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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 49,788 | $8.47M | 1.23% | +1,971+4.1% | Added |
| Mitchell Sinkler & Starr | 52,302 | $8.49M | 2.13% | +1,412+2.8% | Added |
| Mattern Capital Management, LLC | 49,941 | $8.49M | 1.07% | +480+1.0% | Added |
| Moneta Group Investment Advisors LLC | 50,147 | $8.53M | 0.12% | −90.0% | Reduced |
| First Nebraska Trust Co | 50,293 | $8.55M | 0.83% | −1,294−2.5% | Reduced |
| Fred Alger Management, LLC | 50,431 | $8.58M | 0.04% | +589+1.2% | Added |
| South State Corp. | 50,682 | $8.62M | 0.59% | −1,218−2.3% | Reduced |
| Parsons Capital Management Inc | 50,842 | $8.65M | 0.55% | −463−0.9% | Reduced |
| First Trust Investment Solutions L.P. | 50,843 | $8.65M | 0.97% | +20,155+65.7% | Added |
| BNP Paribas | 50,906 | $8.65M | 0.36% | −2,080−3.9% | Reduced |
| River Wealth Advisors LLC | 50,870 | $8.65M | 1.15% | +946+1.9% | Added |
| Farmers Trust Co | 50,882 | $8.65M | 1.61% | −6,866−11.9% | Reduced |
| Dean Investment Associates, LLC | 50,909 | $8.66M | 1.17% | +20,231+65.9% | Added |
| Courier Capital LLC | 50,923 | $8.66M | 0.59% | −325−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 50,973 | $8.67M | 0.79% | −212−0.4% | Reduced |
| Renaissance Investment Group LLC | 51,270 | $8.72M | 1.81% | +168+0.3% | Added |
| Americana Partners, LLC | 51,898 | $8.83M | 0.60% | +1,873+3.7% | Added |
| Park Avenue Securities LLC | 52,015 | $8.85M | 0.10% | −4,877−8.6% | Reduced |
| Old Point Trust & Financial Services N A | 52,308 | $8.89M | 3.20% | +275+0.5% | Added |
| Evoke Wealth, LLC | 52,545 | $8.94M | 0.24% | +52,545 | New |
| Hilltop Holdings Inc. | 52,583 | $8.94M | 0.58% | +44,523+552.4% | Added |
| Brighton Jones LLC | 52,818 | $8.98M | 0.34% | +25,012+90.0% | Added |
| Churchill Management Corp | 53,058 | $9.02M | 0.10% | −703−1.3% | Reduced |
| LaFleur & Godfrey LLC | 53,222 | $9.05M | 1.25% | −271−0.5% | Reduced |
| Executive Wealth Management, LLC | 53,261 | $9.06M | 0.71% | +53,261 | New |
| HighPoint Advisor Group LLC | 53,297 | $9.06M | 0.53% | +1,935+3.8% | Added |
| Plato Investment Management Ltd | 53,713 | $9.12M | 0.74% | +463+0.9% | Added |
| Veriti Management LLC | 53,873 | $9.16M | 0.49% | +5,444+11.2% | Added |
| Hendley & Co Inc | 53,920 | $9.17M | 3.20% | +2,523+4.9% | Added |
| Smithfield Trust Co | 53,887 | $9.19M | 0.45% | −99−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 54,033 | $9.19M | 0.34% | −2,599−4.6% | Reduced |
| Kinneret Advisory, LLC | 54,093 | $9.20M | 0.84% | −709−1.3% | Reduced |
| Talbot Financial, LLC | 54,262 | $9.23M | 1.12% | +2,561+5.0% | Added |
| Appleton Partners Inc | 54,297 | $9.23M | 0.68% | −1,701−3.0% | Reduced |
| Dorchester Wealth Management Co | 54,340 | $9.24M | 1.69% | +1,350+2.5% | Added |
| Narwhal Capital Management | 54,415 | $9.25M | 0.83% | +7,511+16.0% | Added |
| Resources Investment Advisors, LLC. | 54,511 | $9.27M | 0.11% | −1,926−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 81,926 | $9.27M | 0.26% | −7,064−7.9% | Reduced |
| Capstone Investment Advisors, LLC | 54,657 | $9.29M | 0.18% | −15,826−22.5% | Reduced |
| McCollum Christoferson Group LLC | 54,664 | $9.30M | 2.69% | −304−0.6% | Reduced |
| Allied Investment Advisors, LLC | 54,845 | $9.33M | 1.85% | +736+1.4% | Added |
| Trust Co of Toledo NA | 54,881 | $9.33M | 1.26% | −258−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 55,610 | $9.46M | 0.23% | −3,950−6.6% | Reduced |
| M. Kraus & Co | 55,670 | $9.47M | 2.77% | −1,265−2.2% | Reduced |
| Jacobi Capital Management LLC | 55,725 | $9.48M | 0.72% | −101−0.2% | Reduced |
| PFG Investments, LLC | 55,783 | $9.49M | 0.61% | −329−0.6% | Reduced |
| Tritonpoint Wealth, LLC | 55,933 | $9.51M | 0.87% | +651+1.2% | Added |
| MUFG Securities EMEA plc | 56,000 | $9.52M | 0.39% | +56,000 | New |
| Achmea Investment Management B.V. | 56,046 | $9.53M | 0.16% | +104+0.2% | Added |
| FineMark National Bank & Trust | 56,087 | $9.54M | 0.33% | +1,598+2.9% | Added |
