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 |
|---|---|---|---|---|---|
| First Community Trust NA | 3,171 | $482.2K | 0.34% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 3,177 | $483.0K | 0.04% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,181 | $483.7K | 0.18% | +496+18.5% | Added |
| Stephens Consulting, LLC | 3,186 | $484.5K | 0.12% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 3,192 | $485.4K | 0.11% | −188−5.6% | Reduced |
| Birmingham Capital Management Co Inc | 3,200 | $486.6K | 0.18% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,188 | $488.2K | 0.12% | +451+16.5% | Added |
| Bell Bank | 3,214 | $488.7K | 0.04% | +24+0.8% | Added |
| Peninsula Wealth, LLC | 3,219 | $489.5K | 0.08% | −76−2.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,222 | $490.0K | 0.12% | +128+4.1% | Added |
| DecisionMap Wealth Management, LLC | 3,228 | $490.9K | 0.39% | +3,228 | New |
| Wagner Wealth Management, LLC | 3,229 | $491.0K | 0.13% | −562−14.8% | Reduced |
| D'Orazio & Associates, Inc. | 3,237 | $492.2K | 0.07% | −1,253−27.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,242 | $493.0K | 0.11% | −119−3.5% | Reduced |
| West Chester Capital Advisors, Inc | 3,243 | $493.1K | 0.27% | +3,243 | New |
| Intelligent Financial Strategies | 3,245 | $493.4K | 0.27% | −176−5.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,247 | $493.7K | 0.34% | −158−4.6% | Reduced |
| Aspire Private Capital, LLC | 3,254 | $494.8K | 0.12% | −131−3.9% | Reduced |
| Hardin Capital Partners, LLC | 3,255 | $495.0K | 0.30% | −365−10.1% | Reduced |
| Trilogy Capital Inc. | 3,258 | $495.4K | 0.03% | +212+7.0% | Added |
| Tanaka Capital Management Inc | 3,259 | $496.0K | 1.13% | −1,025−23.9% | Reduced |
| Wealthspan Partners, LLC | 3,265 | $496.5K | 0.24% | −14−0.4% | Reduced |
| Pines Wealth Management, LLC | 3,482 | $496.7K | 0.22% | +3,482 | New |
| Legacy Edge Advisors, LLC | 3,276 | $497.1K | 0.08% | −2−0.1% | Reduced |
| Fortress Wealth Group, LLC | 3,311 | $497.6K | 0.24% | −879−21.0% | Reduced |
| Challenger Wealth Management | 3,285 | $499.5K | 0.43% | +3,285 | New |
| Templeton & Phillips Capital Management, LLC | 3,285 | $499.5K | 0.40% | −270−7.6% | Reduced |
| Private Portfolio Partners LLC | 3,287 | $499.8K | 0.09% | +125+4.0% | Added |
| D L Carlson Investment Group Inc | 3,299 | $501.6K | 0.09% | +17+0.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,306 | $502.7K | 0.19% | −4,275−56.4% | Reduced |
| Paulson Wealth Management Inc. | 3,309 | $503.1K | 0.14% | +323+10.8% | Added |
| OmniStar Financial Group, Inc. | 3,312 | $503.5K | 0.40% | −1,165−26.0% | Reduced |
| SNS Financial Group, LLC | 3,289 | $504.6K | 0.05% | −86−2.5% | Reduced |
| Cassia Capital Partners, LLC | 3,320 | $504.8K | 0.32% | −1,833−35.6% | Reduced |
| First Financial Corp | 3,321 | $505.0K | 0.24% | +315+10.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,322 | $505.0K | 0.22% | −120−3.5% | Reduced |
| Uncommon Cents Investing LLC | 3,322 | $505.1K | 0.15% | −350−9.5% | Reduced |
| Howard Bailey Securities, LLC | 3,340 | $507.9K | 0.19% | +217+6.9% | Added |
| Bryce Point Capital, LLC | 3,343 | $508.3K | 0.15% | +3,343 | New |
| Huntleigh Advisors, Inc. | 3,346 | $508.7K | 0.11% | +3,346 | New |
| Klingman & Associates, LLC | 3,358 | $510.6K | 0.03% | −162−4.6% | Reduced |
| Perritt Capital Management Inc | 3,363 | $511.4K | 0.27% | +4+0.1% | Added |
| Capstone Wealth Management Group, LLC | 3,366 | $511.8K | 0.27% | −617−15.5% | Reduced |
| Phillips Wealth Planners LLC | 3,592 | $512.4K | 0.51% | −791−18.0% | Reduced |
| Bingham Private Wealth, LLC | 3,370 | $512.4K | 0.55% | +3,370 | New |
| Proquility Private Wealth Partners, LLC | 3,374 | $513.0K | 0.17% | −4,136−55.1% | Reduced |
| Golden State Wealth Management, LLC | 3,379 | $513.9K | 0.08% | +3,379 | New |
| Ridgecrest Wealth Partners, LLC | 3,380 | $514.0K | 0.28% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,383 | $514.4K | 0.28% | +148+4.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,389 | $515.3K | 0.25% | −7−0.2% | Reduced |
