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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 2,751 | $468.0K | 0.17% | −1,228−30.9% | Reduced |
| Northwest Wealth Management, LLC | 2,770 | $471.1K | 0.11% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,778 | $472.4K | 0.33% | −65−2.3% | Reduced |
| Michael B. Yongue | 2,780 | $472.7K | 0.38% | −410−12.9% | Reduced |
| Elevatus Welath Management | 2,782 | $473.1K | 0.15% | +15+0.5% | Added |
| GSG Advisors LLC | 2,767 | $474.3K | 0.16% | +141+5.4% | Added |
| Joule Financial, LLC | 2,798 | $475.8K | 0.17% | +139+5.2% | Added |
| Alesco Advisors LLC | 2,800 | $476.1K | 0.01% | −52−1.8% | Reduced |
| Drexel Morgan & Co. | 2,800 | $476.1K | 0.09% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,802 | $476.5K | 0.42% | −24−0.8% | Reduced |
| Retirement Income Solutions, Inc | 2,813 | $478.3K | 0.11% | +2+0.1% | Added |
| Northstar Asset Management Inc | 2,814 | $478.5K | 0.12% | −10−0.4% | Reduced |
| Traynor Capital Management, Inc. | 2,818 | $479.1K | 0.04% | −24−0.8% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $479.4K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,824 | $480.1K | 0.37% | −920−24.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,825 | $480.4K | 0.29% | +2,825 | New |
| First National Bank Sioux Falls | 2,826 | $480.6K | 0.22% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,833 | $481.7K | 0.18% | −74−2.5% | Reduced |
| Sutton Place Investors LLC | 2,841 | $483.2K | 0.30% | +49+1.8% | Added |
| First Dallas Securities Inc. | 2,845 | $483.7K | 0.20% | −797−21.9% | Reduced |
| Fishman Jay A Ltd | 2,860 | $486.3K | 0.05% | +10+0.4% | Added |
| Goldstein Advisors, LLC | 2,867 | $487.5K | 0.07% | +297+11.6% | Added |
| Compass Ion Advisors, LLC | 2,882 | $490.1K | 0.06% | −158−5.2% | Reduced |
| Keynote Financial Services LLC | 2,896 | $492.5K | 0.38% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,922 | $496.0K | 0.20% | −176−5.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,924 | $497.2K | 0.06% | +2+0.1% | Added |
| Weaver Consulting Group | 2,928 | $497.9K | 0.16% | +196+7.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,036 | $498.7K | 0.32% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 2,936 | $499.3K | 0.20% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,939 | $499.8K | 0.15% | −126−4.1% | Reduced |
| G2 Capital Management, LLC | 2,939 | $499.8K | 0.15% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,943 | $500.4K | 0.19% | −103−3.4% | Reduced |
| Arcataur Capital Management LLC | 2,947 | $501.1K | 0.17% | −2−0.1% | Reduced |
| Trinity Financial Advisors LLC | 2,670 | $502.5K | 0.22% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,961 | $503.5K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,939 | $503.7K | 0.30% | +53+1.8% | Added |
| Financial Management Professionals, Inc. | 2,965 | $504.0K | 0.06% | +3+0.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,965 | $504.2K | 0.17% | −526−15.1% | Reduced |
| Embree Financial Group | 2,968 | $504.7K | 0.09% | −26−0.9% | Reduced |
| Hofer & Associates. Inc | 2,977 | $506.3K | 0.35% | +83+2.9% | Added |
| APCM Wealth Management for Individuals | 2,979 | $506.6K | 0.08% | +142+5.0% | Added |
| Paradigm Capital Management, LLC | 2,980 | $507.0K | 0.49% | +2,980 | New |
| Paulson Wealth Management Inc. | 2,986 | $507.7K | 0.14% | +60+2.1% | Added |
| Inspirion Wealth Advisors, LLC | 2,992 | $508.8K | 0.07% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 2,995 | $509.0K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,995 | $509.3K | 0.06% | −96−3.1% | Reduced |
| Ruggaard & Associates LLC | 2,999 | $510.0K | 0.22% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2,997 | $510.0K | 0.07% | +292+10.8% | Added |
| New Republic Capital, LLC | 3,000 | $510.2K | 0.29% | −622−17.2% | Reduced |
