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 |
|---|---|---|---|---|---|
| Alexander Labrunerie & Co., Inc. | 1,197 | $203.5K | 0.09% | +1,197 | New |
| West Wealth Group, LLC | 1,197 | $203.6K | 0.07% | +1,197 | New |
| Peterson Wealth Advisors, LLC | 1,198 | $203.7K | 0.04% | +1,198 | New |
| Camelot Portfolios, LLC | 1,200 | $204.1K | 0.20% | −321−21.1% | Reduced |
| Planning Center, Inc. | 1,201 | $204.3K | 0.03% | +1,201 | New |
| tru Independence LLC | 1,205 | $204.9K | 0.06% | +1,205 | New |
| Beirne Wealth Consulting Services, LLC | 1,205 | $204.9K | 0.07% | +1,205 | New |
| Syverson Strege & Co | 1,205 | $205.0K | 0.07% | −130−9.7% | Reduced |
| Paladin Advisory Group, LLC | 1,207 | $205.3K | 0.15% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,212 | $206.1K | 0.05% | +84+7.4% | Added |
| Aldebaran Financial Inc. | 1,213 | $206.3K | 0.24% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 1,228 | $207.0K | 0.13% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,218 | $207.1K | 0.07% | −153−11.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,220 | $207.5K | 0.08% | +120+10.9% | Added |
| Investment Advisory Group, LLC | 1,223 | $208.0K | 0.07% | −230−15.8% | Reduced |
| Sawyer & Company, Inc | 1,222 | $208.0K | 0.08% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,224 | $208.2K | 0.07% | 00.0% | Unchanged |
| Acas, LLC | 1,226 | $208.5K | 0.17% | −120−8.9% | Reduced |
| Olistico Wealth, LLC | 1,226 | $208.6K | 0.13% | +1+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,229 | $209.2K | 0.06% | +1,229 | New |
| Nottingham Advisors, Inc. | 1,237 | $210.3K | 0.02% | +1+0.1% | Added |
| Conservest Capital Advisors, Inc. | 1,205 | $211.0K | 0.02% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,241 | $211.0K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,243 | $211.4K | 0.08% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,245 | $211.7K | 0.02% | +8+0.6% | Added |
| Bordeaux Wealth Advisors LLC | 1,245 | $211.7K | 0.04% | +1,245 | New |
| Seldon Capital LP | 1,249 | $212.4K | 0.12% | 00.0% | Unchanged |
| CAP Partners, LLC | 1,253 | $213.1K | 0.16% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,257 | $213.7K | 0.02% | +1+0.1% | Added |
| Capital Management Associates, Inc | 1,262 | $214.6K | 0.09% | +2+0.2% | Added |
| Legacy Capital Group California, Inc. | 1,263 | $214.9K | 0.07% | +1,263 | New |
| Equita Financial Network, Inc. | 1,262 | $215.0K | 0.08% | +40+3.3% | Added |
| Penobscot Wealth Management | 1,262 | $215.0K | 0.12% | +38+3.1% | Added |
| Howard Wealth Management, LLC | 1,265 | $215.1K | 0.13% | −269−17.5% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,266 | $215.3K | 0.16% | −294−18.8% | Reduced |
| Apollon Financial, LLC | 1,266 | $215.3K | 0.06% | +1,266 | New |
| Secured Retirement Advisors, LLC | 1,268 | $215.6K | 0.16% | −346−21.4% | Reduced |
| Sar Wealth Management Group, LLC | 1,272 | $216.3K | 0.14% | +9+0.7% | Added |
| Private Wealth Advisors | 1,264 | $216.6K | 0.09% | −57−4.3% | Reduced |
| TriaGen Wealth Management LLC | 1,276 | $217.0K | 0.07% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,276 | $217.1K | 0.07% | +53+4.3% | Added |
| Heritage Financial Services, LLC | 1,277 | $217.2K | 0.03% | −75−5.5% | Reduced |
| Mayport, LLC | 1,279 | $217.5K | 0.07% | +1,279 | New |
| Platte River Wealth Advisors, LLC | 1,280 | $217.7K | 0.06% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,285 | $218.5K | 0.07% | −750−36.9% | Reduced |
| Allstate Corp | 1,286 | $218.7K | 0.02% | −3,277−71.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 1,293 | $219.9K | 0.02% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 1,295 | $220.3K | 0.10% | +2+0.2% | Added |
| BOS Asset Management, LLC | 1,296 | $220.4K | 0.08% | −40−3.0% | Reduced |
| Financial Perspectives, Inc | 1,298 | $220.7K | 0.08% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,298 | $220.8K | 0.08% | +8+0.6% | Added |
