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 |
|---|---|---|---|---|---|
| Ssi Investment Management LLC | 2,456 | $417.6K | 0.03% | −2−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,457 | $417.9K | 0.16% | +154+6.7% | Added |
| TAGStone Capital, Inc. | 2,457 | $418.0K | 0.21% | +55+2.3% | Added |
| Florida Financial Advisors, LLC | 2,463 | $418.9K | 0.22% | −650−20.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,466 | $419.3K | 0.30% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,467 | $419.5K | 0.05% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,471 | $420.2K | 0.28% | −20−0.8% | Reduced |
| Beacon Capital Management, LLC | 2,473 | $420.6K | 0.06% | +305+14.1% | Added |
| Tacita Capital Inc | 2,478 | $421.4K | 0.27% | +356+16.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,481 | $421.8K | 0.19% | −2,369−48.8% | Reduced |
| Dakota Community Bank & Trust NA | 2,481 | $421.9K | 2.12% | +21+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 2,483 | $422.2K | 0.10% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,486 | $422.8K | 0.05% | +11+0.4% | Added |
| First International Bank & Trust | 2,489 | $423.3K | 0.14% | +28+1.1% | Added |
| Robinswood Financial LLC | 2,489 | $423.3K | 0.16% | +66+2.7% | Added |
| Nikulski Financial, Inc. | 2,489 | $423.3K | 0.13% | +57+2.3% | Added |
| Main Street Research LLC | 2,491 | $423.6K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,491 | $423.6K | 0.21% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,494 | $424.1K | 0.30% | −211−7.8% | Reduced |
| ORG Partners LLC | 2,494 | $424.5K | 0.07% | −7,348−74.7% | Reduced |
| Foguth Wealth Management, LLC. | 2,494 | $425.1K | 0.15% | −308−11.0% | Reduced |
| Advantage Trust Co | 2,501 | $425.3K | 0.29% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,508 | $426.5K | 0.04% | −40−1.6% | Reduced |
| Global X Japan Co., Ltd. | 2,509 | $426.7K | 0.05% | +31+1.3% | Added |
| Significant Wealth Partners LLC | 2,511 | $427.0K | 0.22% | +214+9.3% | Added |
| Bank of Stockton | 2,511 | $427.0K | 0.13% | −205−7.5% | Reduced |
| Seven Mile Advisory | 2,515 | $427.7K | 0.28% | +356+16.5% | Added |
| Lipe & Dalton | 2,515 | $428.0K | 0.22% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,517 | $428.2K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,523 | $429.1K | 0.28% | −218−8.0% | Reduced |
| TSFG, LLC | 2,531 | $430.0K | 0.09% | −9−0.4% | Reduced |
| Frisch Financial Group, Inc. | 2,531 | $430.0K | 0.13% | +73+3.0% | Added |
| Silverlake Wealth Management LLC | 2,547 | $433.1K | 0.17% | +196+8.3% | Added |
| Intrepid Financial Planning Group LLC | 2,549 | $433.5K | 0.19% | −16−0.6% | Reduced |
| Wedge Capital Management L L P | 2,550 | $433.6K | 0.01% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 2,555 | $434.5K | 0.34% | −13−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,556 | $434.6K | 0.40% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,560 | $435.2K | 0.25% | −30−1.2% | Reduced |
| REDW Wealth LLC | 2,561 | $435.5K | 0.11% | −100−3.8% | Reduced |
| Oldfather Financial Services, LLC | 2,564 | $436.1K | 0.17% | +33+1.3% | Added |
| Crumly & Associates Inc. | 2,567 | $436.5K | 0.12% | −112−4.2% | Reduced |
| Aua Capital Management, LLC | 2,579 | $438.6K | 0.25% | −10−0.4% | Reduced |
| Advance Capital Management, Inc. | 2,582 | $439.1K | 0.02% | +500+24.0% | Added |
| Petra Financial Advisors Inc | 2,590 | $440.4K | 0.29% | −303−10.5% | Reduced |
| Lee Financial Co | 2,598 | $441.8K | 0.06% | −162−5.9% | Reduced |
| Pictet North America Advisors SA | 2,600 | $442.1K | 0.04% | −300−10.3% | Reduced |
| LWM Advisory Services, LLC | 2,602 | $442.5K | 0.33% | +879+51.0% | Added |
| BlueChip Wealth Advisors LLC | 2,606 | $443.2K | 0.23% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,611 | $444.0K | 0.11% | +72+2.8% | Added |
| HCR Wealth Advisors | 2,618 | $445.2K | 0.06% | +380+17.0% | Added |
