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
- 3,352
- +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
- 1,421 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 26,525 | $4.51M | 0.36% | −34−0.1% | Reduced |
| Balyasny Asset Management LLC | 26,572 | $4.52M | 0.01% | +5,458+25.9% | Added |
| Laffer Tengler Investments | 26,614 | $4.53M | 0.92% | −2,580−8.8% | Reduced |
| Adams Asset Advisors, LLC | 26,722 | $4.54M | 0.60% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 26,831 | $4.56M | 0.40% | −3,267−10.9% | Reduced |
| Meeder Advisory Services, Inc. | 26,834 | $4.56M | 0.30% | +32+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 26,865 | $4.57M | 0.92% | +5,148+23.7% | Added |
| LVM Capital Management Ltd | 27,714 | $4.57M | 0.52% | 00.0% | Unchanged |
| American National Bank | 26,889 | $4.57M | 0.54% | −4,094−13.2% | Reduced |
| Twin Capital Management Inc | 26,905 | $4.58M | 0.52% | −885−3.2% | Reduced |
| Belpointe Asset Management LLC | 26,989 | $4.59M | 0.28% | −1,462−5.1% | Reduced |
| Farther Finance Advisors, LLC | 27,037 | $4.60M | 0.17% | +2,153+8.7% | Added |
| Beaton Management Co. Inc. | 27,098 | $4.61M | 2.33% | −100−0.4% | Reduced |
| Proequities, Inc. | 27,137 | $4.61M | 0.27% | −1,821−6.3% | Reduced |
| Spire Wealth Management | 27,150 | $4.62M | 0.16% | −25,258−48.2% | Reduced |
| Brookstone Capital Management | 27,216 | $4.63M | 0.07% | −1,508−5.2% | Reduced |
| Marietta Investment Partners LLC | 27,250 | $4.63M | 0.98% | −250−0.9% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $4.64M | 1.71% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 27,290 | $4.64M | 0.78% | +907+3.4% | Added |
| KMG Fiduciary Partners, LLC | 27,335 | $4.65M | 0.40% | −81−0.3% | Reduced |
| Stone Point Wealth LLC | 27,395 | $4.66M | 1.50% | −504−1.8% | Reduced |
| StoneX Group Inc. | 27,413 | $4.66M | 0.34% | +662+2.5% | Added |
| Trust Co of Oklahoma | 27,470 | $4.67M | 1.52% | −244−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,498 | $4.68M | 0.45% | −540−1.9% | Reduced |
| Mutual Advisors, LLC | 27,266 | $4.69M | 0.14% | +177+0.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 27,751 | $4.72M | 0.95% | +1,725+6.6% | Added |
| Leavell Investment Management, Inc. | 27,773 | $4.72M | 0.24% | +8,834+46.6% | Added |
| Robertson Stephens Wealth Management, LLC | 27,781 | $4.72M | 0.17% | −3,245−10.5% | Reduced |
| Horrell Capital Management, Inc. | 27,831 | $4.73M | 1.41% | −2,980−9.7% | Reduced |
| Confluence Wealth Services, Inc. | 27,887 | $4.74M | 0.35% | −1,555−5.3% | Reduced |
| Westhampton Capital, LLC | 27,892 | $4.74M | 2.41% | −210−0.7% | Reduced |
| Northwest Investment Counselors, LLC | 27,943 | $4.75M | 1.08% | +192+0.7% | Added |
| Monetary Management Group Inc | 27,976 | $4.76M | 1.22% | +10.0% | Added |
| Harbour Investments, Inc. | 28,071 | $4.77M | 0.14% | +18+0.1% | Added |
| Hixon Zuercher, LLC | 28,137 | $4.78M | 1.87% | −599−2.1% | Reduced |
| Journey Advisory Group, LLC | 29,081 | $4.80M | 0.57% | +620+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 28,217 | $4.80M | 0.29% | +5,564+24.6% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $4.81M | 1.92% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 28,322 | $4.82M | 0.40% | −96−0.3% | Reduced |
| We Are One Seven, LLC | 28,435 | $4.84M | 0.21% | +1,452+5.4% | Added |
| Reuter James Wealth Management, LLC | 28,448 | $4.84M | 0.89% | +28,448 | New |
| WMS Partners, LLC | 28,468 | $4.84M | 0.27% | +4,981+21.2% | Added |
| Penn Davis McFarland Inc | 28,523 | $4.85M | 0.55% | +26,339+1,206.0% | Added |
| Trustmark National Bank Trust Department | 28,544 | $4.85M | 0.37% | −6,445−18.4% | Reduced |
| Capital Analysts, LLC | 28,548 | $4.86M | 0.20% | −1,098−3.7% | Reduced |
| Phoenix Holdings Ltd. | 28,509 | $4.86M | 0.07% | +2,512+9.7% | Added |
| RBA Wealth Management, LLC | 28,560 | $4.86M | 1.87% | +677+2.4% | Added |
| Fruth Investment Management | 28,628 | $4.87M | 1.26% | −250−0.9% | Reduced |
| Old Second National Bank of Aurora | 28,630 | $4.87M | 1.18% | +5,606+24.3% | Added |