| Family Management Corp | 3,389 | $515.3K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 3,392 | $515.8K | 0.13% | −92−2.6% | Reduced |
| Marks Group Wealth Management, Inc | 3,394 | $516.1K | 0.05% | +79+2.4% | Added |
| Cooper/Haims Advisors, LLC | 3,394 | $516.2K | 0.29% | +10.0% | Added |
| Creekside Partners | 3,402 | $517.3K | 0.27% | −170−4.8% | Reduced |
| Cambridge Financial Group, LLC | 3,409 | $518.4K | 0.22% | −365−9.7% | Reduced |
| Burton Enright Welch | 3,412 | $518.9K | 0.11% | −10.0% | Reduced |
| Commons Capital, LLC | 3,421 | $520.2K | 0.47% | +244+7.7% | Added |
| German American Bancorp, Inc. | 3,431 | $521.7K | 0.05% | −24−0.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,432 | $521.9K | 0.44% | +3,432 | New |
| Indie Asset Partners, LLC | 3,433 | $522.0K | 0.41% | 00.0% | Unchanged |
| Summit Global Investments | 3,439 | $523.0K | 0.03% | −9,830−74.1% | Reduced |
| Carlson Capital Management | 3,450 | $524.6K | 0.02% | −269−7.2% | Reduced |
| Fagan Associates, Inc. | 3,453 | $525.0K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,465 | $526.9K | 0.01% | +1,186+52.0% | Added |
| Consolidated Planning Corp | 3,469 | $527.5K | 0.07% | −24−0.7% | Reduced |
| Capital Investment Services of America, Inc. | 3,486 | $530.1K | 0.05% | −122−3.4% | Reduced |
| Burford Brothers, Inc. | 3,489 | $530.7K | 0.26% | −185−5.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,496 | $531.6K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 3,449 | $533.3K | 0.08% | +1,242+56.3% | Added |
| Edge Financial Advisors LLC | 3,509 | $533.5K | 0.48% | −10−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 3,515 | $534.6K | 0.23% | −187−5.1% | Reduced |
| Xcel Wealth Management, LLC | 3,516 | $534.6K | 0.15% | −816−18.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,490 | $535.4K | 0.19% | +324+10.2% | Added |
| Morningstar Investment Management LLC | 3,528 | $536.0K | 0.04% | +354+11.2% | Added |
| Hurlow Wealth Management Group, Inc. | 3,525 | $536.0K | 0.17% | −39−1.1% | Reduced |
| Fairview Capital Investment Management, LLC | 3,526 | $536.2K | 0.03% | +78+2.3% | Added |
| Heritage Wealth Management, Inc. | 3,528 | $536.4K | 0.46% | +428+13.8% | Added |
| Central Bank & Trust Co | 3,530 | $536.8K | 0.08% | 00.0% | Unchanged |
| Weiss Asset Management LP | 3,531 | $536.9K | 0.01% | +3,531 | New |
| Covenant Asset Management, LLC | 3,543 | $538.7K | 0.12% | −200−5.3% | Reduced |
| Secure Asset Management, LLC | 3,546 | $539.1K | 0.08% | +855+31.8% | Added |
| Northern Financial Advisors Inc | 3,550 | $539.8K | 0.43% | −1,904−34.9% | Reduced |
| InTrack Investment Management Inc | 3,726 | $540.1K | 0.38% | −3,852−50.8% | Reduced |
| apricus wealth, LLC | 3,553 | $540.3K | 0.35% | +134+3.9% | Added |
| Strategic Wealth Partners, Ltd. | 3,738 | $540.4K | 0.04% | −98−2.6% | Reduced |
| Hoge Financial Services, LLC | 3,557 | $540.9K | 0.40% | +315+9.7% | Added |
| AllSquare Wealth Management LLC | 3,562 | $541.6K | 0.31% | 00.0% | Unchanged |
| Ignite Planners, LLC | 3,622 | $542.1K | 0.12% | +23+0.6% | Added |
| Voya Financial Advisors, Inc. | 3,577 | $542.7K | 0.06% | +388+12.2% | Added |
| Wynn Capital, LLC | 3,570 | $542.9K | 0.34% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 3,566 | $543.6K | 0.48% | +3,566 | New |
| Penserra Capital Management LLC | 3,587 | $544.0K | 0.01% | +3,476+3,131.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,594 | $546.0K | 0.41% | −7,601−67.9% | Reduced |
| Seeds Investor LLC | 3,595 | $546.7K | 0.16% | −1,236−25.6% | Reduced |
| Rice Partnership, LLC | 3,602 | $547.7K | 0.10% | −59−1.6% | Reduced |
| Catalina Capital Group, LLC | 3,606 | $548.4K | 0.18% | −457−11.2% | Reduced |
| Semmax Financial Advisors Inc. | 3,802 | $549.7K | 0.15% | +268+7.6% | Added |
| Bourne Lent Asset Management Inc | 3,615 | $549.7K | 0.21% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,620 | $550.4K | 0.13% | −10.0% | Reduced |