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 |
|---|---|---|---|---|---|
| Aufman Associates Inc | 2,153 | $366.1K | 0.24% | +2,153 | New |
| Keystone Wealth Services, LLC | 2,153 | $366.1K | 0.10% | −90−4.0% | Reduced |
| Creekmur Asset Management LLC | 2,158 | $367.0K | 0.09% | −40−1.8% | Reduced |
| Garner Asset Management Corp | 2,161 | $367.0K | 0.17% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,160 | $367.3K | 0.04% | +149+7.4% | Added |
| Tennessee Valley Asset Management Partners | 2,163 | $367.7K | 0.06% | −128−5.6% | Reduced |
| Tradewinds Capital Management, LLC | 2,163 | $367.8K | 0.10% | +2+0.1% | Added |
| Sentinus, LLC | 2,165 | $368.2K | 0.14% | +113+5.5% | Added |
| Darwin Advisors, LLC | 2,167 | $368.6K | 0.10% | +2,167 | New |
| Strategic Investment Advisors | 2,167 | $368.6K | 0.04% | +74+3.5% | Added |
| Michael S. Ryan, Inc. | 2,168 | $368.7K | 0.26% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,169 | $368.8K | 0.16% | +23+1.1% | Added |
| Verdad Advisers, LP | 2,171 | $369.2K | 0.49% | +2,171 | New |
| Core Wealth Advisors, Inc. | 2,174 | $369.7K | 0.12% | −61−2.7% | Reduced |
| Chiron Capital Management, LLC | 2,176 | $370.0K | 0.33% | +2+0.1% | Added |
| Five Oceans Advisors | 2,180 | $370.7K | 0.18% | −23−1.0% | Reduced |
| Cypress Wealth Services, LLC | 2,183 | $371.2K | 0.08% | −820−27.3% | Reduced |
| Focused Wealth Management, Inc | 2,184 | $371.4K | 0.05% | −293−11.8% | Reduced |
| Luts & Greenleigh Group, Inc | 2,185 | $371.6K | 0.36% | −115−5.0% | Reduced |
| Planning Capital Management Corp | 2,186 | $371.7K | 0.25% | +168+8.3% | Added |
| Beacon Financial Advisory LLC | 2,188 | $372.0K | 0.13% | −137−5.9% | Reduced |
| Cyrus J. Lawrence, LLC | 2,191 | $372.0K | 0.07% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 2,190 | $372.3K | 0.32% | +287+15.1% | Added |
| Belmont Capital, LLC | 2,193 | $372.9K | 0.06% | −5,770−72.5% | Reduced |
| Castleview Partners, LLC | 2,199 | $373.9K | 0.22% | −7−0.3% | Reduced |
| Spirit of America Management Corp | 2,200 | $374.1K | 0.07% | −200−8.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,202 | $374.4K | 0.16% | −150−6.4% | Reduced |
| Kelly Financial Services LLC | 2,207 | $375.3K | 0.14% | +106+5.0% | Added |
| Vivaldi Capital Management, LLC | 2,207 | $375.4K | 0.11% | +176+8.7% | Added |
| McGuire Investment Group, LLC | 2,213 | $376.3K | 0.05% | +104+4.9% | Added |
| Gray Wealth Management Inc. | 2,215 | $376.6K | 0.15% | 00.0% | Unchanged |
| Planning Directions Inc | 2,219 | $377.3K | 0.22% | −702−24.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,221 | $377.7K | 0.16% | +25+1.1% | Added |
| Lane & Associates LLC | 2,222 | $377.8K | 0.21% | −253−10.2% | Reduced |
| Centurion Wealth Management LLC | 2,235 | $380.1K | 0.12% | +2,235 | New |
| Mascoma Wealth Management LLC | 2,236 | $380.2K | 0.09% | −281−11.2% | Reduced |
| SMART Wealth LLC | 2,256 | $383.6K | 0.15% | −182−7.5% | Reduced |
| Cortland Associates Inc | 2,257 | $384.0K | 0.05% | +545+31.8% | Added |
| Westside Investment Management, Inc. | 2,261 | $384.5K | 0.08% | −19−0.8% | Reduced |
| United Community Bank | 2,263 | $384.8K | 0.15% | −160−6.6% | Reduced |
| Encompass Wealth Advisors, LLC | 2,270 | $386.0K | 0.10% | +13+0.6% | Added |
| Gateway Advisory, LLC | 2,273 | $386.5K | 0.06% | +190+9.1% | Added |
| ZRC Wealth Management, LLC | 2,273 | $386.6K | 0.17% | +10.0% | Added |
| Willow Creek Wealth Management Inc. | 2,275 | $386.9K | 0.04% | −89−3.8% | Reduced |
| Abacus Wealth Partners, LLC | 2,276 | $387.1K | 0.06% | +723+46.6% | Added |
| Barry Investment Advisors, LLC | 2,277 | $387.2K | 0.12% | −2−0.1% | Reduced |
| Silver Oak Securities, Inc | 2,460 | $387.3K | 0.04% | −138−5.3% | Reduced |
| Green Harvest Asset Management LLC | 2,279 | $387.5K | 0.01% | +522+29.7% | Added |
| Vision Capital Management, Inc. | 2,291 | $389.5K | 0.05% | +600+35.5% | Added |
