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 |
|---|---|---|---|---|---|
| AIMZ Investment Advisors, LLC | 12,931 | $2.20M | 0.75% | −150−1.1% | Reduced |
| Ellsworth Advisors, LLC | 12,925 | $2.20M | 0.57% | +269+2.1% | Added |
| Thomasville National Bank | 12,894 | $2.19M | 0.16% | −5,020−28.0% | Reduced |
| Security National Bank of So Dak | 12,882 | $2.19M | 1.22% | −35−0.3% | Reduced |
| BFSG, LLC | 12,863 | $2.19M | 0.25% | +201+1.6% | Added |
| Mayflower Financial Advisors, LLC | 12,784 | $2.17M | 0.33% | −611−4.6% | Reduced |
| Symphony Financial, Ltd. Co. | 12,777 | $2.17M | 0.36% | +802+6.7% | Added |
| Beacon Financial Group | 12,767 | $2.17M | 0.23% | −140−1.1% | Reduced |
| RFP Financial Group LLC | 12,756 | $2.17M | 0.71% | +6,101+91.7% | Added |
| Advisor OS, LLC | 12,750 | $2.17M | 0.22% | −513−3.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,738 | $2.17M | 0.16% | +60.0% | Added |
| Kovack Advisors, Inc. | 12,728 | $2.16M | 0.23% | +565+4.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,725 | $2.16M | 1.73% | −35−0.3% | Reduced |
| Alpine Bank Wealth Management | 12,715 | $2.16M | 0.35% | +12,715 | New |
| 3Chopt Investment Partners, LLC | 12,713 | $2.16M | 0.77% | −168−1.3% | Reduced |
| Wolff Wiese Magana LLC | 12,712 | $2.16M | 1.48% | +328+2.6% | Added |
| Wilson & Boucher Capital Management, LLC | 12,710 | $2.16M | 1.49% | +10.0% | Added |
| Montecito Bank & Trust | 12,698 | $2.16M | 0.37% | +482+3.9% | Added |
| Lindenwold Advisors | 12,687 | $2.16M | 1.09% | +86+0.7% | Added |
| Knollwood Investment Advisory, LLC | 12,660 | $2.15M | 0.23% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 12,656 | $2.15M | 0.29% | +2,293+22.1% | Added |
| Camarda Financial Advisors, LLC | 12,633 | $2.15M | 0.80% | +212+1.7% | Added |
| Kathmere Capital Management, LLC | 12,595 | $2.14M | 0.20% | +2,224+21.4% | Added |
| Wedmont Private Capital | 12,792 | $2.14M | 0.12% | −52−0.4% | Reduced |
| Pensionfund Sabic | 12,500 | $2.13M | 0.66% | −2,600−17.2% | Reduced |
| Jupiter Wealth Management LLC | 12,500 | $2.13M | 1.09% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 12,483 | $2.12M | 0.99% | +733+6.2% | Added |
| Bedel Financial Consulting, Inc. | 12,480 | $2.12M | 0.30% | +385+3.2% | Added |
| Little House Capital LLC | 12,458 | $2.12M | 0.61% | +923+8.0% | Added |
| First United Bank Trust | 12,434 | $2.11M | 0.76% | −1,042−7.7% | Reduced |
| Carnegie Lake Advisors LLC | 12,424 | $2.11M | 0.84% | +12,424 | New |
| Dumont & Blake Investment Advisors LLC | 12,377 | $2.10M | 0.56% | −12,290−49.8% | Reduced |
| West Oak Capital, LLC | 12,339 | $2.10M | 0.39% | +490+4.1% | Added |
| Scott & Selber, Inc. | 12,328 | $2.10M | 0.65% | −44−0.4% | Reduced |
| Emprise Bank | 12,321 | $2.10M | 1.21% | +2,284+22.8% | Added |
| Arete Wealth Advisors, LLC | 12,313 | $2.09M | 0.18% | −3,327−21.3% | Reduced |
| Inspire Trust Co, N.A. | 12,300 | $2.09M | 0.58% | +1,355+12.4% | Added |
| Meridian Wealth Advisors, LLC | 12,269 | $2.09M | 0.35% | −321−2.5% | Reduced |
| Painted Porch Advisors LLC | 12,253 | $2.08M | 1.05% | +44+0.4% | Added |
| Ami Investment Management Inc | 12,248 | $2.08M | 0.71% | −24−0.2% | Reduced |
| SFMG, LLC | 12,245 | $2.08M | 0.17% | +36+0.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 12,242 | $2.08M | 0.02% | −124−1.0% | Reduced |
| Vista Investment Management | 12,240 | $2.08M | 0.78% | +295+2.5% | Added |
| Fidelis Capital Partners, LLC | 11,905 | $2.06M | 0.25% | +1,675+16.4% | Added |
| New Century Financial Group, LLC | 12,092 | $2.06M | 0.75% | +6,942+134.8% | Added |
| United Asset Strategies, Inc. | 12,092 | $2.06M | 0.19% | −20.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,024 | $2.04M | 0.52% | +100+0.8% | Added |
| Norway Savings Bank | 11,980 | $2.04M | 1.10% | −267−2.2% | Reduced |
| Southland Equity Partners LLC | 11,971 | $2.04M | 0.50% | +3,426+40.1% | Added |
| VCI Wealth Management LLC | 11,961 | $2.03M | 0.91% | +5,197+76.8% | Added |
