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
- 3,352
- +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
- 1,421 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 15,300 | $2.60M | 1.83% | +233+1.5% | Added |
| Magnus Financial Group LLC | 15,243 | $2.59M | 0.26% | +84+0.6% | Added |
| Smartleaf Asset Management LLC | 15,225 | $2.59M | 0.31% | +3,921+34.7% | Added |
| LCNB Corp | 15,174 | $2.58M | 0.91% | −217−1.4% | Reduced |
| Dover Advisors, LLC | 15,111 | $2.57M | 1.46% | +50.0% | Added |
| Banco Santander, S.A. | 15,069 | $2.56M | 0.03% | −266−1.7% | Reduced |
| Strategic Blueprint, LLC | 15,045 | $2.56M | 0.16% | −1,550−9.3% | Reduced |
| CWA Asset Management Group, LLC | 15,041 | $2.56M | 0.14% | +15,041 | New |
| Abner Herrman & Brock LLC | 15,004 | $2.55M | 0.31% | −112−0.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.55M | 0.55% | 00.0% | Unchanged |
| Suncoast Equity Management | 14,992 | $2.55M | 0.29% | +408+2.8% | Added |
| Osprey Private Wealth LLC | 14,990 | $2.55M | 1.79% | +14,990 | New |
| TCI Wealth Advisors, Inc. | 14,979 | $2.55M | 0.21% | +67+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 14,955 | $2.54M | 0.34% | −5,706−27.6% | Reduced |
| Oxler Private Wealth LLC | 14,941 | $2.54M | 0.89% | +108+0.7% | Added |
| Chesapeake Asset Management LLC | 14,911 | $2.54M | 2.20% | +175+1.2% | Added |
| West Branch Capital LLC | 14,901 | $2.53M | 0.88% | +643+4.5% | Added |
| Cornerstone Wealth Management, LLC | 14,862 | $2.53M | 0.18% | +2,138+16.8% | Added |
| Joel Isaacson & Co., LLC | 14,786 | $2.51M | 0.12% | −1,192−7.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,751 | $2.51M | 0.30% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,675 | $2.50M | 0.17% | −1,436−8.9% | Reduced |
| Quilter Plc | 14,670 | $2.49M | 0.05% | −4,428−23.2% | Reduced |
| Aries Wealth Management | 14,638 | $2.49M | 0.68% | −1,577−9.7% | Reduced |
| Boyd Watterson Asset Management LLC | 14,604 | $2.48M | 0.68% | +2,425+19.9% | Added |
| Chicago Partners Investment Group LLC | 14,286 | $2.47M | 0.09% | +997+7.5% | Added |
| Jmac Enterprises LLC | 14,523 | $2.47M | 0.39% | +351+2.5% | Added |
| Conscious Wealth Investments, LLC | 14,269 | $2.47M | 1.70% | +401+2.9% | Added |
| Larson Financial Group LLC | 14,463 | $2.46M | 0.14% | +3,910+37.1% | Added |
| Bulltick Wealth Management, LLC | 14,438 | $2.46M | 0.61% | −18,861−56.6% | Reduced |
| MONECO Advisors, LLC | 14,409 | $2.45M | 0.30% | +1,016+7.6% | Added |
| CFO4Life Group, LLC | 14,407 | $2.45M | 0.43% | −105−0.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,407 | $2.45M | 0.45% | −75−0.5% | Reduced |
| CenterBook Partners LP | 14,400 | $2.45M | 0.15% | +14,400 | New |
| Delaney Dennis R | 14,399 | $2.45M | 1.26% | −320−2.2% | Reduced |
| Parkside Financial Bank & Trust | 14,318 | $2.43M | 0.34% | −482−3.3% | Reduced |
| Cornerstone Enterprises, LLC | 14,308 | $2.43M | 1.52% | +903+6.7% | Added |
| ZWJ Investment Counsel Inc | 14,301 | $2.43M | 0.10% | −100−0.7% | Reduced |
| Mechanics Financial Corp | 14,271 | $2.43M | 1.06% | +335+2.4% | Added |
| XML Financial, LLC | 14,252 | $2.42M | 0.22% | +358+2.6% | Added |
| IMS Capital Management | 14,246 | $2.42M | 1.09% | +10.0% | Added |
| Wealth Alliance Advisory Group, LLC | 14,150 | $2.41M | 0.51% | +2,554+22.0% | Added |
| Cigna Investments Inc | 14,146 | $2.40M | 0.43% | −183−1.3% | Reduced |
| Angeles Wealth Management, LLC | 14,134 | $2.40M | 0.21% | +639+4.7% | Added |
| Saybrook Capital | 14,105 | $2.40M | 0.68% | +1,003+7.7% | Added |
| Focus Financial Network, Inc. | 14,098 | $2.40M | 0.10% | −619−4.2% | Reduced |
| Inlet Private Wealth, LLC | 14,086 | $2.40M | 0.61% | −50−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,075 | $2.39M | 0.09% | −815−5.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 14,072 | $2.39M | 0.55% | −1,879−11.8% | Reduced |
| Liberty Capital Management, Inc. | 14,059 | $2.39M | 0.53% | −389−2.7% | Reduced |
