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
- 3,353
- +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 | 3,421 | $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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 1,387 | $235.9K | 0.01% | −92−6.2% | Reduced |
| Sittner & Nelson, LLC | 1,393 | $236.9K | 0.11% | −30−2.1% | Reduced |
| Partners in Financial Planning | 1,399 | $237.8K | 0.05% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,399 | $237.9K | 0.03% | −82−5.5% | Reduced |
| Boston Common Asset Management, LLC | 1,400 | $238.0K | 0.01% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $238.1K | 0.05% | 00.0% | Unchanged |
| Fosun International Ltd | 1,403 | $238.6K | 0.08% | +1,403 | New |
| Second Half Financial Partners, LLC | 1,404 | $238.8K | 0.13% | +1,404 | New |
| Wealth Management Partners, LLC | 1,408 | $239.4K | 0.11% | −22−1.5% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,408 | $239.4K | 0.17% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,408 | $239.5K | 0.07% | +25+1.8% | Added |
| Safir Wealth Advisors, LLC | 1,410 | $239.8K | 0.18% | 00.0% | Unchanged |
| Williams & Novak, LLC | 1,414 | $240.5K | 0.22% | −400−22.1% | Reduced |
| Harmony Asset Management LLC | 1,414 | $240.5K | 0.09% | +1,414 | New |
| McCarthy & Cox | 1,415 | $240.6K | 0.09% | +1,415 | New |
| Private Management Group Inc | 1,418 | $241.1K | 0.01% | −85−5.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $242.3K | 0.04% | 00.0% | Unchanged |
| Farrell Financial LLC | 1,474 | $243.4K | 0.17% | +10+0.7% | Added |
| Aire Advisors, LLC | 1,435 | $243.9K | 0.05% | −81−5.3% | Reduced |
| Windsor Advisory Group, LLC | 1,435 | $244.0K | 0.28% | +1,435 | New |
| Lakeshore Financial Planning, Inc. | 1,436 | $244.4K | 0.11% | +3+0.2% | Added |
| Port Capital LLC | 1,438 | $245.0K | 0.01% | −20−1.4% | Reduced |
| Finivi Inc. | 1,442 | $245.2K | 0.20% | −22−1.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,442 | $245.2K | 0.08% | −300−17.2% | Reduced |
| Prosperity Financial Group, Inc. | 1,444 | $245.6K | 0.14% | +78+5.7% | Added |
| Safeguard Financial, LLC | 1,447 | $246.1K | 0.06% | −228−13.6% | Reduced |
| Compton Financial Group, LLC | 1,449 | $246.3K | 0.07% | +4+0.3% | Added |
| Peddock Capital Advisors, LLC | 1,449 | $246.4K | 0.06% | −32−2.2% | Reduced |
| Cannon Wealth Management Services, LLC | 1,452 | $246.9K | 0.23% | +1,452 | New |
| HFG Advisors, Inc. | 1,454 | $247.2K | 0.22% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,455 | $247.4K | 0.13% | −322−18.1% | Reduced |
| Curran Financial Partners, LLC | 1,455 | $247.5K | 0.07% | +1,455 | New |
| Almanack Investment Partners, LLC. | 1,461 | $248.4K | 0.04% | +34+2.4% | Added |
| Axiom Financial Strategies, LLC | 1,461 | $248.4K | 0.13% | +1,461 | New |
| Red Wave Investments LLC | 1,468 | $249.6K | 0.09% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,469 | $249.9K | 0.07% | −41−2.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,471 | $250.1K | 0.16% | −29−1.9% | Reduced |
| Great Diamond Partners, LLC | 1,472 | $250.3K | 0.06% | −465−24.0% | Reduced |
| Coastwise Capital Group, LLC | 1,472 | $250.3K | 0.21% | +1,472 | New |
| Per Stirling Capital Management, LLC. | 1,473 | $250.5K | 0.03% | −1,415−49.0% | Reduced |
| Canal Capital Management, LLC | 1,473 | $250.5K | 0.04% | −187−11.3% | Reduced |
| Wade Financial Advisory, Inc | 1,474 | $250.7K | 0.08% | −1,071−42.1% | Reduced |
| Granite Harbor Advisors, Inc. | 1,477 | $251.2K | 0.15% | +1,477 | New |
| Cahill Financial Advisors Inc | 1,478 | $251.3K | 0.03% | +181+14.0% | Added |
| M. Kulyk & Associates, LLC | 1,479 | $251.5K | 0.05% | −3−0.2% | Reduced |
| Santori & Peters | 1,479 | $251.5K | 0.10% | +1+0.1% | Added |
| Glass Wealth Management Co LLC | 1,485 | $252.5K | 0.14% | −124−7.7% | Reduced |
| Shayne & Co., LLC | 1,485 | $252.5K | 0.06% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,489 | $253.2K | 0.09% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,491 | $253.5K | 0.23% | −62−4.0% | Reduced |
