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
- 3,484
- +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
- 1,641 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 695 | $105.7K | 0.01% | −155−18.2% | Reduced |
| Strategic Investment Solutions, Inc. | 683 | $106.7K | 0.04% | +12+1.8% | Added |
| Legend Financial Advisors, Inc. | 711 | $108.1K | 0.08% | −616−46.4% | Reduced |
| Fourth Dimension Wealth, LLC | 628 | $110.9K | 0.06% | +628 | New |
| PrairieView Partners, LLC | 745 | $113.0K | 0.01% | +245+49.0% | Added |
| VSM Wealth Advisory, LLC | 757 | $115.1K | 0.04% | +757 | New |
| Lavaca Capital LLC | 772 | $117.4K | 0.05% | +772 | New |
| Cypress Capital Management LLC (WY) | 774 | $118.7K | 0.14% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 795 | $120.8K | 0.04% | +94+13.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 811 | $123.2K | 0.09% | +811 | New |
| PFS Partners, LLC | 829 | $126.1K | 0.07% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 856 | $130.2K | 0.03% | −5,000−85.4% | Reduced |
| Fairscale Capital, LLC | 865 | $132.7K | 0.11% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 875 | $133.0K | 0.06% | +875 | New |
| Sierra Ocean, LLC | 891 | $135.5K | 0.11% | +891 | New |
| Beutel, Goodman & Co Ltd. | 900 | $136.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 905 | $137.6K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 913 | $138.8K | 0.04% | −305−25.0% | Reduced |
| Affinity Wealth LLC | 913 | $138.8K | 0.14% | +913 | New |
| Quest 10 Wealth Builders, Inc. | 928 | $141.1K | 0.14% | +928 | New |
| Financial Freedom, LLC | 929 | $141.3K | 0.07% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 930 | $141.4K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 941 | $143.1K | 0.05% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 951 | $144.6K | 0.07% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 952 | $144.8K | 0.24% | +952 | New |
| Beaird Harris Wealth Management, LLC | 975 | $148.2K | 0.01% | +145+17.5% | Added |
| HighMark Wealth Management LLC | 991 | $150.7K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 992 | $151.0K | 0.00% | −201,856−99.5% | Reduced |
| Capula Management Ltd | 1,002 | $152.4K | 0.00% | −1,016−50.3% | Reduced |
| Stephenson National Bank & Trust | 1,006 | $153.0K | 0.05% | −92−8.4% | Reduced |
| Asset Planning,Inc | 1,020 | $155.1K | 0.12% | +1,020 | New |
| New England Capital Financial Advisors LLC | 1,026 | $156.0K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,026 | $156.0K | 0.04% | −186−15.3% | Reduced |
| IAG Wealth Partners, LLC | 1,036 | $157.5K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,047 | $159.2K | 0.06% | +27+2.6% | Added |
| Park Square Financial Group, LLC | 1,052 | $160.0K | 0.11% | +1,052 | New |
| Wintrust Investments LLC | 1,059 | $161.0K | 0.14% | −518−32.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,060 | $161.2K | 0.00% | −2,995−73.9% | Reduced |
| Paladin Advisory Group, LLC | 1,078 | $163.9K | 0.13% | −129−10.7% | Reduced |
| WPG Advisers, LLC | 1,078 | $163.9K | 0.15% | +1,078 | New |
| True Wealth Design, LLC | 1,082 | $164.5K | 0.06% | −278−20.4% | Reduced |
| Hager Investment Management Services, LLC | 1,087 | $165.3K | 0.10% | +1,087 | New |
| Riggs Asset Managment Co. Inc. | 1,090 | $165.4K | 0.04% | −224−17.0% | Reduced |
| Ruedi Wealth Management, Inc. | 1,101 | $167.5K | 0.05% | 00.0% | Unchanged |
| Graney & King, LLC | 1,108 | $168.4K | 0.13% | +1,108 | New |
| Kapitalo Investimentos Ltda | 1,123 | $170.8K | 0.11% | +1,123 | New |
| Silvant Capital Management LLC | 1,146 | $174.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,149 | $174.7K | 0.02% | +100+9.5% | Added |
| Bruce G. Allen Investments, LLC | 1,154 | $175.5K | 0.14% | −586−33.7% | Reduced |
| Synergy Financial Management, LLC | 1,049 | $178.5K | 0.01% | +1,049 | New |
