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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 358 | $60.9K | 0.01% | +65+22.2% | Added |
| Battery Global Advisors, LLC | 363 | $61.7K | 0.03% | +363 | New |
| Pacific Capital Wealth Advisors, Inc | 366 | $62.2K | 0.01% | +122+50.0% | Added |
| Bell Investment Advisors, Inc | 370 | $62.9K | 0.01% | +36+10.8% | Added |
| Byrne Asset Management LLC | 393 | $66.8K | 0.05% | −18−4.4% | Reduced |
| Hara Capital LLC | 402 | $68.4K | 0.04% | +402 | New |
| Gold Investment Management Ltd. | 406 | $69.0K | 0.03% | +2+0.5% | Added |
| CBIZ Investment Advisory Services, LLC | 411 | $69.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 428 | $73.0K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 430 | $73.1K | 0.04% | +330+330.0% | Added |
| Burkett Financial Services, LLC | 431 | $73.4K | 0.03% | −93−17.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 454 | $77.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 466 | $79.3K | 0.02% | +2+0.4% | Added |
| Covestor Ltd | 467 | $80.0K | 0.05% | −4−0.8% | Reduced |
| Ogorek Anthony Joseph | 481 | $81.0K | 0.03% | +4+0.8% | Added |
| Keener Financial Planning LLC | 492 | $83.0K | 0.05% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 489 | $83.2K | 0.05% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 490 | $83.3K | 0.03% | +490 | New |
| Tributary Capital Management, LLC | 495 | $84.2K | 0.01% | −15−2.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 496 | $84.3K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 498 | $84.7K | 0.05% | +1+0.2% | Added |
| PrairieView Partners, LLC | 500 | $85.0K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 500 | $85.0K | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 500 | $85.0K | 0.00% | +500 | New |
| Game Plan Financial Advisors, LLC | 510 | $86.7K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 514 | $87.4K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 514 | $87.5K | 0.03% | +514 | New |
| Silicon Valley Capital Partners | 517 | $87.9K | 0.01% | +154+42.4% | Added |
| O'Brien Wealth Partners LLC | 517 | $87.9K | 0.02% | −9−1.7% | Reduced |
| Peterson Financial Group, Inc. | 520 | $88.4K | 0.34% | +520 | New |
| Evolution Advisers, Inc. | 526 | $89.0K | 0.05% | −16−3.0% | Reduced |
| Dogwood Wealth Management LLC | 536 | $91.1K | 0.05% | +5+0.9% | Added |
| Carolina Wealth Advisors, LLC | 536 | $91.1K | 0.05% | +36+7.2% | Added |
| Davis Capital Management | 540 | $91.8K | 0.07% | −40−6.9% | Reduced |
| Cornerstone Planning Group LLC | 558 | $93.5K | 0.02% | −22−3.8% | Reduced |
| First Pacific Financial | 550 | $93.5K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 539 | $94.0K | 0.02% | +182+51.0% | Added |
| Eagle Bay Advisors LLC | 580 | $98.7K | 0.04% | −1,969−77.2% | Reduced |
| Abound Wealth Management | 593 | $100.9K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 599 | $101.0K | 0.05% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 604 | $102.7K | 0.03% | −10−1.6% | Reduced |
| WealthCollab, LLC | 605 | $102.9K | 0.07% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 609 | $103.6K | 0.06% | +2+0.3% | Added |
| Roble, Belko & Company, Inc | 621 | $106.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 630 | $107.2K | 0.02% | −15−2.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 630 | $107.2K | 0.05% | +2+0.3% | Added |
| Centiva Capital, LP | 634 | $107.8K | 0.00% | −14,743−95.9% | Reduced |
| Planned Solutions, Inc. | 649 | $110.4K | 0.04% | +649 | New |
| Strategic Investment Solutions, Inc. | 671 | $114.1K | 0.03% | −179−21.1% | Reduced |
| FSA Wealth Management LLC | 672 | $114.3K | 0.05% | +672 | New |
