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 |
|---|---|---|---|---|---|
| Magnolia Capital Advisors LLC | 7,250 | $1.10M | 0.29% | +7,250 | New |
| Keating Investment Counselors Inc | 7,255 | $1.10M | 0.34% | −25−0.3% | Reduced |
| Missouri Trust & Investment Co | 7,255 | $1.10M | 0.39% | +660+10.0% | Added |
| Cidel Asset Management Inc | 7,257 | $1.10M | 0.07% | +394+5.7% | Added |
| Matrix Trust Co | 7,261 | $1.10M | 0.19% | +992+15.8% | Added |
| Phoenix Wealth Advisors | 7,263 | $1.10M | 0.48% | +103+1.4% | Added |
| First American Trust, FSB | 7,263 | $1.10M | 0.11% | +2,580+55.1% | Added |
| Patrick M Sweeney & Associates, Inc | 7,265 | $1.10M | 0.83% | −50−0.7% | Reduced |
| Panoramic Investment Advisors, LLC | 7,278 | $1.11M | 0.72% | −1,089−13.0% | Reduced |
| Brown Capital Management LLC | 7,282 | $1.11M | 0.03% | +365+5.3% | Added |
| CoreFirst Bank & Trust | 7,319 | $1.11M | 0.66% | −62−0.8% | Reduced |
| Park Edge Advisors, LLC | 7,328 | $1.11M | 0.32% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,346 | $1.12M | 0.36% | −461−5.9% | Reduced |
| Verus Capital Partners, LLC | 7,463 | $1.12M | 0.11% | −342−4.4% | Reduced |
| Wrapmanager Inc | 7,369 | $1.12M | 0.29% | −740−9.1% | Reduced |
| Jeppson Wealth Management, LLC | 7,395 | $1.12M | 0.41% | +282+4.0% | Added |
| Summit Asset Management, LLC | 7,419 | $1.13M | 0.20% | −133−1.8% | Reduced |
| Sargent Investment Group, LLC | 7,817 | $1.13M | 0.18% | +1,880+31.7% | Added |
| Indiana Trust & Investment Management CO | 7,431 | $1.13M | 0.38% | −293−3.8% | Reduced |
| Diligent Investors, LLC | 7,462 | $1.13M | 0.26% | +1,225+19.6% | Added |
| Hudock, Inc. | 7,494 | $1.14M | 0.20% | −54−0.7% | Reduced |
| Miller Financial Services LLC | 7,506 | $1.14M | 0.96% | +7,506 | New |
| Spectrum Strategic Capital Management, LLC | 7,518 | $1.14M | 0.72% | −95−1.2% | Reduced |
| Castlekeep Investment Advisors LLC | 7,521 | $1.14M | 0.80% | +728+10.7% | Added |
| Grove Bank & Trust | 7,527 | $1.14M | 0.16% | +157+2.1% | Added |
| Buttonwood Financial Advisors Inc. | 7,527 | $1.14M | 0.50% | +344+4.8% | Added |
| CRA Financial Services, LLC | 7,528 | $1.14M | 0.20% | −525−6.5% | Reduced |
| Machina Capital S.A.S. | 7,540 | $1.15M | 0.48% | +1,272+20.3% | Added |
| LCM Capital Management Inc | 7,548 | $1.15M | 0.65% | −25−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 7,576 | $1.15M | 0.17% | +967+14.6% | Added |
| Aaron Wealth Advisors | 7,641 | $1.16M | 0.13% | +1,068+16.2% | Added |
| MTM Investment Management, LLC | 7,646 | $1.16M | 0.45% | +10+0.1% | Added |
| DF Dent & Co Inc | 7,660 | $1.16M | 0.01% | −213−2.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,669 | $1.17M | 0.14% | −89−1.1% | Reduced |
| Tevis Investment Management | 7,669 | $1.17M | 0.87% | +661+9.4% | Added |
| Iams Wealth Management, LLC | 7,669 | $1.17M | 0.53% | +971+14.5% | Added |
| Hurley Capital, LLC | 7,789 | $1.17M | 0.94% | +7,789 | New |
| Pflug Koory, LLC | 7,674 | $1.17M | 0.59% | +175+2.3% | Added |
| Shepherd Financial Partners LLC | 7,678 | $1.17M | 0.14% | −249−3.1% | Reduced |
| Lokken Investment Group LLC | 7,699 | $1.17M | 0.51% | +70+0.9% | Added |
| Pinnacle Bancorp, Inc. | 7,709 | $1.17M | 0.38% | +42+0.5% | Added |
| Zullo Investment Group, Inc. | 7,709 | $1.17M | 0.47% | +25+0.3% | Added |
| Nicolet Bankshares Inc | 7,715 | $1.17M | 0.28% | −6−0.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 7,722 | $1.17M | 0.27% | −58−0.7% | Reduced |
| Timber Creek Capital Management LLC | 7,725 | $1.17M | 0.34% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7,749 | $1.18M | 0.21% | −1,125−12.7% | Reduced |
| St. Johns Investment Management Company, LLC | 7,760 | $1.18M | 0.55% | −347−4.3% | Reduced |
| Winebrenner Capital Management LLC | 7,763 | $1.18M | 0.91% | +7,763 | New |
| Prossimo Advisors, LLC | 7,765 | $1.18M | 0.85% | −72−0.9% | Reduced |