| Lockheed Martin Investment Management Co | 56,270 | $9.57M | 0.44% | −1,650−2.8% | Reduced |
| CIC Wealth, LLC | 56,370 | $9.59M | 2.48% | −140.0% | Reduced |
| Meridian Wealth Management, LLC | 56,391 | $9.59M | 0.47% | +56,391 | New |
| Merit Financial Group, LLC | 56,595 | $9.62M | 0.22% | +1,329+2.4% | Added |
| Schmidt P J Investment Management Inc | 56,885 | $9.67M | 1.67% | −2,481−4.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 57,009 | $9.69M | 0.16% | +3,244+6.0% | Added |
| Sheets Smith Wealth Management | 57,070 | $9.70M | 1.19% | −57,685−50.3% | Reduced |
| LS Investment Advisors, LLC | 57,117 | $9.71M | 1.43% | −583−1.0% | Reduced |
| Linscomb & Williams, Inc. | 57,196 | $9.73M | 0.48% | −1,504−2.6% | Reduced |
| Patten & Patten Inc | 57,279 | $9.74M | 0.65% | −2,927−4.9% | Reduced |
| Cypress Asset Management Inc | 57,498 | $9.78M | 2.43% | −242−0.4% | Reduced |
| New Capital Management LP | 58,305 | $9.91M | 2.80% | +90.0% | Added |
| Campbell & CO Investment Adviser LLC | 58,494 | $9.95M | 0.74% | +58,494 | New |
| North Star Asset Management Inc | 59,008 | $10.0M | 0.45% | +1,505+2.6% | Added |
| Toth Financial Advisory Corp | 59,092 | $10.0M | 1.19% | −30−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 59,246 | $10.1M | 0.91% | −1,113−1.8% | Reduced |
| Strategic Wealth Designers | 58,826 | $10.1M | 1.08% | +16,178+37.9% | Added |
| Boston Family Office LLC | 59,659 | $10.1M | 0.69% | +753+1.3% | Added |
| Pioneer Trust Bank N A | 59,867 | $10.2M | 2.60% | −405−0.7% | Reduced |
| Camden National Bank | 60,055 | $10.2M | 1.46% | +516+0.9% | Added |
| River Road Asset Management, LLC | 60,087 | $10.2M | 0.13% | −2,656−4.2% | Reduced |
| Charter Trust Co | 60,113 | $10.2M | 0.65% | −3,265−5.2% | Reduced |
| JB Capital LLC | 60,330 | $10.3M | 0.59% | +2,599+4.5% | Added |
| Vident Advisory, LLC | 60,526 | $10.3M | 0.26% | −39,187−39.3% | Reduced |
| Alaska Permanent Fund Corp | 60,938 | $10.4M | 0.15% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 60,978 | $10.4M | 1.91% | −426−0.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $10.4M | 0.09% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 61,229 | $10.4M | 0.81% | +816+1.4% | Added |
| Verity & Verity, LLC | 61,384 | $10.4M | 1.02% | +384+0.6% | Added |
| FORA Capital, LLC | 61,393 | $10.4M | 1.23% | +313+0.5% | Added |
| Coldstream Capital Management Inc | 61,563 | $10.5M | 0.23% | +4,659+8.2% | Added |
| Ci Investments Inc. | 61,517 | $10.5M | 0.04% | +3,732+6.5% | Added |
| Bragg Financial Advisors, Inc | 61,582 | $10.5M | 0.43% | +5,375+9.6% | Added |
| Borer Denton & Associates, Inc. | 61,699 | $10.5M | 3.58% | +980+1.6% | Added |
| Cutler Investment Counsel LLC | 61,791 | $10.5M | 1.33% | −1,678−2.6% | Reduced |
| Tompkins Financial Corp | 61,946 | $10.5M | 1.01% | +793+1.3% | Added |
| Community Bank, N.A. | 62,201 | $10.6M | 1.33% | +785+1.3% | Added |
| Kelly Lawrence W & Associates Inc | 62,369 | $10.6M | 2.39% | −230−0.4% | Reduced |
| Benin Management CORP | 62,465 | $10.6M | 2.99% | −91−0.1% | Reduced |
| First Eagle Investment Management, LLC | 62,668 | $10.7M | 0.02% | −502−0.8% | Reduced |
| Culbertson A N & Co Inc | 62,724 | $10.7M | 1.72% | +860+1.4% | Added |
| First Horizon Advisors, Inc. | 62,925 | $10.7M | 0.30% | +444+0.7% | Added |
| Harvest Fund Management Co., Ltd | 63,271 | $10.8M | 0.64% | +21,671+52.1% | Added |
| Matthew Goff Investment Advisor, LLC | 63,542 | $10.8M | 2.06% | +145+0.2% | Added |
| Bell Asset Management Ltd | 63,674 | $10.8M | 1.98% | −24,650−27.9% | Reduced |
| Stockman Wealth Management, Inc. | 63,785 | $10.8M | 1.69% | +5,168+8.8% | Added |
| Osborne Partners Capital Management, LLC | 63,838 | $10.9M | 0.62% | +403+0.6% | Added |
| BTC Capital Management, Inc. | 63,847 | $10.9M | 0.97% | −463−0.7% | Reduced |
| Venture Visionary Partners LLC | 63,986 | $10.9M | 0.47% | −594−0.9% | Reduced |
| Novare Capital Management LLC | 64,144 | $10.9M | 0.92% | +378+0.6% | Added |