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 |
|---|---|---|---|---|---|
| HT Partners LLC | 1,386 | $210.8K | 0.07% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,391 | $211.0K | 0.05% | +1,391 | New |
| SilverOak Wealth Management LLC | 1,388 | $211.1K | 0.05% | +8+0.6% | Added |
| Rossby Financial, LCC | 1,389 | $211.2K | 0.13% | +1,389 | New |
| Peddock Capital Advisors, LLC | 1,390 | $211.4K | 0.05% | −59−4.1% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,391 | $211.5K | 0.14% | −17−1.2% | Reduced |
| Sittner & Nelson, LLC | 1,398 | $212.6K | 0.09% | +5+0.4% | Added |
| Partners in Financial Planning | 1,399 | $212.7K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,399 | $212.7K | 0.07% | +101+7.8% | Added |
| DHK Financial Advisors, Inc. | 1,387 | $212.8K | 0.13% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 1,400 | $212.9K | 0.01% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 1,400 | $212.9K | 0.04% | +1,400 | New |
| Meridian Financial, LLC | 1,402 | $213.1K | 0.15% | −150−9.7% | Reduced |
| Fosun International Ltd | 1,403 | $213.3K | 0.07% | 00.0% | Unchanged |
| NBW Capital LLC | 1,410 | $214.4K | 0.04% | −431−23.4% | Reduced |
| Safir Wealth Advisors, LLC | 1,410 | $214.4K | 0.17% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 1,398 | $214.7K | 0.05% | +1,398 | New |
| M.E. Allison & Co., Inc. | 1,413 | $214.9K | 0.24% | +1,413 | New |
| McCarthy & Cox | 1,415 | $215.1K | 0.07% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,415 | $215.2K | 0.07% | +30+2.2% | Added |
| Private Management Group Inc | 1,418 | $215.6K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,420 | $215.9K | 0.09% | −5,160−78.4% | Reduced |
| Ellevest, Inc. | 1,421 | $216.0K | 0.01% | −270−16.0% | Reduced |
| Heritage Financial Services, LLC | 1,423 | $216.4K | 0.03% | +146+11.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $216.7K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,426 | $216.8K | 0.03% | +1,426 | New |
| Aire Advisors, LLC | 1,428 | $217.1K | 0.04% | −7−0.5% | Reduced |
| Brucke Financial, Inc. | 1,442 | $217.3K | 0.19% | +1,442 | New |
| Capital Square, LLC | 1,462 | $218.0K | 0.12% | +133+10.0% | Added |
| Northwest Financial Advisors | 1,436 | $218.3K | 0.18% | +120+9.1% | Added |
| MQS Management LLC | 1,437 | $218.5K | 6.22% | −4,638−76.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,436 | $218.6K | 0.09% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,442 | $219.2K | 0.03% | −31−2.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,442 | $219.3K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 1,443 | $219.5K | 0.04% | +1,443 | New |
| Axiom Financial Strategies, LLC | 1,444 | $219.6K | 0.12% | −17−1.2% | Reduced |
| Compton Financial Group, LLC | 1,449 | $220.3K | 0.07% | 00.0% | Unchanged |
| Cache Advisors, LLC | 1,449 | $220.3K | 0.09% | +1,449 | New |
| Jacobson & Schmitt Advisors, LLC | 1,450 | $220.5K | 0.04% | +50+3.6% | Added |
| Prosperity Financial Group, Inc. | 1,452 | $220.8K | 0.11% | +8+0.6% | Added |
| HFG Advisors, Inc. | 1,454 | $221.0K | 0.19% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,454 | $221.1K | 0.12% | −23−1.6% | Reduced |
| Red Wave Investments LLC | 1,455 | $221.2K | 0.08% | −13−0.9% | Reduced |
| Mawer Investment Management Ltd. | 1,461 | $222.2K | 0.00% | −243,270−99.4% | Reduced |
| GenTrust, LLC | 1,450 | $222.5K | 0.01% | +86+6.3% | Added |
| Accredited Wealth Management, LLC | 1,452 | $222.8K | 0.19% | +1,452 | New |
| Santori & Peters | 1,468 | $223.2K | 0.09% | −11−0.7% | Reduced |
| Grant Street Asset Management, Inc. | 1,469 | $223.4K | 0.06% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 1,492 | $224.1K | 0.22% | +1,492 | New |
| Farrell Financial LLC | 1,474 | $224.2K | 0.16% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 1,477 | $224.6K | 0.29% | −32,509−95.7% | Reduced |
