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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 4,262 | $648.1K | 0.05% | −3,269−43.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,262 | $648.1K | 0.24% | +65+1.5% | Added |
| Madden Securities Corp | 4,266 | $648.7K | 0.26% | −742−14.8% | Reduced |
| Family Firm, Inc. | 4,271 | $649.5K | 0.14% | −10.0% | Reduced |
| Souders Financial Advisors | 4,274 | $649.9K | 0.09% | +784+22.5% | Added |
| McIlrath & Eck, LLC | 4,277 | $650.4K | 0.08% | −12−0.3% | Reduced |
| Pointe Capital Management LLC | 4,281 | $651.0K | 0.37% | +31+0.7% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,287 | $651.9K | 0.24% | +4,287 | New |
| Prestige Wealth Management Group LLC | 4,256 | $652.0K | 0.14% | +65+1.6% | Added |
| Greenwich Wealth Management LLC | 4,297 | $653.0K | 0.05% | +25+0.6% | Added |
| Foster Group, Inc. | 4,297 | $653.5K | 0.02% | −1,432−25.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,297 | $653.5K | 0.15% | −224−5.0% | Reduced |
| Reik & Co., LLC | 4,305 | $654.6K | 0.16% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,307 | $654.9K | 0.07% | −260−5.7% | Reduced |
| Well Done, LLC | 3,853 | $655.1K | 0.12% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,314 | $656.0K | 0.23% | −666−13.4% | Reduced |
| Main Street Group, LTD | 4,322 | $657.1K | 0.24% | +27+0.6% | Added |
| Versant Capital Management, Inc | 4,323 | $657.4K | 0.14% | +797+22.6% | Added |
| Hexagon Capital Partners LLC | 4,324 | $657.4K | 0.12% | −283−6.1% | Reduced |
| Councilmark Asset Management, LLC | 4,334 | $659.0K | 0.44% | +24+0.6% | Added |
| Gilman Hill Asset Management, LLC | 4,338 | $659.6K | 0.11% | 00.0% | Unchanged |
| Trust Investment Advisors | 4,358 | $662.7K | 0.42% | −3,877−47.1% | Reduced |
| Capital Investment Counsel, Inc | 4,359 | $662.8K | 0.10% | −43−1.0% | Reduced |
| Signature Wealth Management Partners, LLC | 4,369 | $664.4K | 0.46% | −300−6.4% | Reduced |
| Successful Portfolios LLC | 4,393 | $668.0K | 0.45% | +275+6.7% | Added |
| Phraction Management LLC | 4,400 | $669.1K | 0.23% | +2,591+143.2% | Added |
| Susquehanna Fundamental Investments, LLC | 4,400 | $669.1K | 0.01% | +4,400 | New |
| Evernest Financial Advisors, LLC | 4,407 | $670.1K | 0.17% | −533−10.8% | Reduced |
| Fairvoy Private Wealth, LLC | 4,407 | $670.1K | 0.18% | +4,407 | New |
| Provenance Wealth Advisors, LLC | 4,410 | $670.6K | 0.09% | −2,329−34.6% | Reduced |
| Ames National Corp | 4,422 | $672.4K | 0.45% | +4,422 | New |
| Security Financial Services, INC. | 4,429 | $673.5K | 0.14% | +74+1.7% | Added |
| Waycross Partners, LLC | 4,433 | $674.1K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,449 | $676.5K | 0.05% | +824+22.7% | Added |
| Laraway Financial Inc | 4,455 | $677.4K | 0.54% | +470+11.8% | Added |
| LongView Wealth Management | 4,456 | $677.6K | 0.21% | +95+2.2% | Added |
| Meridian Investment Counsel Inc. | 4,465 | $678.9K | 0.20% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,470 | $679.7K | 0.70% | +4,470 | New |
| First National Bank | 4,479 | $681.1K | 0.47% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,481 | $681.4K | 0.23% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,497 | $683.8K | 0.43% | +590+15.1% | Added |
| Versor Investments LP | 4,500 | $684.3K | 0.12% | +4,500 | New |
| Sandy Cove Advisors, LLC | 4,505 | $685.0K | 0.27% | −266−5.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,506 | $685.2K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 4,473 | $685.6K | 0.04% | +2,702+152.6% | Added |
| St. Louis Trust Co | 4,527 | $688.4K | 0.10% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 4,529 | $688.6K | 0.63% | +273+6.4% | Added |
| Northstar Financial Companies, Inc. | 4,556 | $692.8K | 0.66% | +4,556 | New |
| Broadleaf Partners, LLC | 4,559 | $693.2K | 0.16% | −110−2.4% | Reduced |
| Clarendon Private LLC | 4,559 | $693.3K | 0.73% | +4,559 | New |