| Iron Horse Wealth Management, LLC | 701 | $119.2K | 0.04% | +156+28.6% | Added |
| Caitlin John, LLC | 738 | $121.6K | 0.08% | +66+9.8% | Added |
| McMahon Financial Advisors, LLC | 729 | $124.0K | 0.03% | +40+5.8% | Added |
| Cypress Capital Management LLC (WY) | 774 | $131.6K | 0.14% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 788 | $134.0K | 0.01% | −281−26.3% | Reduced |
| Hemington Wealth Management | 813 | $135.0K | 0.04% | +813 | New |
| SYSTM Wealth Solutions LLC | 801 | $136.2K | 4.13% | −46,947−98.3% | Reduced |
| Providence Capital Advisors, LLC | 820 | $139.4K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 824 | $140.1K | 0.03% | +15+1.9% | Added |
| LFA - Lugano Financial Advisors SA | 827 | $140.6K | 0.10% | +93+12.7% | Added |
| PFS Partners, LLC | 829 | $141.0K | 0.08% | +6+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 830 | $141.1K | 0.01% | −71−7.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 850 | $144.5K | 0.02% | +125+17.2% | Added |
| Fairscale Capital, LLC | 865 | $147.1K | 0.13% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 884 | $150.3K | 0.02% | +884 | New |
| Beutel, Goodman & Co Ltd. | 900 | $153.0K | 0.00% | +900 | New |
| WFA of San Diego, LLC | 901 | $153.2K | 0.13% | −25−2.7% | Reduced |
| Winch Advisory Services, LLC | 905 | $153.9K | 0.04% | +5+0.6% | Added |
| Future Financial Wealth Managment LLC | 916 | $155.7K | 0.11% | +916 | New |
| Financial Freedom, LLC | 929 | $158.0K | 0.08% | +6+0.7% | Added |
| Hoertkorn Richard Charles | 930 | $158.1K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 941 | $160.0K | 0.07% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 951 | $166.1K | 0.09% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 991 | $168.5K | 0.09% | +5+0.5% | Added |
| Voisard Asset Management Group, Inc. | 1,019 | $173.3K | 0.07% | +20+2.0% | Added |
| Fortitude Family Office, LLC | 1,020 | $173.5K | 0.07% | +677+197.4% | Added |
| New England Capital Financial Advisors LLC | 1,026 | $174.4K | 0.09% | +7+0.7% | Added |
| Operose Advisors LLC | 1,027 | $174.6K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 1,030 | $175.2K | 0.05% | +138+15.5% | Added |
| IAG Wealth Partners, LLC | 1,036 | $176.2K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,049 | $178.4K | 0.03% | −100−8.7% | Reduced |
| AlphaMark Advisors, LLC | 1,084 | $184.0K | 0.06% | −20−1.8% | Reduced |
| Stephenson National Bank & Trust | 1,098 | $186.7K | 0.06% | +92+9.1% | Added |
| Ruedi Wealth Management, Inc. | 1,101 | $187.3K | 0.06% | −10−0.9% | Reduced |
| Rise Advisors, LLC | 1,112 | $189.1K | 0.09% | −458−29.2% | Reduced |
| Pin Oak Investment Advisors Inc | 1,119 | $190.0K | 0.17% | −81−6.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,123 | $191.0K | 0.00% | −3,663−76.5% | Reduced |
| Pineridge Advisors LLC | 1,129 | $191.9K | 0.07% | +8+0.7% | Added |
| Quest Partners LLC | 1,138 | $193.5K | 0.02% | −5,527−82.9% | Reduced |
| Silvant Capital Management LLC | 1,146 | $194.9K | 0.01% | +175+18.0% | Added |
| J.Safra Asset Management Corp | 1,151 | $195.7K | 0.02% | +201+21.2% | Added |
| Pacific Sage Partners, LLC | 1,178 | $200.4K | 0.05% | +1,178 | New |
| Nova R Wealth, Inc. | 1,184 | $201.3K | 0.10% | +1,184 | New |
| Scott Capital Advisors, LLC | 1,185 | $201.4K | 0.06% | +1,185 | New |
| AA Financial Advisors, LLC | 1,185 | $201.5K | 0.06% | −180−13.2% | Reduced |
| First Bank & Trust | 1,190 | $202.4K | 0.04% | +1,190 | New |
| Brown Shipley& Co Ltd | 1,191 | $202.5K | 0.10% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 1,192 | $202.6K | 0.02% | +1,192 | New |
| Retirement Solution Inc. | 1,194 | $203.0K | 0.05% | +1,194 | New |
| Pring Turner Capital Group Inc | 1,195 | $203.2K | 0.13% | +1,195 | New |