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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 6,664 | $955.6K | 0.23% | −2,512−27.4% | Reduced |
| Northern Oak Wealth Management Inc | 6,286 | $955.9K | 0.12% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,302 | $958.2K | 0.49% | −604−8.7% | Reduced |
| Carson Advisory Inc. | 6,307 | $959.0K | 0.67% | −217−3.3% | Reduced |
| Global Trust Asset Management, LLC | 6,307 | $959.1K | 0.36% | −1,000−13.7% | Reduced |
| Altus Wealth Group LLC | 6,308 | $959.2K | 0.42% | −279−4.2% | Reduced |
| Pure Financial Advisors, Inc. | 6,312 | $959.8K | 0.02% | +1,207+23.6% | Added |
| Fullcircle Wealth LLC | 6,642 | $960.3K | 0.39% | −75−1.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,317 | $960.6K | 0.25% | −402−6.0% | Reduced |
| Brass Tax Wealth Management, Inc | 6,322 | $961.4K | 0.20% | +141+2.3% | Added |
| RFP Financial Group LLC | 6,333 | $963.1K | 0.37% | −6,423−50.4% | Reduced |
| Norris Perne & French LLP | 6,360 | $967.1K | 0.07% | +792+14.2% | Added |
| Insigneo Advisory Services, LLC | 6,365 | $967.9K | 0.10% | −4,220−39.9% | Reduced |
| Financial Advocates Investment Management | 6,367 | $968.2K | 0.06% | −3,989−38.5% | Reduced |
| KC Investment Advisors, LLC | 6,376 | $969.5K | 0.39% | −1,337−17.3% | Reduced |
| Northwest Bancshares, Inc. | 6,389 | $971.5K | 0.18% | −949−12.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,395 | $972.4K | 0.32% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6,401 | $973.4K | 0.09% | −28−0.4% | Reduced |
| First Affirmative Financial Network | 6,418 | $975.9K | 0.56% | +30+0.5% | Added |
| Custos Family Office, LLC | 6,423 | $976.7K | 0.34% | +40+0.6% | Added |
| Etesian Wealth Advisors, Inc. | 6,457 | $981.9K | 0.43% | −702−9.8% | Reduced |
| Watchman Group, Inc. | 6,463 | $982.8K | 0.26% | −13,180−67.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,476 | $984.7K | 0.34% | −113−1.7% | Reduced |
| Doheny Asset Management | 6,479 | $985.0K | 0.74% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 6,430 | $986.5K | 0.46% | −185−2.8% | Reduced |
| Strategy Asset Managers LLC | 6,492 | $987.2K | 0.19% | −7−0.1% | Reduced |
| Marathon Capital Management | 6,496 | $987.8K | 0.25% | +225+3.6% | Added |
| Avestar Capital, LLC | 6,446 | $990.0K | 0.09% | −2,087−24.5% | Reduced |
| Lighthouse Investment Partners, LLC | 6,514 | $990.5K | 0.04% | +6,514 | New |
| Skopos Labs, Inc. | 6,524 | $992.0K | 0.30% | −742−10.2% | Reduced |
| Wall Street Access Asset Management, LLC | 6,527 | $992.5K | 0.37% | −8−0.1% | Reduced |
| Everhart Financial Group, Inc. | 6,563 | $998.0K | 0.21% | −1,957−23.0% | Reduced |
| Old Port Advisors | 6,564 | $998.1K | 0.29% | −188−2.8% | Reduced |
| SkyView Investment Advisors, LLC | 6,572 | $999.0K | 0.16% | +6,572 | New |
| My Legacy Advisors, LLC | 6,928 | $1.00M | 0.39% | −87−1.2% | Reduced |
| Altfest L J & Co Inc | 6,617 | $1.01M | 0.13% | −278−4.0% | Reduced |
| Stableford Capital II LLC | 6,621 | $1.01M | 0.40% | −88−1.3% | Reduced |
| Flagship Wealth Advisors, LLC | 6,638 | $1.01M | 0.59% | +6,638 | New |
| Guardian Wealth Advisors, LLC | 6,648 | $1.01M | 0.08% | +1,160+21.1% | Added |
| WR Wealth Planners, LLC | 6,655 | $1.01M | 0.33% | −101−1.5% | Reduced |
| Knuff & Co LLC | 6,657 | $1.01M | 0.31% | −250−3.6% | Reduced |
| Denali Advisors LLC | 6,667 | $1.01M | 0.11% | −34,407−83.8% | Reduced |
| Pollock Investment Advisors, LLC | 6,681 | $1.02M | 0.83% | +6,681 | New |
| Ami Investment Management Inc | 6,684 | $1.02M | 0.33% | −5,564−45.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,705 | $1.02M | 0.02% | +168+2.6% | Added |
| Eqis Capital Management, Inc. | 6,709 | $1.02M | 0.08% | +526+8.5% | Added |
| Hamilton Capital, LLC | 6,718 | $1.02M | 0.08% | +1,611+31.5% | Added |
| EagleClaw Capital Managment, LLC | 6,740 | $1.02M | 0.16% | +540+8.7% | Added |
| Herold Advisors, Inc. | 6,750 | $1.03M | 0.22% | +97+1.5% | Added |
