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 |
|---|---|---|---|---|---|
| Facet Wealth, Inc. | 1,658 | $239.7K | 0.01% | −70−4.1% | Reduced |
| Heck Capital Advisors, LLC | 1,578 | $240.0K | 0.03% | −5−0.3% | Reduced |
| Curran Financial Partners, LLC | 1,582 | $240.6K | 0.06% | +127+8.7% | Added |
| Investors Research Corp | 1,583 | $240.7K | 0.05% | +22+1.4% | Added |
| Sage Rhino Capital LLC | 1,584 | $240.9K | 0.05% | −61−3.7% | Reduced |
| Greenline Partners, LLC | 1,587 | $241.3K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,588 | $241.5K | 0.24% | +28+1.8% | Added |
| Cohen & Steers, Inc. | 1,589 | $242.0K | 0.00% | −17−1.1% | Reduced |
| United Bank | 1,593 | $242.2K | 0.10% | −101−6.0% | Reduced |
| Sunbeam Capital Management, LLC | 1,594 | $242.4K | 0.23% | +1,594 | New |
| Sawyer & Company, Inc | 1,597 | $243.0K | 0.09% | +375+30.7% | Added |
| Landaas & Co | 1,602 | $244.0K | 0.07% | −281−14.9% | Reduced |
| Millennium Capital Advisors, LLC | 1,605 | $244.1K | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,609 | $244.7K | 0.13% | +25+1.6% | Added |
| Loomis Sayles & Co L P | 1,612 | $245.0K | 0.00% | −353−18.0% | Reduced |
| Maripau Wealth Management LLC | 1,598 | $245.2K | 0.15% | +1,598 | New |
| Acorn Creek Capital LLC | 1,613 | $245.3K | 0.13% | −244−13.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,614 | $245.4K | 0.07% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $245.4K | 0.09% | 00.0% | Unchanged |
| Capital Management Corp | 1,619 | $246.2K | 0.04% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,619 | $246.2K | 0.22% | +1,619 | New |
| CLG LLC | 1,622 | $246.7K | 0.09% | +1,622 | New |
| Cable Hill Partners, LLC | 1,607 | $247.4K | 0.02% | −1,029−39.0% | Reduced |
| O'Rourke & Company, Inc | 1,628 | $247.6K | 0.12% | −385−19.1% | Reduced |
| Firestone Capital Management | 1,634 | $248.5K | 0.06% | 00.0% | Unchanged |
| Manske Wealth Management | 1,637 | $248.9K | 0.10% | +1,637 | New |
| Tandem Investment Advisors, Inc. | 1,635 | $249.0K | 0.01% | +118+7.8% | Added |
| Sterneck Capital Management, LLC | 1,642 | $249.7K | 0.13% | +257+18.6% | Added |
| Drive Wealth Management, LLC | 1,624 | $249.8K | 0.06% | −2,685−62.3% | Reduced |
| Kelman-Lazarov, Inc. | 1,643 | $249.8K | 0.04% | +84+5.4% | Added |
| Fermata Advisors, LLC | 1,644 | $249.9K | 0.05% | +56+3.5% | Added |
| Dynasty Wealth Management, LLC | 1,644 | $250.0K | 0.00% | +1,644 | New |
| Lansing Street Advisors | 1,647 | $250.4K | 0.09% | +12+0.7% | Added |
| Rainier Family Wealth Inc | 1,647 | $250.4K | 0.30% | +1,647 | New |
| Asset Allocation & Management Company, LLC | 1,650 | $251.0K | 0.14% | +1,650 | New |
| Skyline Advisors, Inc. | 1,654 | $251.6K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,657 | $252.0K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,656 | $252.0K | 0.04% | −7−0.4% | Reduced |
| Verus Financial Partners, Inc. | 1,768 | $252.2K | 0.03% | −7−0.4% | Reduced |
| Values Added Financial LLC | 1,659 | $252.3K | 0.15% | −89−5.1% | Reduced |
| Green Square Capital Advisors LLC | 1,659 | $252.3K | 0.04% | −33−2.0% | Reduced |
