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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 5,583 | $848.9K | 0.41% | −100−1.8% | Reduced |
| Silver Lake Advisory, LLC | 5,613 | $853.5K | 0.38% | −100−1.8% | Reduced |
| Mill Capital Management, LLC | 5,617 | $854.1K | 0.07% | −115−2.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,618 | $854.3K | 0.21% | −366−6.1% | Reduced |
| Vigilare Wealth Management | 5,622 | $854.8K | 0.35% | −588−9.5% | Reduced |
| Cornerstone Advisory, LLC | 5,966 | $855.4K | 0.10% | +119+2.0% | Added |
| Breakwater Capital Group | 5,648 | $858.8K | 0.17% | +577+11.4% | Added |
| Retirement Planning Co of New England, Inc. | 5,654 | $859.8K | 0.42% | −90−1.6% | Reduced |
| Goepper Burkhardt LLC | 5,655 | $859.9K | 0.35% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,668 | $861.9K | 0.32% | −5,438−49.0% | Reduced |
| Hanson & Doremus Investment Management | 5,669 | $862.0K | 0.13% | +1,162+25.8% | Added |
| Quent Capital, LLC | 5,676 | $863.1K | 0.09% | −1,146−16.8% | Reduced |
| Weik Capital Management | 5,680 | $863.7K | 0.35% | +23+0.4% | Added |
| Tranquility Partners, LLC | 5,686 | $864.6K | 0.33% | −5−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 5,704 | $867.3K | 0.09% | +696+13.9% | Added |
| Ambassador Advisors, LLC | 5,706 | $867.7K | 0.15% | −1,807−24.1% | Reduced |
| Wellington Shields & Co., LLC | 5,715 | $869.0K | 0.27% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,720 | $869.7K | 0.15% | −133−2.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,735 | $872.0K | 0.17% | +1,595+38.5% | Added |
| Profit Investment Management, LLC | 5,752 | $874.6K | 0.70% | −206−3.5% | Reduced |
| Continuum Advisory, LLC | 5,753 | $874.7K | 0.11% | −2,323−28.8% | Reduced |
| Weatherly Asset Management L. P. | 5,724 | $877.9K | 0.08% | −233−3.9% | Reduced |
| CM Wealth Advisors LLC | 5,729 | $878.9K | 0.29% | 00.0% | Unchanged |
| Bank & Trust Co | 5,784 | $879.5K | 0.74% | −124−2.1% | Reduced |
| Prairie Sky Financial Group LLC | 5,785 | $879.6K | 0.54% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,797 | $881.5K | 0.63% | −15−0.3% | Reduced |
| Entropy Technologies, LP | 5,804 | $882.6K | 0.09% | +5,804 | New |
| SkyOak Wealth, LLC | 5,807 | $883.0K | 0.19% | −3−0.1% | Reduced |
| First County Bank | 5,813 | $883.9K | 0.49% | −455−7.3% | Reduced |
| Richwood Investment Advisors, LLC | 5,817 | $884.5K | 0.74% | +82+1.4% | Added |
| Broadwater Capital Management LLC | 5,830 | $886.5K | 0.68% | −100−1.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,830 | $887.0K | 0.64% | +265+4.8% | Added |
| MEMBERS Trust Co | 5,864 | $891.7K | 0.03% | −492−7.7% | Reduced |
| Aveo Capital Partners, LLC | 5,870 | $892.6K | 0.10% | +405+7.4% | Added |
| Franklin Street Advisors Inc | 5,870 | $893.0K | 0.06% | −78−1.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,884 | $894.7K | 0.21% | +5,884 | New |
| Soltis Investment Advisors LLC | 5,889 | $895.5K | 0.08% | +58+1.0% | Added |
| American State Bank (Iowa) | 5,891 | $895.8K | 0.54% | +200+3.5% | Added |
| Atomi Financial Group, Inc. | 5,896 | $896.6K | 0.05% | −452−7.1% | Reduced |
| BBR Partners, LLC | 5,898 | $896.9K | 0.06% | −1,938−24.7% | Reduced |
| Ballast Advisors LLC | 5,907 | $898.2K | 0.28% | −1,501−20.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 5,910 | $898.6K | 0.58% | +1,535+35.1% | Added |
| Essex Investment Management Co LLC | 5,911 | $898.8K | 0.16% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,917 | $899.8K | 0.11% | +13+0.2% | Added |
| Heartwood Wealth Advisors LLC | 5,926 | $901.1K | 0.10% | +14+0.2% | Added |
| JT Stratford LLC | 5,948 | $904.5K | 0.15% | −574−8.8% | Reduced |
| Alta Wealth Advisors LLC | 5,951 | $904.9K | 0.40% | −205−3.3% | Reduced |
| Forza Wealth Management, LLC | 5,954 | $905.4K | 0.41% | +128+2.2% | Added |
| Wolff Financial Management LLC | 5,955 | $906.0K | 0.25% | −28−0.5% | Reduced |
