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 |
|---|---|---|---|---|---|
| Beaumont Asset Management, L.L.C. | 4,829 | $734.3K | 0.43% | −90−1.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,830 | $734.5K | 0.05% | −1,731−26.4% | Reduced |
| Allegheny Financial Group LTD | 4,831 | $734.6K | 0.19% | −502−9.4% | Reduced |
| Centennial Bank | 4,833 | $734.9K | 0.35% | −107−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 4,839 | $735.9K | 0.14% | −1,055−17.9% | Reduced |
| Park Place Capital Corp | 4,854 | $738.1K | 0.21% | −554−10.2% | Reduced |
| KFG Wealth Management, LLC | 4,856 | $738.5K | 0.14% | +194+4.2% | Added |
| Petros Family Wealth, LLC | 4,870 | $740.6K | 0.80% | +4,870 | New |
| Cahaba Wealth Management, Inc. | 4,874 | $741.2K | 0.06% | +162+3.4% | Added |
| Ironvine Capital Partners, LLC | 4,900 | $745.1K | 0.08% | 00.0% | Unchanged |
| West Bancorporation Inc | 4,907 | $746.2K | 0.49% | −470−8.7% | Reduced |
| Processus Wealth & Capital Management, LLC | 4,907 | $746.2K | 0.59% | +4+0.1% | Added |
| 1620 Investment Advisors, Inc. | 4,918 | $747.8K | 0.57% | −2,851−36.7% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,921 | $748.3K | 0.42% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,929 | $749.5K | 0.55% | −2,599−34.5% | Reduced |
| Sherbrooke Park Advisers LLC | 4,965 | $755.0K | 0.24% | +866+21.1% | Added |
| Alliance Wealth Advisors, LLC | 4,975 | $756.6K | 0.20% | +760+18.0% | Added |
| Quadcap Wealth Management, LLC | 4,987 | $758.3K | 0.11% | −5,489−52.4% | Reduced |
| Tarbox Family Office, Inc. | 4,988 | $758.5K | 0.13% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 5,000 | $760.3K | 0.12% | −47−0.9% | Reduced |
| Duncan Williams Asset Management, LLC | 5,010 | $761.8K | 0.30% | +88+1.8% | Added |
| Moment Partners, LLC | 5,017 | $762.9K | 0.15% | +5,017 | New |
| Armstrong Advisory Group, Inc | 5,019 | $763.2K | 0.06% | −37−0.7% | Reduced |
| Hopwood Financial Services, Inc. | 5,047 | $767.4K | 0.58% | +5,047 | New |
| Chesapeake Wealth Management | 5,065 | $770.3K | 0.26% | −193−3.7% | Reduced |
| United Bank | 5,066 | $770.3K | 0.09% | −533−9.5% | Reduced |
| CPA Asset Management LLC | 5,074 | $771.6K | 0.36% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,077 | $772.1K | 0.43% | −393−7.2% | Reduced |
| True North Advisors, LLC | 5,083 | $772.9K | 0.18% | +379+8.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,058 | $775.3K | 0.22% | +142+2.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,110 | $777.0K | 0.04% | +277+5.7% | Added |
| Chilton Capital Management LLC | 5,116 | $777.9K | 0.03% | +37+0.7% | Added |
| Somerset Group LLC | 5,138 | $781.3K | 0.71% | 00.0% | Unchanged |
| Promethium Advisors,llc | 5,110 | $784.1K | 0.54% | +10.0% | Added |
| Silvia McColl Wealth Management, LLC | 5,176 | $787.1K | 0.59% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 5,181 | $787.8K | 0.48% | −48−0.9% | Reduced |
| 1248 Management, LLC | 5,137 | $788.1K | 0.34% | +5,137 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,185 | $788.5K | 0.06% | +141+2.8% | Added |
| Boltwood Capital Management | 5,196 | $790.1K | 0.24% | +25+0.5% | Added |
| OneAscent Financial Services LLC | 5,172 | $792.0K | 0.07% | +141+2.8% | Added |
| Goldstone Financial Group, LLC | 5,208 | $792.0K | 0.12% | +115+2.3% | Added |
| Arlington Trust Co LLC | 5,218 | $793.4K | 0.17% | +519+11.0% | Added |
| Cottonwood Capital Advisors, LLC | 5,219 | $793.5K | 0.57% | −30−0.6% | Reduced |
| Hollow Brook Wealth Management LLC | 5,235 | $796.0K | 0.24% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 5,247 | $797.0K | 0.54% | +5,247 | New |
| Argus Investors' Counsel, Inc. | 5,244 | $797.4K | 0.53% | −865−14.2% | Reduced |
| Roof Eidam & Maycock | 5,263 | $800.3K | 0.21% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,270 | $801.4K | 0.05% | −10−0.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 5,280 | $802.0K | 0.31% | +5,280 | New |
| Apeiron RIA LLC | 5,277 | $802.5K | 0.22% | +1,082+25.8% | Added |