| Aspen Investment Management Inc | 14,056 | $2.39M | 1.11% | −25−0.2% | Reduced |
| Schrum Private Wealth Management LLC | 14,040 | $2.39M | 1.23% | +4,954+54.5% | Added |
| Outfitter Financial LLC | 14,011 | $2.38M | 1.97% | −557−3.8% | Reduced |
| Berger Financial Group, Inc | 13,967 | $2.38M | 0.17% | +6,628+90.3% | Added |
| Crawford Investment Counsel Inc | 13,937 | $2.37M | 0.04% | +85+0.6% | Added |
| Flagship Harbor Advisors, LLC | 13,936 | $2.37M | 0.13% | +30+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,926 | $2.37M | 0.32% | +2,711+24.2% | Added |
| Checchi Capital Advisers, LLC | 13,882 | $2.36M | 0.18% | +783+6.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 14,304 | $2.36M | 0.89% | +33+0.2% | Added |
| Tandem Capital Management Corp | 13,847 | $2.35M | 1.24% | +25+0.2% | Added |
| Miracle Mile Advisors, LLC | 13,829 | $2.35M | 0.05% | +1,527+12.4% | Added |
| Zuckerman Investment Group, LLC | 13,825 | $2.35M | 0.24% | +475+3.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 13,797 | $2.35M | 0.12% | −70−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,771 | $2.34M | 0.11% | −253−1.8% | Reduced |
| Atwood & Palmer Inc | 13,753 | $2.34M | 0.16% | +160+1.2% | Added |
| Banco de Sabadell, S.A | 13,706 | $2.33M | 1.75% | +384+2.9% | Added |
| Home Federal Bank of Tennessee | 13,717 | $2.33M | 0.67% | +200+1.5% | Added |
| Full Sail Capital, LLC | 13,700 | $2.33M | 0.15% | −1,289−8.6% | Reduced |
| Rehmann Capital Advisory Group | 13,662 | $2.32M | 0.15% | −892−6.1% | Reduced |
| Manchester Capital Management LLC | 13,654 | $2.32M | 0.27% | +14+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 13,617 | $2.32M | 0.59% | +207+1.5% | Added |
| Leonteq Securities AG | 13,613 | $2.31M | 0.27% | −1,076−7.3% | Reduced |
| Capital Counsel LLC | 13,545 | $2.30M | 0.10% | −75−0.6% | Reduced |
| Accel Wealth Management | 13,539 | $2.30M | 0.86% | +17+0.1% | Added |
| Lecap Asset Management Ltd | 13,504 | $2.30M | 0.50% | +13,504 | New |
| Baldwin Investment Management, LLC | 13,499 | $2.30M | 0.29% | −810−5.7% | Reduced |
| Massachusetts Wealth Management | 13,481 | $2.29M | 1.45% | +75+0.6% | Added |
| Kerusso Capital Management LLC | 13,479 | $2.29M | 1.46% | +813+6.4% | Added |
| William Allan, LLC | 13,454 | $2.29M | 1.42% | +563+4.4% | Added |
| CFS Investment Advisory Services, LLC | 13,438 | $2.29M | 0.19% | −13,076−49.3% | Reduced |
| Wisconsin Capital Management LLC | 13,360 | $2.27M | 1.19% | +350+2.7% | Added |
| Insight Inv LLC | 13,350 | $2.27M | 1.90% | +200+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,308 | $2.26M | 0.62% | +684+5.4% | Added |
| First Hawaiian Bank | 13,267 | $2.26M | 0.07% | +1,317+11.0% | Added |
| Summit Global Investments | 13,269 | $2.26M | 0.14% | −4,027−23.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,250 | $2.25M | 0.02% | +2,775+26.5% | Added |
| Catalytic Wealth RIA, LLC | 13,228 | $2.25M | 0.39% | +1,841+16.2% | Added |
| Lantz Financial LLC | 13,213 | $2.25M | 0.61% | +809+6.5% | Added |
| Kesler, Norman & Wride, LLC | 13,200 | $2.25M | 0.44% | −3,722−22.0% | Reduced |
| Umpqua Bank | 13,194 | $2.24M | 0.82% | +857+6.9% | Added |
| Ascent Wealth Partners, LLC | 13,190 | $2.24M | 0.31% | −35−0.3% | Reduced |
| Amussen Hunsaker Associates LLC | 13,152 | $2.24M | 0.35% | −549−4.0% | Reduced |
| VeraBank, N.A. | 13,140 | $2.23M | 0.65% | −310−2.3% | Reduced |
| DCM Advisors, LLC | 13,108 | $2.23M | 1.12% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 13,098 | $2.23M | 1.32% | −141−1.1% | Reduced |
| Eads & Heald Wealth Management | 13,068 | $2.22M | 1.05% | −608−4.4% | Reduced |
| Western Wealth Management, LLC | 13,043 | $2.22M | 0.13% | +1,798+16.0% | Added |
| Gifford Fong Associates | 13,000 | $2.21M | 0.55% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 12,988 | $2.21M | 0.28% | −4,845−27.2% | Reduced |
| Providence Wealth Advisors, LLC | 12,726 | $2.20M | 1.63% | −15−0.1% | Reduced |
| RKL Wealth Management LLC | 12,936 | $2.20M | 0.20% | +300+2.4% | Added |