| Foster & Motley Inc | 5,967 | $907.0K | 0.06% | −52−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 5,972 | $908.0K | 0.03% | −122−2.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,981 | $909.5K | 0.06% | −730−10.9% | Reduced |
| Simon Quick Advisors, LLC | 6,004 | $912.9K | 0.05% | −1,108−15.6% | Reduced |
| Capstone Triton Financial Group, LLC | 6,008 | $913.7K | 0.57% | +360+6.4% | Added |
| Quad-Cities Investment Group, LLC | 6,019 | $915.2K | 0.45% | +60+1.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 6,023 | $915.8K | 0.09% | +25+0.4% | Added |
| Schechter Investment Advisors, LLC | 6,041 | $918.6K | 0.07% | −3,369−35.8% | Reduced |
| Alpha DNA Investment Management LLC | 6,042 | $918.7K | 0.50% | +115+1.9% | Added |
| Triton Wealth Management, PLLC | 5,570 | $919.3K | 0.47% | +691+14.2% | Added |
| Gibson Wealth Advisors LLC | 6,050 | $920.0K | 0.76% | −1,652−21.4% | Reduced |
| Congress Park Capital LLC | 6,050 | $920.0K | 0.33% | +225+3.9% | Added |
| Insight Advisors, LLC | 6,074 | $921.4K | 0.16% | −276−4.3% | Reduced |
| ABLE Financial Group, LLC | 6,067 | $922.5K | 0.27% | −590−8.9% | Reduced |
| Potomac Fund Management Inc | 6,077 | $924.1K | 0.05% | +6,077 | New |
| Buckley Wealth Management, LLC | 6,077 | $924.1K | 0.28% | +131+2.2% | Added |
| Oak Harbor Wealth Partners, LLC | 6,085 | $925.3K | 0.27% | −376−5.8% | Reduced |
| Lifeworks Advisors, LLC | 6,086 | $925.4K | 0.17% | −5,350−46.8% | Reduced |
| RWM Asset Management, LLC | 6,089 | $925.9K | 0.15% | −57−0.9% | Reduced |
| Shum Financial Group, Inc. | 6,103 | $928.0K | 0.80% | −275−4.3% | Reduced |
| Poplar Forest Capital LLC | 6,115 | $929.8K | 0.17% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 6,121 | $930.8K | 0.26% | −319−5.0% | Reduced |
| Trust Co | 6,127 | $931.7K | 0.11% | −117−1.9% | Reduced |
| New England Research & Management, Inc. | 6,131 | $932.0K | 0.47% | −255−4.0% | Reduced |
| Nadler Financial Group, Inc. | 6,140 | $933.6K | 0.10% | −325−5.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,141 | $934.0K | 0.09% | +703+12.9% | Added |
| MeadowBrook Investment Advisors LLC | 6,151 | $935.3K | 0.83% | −5−0.1% | Reduced |
| Empirical Asset Management, LLC | 34,939 | $936.3K | 0.31% | +124+0.4% | Added |
| Rockingstone Advisors LLC | 6,166 | $937.6K | 0.41% | −2,782−31.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,169 | $938.1K | 0.48% | +1,170+23.4% | Added |
| Ellis Investment Partners, LLC | 6,172 | $938.6K | 0.18% | −240−3.7% | Reduced |
| Tudor Financial Inc. | 6,179 | $939.4K | 0.55% | +2,538+69.7% | Added |
| ERn Financial, LLC | 6,194 | $941.9K | 0.14% | +180+3.0% | Added |
| Hudson Value Partners, LLC | 6,195 | $942.0K | 0.35% | −225−3.5% | Reduced |
| Aventura Private Wealth, LLC | 6,197 | $942.3K | 0.51% | +6,197 | New |
| Parvin Asset Management, LLC | 6,203 | $943.2K | 1.02% | +6,203 | New |
| Savvy Advisors, Inc. | 6,205 | $943.5K | 0.11% | +2,964+91.5% | Added |
| Acima Private Wealth, LLC | 6,206 | $943.7K | 0.32% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 6,212 | $944.6K | 0.50% | −945−13.2% | Reduced |
| First City Capital Management, Inc. | 6,227 | $946.9K | 0.50% | −47−0.7% | Reduced |
| Stony Point Wealth Management Inc. | 6,230 | $947.4K | 0.38% | −356−5.4% | Reduced |
| Mainstay Capital Management LLC | 6,235 | $948.1K | 0.14% | +1,393+28.8% | Added |
| Quotient Wealth Partners, LLC | 6,242 | $949.1K | 0.03% | −880−12.4% | Reduced |
| Sunesis Advisors, LLC | 6,256 | $951.3K | 0.58% | +100+1.6% | Added |
| Auxano Advisors, LLC | 6,266 | $952.8K | 0.24% | +516+9.0% | Added |
| Gateway Wealth Partners, LLC | 6,266 | $952.8K | 0.25% | +456+7.8% | Added |
| STAR Financial Bank | 6,268 | $953.1K | 0.69% | −1,854−22.8% | Reduced |
| RIA Advisory Group LLC | 6,269 | $953.3K | 0.32% | −163−2.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,274 | $954.0K | 0.09% | −67−1.1% | Reduced |
| Advisory Alpha, LLC | 6,274 | $954.1K | 0.03% | −478−7.1% | Reduced |
| Bray Capital Advisors | 6,283 | $955.3K | 0.26% | 00.0% | Unchanged |