| Sierra Summit Advisors LLC | 2,299 | $390.9K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,300 | $391.1K | 0.15% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,300 | $391.1K | 0.04% | +2,300 | New |
| Gentry Private Wealth, LLC | 2,304 | $391.8K | 0.32% | −101−4.2% | Reduced |
| Youngs Advisory Group, Inc. | 2,305 | $392.0K | 0.16% | +2,305 | New |
| Clearview Wealth Advisors LLC | 2,305 | $392.0K | 0.30% | −41−1.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,313 | $393.3K | 0.01% | +118+5.4% | Added |
| Second Line Capital, LLC | 2,314 | $393.6K | 0.11% | +2,314 | New |
| Holistic Financial Partners | 2,315 | $393.6K | 0.19% | +461+24.9% | Added |
| Key Client Fiduciary Advisors, LLC | 2,316 | $393.8K | 0.18% | +40+1.8% | Added |
| Stonebrook Private Inc. | 2,316 | $393.9K | 0.10% | +155+7.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 2,324 | $395.2K | 0.18% | −127−5.2% | Reduced |
| Slocum, Gordon & Co LLP | 2,326 | $395.5K | 0.16% | −25−1.1% | Reduced |
| Wallace Capital Management Inc. | 2,331 | $396.4K | 0.05% | +100+4.5% | Added |
| Onyx Bridge Wealth Group LLC | 2,331 | $396.4K | 0.06% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 2,335 | $397.1K | 0.07% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 2,335 | $397.1K | 0.15% | +7+0.3% | Added |
| SWMG, LLC | 2,415 | $397.8K | 0.16% | +2,415 | New |
| ERTS Wealth Advisors, LLC | 2,349 | $399.4K | 0.07% | −5−0.2% | Reduced |
| Brand Asset Management Group, Inc. | 2,350 | $399.6K | 0.16% | −7−0.3% | Reduced |
| Ethos Financial Group, LLC | 2,339 | $400.0K | 0.07% | −116−4.7% | Reduced |
| Enclave Advisors LLC | 2,359 | $401.2K | 0.07% | +2,359 | New |
| Ashton Thomas Securities, LLC | 2,360 | $401.4K | 0.08% | +818+53.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,297 | $401.5K | 0.14% | −7−0.3% | Reduced |
| Allen Capital Group, LLC | 2,361 | $401.5K | 0.05% | +445+23.2% | Added |
| Koss-Olinger Consulting, LLC | 2,371 | $403.0K | 0.03% | +621+35.5% | Added |
| 17 Capital Partners, LLC | 2,370 | $403.0K | 0.26% | +2,370 | New |
| HF Advisory Group, LLC | 2,372 | $403.3K | 0.19% | +2,372 | New |
| LexAurum Advisors, LLC | 2,374 | $403.7K | 0.09% | −71−2.9% | Reduced |
| RW Investment Management LLC | 2,375 | $403.9K | 0.05% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,376 | $404.0K | 0.16% | −1,595−40.2% | Reduced |
| Montis Financial, LLC | 2,378 | $404.3K | 0.14% | −648−21.4% | Reduced |
| East Coast Asset Management, LLC. | 2,383 | $405.2K | 0.13% | 00.0% | Unchanged |
| Capital City Trust Co | 2,383 | $405.2K | 0.10% | +402+20.3% | Added |
| Sara-Bay Financial | 2,395 | $407.3K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 2,395 | $407.3K | 0.04% | −1,572−39.6% | Reduced |
| Argyle Capital Management Inc. | 2,398 | $407.8K | 0.16% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,400 | $408.1K | 0.03% | +121+5.3% | Added |
| Summit Wealth Group, LLC | 2,417 | $411.0K | 0.12% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,424 | $412.1K | 0.07% | +2+0.1% | Added |
| Encompass More Asset Management | 2,432 | $413.6K | 0.16% | +681+38.9% | Added |
| Pingora Partners LLC | 2,433 | $413.7K | 0.29% | −155−6.0% | Reduced |
| Founders Financial Securities LLC | 2,434 | $414.0K | 0.04% | −3,556−59.4% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,435 | $414.1K | 0.28% | 00.0% | Unchanged |
| Dravo Bay LLC | 2,440 | $414.9K | 0.21% | −551−18.4% | Reduced |
| Falcon Wealth Planning | 2,440 | $414.9K | 0.05% | +32+1.3% | Added |
| Bremer Bank National Association | 2,442 | $415.3K | 0.08% | −199−7.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,446 | $415.9K | 0.08% | +159+7.0% | Added |
| Old North State Wealth Management, LLC | 2,440 | $416.2K | 0.23% | +786+47.5% | Added |
| Glass Jacobson Investment Advisors llc | 2,448 | $416.3K | 0.14% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,452 | $417.0K | 0.06% | 00.0% | Unchanged |