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 |
|---|---|---|---|---|---|
| Eagle Harbor Asset Management Inc | 1,880 | $319.7K | 0.32% | 00.0% | Unchanged |
| Landaas & Co | 1,883 | $320.0K | 0.09% | +1+0.1% | Added |
| Harfst & Associates, Inc. | 1,885 | $320.5K | 0.07% | +45+2.4% | Added |
| Tanager Wealth Management LLP | 1,890 | $321.4K | 0.04% | +1,890 | New |
| GW&K Investment Management, LLC | 1,891 | $322.0K | 0.00% | +121+6.8% | Added |
| Campbell Wealth Management | 1,895 | $322.0K | 0.03% | +1,895 | New |
| Kahn Brothers Group Inc | 1,900 | $323.0K | 0.06% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,900 | $323.1K | 0.01% | +1,900 | New |
| Guild Investment Management, Inc. | 1,900 | $323.1K | 0.36% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,901 | $323.4K | 0.06% | +1+0.1% | Added |
| TFC Financial Management | 1,904 | $323.8K | 0.05% | +121+6.8% | Added |
| Insight Folios Inc | 1,906 | $324.1K | 0.12% | +76+4.2% | Added |
| Marathon Strategic Advisors, LLC | 1,906 | $324.1K | 0.34% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,910 | $324.8K | 0.10% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,914 | $325.5K | 0.10% | +55+3.0% | Added |
| Fortem Financial Group, LLC | 1,917 | $325.9K | 0.13% | +117+6.5% | Added |
| Hoxton Planning & Management, LLC | 1,918 | $326.2K | 0.13% | +352+22.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,921 | $326.7K | 0.05% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 1,927 | $327.7K | 0.01% | −38−1.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,933 | $328.7K | 0.20% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,935 | $329.0K | 0.10% | −124−6.0% | Reduced |
| Consilio Wealth Advisors, LLC | 1,939 | $329.8K | 0.14% | +142+7.9% | Added |
| Bellecapital International Ltd. | 1,941 | $330.1K | 0.07% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,989 | $330.6K | 0.16% | +92+4.8% | Added |
| One + One Wealth Management, LLC | 1,948 | $331.3K | 0.20% | −307−13.6% | Reduced |
| Sunflower Bank, N.A. | 1,949 | $331.4K | 0.09% | −163−7.7% | Reduced |
| One Charles Private Wealth Services, LLC | 1,951 | $331.8K | 0.13% | −90−4.4% | Reduced |
| DMG Group, LLC | 1,955 | $332.4K | 0.27% | +9+0.5% | Added |
| Cetera Trust Company, N.A | 1,962 | $333.6K | 0.20% | −100−4.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,963 | $334.0K | 0.07% | −54,572−96.5% | Reduced |
| Loomis Sayles & Co L P | 1,965 | $334.0K | 0.00% | +130+7.1% | Added |
| Circle Wealth Management, LLC | 1,967 | $334.6K | 0.01% | −363−15.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,968 | $334.7K | 0.24% | +150+8.3% | Added |
| Pine Harbor Wealth Management, LLC | 1,968 | $334.8K | 0.17% | +4+0.2% | Added |
| Rench Wealth Management, Inc. | 1,969 | $334.8K | 0.11% | +4+0.2% | Added |
| Walker Asset Management, LLC | 1,970 | $334.9K | 0.21% | +8+0.4% | Added |
| Elser Financial Planning, Inc | 1,970 | $335.0K | 0.49% | −26−1.3% | Reduced |
| Atlas Wealth Partners, LLC | 1,971 | $335.0K | 0.51% | +1,971 | New |
| Meridian Management Co | 1,973 | $335.5K | 0.09% | −51−2.5% | Reduced |
| Objectivity Squared, LLC | 2,009 | $336.0K | 0.23% | +12+0.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,976 | $336.0K | 0.01% | +656+49.7% | Added |
| CGC Financial Services, LLC | 1,978 | $336.4K | 0.13% | +1+0.1% | Added |
| Financial Network Wealth Advisors LLC | 1,981 | $336.9K | 0.28% | −131−6.2% | Reduced |
| Burt Wealth Advisors | 1,982 | $337.0K | 0.08% | −644−24.5% | Reduced |
| Winning Points Advisors, LLC | 1,990 | $337.3K | 0.64% | +1,990 | New |
| Sterling Group Wealth Management, LLC | 1,984 | $337.4K | 0.18% | 00.0% | Unchanged |
| Providence First Trust Co | 1,991 | $338.6K | 0.14% | +65+3.4% | Added |