| Interchange Capital Partners, LLC | 11,959 | $2.03M | 0.72% | −67−0.6% | Reduced |
| Partnership Wealth Management, LLC | 11,927 | $2.03M | 1.43% | −156−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,878 | $2.02M | 0.31% | −1,606−11.9% | Reduced |
| Heritage Wealth Management, Inc. | 11,874 | $2.02M | 0.66% | −872−6.8% | Reduced |
| Hemenway Trust Co LLC | 11,839 | $2.01M | 0.16% | −840−6.6% | Reduced |
| Leisure Capital Management | 11,834 | $2.01M | 0.86% | −12−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,830 | $2.01M | 0.18% | −31,493−72.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,766 | $2.00M | 0.42% | −106−0.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,765 | $2.00M | 1.26% | −121−1.0% | Reduced |
| CNB Bank | 11,762 | $2.00M | 0.93% | −209−1.7% | Reduced |
| Garrison Point Advisors, LLC | 11,715 | $1.99M | 1.23% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11,712 | $1.99M | 0.13% | +571+5.1% | Added |
| Stonebridge Capital Advisors LLC | 11,642 | $1.98M | 0.16% | +13+0.1% | Added |
| SJS Investment Consulting Inc. | 11,641 | $1.98M | 0.35% | −13−0.1% | Reduced |
| Gries Financial LLC | 11,634 | $1.98M | 0.37% | −2,549−18.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,622 | $1.98M | 0.05% | +11,622 | New |
| Kennon-Green & Company, LLC | 11,592 | $1.97M | 1.64% | +652+6.0% | Added |
| Peak Asset Management, LLC | 11,569 | $1.97M | 0.37% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,555 | $1.96M | 0.30% | −1,694−12.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 11,555 | $1.96M | 0.16% | −150−1.3% | Reduced |
| Global Financial Private Client, LLC | 11,518 | $1.96M | 0.76% | +9+0.1% | Added |
| Detalus Advisors, LLC | 11,489 | $1.95M | 0.65% | +26+0.2% | Added |
| Rogco, LP | 11,465 | $1.95M | 0.76% | −409−3.4% | Reduced |
| Lifeworks Advisors, LLC | 11,436 | $1.94M | 0.38% | +367+3.3% | Added |
| Chapin Davis, Inc. | 11,425 | $1.94M | 0.63% | +84+0.7% | Added |
| Clean Yield Group | 11,425 | $1.94M | 0.62% | −109−0.9% | Reduced |
| Hamel Associates, Inc. | 11,408 | $1.94M | 0.59% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 11,400 | $1.94M | 0.25% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 11,399 | $1.94M | 0.19% | +18+0.2% | Added |
| Frank, Rimerman Advisors LLC | 11,396 | $1.94M | 0.14% | −679−5.6% | Reduced |
| New England Asset Management Inc | 11,387 | $1.94M | 0.30% | +345+3.1% | Added |
| Paragon Private Wealth Management, LLC | 11,384 | $1.94M | 0.96% | +905+8.6% | Added |
| Lummis Asset Management, LP | 11,376 | $1.93M | 2.26% | −66−0.6% | Reduced |
| Ghe, LLC | 12,117 | $1.93M | 0.72% | +762+6.7% | Added |
| Peoples Financial Services Corp. | 11,342 | $1.93M | 0.87% | −4,643−29.0% | Reduced |
| Westover Capital Advisors, LLC | 11,322 | $1.93M | 0.37% | +695+6.5% | Added |
| Pettee Investors, Inc. | 11,297 | $1.92M | 0.94% | −1,853−14.1% | Reduced |
| Empire Financial Management Company, LLC | 11,295 | $1.92M | 0.59% | −5,855−34.1% | Reduced |
| Cito Capital Group, LLC | 11,274 | $1.92M | 0.72% | −3,000−21.0% | Reduced |
| Allred Capital Management, LLC | 11,270 | $1.92M | 0.75% | +99+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,480 | $1.91M | 0.73% | −59−0.5% | Reduced |
| First Command Advisory Services, Inc. | 11,220 | $1.91M | 0.02% | +584+5.5% | Added |
| Evermay Wealth Management LLC | 11,193 | $1.90M | 0.31% | −11−0.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 11,195 | $1.90M | 0.55% | −595−5.0% | Reduced |
| Westchester Capital Management, Inc. | 11,169 | $1.90M | 0.46% | +692+6.6% | Added |
| Means Investment Co., Inc. | 11,144 | $1.90M | 0.21% | +95+0.9% | Added |
| First Foundation Advisors | 11,133 | $1.89M | 0.07% | −166−1.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 11,106 | $1.89M | 0.65% | −488−4.2% | Reduced |
| Stiles Financial Services Inc | 11,104 | $1.89M | 0.66% | +672+6.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.89M | 0.56% | 00.0% | Unchanged |