| Capital Advantage, Inc. | 4,560 | $693.5K | 0.13% | +4,560 | New |
| TigerOak Management, L.L.C. | 4,562 | $693.7K | 0.25% | +4,562 | New |
| Howard Capital Management Group, LLC | 4,568 | $694.7K | 0.05% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 4,573 | $695.4K | 0.71% | +4,573 | New |
| American Capital Advisory, LLC | 4,576 | $695.8K | 0.39% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,588 | $697.6K | 0.15% | −277−5.7% | Reduced |
| Blueprint Investment Partners LLC | 4,592 | $698.3K | 0.11% | +108+2.4% | Added |
| Capital Advisors Wealth Management, LLC | 4,594 | $698.6K | 0.12% | −423−8.4% | Reduced |
| Keudell/Morrison Wealth Management | 4,596 | $698.9K | 0.18% | +712+18.3% | Added |
| WealthBridge Capital Management, LLC | 4,602 | $699.8K | 0.19% | −5−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,610 | $700.9K | 0.05% | −744−13.9% | Reduced |
| Legacy Bridge, LLC | 4,611 | $701.1K | 0.37% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 4,613 | $701.4K | 0.25% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,616 | $702.0K | 0.13% | −286−5.8% | Reduced |
| Sigma Investment Counselors Inc | 4,629 | $703.9K | 0.04% | +319+7.4% | Added |
| Miller Investment Management, LP | 4,631 | $704.2K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,634 | $704.6K | 0.40% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,635 | $704.9K | 0.27% | −1,111−19.3% | Reduced |
| Chickasaw Capital Management LLC | 4,635 | $705.0K | 0.03% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 4,646 | $706.5K | 0.57% | 00.0% | Unchanged |
| Savoie Capital LLC | 4,650 | $707.1K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,655 | $707.8K | 0.12% | +240+5.4% | Added |
| Black Diamond Financial, LLC | 4,670 | $710.2K | 0.11% | +285+6.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 4,673 | $710.6K | 0.68% | +4,673 | New |
| KWB Wealth | 4,181 | $710.9K | 0.09% | −128−3.0% | Reduced |
| D.B. Root & Company, LLC | 4,679 | $711.5K | 0.23% | +76+1.7% | Added |
| West Michigan Advisors, LLC | 4,640 | $712.0K | 0.21% | −144−3.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,684 | $712.3K | 0.16% | −9,388−66.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,755 | $714.5K | 0.14% | +10.0% | Added |
| Seven Springs Wealth Group, LLC | 4,716 | $717.1K | 0.27% | −225−4.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,716 | $717.1K | 0.05% | +250+5.6% | Added |
| Prentiss Smith & Co Inc | 4,725 | $718.5K | 0.47% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,753 | $722.8K | 0.14% | +1,480+45.2% | Added |
| Peachtree Investment Partners, LLC | 4,756 | $723.2K | 0.27% | −1,236−20.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,004 | $723.5K | 0.20% | +1,849+58.6% | Added |
| Community Trust & Investment Co | 4,761 | $724.0K | 0.04% | −363−7.1% | Reduced |
| Griffith & Werner, Inc. | 4,766 | $724.7K | 0.48% | +4,766 | New |
| Austin Private Wealth, LLC | 4,768 | $725.0K | 0.07% | +765+19.1% | Added |
| Birch Capital Management, LLC | 4,770 | $725.3K | 0.37% | −20.0% | Reduced |
| Eagle Harbor Asset Management Inc | 4,770 | $725.3K | 0.73% | +2,890+153.7% | Added |
| Centaurus Financial, Inc. | 4,776 | $726.0K | 0.04% | −5,395−53.0% | Reduced |
| Guardian Wealth Advisors, LLC | 4,776 | $726.3K | 0.47% | −30−0.6% | Reduced |
| Balentine LLC | 4,781 | $727.0K | 0.03% | −4,603−49.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,793 | $728.8K | 0.28% | −1,880−28.2% | Reduced |
| Dechtman Wealth Management, LLC | 4,803 | $730.3K | 0.14% | −145−2.9% | Reduced |
| Cornerstone National Bank & Trust Co | 4,808 | $731.1K | 0.34% | +69+1.5% | Added |
| Richard W. Paul & Associates, LLC | 4,811 | $731.6K | 0.27% | +418+9.5% | Added |
| Alpha Cubed Investments, LLC | 4,816 | $732.3K | 0.03% | −3,484−42.0% | Reduced |
| Morris Financial Concepts, Inc. | 4,822 | $733.2K | 0.31% | +10.0% | Added |
| Windsor Capital Management, LLC | 4,825 | $733.7K | 0.22% | +3+0.1% | Added |