| Warwick Investment Management, Inc. | 1,299 | $220.8K | 0.05% | −1,253−49.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,301 | $221.2K | 0.08% | +38+3.0% | Added |
| Hobbs Group Advisors, LLC | 1,302 | $221.4K | 0.08% | +30+2.4% | Added |
| Advisors Management Group Inc | 1,308 | $222.0K | 0.05% | +1,308 | New |
| Sage Investment Advisers LLC | 1,307 | $222.2K | 0.23% | +22+1.7% | Added |
| Beech Hill Advisors, Inc. | 1,310 | $222.8K | 0.08% | −50−3.7% | Reduced |
| Willis Johnson & Associates, Inc. | 1,312 | $223.1K | 0.02% | +89+7.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,314 | $223.4K | 0.06% | −22−1.6% | Reduced |
| Stewardship Advisors, LLC | 1,314 | $223.4K | 0.06% | +1,314 | New |
| Northwest Financial Advisors | 1,316 | $223.7K | 0.18% | +7+0.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,327 | $225.6K | 0.13% | +97+7.9% | Added |
| Legend Financial Advisors, Inc. | 1,327 | $225.7K | 0.16% | −74−5.3% | Reduced |
| MGB Wealth Management, LLC | 1,328 | $225.8K | 0.08% | −380−22.2% | Reduced |
| Summit Financial Strategies, Inc. | 1,329 | $226.0K | 0.03% | −174−11.6% | Reduced |
| Capital Square, LLC | 1,329 | $226.0K | 0.14% | −66−4.7% | Reduced |
| Halter Ferguson Financial Inc. | 1,332 | $226.5K | 0.13% | +25+1.9% | Added |
| Davis Investment Partners, LLC | 1,339 | $227.2K | 0.10% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 1,338 | $227.5K | 0.08% | +15+1.1% | Added |
| San Luis Wealth Advisors LLC | 1,338 | $228.0K | 0.05% | +4+0.3% | Added |
| FDx Advisors, Inc. | 1,343 | $228.0K | 0.06% | +1,343 | New |
| Phillips Financial Management, LLC | 1,350 | $229.6K | 0.02% | −96−6.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,355 | $230.4K | 0.06% | −3−0.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,355 | $230.4K | 0.01% | +1,355 | New |
| Pathway Financial Advisors LLC | 1,356 | $230.6K | 0.06% | −20−1.5% | Reduced |
| Breed's Hill Capital LLC | 1,356 | $230.6K | 0.19% | 00.0% | Unchanged |
| Hill Island Financial LLC | 1,357 | $230.7K | 0.07% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,357 | $230.8K | 0.02% | −100−6.9% | Reduced |
| Horizon Family Wealth, Inc. | 1,358 | $230.9K | 0.16% | +11+0.8% | Added |
| True Wealth Design, LLC | 1,360 | $231.3K | 0.09% | +952+233.3% | Added |
| GenTrust, LLC | 1,364 | $231.9K | 0.01% | −89−6.1% | Reduced |
| Correct Capital Wealth Management | 1,366 | $232.3K | 0.05% | −200−12.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,369 | $232.9K | 0.08% | −40−2.8% | Reduced |
| First Citizens Financial Corp | 1,370 | $233.0K | 0.12% | 00.0% | Unchanged |
| Impact Asset Management GmbH | 1,370 | $233.0K | 0.09% | +1,370 | New |
| Horizon Wealth Management, LLC | 1,370 | $233.0K | 0.05% | −66−4.6% | Reduced |
| Sage Financial Management Group, Inc. | 1,373 | $233.0K | 0.09% | +1,373 | New |
| Kapstone Financial Advisors LLC | 1,373 | $233.4K | 0.14% | −417−23.3% | Reduced |
| Barrett & Company, Inc. | 1,374 | $233.6K | 0.10% | −33−2.3% | Reduced |
| Meixler Investment Management, Ltd. | 1,375 | $233.8K | 0.17% | −8−0.6% | Reduced |
| Parisi Gray Wealth Management | 1,377 | $234.2K | 0.08% | +7+0.5% | Added |
| Ade, LLC | 1,378 | $234.3K | 0.14% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,379 | $234.5K | 0.02% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,379 | $234.5K | 0.05% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 1,380 | $234.7K | 0.05% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 1,383 | $235.2K | 0.09% | +1,383 | New |
| Pennsylvania Capital Management Inc | 1,385 | $235.5K | 0.08% | +76+5.8% | Added |
| Sterneck Capital Management, LLC | 1,385 | $235.5K | 0.13% | +1,385 | New |
| HT Partners LLC | 1,386 | $235.7K | 0.08% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 1,387 | $235.8K | 0.14% | −16−1.1% | Reduced |