| Invst, LLC | 3,003 | $510.7K | 0.06% | +133+4.6% | Added |
| First Financial Corp | 3,006 | $511.2K | 0.24% | −27−0.9% | Reduced |
| Garde Capital, Inc. | 3,009 | $512.0K | 0.03% | −72−2.3% | Reduced |
| Horan Securities, Inc. | 3,014 | $512.5K | 0.20% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,022 | $513.9K | 0.04% | +3,022 | New |
| BlackDiamond Wealth Management Inc. | 3,131 | $514.5K | 0.31% | −282−8.3% | Reduced |
| SPC Financial, Inc. | 3,032 | $515.6K | 0.05% | +151+5.2% | Added |
| Adapt Wealth Advisors, LLC | 3,034 | $516.0K | 0.28% | −74−2.4% | Reduced |
| DeDora Capital, Inc. | 3,036 | $516.3K | 0.14% | +10.0% | Added |
| PCG Wealth Advisors, LLC | 3,042 | $517.2K | 0.20% | +193+6.8% | Added |
| Sage Capital Management, LLC | 3,042 | $517.3K | 0.25% | +9+0.3% | Added |
| Avalon Trust Co | 3,044 | $517.6K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,045 | $517.8K | 0.25% | −134−4.2% | Reduced |
| Trilogy Capital Inc. | 3,046 | $517.9K | 0.03% | −91−2.9% | Reduced |
| Buffington Mohr McNeal | 3,050 | $518.7K | 0.09% | −40−1.3% | Reduced |
| Riverview Capital Advisers, LLC | 3,050 | $518.7K | 0.16% | −16−0.5% | Reduced |
| Cowa, LLC | 3,050 | $518.7K | 0.25% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 3,054 | $519.3K | 0.10% | −203−6.2% | Reduced |
| David R. Rahn & Associates Inc. | 3,058 | $520.0K | 0.16% | −340−10.0% | Reduced |
| Marshall Financial Group LLC | 3,058 | $520.0K | 0.12% | +3,058 | New |
| Lake Street Financial LLC | 3,064 | $521.0K | 0.08% | −5,202−62.9% | Reduced |
| Dodge & Cox | 3,075 | $522.9K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 2,989 | $523.1K | 0.36% | +385+14.8% | Added |
| Dodds Wealth, LLC | 3,028 | $523.9K | 0.17% | −41−1.3% | Reduced |
| Carolinas Wealth Consulting LLC | 3,091 | $525.5K | 0.10% | +27+0.9% | Added |
| Monticello Wealth Management, LLC | 3,092 | $525.7K | 0.05% | −92−2.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,094 | $526.2K | 0.13% | −142−4.4% | Reduced |
| 626 Financial, LLC | 3,094 | $526.2K | 0.29% | +2+0.1% | Added |
| Heritage Wealth Management, Inc. | 3,100 | $527.1K | 0.48% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,102 | $527.5K | 0.02% | +3,102 | New |
| Birchcreek Wealth Management, LLC | 3,104 | $527.8K | 0.35% | −300−8.8% | Reduced |
| Edge Wealth Management LLC | 3,108 | $528.5K | 0.11% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 3,118 | $530.2K | 0.11% | +1,362+77.6% | Added |
| Howard Bailey Securities, LLC | 3,123 | $531.1K | 0.20% | +3,123 | New |
| Institute for Wealth Management, LLC. | 3,125 | $531.4K | 0.07% | −294−8.6% | Reduced |
| Certified Advisory Corp | 3,125 | $531.4K | 0.06% | +1,008+47.6% | Added |
| WealthTrust Axiom LLC | 3,128 | $531.9K | 0.16% | +10.0% | Added |
| GEM Asset Management, LLC | 3,182 | $532.1K | 0.30% | +97+3.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,140 | $534.0K | 0.21% | +585+22.9% | Added |
| Camden Capital, LLC | 3,152 | $536.0K | 0.06% | +244+8.4% | Added |
| Bridgewealth Advisory Group, LLC | 3,155 | $536.5K | 0.20% | +3,155 | New |
| Capital Market Strategies LLC | 3,159 | $537.1K | 0.32% | +31+1.0% | Added |
| MV Capital Management, Inc. | 3,160 | $537.4K | 0.06% | −68−2.1% | Reduced |
| Private Portfolio Partners LLC | 3,162 | $537.7K | 0.10% | +3,162 | New |
| Three Bridge Wealth Advisors, LLC | 3,166 | $538.4K | 0.20% | −784−19.8% | Reduced |
| First Community Trust NA | 3,171 | $539.2K | 0.44% | 00.0% | Unchanged |
| Congress Asset Management Co | 3,172 | $539.4K | 0.00% | −1,939−37.9% | Reduced |
| Cromwell Holdings LLC | 3,174 | $539.7K | 0.35% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,177 | $540.2K | 0.04% | 00.0% | Unchanged |
| Commons Capital, LLC | 3,177 | $540.3K | 0.60% | +281+9.7% | Added |
| Ocean Capital Management, LLC | 3,179 | $540.6K | 0.13% | +3,179 | New |