| Bank of Nova Scotia Trust Co | 6,759 | $1.03M | 0.11% | −1,358−16.7% | Reduced |
| Kuhn & Co Investment Counsel | 6,767 | $1.03M | 0.88% | +110+1.7% | Added |
| Ramirez Asset Management, Inc. | 6,769 | $1.03M | 0.21% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 6,707 | $1.03M | 0.19% | −445−6.2% | Reduced |
| Cambridge Advisors Inc. | 6,785 | $1.03M | 0.23% | −1,250−15.6% | Reduced |
| Ellenbecker Investment Group | 6,795 | $1.03M | 0.18% | +20.0% | Added |
| Glen Eagle Advisors, LLC | 6,803 | $1.03M | 0.17% | −921−11.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,803 | $1.03M | 0.01% | −342−4.8% | Reduced |
| B&L Asset Management LLC | 6,803 | $1.03M | 0.66% | −151−2.2% | Reduced |
| Emerald Advisors, LLC | 6,810 | $1.04M | 0.14% | +326+5.0% | Added |
| BankPlus Trust Department | 6,815 | $1.04M | 0.34% | +6,815 | New |
| Canopy Partners, LLC | 6,816 | $1.04M | 0.40% | +354+5.5% | Added |
| Donald L. Hagan, LLC | 6,831 | $1.04M | 0.54% | −268−3.8% | Reduced |
| VERITY Wealth Advisors | 6,837 | $1.04M | 0.75% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 6,854 | $1.04M | 0.49% | +6,854 | New |
| Monterey Private Wealth, Inc. | 6,865 | $1.04M | 0.34% | −203−2.9% | Reduced |
| Archford Capital Strategies, LLC | 6,875 | $1.05M | 0.16% | −102−1.5% | Reduced |
| FSM Wealth Advisors, LLC | 7,143 | $1.05M | 0.26% | −131−1.8% | Reduced |
| Clear Harbor Asset Management, LLC | 6,908 | $1.05M | 0.08% | +2,487+56.3% | Added |
| Campbell & CO Investment Adviser LLC | 6,910 | $1.05M | 0.08% | −51,584−88.2% | Reduced |
| MB, Levis & Associates, LLC | 6,912 | $1.05M | 0.53% | −55−0.8% | Reduced |
| Live Oak Private Wealth LLC | 6,912 | $1.05M | 0.18% | +25+0.4% | Added |
| Signet Financial Management, LLC | 6,922 | $1.05M | 0.13% | −549−7.3% | Reduced |
| First Commonwealth Financial Corp | 6,925 | $1.05M | 0.25% | +847+13.9% | Added |
| Westmount Partners, LLC | 6,926 | $1.05M | 0.32% | −157−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 6,927 | $1.05M | 0.08% | +1,887+37.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,928 | $1.05M | 0.61% | −939−11.9% | Reduced |
| Meritage Portfolio Management | 6,938 | $1.06M | 0.07% | −104−1.5% | Reduced |
| Cove Private Wealth, LLC | 6,954 | $1.06M | 0.64% | +249+3.7% | Added |
| Sentry LLC | 6,955 | $1.06M | 0.21% | −151−2.1% | Reduced |
| MN Wealth Advisors, LLC | 6,970 | $1.06M | 0.60% | +3,750+116.5% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.06M | 0.29% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 7,007 | $1.06M | 1.26% | −9,124−56.6% | Reduced |
| Orleans Capital Management Corp | 7,323 | $1.07M | 0.60% | −1,035−12.4% | Reduced |
| LM Advisors LLC | 6,957 | $1.07M | 0.19% | +4,914+240.5% | Added |
| MBE Wealth Management, LLC | 7,018 | $1.07M | 0.60% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7,020 | $1.07M | 0.18% | −66−0.9% | Reduced |
| Elgethun Capital Management | 7,027 | $1.07M | 0.26% | +46+0.7% | Added |
| GAM Holding AG | 7,030 | $1.07M | 0.08% | +7,030 | New |
| Signal Advisors Wealth, LLC | 6,987 | $1.07M | 0.12% | −222−3.1% | Reduced |
| Cross Staff Investments Inc | 7,080 | $1.08M | 0.81% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,081 | $1.08M | 0.32% | −156−2.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 14,263 | $1.08M | 0.24% | +6,865+92.8% | Added |
| First National Bank of Hutchinson | 7,144 | $1.09M | 0.66% | +939+15.1% | Added |
| Adamsbrown Wealth Consultants LLC | 7,149 | $1.09M | 0.37% | −243−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 7,151 | $1.09M | 0.26% | −464−6.1% | Reduced |
| Arcadia Investment Management Corp | 7,174 | $1.09M | 0.17% | +3,439+92.1% | Added |
| Simplicity Wealth,LLC | 7,186 | $1.09M | 0.23% | −16,192−69.3% | Reduced |
| Delta Financial Group, Inc. | 7,194 | $1.09M | 0.26% | +7,194 | New |
| Powers Advisory Group, LLC | 7,237 | $1.10M | 0.55% | −16−0.2% | Reduced |
| Weaver Capital Management LLC | 7,241 | $1.10M | 0.31% | −1,681−18.8% | Reduced |