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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 31,738 | $5.40M | 0.54% | +188+0.6% | Added |
| Hall Laurie J Trustee | 31,800 | $5.41M | 1.71% | −496−1.5% | Reduced |
| City Holding Co | 31,940 | $5.43M | 0.75% | −845−2.6% | Reduced |
| Roberts Glore & Co Inc | 31,967 | $5.44M | 1.57% | −149−0.5% | Reduced |
| Principle Wealth Partners LLC | 31,984 | $5.44M | 0.39% | +363+1.1% | Added |
| DoubleLine ETF Adviser LP | 32,010 | $5.44M | 1.33% | +6,996+28.0% | Added |
| Parkwood LLC | 32,022 | $5.45M | 0.66% | +644+2.1% | Added |
| Pictet Bank & Trust Ltd | 32,060 | $5.45M | 5.52% | −425−1.3% | Reduced |
| Equitable Trust Co | 32,151 | $5.47M | 0.35% | +1,775+5.8% | Added |
| First National Advisers, LLC | 32,212 | $5.48M | 0.87% | +1,628+5.3% | Added |
| IHT Wealth Management, LLC | 32,267 | $5.49M | 0.16% | +5,220+19.3% | Added |
| Buckingham Strategic Partners | 32,333 | $5.50M | 0.12% | +823+2.6% | Added |
| Stokes Family Office, LLC | 32,346 | $5.50M | 0.60% | −113−0.3% | Reduced |
| Close Asset Management Ltd | 32,616 | $5.55M | 0.17% | −5,167−13.7% | Reduced |
| Perkins Coie Trust Co | 32,640 | $5.55M | 1.23% | +22+0.1% | Added |
| Red Door Wealth Management, LLC | 32,868 | $5.59M | 0.93% | +2,142+7.0% | Added |
| TD Private Client Wealth LLC | 32,871 | $5.59M | 0.16% | +7,648+30.3% | Added |
| Thompson Investment Management, Inc. | 32,889 | $5.59M | 0.80% | +2,244+7.3% | Added |
| Family Capital Trust Co | 32,893 | $5.59M | 1.80% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 33,000 | $5.61M | 0.06% | +2,490+8.2% | Added |
| Mitchell Capital Management Co | 33,065 | $5.62M | 0.98% | −233−0.7% | Reduced |
| RB Capital Management, LLC | 33,316 | $5.67M | 1.34% | −76−0.2% | Reduced |
| Schnieders Capital Management LLC | 33,502 | $5.70M | 1.09% | −1,037−3.0% | Reduced |
| Sigma Planning Corp | 33,600 | $5.71M | 0.18% | −1,367−3.9% | Reduced |
| Shorepoint Capital Partners LLC | 33,603 | $5.71M | 1.30% | +942+2.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 33,636 | $5.72M | 0.03% | −167,830−83.3% | Reduced |
| BKD Wealth Advisors, LLC | 33,694 | $5.73M | 0.13% | −1,728−4.9% | Reduced |
| Motco | 33,701 | $5.73M | 0.57% | −987−2.8% | Reduced |
| New Hampshire Trust | 33,745 | $5.74M | 1.23% | −829−2.4% | Reduced |
| NorthRock Partners, LLC | 33,787 | $5.75M | 0.19% | −1,113−3.2% | Reduced |
| Fiduciary Alliance LLC | 33,804 | $5.75M | 0.76% | −14,912−30.6% | Reduced |
| Pacific Global Investment Management CO | 33,986 | $5.78M | 1.04% | −667−1.9% | Reduced |
| Banque Cantonale Vaudoise | 34,009 | $5.78M | 0.24% | −6,111−15.2% | Reduced |
| Capital Investment Counsel, LLC | 34,082 | $5.80M | 1.00% | +1,039+3.1% | Added |
| Financial & Tax Architects, LLC | 34,108 | $5.80M | 1.49% | +299+0.9% | Added |
| Northcape Wealth Management, LLC | 34,118 | $5.80M | 1.90% | +170+0.5% | Added |
| LGT Fund Management Co Ltd. | 34,243 | $5.81M | 0.60% | +17,860+109.0% | Added |
| Beacon Investment Advisory Services, Inc. | 34,286 | $5.83M | 0.24% | −665−1.9% | Reduced |
| Tufton Capital Management | 34,333 | $5.84M | 1.09% | −166−0.5% | Reduced |
| Mizuho Markets Americas LLC | 34,487 | $5.86M | 0.14% | −95,920−73.6% | Reduced |
| Ronald Blue Trust, Inc. | 35,602 | $5.87M | 0.08% | +10,309+40.8% | Added |
| Boston Research & Management Inc | 34,539 | $5.87M | 1.36% | +2,071+6.4% | Added |
| Rodgers Brothers Inc. | 34,690 | $5.90M | 0.75% | +381+1.1% | Added |
| Peterson Wealth Management | 34,691 | $5.90M | 3.77% | +153+0.4% | Added |
| Hills Bank & Trust Co | 34,692 | $5.90M | 0.45% | −841−2.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,844 | $5.93M | 1.32% | −110−0.3% | Reduced |
| Principal Street Partners, LLC | 35,304 | $5.98M | 0.98% | −6,530−15.6% | Reduced |
| NewEdge Wealth, LLC | 35,197 | $5.99M | 0.11% | +7,971+29.3% | Added |
| Concentric Wealth Management, LLC | 35,212 | $5.99M | 1.46% | +164+0.5% | Added |
| First Personal Financial Services | 35,221 | $5.99M | 1.27% | −28−0.1% | Reduced |