| Sym Financial Corp | 2,624 | $446.3K | 0.06% | −504−16.1% | Reduced |
| United Advisor Group, LLC | 2,625 | $446.4K | 0.10% | +534+25.5% | Added |
| Moody Aldrich Partners LLC | 2,626 | $446.6K | 0.08% | −291−10.0% | Reduced |
| Cary Street Partners Asset Management LLC | 2,630 | $447.2K | 0.06% | −4−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 2,543 | $447.8K | 0.21% | −5,318−67.7% | Reduced |
| Code Waechter LLC | 2,635 | $448.0K | 0.43% | +2,635 | New |
| CMG Global Holdings, LLC | 2,635 | $448.1K | 0.25% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,636 | $448.3K | 0.04% | −513−16.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,639 | $448.8K | 0.02% | +158+6.4% | Added |
| Lumbard & Kellner, LLC | 2,640 | $448.9K | 0.20% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 2,652 | $451.0K | 0.26% | −42−1.6% | Reduced |
| Barlow Wealth Partners, Inc. | 2,701 | $451.6K | 0.06% | −140−4.9% | Reduced |
| Eagle Wealth Strategies LLC | 2,660 | $452.4K | 0.33% | −101−3.7% | Reduced |
| Revisor Wealth Management LLC | 2,664 | $453.0K | 0.28% | −93−3.4% | Reduced |
| Atwater Malick LLC | 2,667 | $453.5K | 0.15% | −12−0.4% | Reduced |
| Bennett Associates Wealth Management | 2,671 | $454.2K | 0.37% | +2,671 | New |
| Probity Advisors, Inc. | 2,672 | $454.3K | 0.09% | −67−2.4% | Reduced |
| Tradition Wealth Management, LLC | 2,672 | $454.4K | 0.04% | −192−6.7% | Reduced |
| Laurion Capital Management LP | 2,673 | $454.5K | 0.03% | +2,673 | New |
| Southeast Asset Advisors Inc. | 2,674 | $454.7K | 0.05% | −102−3.7% | Reduced |
| Advisor Resource Council | 2,675 | $454.9K | 0.21% | +2,675 | New |
| Sterling Financial Planning, Inc. | 2,685 | $456.6K | 0.17% | −141−5.0% | Reduced |
| Maia Wealth LLC | 2,652 | $456.6K | 0.11% | +654+32.7% | Added |
| Insight Wealth Partners, LLC | 2,688 | $457.1K | 0.28% | +384+16.7% | Added |
| Secure Asset Management, LLC | 2,691 | $457.6K | 0.08% | +997+58.9% | Added |
| Eisler Capital (US) LLC | 2,691 | $457.6K | 0.08% | −1,880−41.1% | Reduced |
| Ackerman Capital Advisors, LLC | 2,692 | $457.8K | 0.12% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 2,695 | $458.3K | 0.05% | +317+13.3% | Added |
| Convergence Investment Partners, LLC | 2,698 | $458.8K | 0.12% | −50−1.8% | Reduced |
| Trillium Asset Management, LLC | 2,700 | $459.0K | 0.01% | 00.0% | Unchanged |
| One Day In July LLC | 2,702 | $459.5K | 0.05% | +968+55.8% | Added |
| Financial Security Advisor, Inc. | 2,707 | $460.3K | 0.11% | +17+0.6% | Added |
| Financial Management Network Inc | 2,741 | $460.3K | 0.10% | +27+1.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,745 | $461.2K | 0.22% | +36+1.3% | Added |
| N.E.W. Advisory Services LLC | 2,712 | $461.2K | 0.05% | +10.0% | Added |
| ICONIQ Capital, LLC | 2,714 | $461.5K | 0.01% | +2,714 | New |
| Perfromance Wealth Partners, LLC | 2,721 | $462.7K | 0.02% | −152−5.3% | Reduced |
| Hyperion Partners, LLC | 2,723 | $463.0K | 0.30% | −44−1.6% | Reduced |
| Centric Wealth Management | 2,813 | $463.3K | 0.12% | −97−3.3% | Reduced |
| Stevens Capital Management LP | 2,727 | $464.0K | 0.07% | −2,076−43.2% | Reduced |
| Opes Wealth Management LLC | 2,729 | $464.1K | 0.09% | −19−0.7% | Reduced |
| Bouchey Financial Group Ltd | 2,731 | $464.5K | 0.04% | −124−4.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,732 | $464.6K | 0.19% | +91+3.4% | Added |
| Truvestments Capital LLC | 2,732 | $464.6K | 0.12% | +134+5.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,733 | $464.7K | 0.09% | +183+7.2% | Added |
| Quadrant Private Wealth Management, LLC | 2,737 | $465.4K | 0.12% | +214+8.5% | Added |
| Rooted Wealth Advisors, Inc. | 2,786 | $466.0K | 0.21% | −118−4.1% | Reduced |
| Clearwater Capital Advisors, LLC | 2,743 | $466.4K | 0.05% | +3+0.1% | Added |
| Heritage Investment Group, Inc. | 2,751 | $467.8K | 0.09% | +193+7.5% | Added |
| Aspen Grove Capital, LLC | 2,752 | $468.0K | 0.10% | −283−9.3% | Reduced |