| Kaydan Wealth Management, Inc. | 1,501 | $255.4K | 0.08% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,502 | $255.4K | 0.06% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,511 | $257.0K | 0.21% | +12+0.8% | Added |
| Tandem Investment Advisors, Inc. | 1,517 | $258.0K | 0.01% | +71+4.9% | Added |
| 49 Wealth Management, LLC | 1,523 | $258.9K | 0.04% | +1,523 | New |
| Meridian Financial Partners LLC | 1,528 | $260.0K | 0.13% | −14−0.9% | Reduced |
| Family Investment Center, Inc. | 1,529 | $260.0K | 0.07% | +1+0.1% | Added |
| Centennial Wealth Advisory LLC | 1,532 | $260.5K | 0.10% | −1,004−39.6% | Reduced |
| Members Capital Advisors Inc | 1,532 | $260.5K | 0.30% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,538 | $261.5K | 0.06% | +1,538 | New |
| Lockerman Financial Group, Inc. | 1,542 | $262.2K | 0.44% | +91+6.3% | Added |
| Rappaport Reiches Capital Management, LLC | 1,542 | $262.3K | 0.07% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,543 | $262.4K | 0.09% | −9,252−85.7% | Reduced |
| Greater Midwest Financial Group, LLC | 1,548 | $263.2K | 0.15% | −52−3.3% | Reduced |
| Meridian Financial, LLC | 1,552 | $263.8K | 0.18% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,552 | $263.9K | 0.14% | +12+0.8% | Added |
| Western Pacific Wealth Management, LP | 1,554 | $264.3K | 0.18% | +400+34.7% | Added |
| Cohen Investment Advisors LLC | 1,558 | $264.9K | 0.16% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,559 | $265.1K | 0.05% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,560 | $265.3K | 0.39% | −35−2.2% | Reduced |
| Investors Research Corp | 1,561 | $265.4K | 0.06% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,562 | $265.7K | 0.09% | −19−1.2% | Reduced |
| C M Bidwell & Associates Ltd | 1,565 | $266.1K | 0.16% | −14−0.9% | Reduced |
| Allen Wealth Management, LLC | 1,569 | $266.8K | 0.19% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 1,572 | $267.3K | 0.07% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,573 | $267.5K | 0.07% | +98+6.6% | Added |
| Rebalance, LLC | 1,575 | $267.8K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,577 | $268.0K | 0.20% | −19,747−92.6% | Reduced |
| Baron Wealth Management LLC | 1,577 | $268.1K | 0.13% | −49−3.0% | Reduced |
| Abel Hall, LLC | 1,579 | $268.5K | 0.18% | −58−3.5% | Reduced |
| Heck Capital Advisors, LLC | 1,583 | $269.2K | 0.03% | −48−2.9% | Reduced |
| Morris Retirement Advisors, LLC | 1,584 | $269.4K | 0.15% | +11+0.7% | Added |
| WMG Financial Advisors, LLC | 1,585 | $269.5K | 0.12% | +2+0.1% | Added |
| Greenline Partners, LLC | 1,587 | $269.9K | 0.04% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,588 | $270.1K | 0.05% | +111+7.5% | Added |
| Columbus Macro, LLC | 1,579 | $270.4K | 0.10% | +6+0.4% | Added |
| Talisman Wealth Advisors LLC | 1,593 | $270.8K | 0.29% | +16+1.0% | Added |
| KRS Capital Management, LLC | 1,596 | $271.4K | 0.20% | −88−5.2% | Reduced |
| Lakewood Asset Management LLC | 1,597 | $271.6K | 0.19% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,597 | $272.0K | 0.09% | −72−4.3% | Reduced |
| Unio Capital LLC | 1,600 | $272.1K | 0.11% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,600 | $272.1K | 0.58% | +1,600 | New |
| Millennium Capital Advisors, LLC | 1,605 | $272.9K | 0.18% | −325−16.8% | Reduced |
| Cohen & Steers, Inc. | 1,606 | $273.0K | 0.00% | −154−8.8% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,607 | $273.3K | 0.11% | −364−18.5% | Reduced |
| Ameliora Wealth Management Ltd. | 1,614 | $274.5K | 0.11% | −216−11.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,614 | $274.5K | 0.08% | 00.0% | Unchanged |
| Verum Partners LLC | 1,615 | $274.6K | 0.08% | +126+8.5% | Added |
| Capital Management Corp | 1,619 | $275.3K | 0.05% | 00.0% | Unchanged |
| SL Advisors, LLC | 1,623 | $276.0K | 0.50% | −365−18.4% | Reduced |