| M. Kulyk & Associates, LLC | 1,479 | $224.9K | 0.05% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,481 | $225.2K | 0.05% | +1,481 | New |
| Glass Wealth Management Co LLC | 1,485 | $225.8K | 0.12% | 00.0% | Unchanged |
| Anchor Pointe Wealth Management, LLC | 1,490 | $226.1K | 0.29% | +1,490 | New |
| SL Advisors, LLC | 1,489 | $226.4K | 0.37% | −134−8.3% | Reduced |
| Meridian Financial Partners LLC | 1,496 | $227.0K | 0.12% | −32−2.1% | Reduced |
| Clark Financial Services Group Inc | 1,491 | $227.0K | 0.17% | 00.0% | Unchanged |
| Level Wealth Management LLC | 1,493 | $227.0K | 0.16% | +1,493 | New |
| Fingerlakes Wealth Management, Inc. | 1,495 | $227.3K | 0.18% | −16−1.1% | Reduced |
| KRS Capital Management, LLC | 1,496 | $227.5K | 0.16% | −100−6.3% | Reduced |
| Syverson Strege & Co | 1,497 | $227.7K | 0.08% | +292+24.2% | Added |
| PKS Advisory Services, LLC | 1,497 | $227.8K | 0.06% | +1,497 | New |
| Chiron Capital Management, LLC | 1,498 | $227.8K | 0.22% | −678−31.2% | Reduced |
| Kaydan Wealth Management, Inc. | 1,501 | $228.3K | 0.08% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,541 | $228.4K | 0.10% | −99−6.0% | Reduced |
| Harold Davidson & Associates Inc. | 1,505 | $228.8K | 0.11% | +1,505 | New |
| Dahring | Cusmano LLC | 1,507 | $229.1K | 0.21% | +1,507 | New |
| Greater Midwest Financial Group, LLC | 1,508 | $229.3K | 0.15% | −40−2.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,509 | $229.5K | 0.01% | +154+11.4% | Added |
| Wilkins Miller Wealth Management, LLC | 1,509 | $229.5K | 0.24% | +1,509 | New |
| Affinity Capital Advisors, LLC | 1,581 | $229.9K | 0.04% | −125−7.3% | Reduced |
| Provident Wealth Management, LLC | 1,513 | $230.1K | 0.08% | +24+1.6% | Added |
| Archetype Wealth Partners | 1,521 | $231.0K | 0.03% | −501−24.8% | Reduced |
| Port Capital LLC | 1,518 | $231.0K | 0.01% | +80+5.6% | Added |
| SGL Investment Advisors, Inc. | 1,605 | $231.1K | 0.12% | +1,605 | New |
| Atlantic Family Wealth, LLC | 1,523 | $231.6K | 0.28% | +1,523 | New |
| Family Investment Center, Inc. | 1,524 | $231.8K | 0.06% | −5−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,527 | $232.0K | 0.05% | −100−6.1% | Reduced |
| National Wealth Management Group, LLC | 1,526 | $232.0K | 0.15% | +1,526 | New |
| Members Capital Advisors Inc | 1,532 | $233.0K | 0.21% | 00.0% | Unchanged |
| Shayne & Co., LLC | 1,532 | $233.0K | 0.06% | +47+3.2% | Added |
| ICONIQ Capital, LLC | 1,536 | $233.6K | 0.00% | −1,178−43.4% | Reduced |
| Maridea Wealth Management LLC | 1,539 | $234.0K | 0.08% | +1,539 | New |
| Lockerman Financial Group, Inc. | 1,542 | $234.5K | 0.40% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 1,542 | $234.5K | 0.06% | −1,025−39.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,544 | $234.8K | 0.06% | +2+0.1% | Added |
| Pring Turner Capital Group Inc | 1,545 | $234.9K | 0.16% | +350+29.3% | Added |
| Sentinus, LLC | 1,547 | $235.3K | 0.07% | −618−28.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,550 | $235.7K | 0.16% | −418−21.2% | Reduced |
| Three Seasons Wealth, LLC | 1,540 | $236.3K | 0.12% | −12−0.8% | Reduced |
| Navalign, LLC | 1,557 | $236.8K | 0.07% | +1,557 | New |
| Financial Management Professionals, Inc. | 1,558 | $236.9K | 0.03% | −1,407−47.5% | Reduced |
| Cohen Investment Advisors LLC | 1,558 | $236.9K | 0.14% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,559 | $237.1K | 0.08% | −3−0.2% | Reduced |
| Chelsea Counsel Co | 1,550 | $237.8K | 0.12% | −200−11.4% | Reduced |
| Lakewood Asset Management LLC | 1,567 | $238.3K | 0.16% | −30−1.9% | Reduced |
| Frederick Financial Consultants, LLC | 1,570 | $238.8K | 0.19% | +1,570 | New |
| Cornerstone Wealth Advisors, Inc. | 1,572 | $239.0K | 0.07% | 00.0% | Unchanged |
| Rebalance, LLC | 1,575 | $239.5K | 0.02% | 00.0% | Unchanged |