| Harbour Capital Advisors, LLC | 28,225 | $4.87M | 1.12% | +479+1.7% | Added |
| Money Concepts Capital Corp | 28,673 | $4.88M | 0.37% | −140−0.5% | Reduced |
| Baugh & Associates, LLC | 30,109 | $4.89M | 2.52% | +450+1.5% | Added |
| Verdence Capital Advisors LLC | 28,905 | $4.92M | 0.39% | +4,570+18.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 29,024 | $4.93M | 0.14% | +29,024 | New |
| Regal Investment Advisors LLC | 29,071 | $4.94M | 0.35% | +518+1.8% | Added |
| Garland Capital Management Inc | 29,140 | $4.96M | 3.81% | −3,770−11.5% | Reduced |
| American Trust | 29,191 | $4.96M | 0.41% | −4,002−12.1% | Reduced |
| CAPROCK Group, Inc. | 29,244 | $4.97M | 0.18% | −4,739−13.9% | Reduced |
| Rossmore Private Capital | 29,285 | $4.98M | 0.62% | +561+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 29,365 | $4.99M | 0.34% | −8,766−23.0% | Reduced |
| Sowell Financial Services LLC | 29,389 | $5.00M | 0.23% | −502−1.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 29,396 | $5.00M | 0.29% | +3,272+12.5% | Added |
| Brick & Kyle, Associates | 29,428 | $5.02M | 2.15% | +3,209+12.2% | Added |
| Independence Bank of Kentucky | 29,564 | $5.03M | 1.08% | +4,562+18.2% | Added |
| Ballentine Partners, LLC | 29,565 | $5.03M | 0.09% | +4,566+18.3% | Added |
| Mendel Money Management | 29,617 | $5.04M | 2.18% | +162+0.5% | Added |
| Jump Financial, LLC | 29,623 | $5.04M | 0.10% | −50,607−63.1% | Reduced |
| Cullinan Associates Inc | 28,793 | $5.05M | 0.28% | +200+0.7% | Added |
| Pegasus Asset Management, Inc. | 29,688 | $5.05M | 1.93% | +43+0.1% | Added |
| Navellier & Associates Inc | 29,773 | $5.06M | 0.69% | −1,500−4.8% | Reduced |
| Signaturefd, LLC | 29,851 | $5.08M | 0.10% | −1,265−4.1% | Reduced |
| Harbor Advisory Corp | 29,940 | $5.09M | 1.66% | −70.0% | Reduced |
| High Net Worth Advisory Group LLC | 29,971 | $5.10M | 1.42% | −60−0.2% | Reduced |
| Ally Financial Inc. | 30,000 | $5.10M | 0.62% | 00.0% | Unchanged |
| King Wealth | 30,089 | $5.12M | 0.80% | −2,127−6.6% | Reduced |
| SP Asset Management LLC | 30,093 | $5.12M | 0.42% | +285+1.0% | Added |
| Charter Research & Investment Group, Inc. | 30,112 | $5.12M | 3.78% | −301−1.0% | Reduced |
| Silphium Asset Management Ltd | 30,341 | $5.16M | 1.86% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 30,358 | $5.16M | 2.48% | −102−0.3% | Reduced |
| Hartford Financial Management Inc. | 30,391 | $5.17M | 1.06% | −407−1.3% | Reduced |
| Spinnaker Trust | 30,540 | $5.19M | 0.32% | −1,470−4.6% | Reduced |
| Mechanics Bank Trust Department | 30,541 | $5.19M | 0.69% | −376−1.2% | Reduced |
| Lyell Wealth Management, LP | 30,654 | $5.21M | 0.47% | −182−0.6% | Reduced |
| Cypress Capital Group | 30,694 | $5.22M | 0.59% | −857−2.7% | Reduced |
| Hennessy Advisors Inc | 30,800 | $5.24M | 0.17% | 00.0% | Unchanged |
| Ossiam | 30,811 | $5.24M | 0.10% | −4,000−11.5% | Reduced |
| Slagle Financial, LLC | 30,852 | $5.25M | 2.33% | +2,953+10.6% | Added |
| Reliant Investment Management, LLC | 30,873 | $5.25M | 2.47% | +361+1.2% | Added |
| Transcend Wealth Collective, LLC | 30,877 | $5.25M | 0.35% | −172−0.6% | Reduced |
| Legacy Advisors, LLC | 31,012 | $5.27M | 0.57% | +2,167+7.5% | Added |
| Freestone Capital Holdings, LLC | 31,186 | $5.30M | 0.18% | +4,296+16.0% | Added |
| Opus Investment Management Inc | 31,200 | $5.31M | 3.73% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,310 | $5.32M | 0.68% | +814+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 31,311 | $5.32M | 0.43% | +2,705+9.5% | Added |
| Matrix Asset Advisors Inc | 31,497 | $5.36M | 0.60% | +931+3.0% | Added |
| Level Four Advisory Services, LLC | 32,268 | $5.36M | 0.23% | +1,146+3.7% | Added |
| Cardinal Capital Management | 31,546 | $5.36M | 0.83% | +255+0.8% | Added |
| Bollard Group LLC | 31,575 | $5.37M | 0.14% | +159+0.5% | Added |
| Eagle Global Advisors LLC | 31,651 | $5.38M | 0.27% | −150.0% | Reduced |
| Financial Strategies Group, Inc. | 30,607 | $5.39M | 1.26% | +1,603+5.5% | Added |