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, Q4 2024
Institutional positions in PepsiCo Inc as of Dec 31, 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
- 3,483
- +202 vs. Q3 2024
- Shares held
- 1.03B
- +22.5M (+2.2%) vs. Q3 2024
- Total value
- $156.6B
- −$14.5B (−8.5%) vs. Q3 2024
- New holders
- 388
- 1,093 more added
- Sold out
- 186
- 1,640 more reduced
71 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 2,874 | $437.0K | 0.09% | +104+3.8% | Added |
| Redhawk Wealth Advisors, Inc. | 2,875 | $437.1K | 0.06% | −792−21.6% | Reduced |
| Keynote Financial Services LLC | 2,875 | $437.2K | 0.34% | −21−0.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,880 | $437.9K | 0.08% | +147+5.4% | Added |
| Frisch Financial Group, Inc. | 2,856 | $438.0K | 0.13% | +325+12.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,036 | $438.2K | 0.28% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,932 | $438.7K | 0.19% | −9,160−75.8% | Reduced |
| Hofer & Associates. Inc | 2,887 | $439.0K | 0.29% | −90−3.0% | Reduced |
| WealthTrust Axiom LLC | 2,888 | $439.1K | 0.13% | −240−7.7% | Reduced |
| Philadelphia Trust Co | 2,894 | $440.0K | 0.03% | −929−24.3% | Reduced |
| Dodds Wealth, LLC | 2,975 | $440.6K | 0.14% | −53−1.8% | Reduced |
| Ruggaard & Associates LLC | 2,901 | $441.1K | 0.19% | −98−3.3% | Reduced |
| SPC Financial, Inc. | 2,902 | $441.3K | 0.04% | −130−4.3% | Reduced |
| Vista Wealth Management Group, LLC | 2,904 | $441.6K | 0.03% | −589−16.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,905 | $441.8K | 0.12% | −24,846−89.5% | Reduced |
| Alesco Advisors LLC | 2,907 | $442.0K | 0.01% | +107+3.8% | Added |
| Bouchey Financial Group Ltd | 2,898 | $442.3K | 0.04% | +167+6.1% | Added |
| First Bank & Trust | 2,915 | $443.3K | 0.09% | +1,725+145.0% | Added |
| Wealth Architects, LLC | 2,926 | $445.0K | 0.05% | −980−25.1% | Reduced |
| Impact Capital Partners LLC | 2,936 | $446.4K | 0.16% | +2,936 | New |
| G2 Capital Management, LLC | 2,939 | $446.9K | 0.13% | 00.0% | Unchanged |
| Trust Co of Kansas | 2,939 | $447.0K | 0.21% | −2,603−47.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,940 | $447.1K | 0.06% | +938+46.9% | Added |
| Sand Hill Global Advisors, LLC | 2,943 | $447.5K | 0.02% | −740−20.1% | Reduced |
| Arcataur Capital Management LLC | 2,947 | $448.1K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 2,948 | $448.3K | 0.17% | −66−2.2% | Reduced |
| Dravo Bay LLC | 2,950 | $448.6K | 0.22% | +510+20.9% | Added |
| Thrive Wealth Management, LLC | 2,950 | $448.6K | 0.08% | −475−13.9% | Reduced |
| Embree Financial Group | 2,951 | $448.8K | 0.08% | −17−0.6% | Reduced |
| Sonoma Private Wealth LLC | 2,953 | $449.0K | 0.72% | +2,953 | New |
| Dupree Financial Group, LLC | 2,954 | $449.2K | 0.21% | +18+0.6% | Added |
| ABN AMRO Bank N.V. | 2,988 | $449.6K | 0.01% | −266,534−98.9% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,962 | $450.4K | 0.22% | −239−7.5% | Reduced |
| Capstone Wealth Management Group LLC | 2,963 | $450.5K | 0.34% | +2,963 | New |
| Root Financial Partners, LLC | 2,969 | $451.4K | 0.06% | +2,969 | New |
| Hickory Point Bank & Trust | 2,970 | $451.6K | 0.40% | +2,970 | New |
| Cromwell Holdings LLC | 2,942 | $451.7K | 0.26% | −232−7.3% | Reduced |
| Paradigm Capital Management, LLC | 2,975 | $452.0K | 0.42% | −5−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,972 | $452.0K | 0.02% | +333+12.6% | Added |
| Brown Financial Advisors | 2,973 | $452.1K | 0.18% | +2,973 | New |
| Copley Financial Group, Inc. | 2,974 | $452.2K | 0.35% | +2,905+4,210.1% | Added |
| Capital Market Strategies LLC | 2,976 | $452.6K | 0.26% | −183−5.8% | Reduced |
| Hutchinson Capital Management | 2,977 | $452.7K | 0.09% | −663−18.2% | Reduced |
| Consolidated Portfolio Review Corp | 2,990 | $454.6K | 0.07% | +2,990 | New |
| Aurdan Capital Management, LLC | 2,992 | $455.0K | 0.17% | +2,992 | New |
| Arthur M. Cohen & Associates, LLC | 2,998 | $455.9K | 0.08% | −170−5.4% | Reduced |
