moser Wealth Advisors, LLC | 9,231 | $1.57M | 0.81% | +110+1.2% | Added |
| Pacitti Group Inc. | 9,255 | $1.57M | 0.74% | +487+5.6% | Added |
| Regatta Capital Group, LLC | 9,296 | $1.58M | 0.31% | −212−2.2% | Reduced |
| McNamara Financial Services, Inc. | 9,309 | $1.58M | 0.31% | +67+0.7% | Added |
| Pine Haven Investment Counsel, Inc | 9,371 | $1.59M | 1.29% | +170+1.8% | Added |
| Nwam LLC | 9,383 | $1.60M | 0.10% | +535+6.0% | Added |
| Balentine LLC | 9,384 | $1.60M | 0.06% | +2,399+34.3% | Added |
| Schechter Investment Advisors, LLC | 9,410 | $1.60M | 0.12% | +18+0.2% | Added |
| MCF Advisors LLC | 9,415 | $1.60M | 0.11% | −156−1.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,422 | $1.60M | 0.24% | +1,683+21.7% | Added |
| Legacy Financial Advisors, Inc. | 9,427 | $1.60M | 0.27% | +364+4.0% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.61M | 0.12% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 9,455 | $1.61M | 0.17% | −44−0.5% | Reduced |
| Virtu Financial LLC | 9,472 | $1.61M | 0.09% | +9,472 | New |
| Kennebec Savings Bank | 9,478 | $1.61M | 1.59% | +9,478 | New |
| Portside Wealth Group, LLC | 9,481 | $1.61M | 0.28% | +293+3.2% | Added |
| Dudley Capital Management, LLC | 9,497 | $1.61M | 0.85% | −248−2.5% | Reduced |
| Twelve Points Wealth Management LLC | 9,526 | $1.62M | 0.51% | +525+5.8% | Added |
| Blue Fin Capital, Inc. | 9,527 | $1.62M | 0.31% | +20+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 9,530 | $1.62M | 1.03% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 9,539 | $1.62M | 0.07% | −53,417−84.8% | Reduced |
| Canandaigua National Trust Co of Florida | 9,545 | $1.62M | 1.40% | +9,545 | New |
| Key Financial Inc | 9,591 | $1.63M | 0.36% | +8+0.1% | Added |
| Founders Capital Management | 9,600 | $1.63M | 0.99% | +621+6.9% | Added |
| Round Rock Advisors, LLC | 9,621 | $1.64M | 0.38% | −5−0.1% | Reduced |
| Coppell Advisory Solutions LLC | 9,666 | $1.64M | 0.25% | +504+5.5% | Added |
| West Family Investments, Inc. | 9,669 | $1.64M | 0.56% | +232+2.5% | Added |
| Accurate Wealth Management, LLC | 9,359 | $1.65M | 0.33% | +279+3.1% | Added |
| WealthShield Partners, LLC | 9,687 | $1.65M | 0.22% | +111+1.2% | Added |
| Intellectus Partners, LLC | 9,722 | $1.65M | 0.42% | +1,843+23.4% | Added |
| Berkshire Bank | 9,727 | $1.65M | 0.39% | +424+4.6% | Added |
| Oarsman Capital, Inc. | 9,783 | $1.66M | 0.31% | −1,980−16.8% | Reduced |
| Taylor Financial Group, Inc. | 9,806 | $1.67M | 1.15% | 00.0% | Unchanged |
| Forte Capital LLC | 9,828 | $1.67M | 0.19% | −262−2.6% | Reduced |
| Wolverine Asset Management LLC | 9,831 | $1.67M | 0.03% | +5,614+133.1% | Added |
| Apella Capital, LLC | 9,884 | $1.68M | 0.07% | +227+2.4% | Added |
| PFG Advisors | 9,861 | $1.68M | 0.11% | −2,554−20.6% | Reduced |
| S.A. Mason LLC | 9,880 | $1.68M | 0.89% | +39+0.4% | Added |
| Eaton Financial Holdings Company, LLC | 9,936 | $1.69M | 0.69% | +9,936 | New |
| Autumn Glory Partners, LLC | 9,944 | $1.69M | 0.65% | +1,582+18.9% | Added |
| HGK Asset Management Inc | 9,945 | $1.69M | 0.31% | −125−1.2% | Reduced |
| McRae Capital Management Inc | 9,966 | $1.69M | 0.33% | +29+0.3% | Added |
| Canton Hathaway, LLC | 10,002 | $1.70M | 0.42% | 00.0% | Unchanged |