| Putney Financial Group LLC | 1,175 | $178.7K | 0.16% | +1,175 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,177 | $179.0K | 0.10% | −150−11.3% | Reduced |
| AlphaMark Advisors, LLC | 1,199 | $182.0K | 0.08% | +115+10.6% | Added |
| Sherman Asset Management, Inc. | 1,215 | $184.8K | 0.17% | +1,215 | New |
| Rise Advisors, LLC | 1,225 | $186.3K | 0.09% | +113+10.2% | Added |
| Olistico Wealth, LLC | 1,227 | $186.5K | 0.11% | +1+0.1% | Added |
| Western Pacific Wealth Management, LP | 1,230 | $187.0K | 0.15% | −324−20.8% | Reduced |
| TD Capital Management LLC | 1,257 | $191.1K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,139 | $194.0K | 0.18% | +20+1.8% | Added |
| USA Financial Portformulas Corp | 1,282 | $194.9K | 0.03% | +1,282 | New |
| Bellwether Advisors, LLC | 1,295 | $196.9K | 0.04% | +1,295 | New |
| 10Elms LLP | 1,296 | $197.1K | 0.20% | +1,296 | New |
| Fairfield Financial Advisors, LTD | 1,298 | $197.4K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,315 | $200.0K | 0.03% | −526−28.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,320 | $200.7K | 0.07% | +100+8.2% | Added |
| ROI Financial Advisors, LLC | 1,321 | $200.9K | 0.14% | −334−20.2% | Reduced |
| Canal Capital Management, LLC | 1,325 | $201.5K | 0.03% | −148−10.0% | Reduced |
| Vantage Financial Partners, LLC | 1,325 | $201.5K | 0.05% | +1,325 | New |
| MGB Wealth Management, LLC | 1,328 | $201.8K | 0.06% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,329 | $202.1K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,332 | $202.5K | 0.07% | +1,332 | New |
| Sage Private Wealth Group, LLC | 1,334 | $202.9K | 0.15% | +1,334 | New |
| Aldebaran Financial Inc. | 1,338 | $203.0K | 0.24% | +125+10.3% | Added |
| J. L. Bainbridge & Co., Inc. | 1,343 | $204.2K | 0.02% | +50+3.9% | Added |
| Tanager Wealth Management LLP | 1,329 | $204.8K | 0.03% | −561−29.7% | Reduced |
| WMG Financial Advisors, LLC | 1,350 | $205.3K | 0.09% | −235−14.8% | Reduced |
| Meixler Investment Management, Ltd. | 1,350 | $205.3K | 0.15% | −25−1.8% | Reduced |
| San Luis Wealth Advisors LLC | 1,356 | $206.0K | 0.04% | +18+1.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,355 | $206.0K | 0.05% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,355 | $206.1K | 0.10% | +1,355 | New |
| Collective Family Office LLC | 1,355 | $206.1K | 0.06% | −53−3.8% | Reduced |
| Truepoint, Inc. | 1,357 | $206.3K | 0.01% | −724−34.8% | Reduced |
| Levin Capital Strategies, L.P. | 1,357 | $206.3K | 0.02% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,373 | $206.5K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,358 | $206.5K | 0.11% | −12−0.9% | Reduced |
| Accelerate Investment Advisors LLC | 1,361 | $206.9K | 0.18% | +1,361 | New |
| Revisor Wealth Management LLC | 1,367 | $207.0K | 0.19% | −1,297−48.7% | Reduced |
| TFR Capital, LLC. | 1,362 | $207.1K | 0.10% | +1,362 | New |
| Correct Capital Wealth Management | 1,366 | $207.7K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,368 | $208.0K | 0.06% | +25+1.9% | Added |
| Horizon Wealth Management, LLC | 1,371 | $208.5K | 0.04% | +1+0.1% | Added |
| Legacy Capital Group California, Inc. | 1,371 | $208.6K | 0.06% | +108+8.6% | Added |
| Peterson Wealth Advisors, LLC | 1,395 | $208.8K | 0.04% | +197+16.4% | Added |
| Allen Wealth Management, LLC | 1,373 | $208.8K | 0.15% | −196−12.5% | Reduced |
| Wade Financial Advisory, Inc | 1,374 | $208.9K | 0.07% | −100−6.8% | Reduced |
| Barrett & Company, Inc. | 1,374 | $208.9K | 0.09% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,373 | $209.0K | 0.08% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,375 | $209.1K | 0.02% | −24−1.7% | Reduced |
| Centricity Wealth Management, LLC | 1,377 | $209.4K | 0.20% | +1,377 | New |
| Ade, LLC | 1,378 | $209.5K | 0.13% | 00.0% | Unchanged |