| Allen Investment Management LLC | 2,998 | $455.9K | 0.01% | +37+1.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,997 | $456.0K | 0.06% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 3,000 | $456.2K | 0.09% | +3,000 | New |
| Graver Capital Management, LLC | 3,000 | $456.2K | 0.48% | +3,000 | New |
| Old North State Wealth Management, LLC | 2,995 | $456.5K | 0.26% | +555+22.7% | Added |
| LaSalle St. Investment Advisors, LLC | 3,007 | $457.0K | 0.14% | +85+2.9% | Added |
| Measured Wealth Private Client Group, LLC | 3,006 | $457.1K | 0.15% | +41+1.4% | Added |
| Montag & Caldwell, LLC | 3,008 | $457.4K | 0.10% | −691−18.7% | Reduced |
| Garde Capital, Inc. | 3,009 | $458.0K | 0.03% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,014 | $458.0K | 0.07% | +19+0.6% | Added |
| Global X Japan Co., Ltd. | 3,022 | $459.5K | 0.06% | +513+20.4% | Added |
| BlackDiamond Wealth Management Inc. | 3,030 | $460.7K | 0.27% | −101−3.2% | Reduced |
| GEM Asset Management, LLC | 3,031 | $460.9K | 0.26% | −151−4.7% | Reduced |
| Marco Investment Management LLC | 3,032 | $461.0K | 0.04% | −315−9.4% | Reduced |
| Everpar Advisors LLC | 3,034 | $461.4K | 0.23% | −801−20.9% | Reduced |
| DSG Capital Advisors, LLC | 3,034 | $461.4K | 0.08% | +3,034 | New |
| Adapt Wealth Advisors, LLC | 3,034 | $461.4K | 0.23% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,036 | $461.7K | 0.10% | −8,286−73.2% | Reduced |
| DeDora Capital, Inc. | 3,036 | $461.7K | 0.13% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 3,041 | $462.4K | 0.46% | −276−8.3% | Reduced |
| PCG Wealth Advisors, LLC | 3,042 | $462.5K | 0.17% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 3,042 | $462.6K | 0.23% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,045 | $463.0K | 0.23% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,021 | $463.3K | 0.09% | −70−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 3,047 | $463.3K | 0.15% | +747+32.5% | Added |
| Riverview Capital Advisers, LLC | 3,050 | $463.8K | 0.14% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,051 | $463.9K | 0.29% | −53−1.7% | Reduced |
| Richardson Financial Services Inc. | 3,062 | $464.6K | 0.33% | −1,364−30.8% | Reduced |
| Partners Wealth Management, LLC | 3,065 | $466.1K | 0.53% | +3,065 | New |
| Institute for Wealth Management, LLC. | 3,066 | $466.2K | 0.06% | −59−1.9% | Reduced |
| Spinnaker Investment Group, LLC | 3,075 | $467.6K | 0.11% | −426−12.2% | Reduced |
| Dodge & Cox | 3,075 | $467.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3,077 | $467.9K | 0.03% | +33+1.1% | Added |
| Virtue Capital Management, LLC | 3,082 | $468.6K | 0.09% | +28+0.9% | Added |
| 626 Financial, LLC | 3,087 | $469.5K | 0.25% | −7−0.2% | Reduced |
| Convergence Financial, LLC | 3,088 | $469.6K | 0.09% | −157−4.8% | Reduced |
| Ipsen Advisor Group LLC | 3,090 | $469.9K | 0.40% | +3,090 | New |
| Flow Traders U.S. LLC | 3,088 | $470.0K | 0.02% | +3,088 | New |
| Wealth Effects LLC | 3,094 | $470.4K | 0.17% | −222−6.7% | Reduced |
| Buffington Mohr McNeal | 3,096 | $470.8K | 0.08% | +46+1.5% | Added |
| Triad Wealth Partners, LLC | 3,100 | $471.4K | 0.17% | +3,100 | New |
| GGM Financials LLC | 3,111 | $473.1K | 0.50% | −579−15.7% | Reduced |
| Titleist Asset Management, LLC | 3,112 | $473.3K | 0.05% | −443−12.5% | Reduced |
| Phocas Financial Corp. | 3,113 | $473.4K | 0.06% | −888−22.2% | Reduced |
| Marshall Financial Group LLC | 3,128 | $475.6K | 0.12% | +70+2.3% | Added |
| United Advisor Group, LLC | 3,134 | $476.6K | 0.09% | +509+19.4% | Added |
| AGH Wealth Advisors, LLC | 3,135 | $476.7K | 0.44% | +3,135 | New |
| Smart Portfolios, LLC | 3,138 | $477.2K | 0.50% | −95−2.9% | Reduced |
| Waterfront Wealth Inc. | 3,149 | $478.9K | 0.12% | −322−9.3% | Reduced |
| Silver Oak Securities, Inc | 3,160 | $479.5K | 0.04% | +700+28.5% | Added |
| Oxford Financial Group Ltd | 3,155 | $479.8K | 0.03% | −506−13.8% | Reduced |
| Certified Advisory Corp | 3,157 | $480.0K | 0.05% | +32+1.0% | Added |
| Innova Wealth Partners | 3,157 | $480.1K | 0.30% | +3,157 | New |
| Ocean Capital Management, LLC | 3,161 | $480.6K | 0.10% | −18−0.6% | Reduced |