| Addison Capital Co | 35,269 | $6.00M | 2.42% | −40−0.1% | Reduced |
| Claar Advisors LLC | 35,340 | $6.01M | 2.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 35,370 | $6.01M | 4.02% | −57−0.2% | Reduced |
| Essex Financial Services, Inc. | 34,805 | $6.07M | 0.44% | −8,057−18.8% | Reduced |
| Stablepoint Partners, LLC | 35,723 | $6.07M | 1.11% | +384+1.1% | Added |
| Pathway Financial Advisers, LLC | 35,726 | $6.08M | 2.75% | +1,041+3.0% | Added |
| Ayrshire Capital Management LLC | 35,778 | $6.08M | 2.89% | +1,053+3.0% | Added |
| Wallington Asset Management, LLC | 35,904 | $6.11M | 0.85% | +65+0.2% | Added |
| Private Wealth Partners, LLC | 35,906 | $6.11M | 0.49% | +516+1.5% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 35,974 | $6.12M | 0.85% | +32,982+1,102.3% | Added |
| Baker Ellis Asset Management LLC | 36,033 | $6.13M | 0.87% | −1,095−2.9% | Reduced |
| AMG National Trust Bank | 36,160 | $6.15M | 0.17% | −4,117−10.2% | Reduced |
| South Dakota Investment Council | 36,179 | $6.15M | 0.12% | 00.0% | Unchanged |
| NTV Asset Management LLC | 36,313 | $6.18M | 0.83% | −273−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,381 | $6.19M | 1.29% | −155−0.4% | Reduced |
| Fort Point Capital Partners LLC | 36,414 | $6.19M | 0.78% | +1,073+3.0% | Added |
| Caldwell Trust Co | 36,701 | $6.24M | 0.66% | −2,848−7.2% | Reduced |
| Cullen Investment Group, Ltd. | 36,768 | $6.25M | 0.93% | −1,820−4.7% | Reduced |
| Skba Capital Management LLC | 36,770 | $6.25M | 0.93% | −50−0.1% | Reduced |
| DLK Investment Management, LLC | 36,797 | $6.26M | 2.40% | +803+2.2% | Added |
| Hudson Valley Investment Advisors Inc | 36,868 | $6.27M | 0.69% | −9,800−21.0% | Reduced |
| Squarepoint Ops LLC | 36,982 | $6.29M | 0.02% | −178,562−82.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,017 | $6.29M | 0.33% | +13,964+60.6% | Added |
| Grassi Investment Management | 37,200 | $6.33M | 0.55% | −600−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 37,237 | $6.33M | 0.28% | +2,341+6.7% | Added |
| Citizens National Bank Trust Department | 37,261 | $6.34M | 1.33% | −615−1.6% | Reduced |
| WealthPLAN Partners, LLC | 37,368 | $6.35M | 0.85% | −5,965−13.8% | Reduced |
| Asset Management Group, Inc. | 37,394 | $6.36M | 1.11% | −874−2.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 37,417 | $6.36M | 0.34% | +17,100+84.2% | Added |
| Bridge Creek Capital Management LLC | 37,531 | $6.38M | 1.92% | −127−0.3% | Reduced |
| Howland Capital Management LLC | 37,551 | $6.39M | 0.28% | −687−1.8% | Reduced |
| Mengis Capital Management, Inc. | 37,656 | $6.40M | 1.26% | −152−0.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 37,679 | $6.41M | 0.54% | +1,883+5.3% | Added |
| Alley Investment Management Company, LLC | 37,830 | $6.43M | 0.81% | −31,033−45.1% | Reduced |
| Everence Capital Management Inc | 37,839 | $6.43M | 0.41% | −6,290−14.3% | Reduced |
| Chilton Investment Co LLC | 37,843 | $6.44M | 0.17% | −2,164−5.4% | Reduced |
| RNC Capital Management LLC | 39,099 | $6.45M | 0.36% | 00.0% | Unchanged |
| Longbow Finance SA | 38,038 | $6.47M | 0.69% | 00.0% | Unchanged |
| NewSquare Capital LLC | 38,643 | $6.48M | 0.52% | −455−1.2% | Reduced |
| Independent Financial Group, LLC | 38,186 | $6.49M | 0.24% | −3,623−8.7% | Reduced |
| FRG Family Wealth Advisors LLC | 38,271 | $6.51M | 1.16% | −850−2.2% | Reduced |
| Taurus Asset Management, LLC | 38,283 | $6.51M | 0.63% | −5,400−12.4% | Reduced |
| GYL Financial Synergies, LLC | 38,318 | $6.52M | 0.49% | −7,083−15.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 38,374 | $6.53M | 0.45% | −2,218−5.5% | Reduced |
| Windle Wealth, LLC | 38,458 | $6.54M | 3.55% | +1,639+4.5% | Added |
| Tectonic Advisors LLC | 38,463 | $6.54M | 0.43% | +5,048+15.1% | Added |
| Destination Wealth Management | 38,551 | $6.56M | 0.20% | +711+1.9% | Added |
| Colonial Trust Co | 38,608 | $6.57M | 1.01% | +3,013+8.5% | Added |
| Roundview Capital LLC | 38,732 | $6.59M | 0.48% | −32−0.1% | Reduced |
| Wetherby Asset Management Inc | 38,752 | $6.59M | 0.30% | −2,213−5.4% | Reduced |