| Lakeridge Wealth Management LLC | 5,279 | $802.7K | 0.41% | −51−1.0% | Reduced |
| Cladis Investment Advisory, LLC | 5,280 | $802.9K | 0.57% | +280+5.6% | Added |
| Lester Murray Antman dba SimplyRich | 5,281 | $803.0K | 0.23% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 4,730 | $804.3K | 0.42% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,299 | $805.8K | 0.18% | −133−2.4% | Reduced |
| Proffitt & Goodson Inc | 5,300 | $805.9K | 0.13% | −99−1.8% | Reduced |
| Johnson & White Wealth Management, LLC | 5,366 | $806.0K | 0.49% | +5,366 | New |
| Catalyst Financial Partners LLC | 5,301 | $806.1K | 0.15% | −962−15.4% | Reduced |
| Clear Creek Financial Management, LLC | 5,304 | $806.5K | 0.09% | +1,604+43.4% | Added |
| Novus Advisors, LLC | 5,304 | $806.5K | 0.80% | +5,304 | New |
| WBI Investments | 5,309 | $807.2K | 0.20% | +1,284+31.9% | Added |
| Blue Zone Wealth Advisors, LLC | 5,309 | $807.3K | 0.23% | +774+17.1% | Added |
| Good Life Advisors, LLC | 5,315 | $808.2K | 0.06% | −906−14.6% | Reduced |
| Annex Advisory Services, LLC | 5,324 | $809.6K | 0.02% | −184−3.3% | Reduced |
| Callan Capital, LLC | 5,339 | $811.9K | 0.06% | −547−9.3% | Reduced |
| NCM Capital Management, LLC | 5,352 | $813.8K | 0.37% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 5,356 | $814.4K | 0.40% | −269−4.8% | Reduced |
| Sound Income Strategies, LLC | 5,360 | $815.1K | 0.05% | +101+1.9% | Added |
| RiverPark Advisors, LLC | 5,361 | $815.2K | 0.66% | +371+7.4% | Added |
| Exchange Bank | 5,374 | $817.2K | 0.66% | −481−8.2% | Reduced |
| Hoey Investments, Inc | 5,377 | $817.6K | 0.14% | −411−7.1% | Reduced |
| Millstone Evans Group, LLC | 5,383 | $818.5K | 0.56% | +5,383 | New |
| Roman Butler Fullerton & Co | 5,299 | $819.2K | 0.26% | −600−10.2% | Reduced |
| Wellington Shields Capital Management, LLC | 5,393 | $820.0K | 0.15% | −650−10.8% | Reduced |
| Tyler-Stone Wealth Management | 5,395 | $820.3K | 0.15% | −394−6.8% | Reduced |
| First Business Financial Services, Inc. | 5,408 | $822.3K | 0.08% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,411 | $822.8K | 0.23% | +93+1.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 5,422 | $824.5K | 0.60% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5,431 | $825.8K | 0.32% | −174−3.1% | Reduced |
| Jane Street Group, LLC | 5,431 | $825.8K | 0.00% | −188,888−97.2% | Reduced |
| Sentry Investment Management LLC | 5,431 | $826.0K | 0.39% | −944−14.8% | Reduced |
| Cim Investment Mangement Inc | 5,441 | $827.4K | 0.24% | +25+0.5% | Added |
| Integral Investment Advisors, Inc. | 5,459 | $830.1K | 0.27% | −64−1.2% | Reduced |
| Winnow Wealth LLC | 5,685 | $830.9K | 0.82% | +5,685 | New |
| Gilbert & Cook, Inc. | 5,466 | $831.2K | 0.12% | −184−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 5,470 | $831.8K | 0.23% | −255−4.5% | Reduced |
| Alteri Wealth LLC | 5,472 | $832.1K | 0.23% | +5,472 | New |
| Blackston Financial Advisory Group, LLC | 5,492 | $835.2K | 0.42% | +639+13.2% | Added |
| AssuredPartners Investment Advisors, LLC | 5,496 | $835.8K | 0.16% | +5,496 | New |
| Patriot Investment Management Inc. | 5,498 | $836.0K | 0.06% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 5,500 | $836.3K | 0.08% | −319−5.5% | Reduced |
| Trust Co of the South | 5,508 | $837.5K | 0.17% | −119−2.1% | Reduced |
| Royal Capital Wealth Management, LLC | 5,510 | $837.8K | 0.59% | −446−7.5% | Reduced |
| Magnolia Capital Management Ltd | 5,516 | $839.0K | 0.67% | −296−5.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,534 | $841.5K | 0.34% | +710+14.7% | Added |
| OneAscent Wealth Management LLC | 5,536 | $842.0K | 0.35% | −426−7.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,591 | $842.5K | 0.41% | +20.0% | Added |
| NWF Advisory Services Inc. | 5,503 | $844.1K | 0.12% | −924−14.4% | Reduced |
| General Partner, Inc. | 5,568 | $846.7K | 0.51% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 5,575 | $847.8K | 0.21% | −249−4.3% | Reduced |