| Cascade Investment Advisors, Inc. | 1,997 | $339.6K | 0.22% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,000 | $340.1K | 0.04% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,002 | $340.4K | 0.26% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,002 | $340.5K | 0.05% | +139+7.5% | Added |
| Global Strategic Investment Solutions, LLC | 2,003 | $340.7K | 0.04% | +102+5.4% | Added |
| Gerber, LLC | 2,009 | $341.6K | 0.25% | −66−3.2% | Reduced |
| Texas Capital Bancshares Inc | 2,011 | $342.0K | 0.14% | −6−0.3% | Reduced |
| James J. Burns & Company, LLC | 2,006 | $342.0K | 0.06% | +84+4.4% | Added |
| Gill Capital Partners, LLC | 2,011 | $342.0K | 0.12% | +20+1.0% | Added |
| O'Rourke & Company, Inc | 2,013 | $342.4K | 0.17% | +239+13.5% | Added |
| Claris Advisors, LLC | 2,014 | $342.5K | 0.15% | +100+5.2% | Added |
| Rowland & Co Investment Counsel | 2,015 | $342.6K | 0.07% | 00.0% | Unchanged |
| Capula Management Ltd | 2,018 | $343.2K | 0.00% | +363+21.9% | Added |
| Archetype Wealth Partners | 2,022 | $344.0K | 0.05% | +6+0.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 2,026 | $344.5K | 0.07% | −10.0% | Reduced |
| Options Solutions, LLC | 2,030 | $345.2K | 0.17% | +7+0.3% | Added |
| SK Wealth Management, LLC | 2,259 | $345.4K | 0.18% | +2,259 | New |
| ISAM Funds (UK) Ltd | 2,038 | $346.6K | 0.20% | +2,038 | New |
| LM Advisors LLC | 2,043 | $347.0K | 0.07% | −1,000−32.9% | Reduced |
| Revolve Wealth Partners, LLC | 2,041 | $347.2K | 0.05% | −54−2.6% | Reduced |
| Pinnacle Financial Group, LLC | 2,043 | $347.4K | 0.14% | +6+0.3% | Added |
| Smith Thornton Advisors LLC | 2,044 | $347.6K | 0.23% | +49+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 2,046 | $348.0K | 0.07% | +6+0.3% | Added |
| Bellevue Asset Management, LLC | 2,046 | $348.1K | 0.18% | +8+0.4% | Added |
| Litman Gregory Asset Management LLC | 2,050 | $348.6K | 0.03% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,050 | $349.0K | 0.09% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,059 | $350.0K | 0.34% | +550+36.4% | Added |
| Hardy Reed LLC | 2,060 | $350.3K | 0.03% | −184−8.2% | Reduced |
| Canvas Wealth Advisors, LLC | 2,061 | $350.5K | 0.10% | +871+73.2% | Added |
| Twin City Private Wealth, LLC | 2,061 | $350.5K | 0.30% | +52+2.6% | Added |
| McAdam, LLC | 2,061 | $350.5K | 0.02% | +357+21.0% | Added |
| Ritter Daniher Financial Advisory LLC | 2,064 | $351.0K | 0.10% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,066 | $351.3K | 0.05% | −1,331−39.2% | Reduced |
| M3 Advisory Group, LLC | 2,070 | $352.0K | 0.26% | +153+8.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,077 | $353.2K | 0.15% | +15+0.7% | Added |
| Chemistry Wealth Management LLC | 2,079 | $353.5K | 0.08% | −210−9.2% | Reduced |
| Truepoint, Inc. | 2,081 | $353.9K | 0.01% | +536+34.7% | Added |
| Counterweight Ventures, LLC | 2,084 | $354.4K | 0.25% | +700+50.6% | Added |
| Cox Capital Mgt LLC | 2,089 | $355.2K | 0.21% | −23−1.1% | Reduced |
| Towerpoint Wealth, LLC | 2,092 | $355.7K | 0.17% | +33+1.6% | Added |
| Optivise Advisory Services LLC | 2,099 | $356.9K | 0.19% | −182−8.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,100 | $357.1K | 0.08% | +2,100 | New |
| American Planning Services, Inc. | 2,101 | $357.3K | 0.28% | +500+31.2% | Added |
| Hoese & Co LLP | 2,105 | $358.0K | 0.30% | −105−4.8% | Reduced |
| Insight 2811, Inc. | 2,106 | $358.1K | 0.18% | +200+10.5% | Added |
| 360 Financial, Inc. | 2,108 | $358.5K | 0.13% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,114 | $359.6K | 0.03% | −146−6.5% | Reduced |
| Harvest Investment Services, LLC | 2,133 | $362.6K | 0.12% | +64+3.1% | Added |
| Davidson Investment Advisors | 2,135 | $363.1K | 0.02% | +100+4.9% | Added |
| Arrowroot Family Office, LLC | 2,140 | $363.9K | 0.21% | +21+1.0% | Added |
| City State Bank | 2,140 | $363.9K | 0.13% | +250+13.2% | Added |
| Towercrest Capital Management | 2,151 | $365.8K | 0.06% | +10.0% | Added |
| Financial Advisors, LLC | 2,153 | $366.1K | 0.07% | 00.0% | Unchanged |