| Canandaigua National Trust Co of Florida | 7,776 | $1.18M | 0.92% | −1,769−18.5% | Reduced |
| Mairs & Power Inc | 7,800 | $1.19M | 0.01% | +100+1.3% | Added |
| Venturi Wealth Management, LLC | 7,801 | $1.19M | 0.06% | −1,348−14.7% | Reduced |
| Kennedy Investment Group | 7,806 | $1.19M | 0.54% | −581−6.9% | Reduced |
| Golden State Equity Partners | 7,814 | $1.19M | 0.23% | +127+1.7% | Added |
| PBMares Wealth Management LLC | 7,827 | $1.19M | 0.24% | −79−1.0% | Reduced |
| MSH Capital Advisors LLC | 7,856 | $1.19M | 0.38% | −378−4.6% | Reduced |
| Gould Asset Management LLC | 7,861 | $1.20M | 0.25% | −220−2.7% | Reduced |
| Trinity Legacy Partners, LLC | 7,864 | $1.20M | 0.31% | −768−8.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 7,887 | $1.20M | 0.74% | +696+9.7% | Added |
| Texas Bank & Trust Co | 7,917 | $1.20M | 0.50% | +7,917 | New |
| Greatmark Investment Partners, Inc. | 7,925 | $1.21M | 0.16% | +1,384+21.2% | Added |
| Graypoint LLC | 7,926 | $1.21M | 0.07% | −2,437−23.5% | Reduced |
| Wealth Group, Ltd. | 7,944 | $1.21M | 0.78% | −91−1.1% | Reduced |
| South Plains Financial, Inc. | 7,953 | $1.21M | 0.92% | +7,953 | New |
| Argentarii, LLC | 7,960 | $1.21M | 0.61% | +7,960 | New |
| Gen-Wealth Partners Inc | 7,965 | $1.21M | 0.52% | +1,094+15.9% | Added |
| PFG Advisors | 7,968 | $1.21M | 0.07% | −1,893−19.2% | Reduced |
| Coign Capital Advisors LLC | 7,974 | $1.21M | 1.12% | +7,974 | New |
| Legacy Financial Advisors, Inc. | 7,985 | $1.21M | 0.20% | −1,442−15.3% | Reduced |
| Diversify Advisory Services, LLC | 8,515 | $1.21M | 0.07% | −10,926−56.2% | Reduced |
| Smith Anglin Financial, LLC | 7,992 | $1.22M | 0.11% | −230−2.8% | Reduced |
| Martin & Co Inc | 8,006 | $1.22M | 0.30% | −328−3.9% | Reduced |
| Aberdeen Wealth Management LLC | 8,006 | $1.22M | 0.83% | −263−3.2% | Reduced |
| WNY Asset Management, LLC | 8,011 | $1.22M | 0.15% | −225−2.7% | Reduced |
| Widmann Financial Services, Inc. | 8,016 | $1.22M | 0.94% | −100−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 8,019 | $1.22M | 0.12% | −190−2.3% | Reduced |
| Tempus Wealth Planning, LLC | 8,028 | $1.22M | 0.37% | +19+0.2% | Added |
| Notis-McConarty Edward | 8,033 | $1.22M | 0.59% | −2,204−21.5% | Reduced |
| Lodestar Private Asset Management LLC | 8,040 | $1.22M | 0.15% | −90−1.1% | Reduced |
| Sage Mountain Advisors LLC | 8,070 | $1.23M | 0.09% | −376−4.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 8,085 | $1.23M | 0.05% | −103−1.3% | Reduced |
| Core Wealth Partners LLC | 8,130 | $1.24M | 0.71% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8,138 | $1.24M | 1.13% | +8,138 | New |
| KPP Advisory Services LLC | 8,149 | $1.24M | 0.29% | +228+2.9% | Added |
| Union Savings Bank | 8,150 | $1.24M | 0.61% | −741−8.3% | Reduced |
| Oxbow Advisors, LLC | 8,170 | $1.24M | 0.15% | −802−8.9% | Reduced |
| Philip James Wealth Mangement, LLC | 8,198 | $1.25M | 0.16% | −329−3.9% | Reduced |
| Autumn Glory Partners, LLC | 8,212 | $1.25M | 0.61% | −1,732−17.4% | Reduced |
| Stratos Wealth Advisors, LLC | 8,222 | $1.25M | 0.06% | −864−9.5% | Reduced |
| Spirepoint Private Client, LLC | 8,225 | $1.25M | 0.16% | +1,826+28.5% | Added |
| Segment Wealth Management, LLC | 8,233 | $1.25M | 0.09% | −80−1.0% | Reduced |
| Ballast, Inc. | 8,242 | $1.25M | 0.36% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 8,249 | $1.25M | 0.08% | −14,156−63.2% | Reduced |
| Lederer & Associates Investment Counsel | 8,261 | $1.26M | 0.88% | +8+0.1% | Added |
| Schrum Private Wealth Management LLC | 8,264 | $1.26M | 1.06% | −5,776−41.1% | Reduced |
| One Capital Management, LLC | 8,265 | $1.26M | 0.04% | −238−2.8% | Reduced |
| BTG Pactual Asset Management US LLC | 8,266 | $1.26M | 0.16% | +1,000+13.8% | Added |
| Ashton Thomas Securities, LLC | 8,240 | $1.26M | 0.35% | +5,880+249.2% | Added |
| Piscataqua Savings Bank | 8,285 | $1.26M | 1.08% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 8,303 | $1.26M | 0.41% | +267+3.3% | Added |