| Paloma Partners Management Co | 1,660 | $252.4K | 0.02% | −20,174−92.4% | Reduced |
| Dempze Nancy E | 1,660 | $252.4K | 0.15% | −85−4.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,662 | $252.7K | 0.11% | +1,662 | New |
| Lazard Freres Gestion S.A.S. | 1,665 | $253.0K | 0.01% | −186,494−99.1% | Reduced |
| Second Line Capital, LLC | 1,670 | $254.0K | 0.07% | −644−27.8% | Reduced |
| Foguth Wealth Management, LLC. | 1,709 | $254.8K | 0.07% | −785−31.5% | Reduced |
| TFC Financial Management | 1,676 | $254.9K | 0.04% | −228−12.0% | Reduced |
| Wood Tarver Financial Group, LLC | 1,678 | $255.0K | 0.09% | +1,678 | New |
| Hanover Advisors Inc | 1,678 | $255.2K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,680 | $255.5K | 0.04% | +1,680 | New |
| Grey Fox Wealth Advisors, LLC | 1,666 | $255.6K | 0.07% | −37−2.2% | Reduced |
| Manchester Financial Inc | 1,682 | $255.8K | 0.06% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 1,683 | $255.9K | 0.01% | +1,683 | New |
| Pennington Partners & Co., LLC | 1,675 | $256.7K | 0.13% | +1,675 | New |
| Revolve Wealth Partners, LLC | 1,694 | $257.7K | 0.04% | −347−17.0% | Reduced |
| Sherman Porfolios, LLC | 1,696 | $257.9K | 0.11% | +1,696 | New |
| Hoxton Planning & Management, LLC | 1,698 | $258.2K | 0.10% | −220−11.5% | Reduced |
| Paradigm Capital Management Inc | 1,700 | $258.5K | 0.01% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,702 | $258.8K | 0.03% | −36,128−95.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,707 | $259.6K | 0.26% | −95−5.3% | Reduced |
| Byrne Financial Freedom, LLC | 1,708 | $259.6K | 0.12% | +1,708 | New |
| Potentia Wealth | 1,709 | $259.9K | 0.12% | +1,709 | New |
| GW&K Investment Management, LLC | 1,708 | $260.0K | 0.00% | −183−9.7% | Reduced |
| Blue Investment Partners LLC | 1,714 | $260.7K | 0.10% | −53−3.0% | Reduced |
| American Financial Advisors, LLC | 1,717 | $261.0K | 0.04% | −31−1.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,721 | $261.3K | 0.13% | +1,721 | New |
| Tillman Hartley LLC | 1,719 | $261.4K | 0.08% | −14−0.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,719 | $261.4K | 0.05% | −1,399−44.9% | Reduced |
| Richard C. Young & CO., LTD. | 1,719 | $261.5K | 0.03% | +50+3.0% | Added |
| Arvest Bank Trust Division | 1,723 | $262.0K | 0.02% | −104−5.7% | Reduced |
| Fulcrum Equity Management | 1,724 | $262.1K | 0.26% | −1,722−50.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,724 | $262.1K | 0.04% | −2,126−55.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,727 | $262.6K | 0.04% | −52−2.9% | Reduced |
| Merriman Wealth Management, LLC | 1,721 | $262.9K | 0.01% | −206−10.7% | Reduced |
| Ellerson Group Inc | 1,730 | $263.1K | 0.19% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 1,732 | $263.4K | 0.13% | +1,732 | New |
| RVW Wealth, LLC | 1,733 | $263.6K | 0.02% | +66+4.0% | Added |
| Independent Family Office, LLC | 1,735 | $263.8K | 0.14% | −57−3.2% | Reduced |
| Aufman Associates Inc | 1,737 | $264.1K | 0.18% | −416−19.3% | Reduced |
| Wealth Advisory Solutions, LLC | 1,732 | $264.1K | 0.07% | +159+10.1% | Added |
| Fiduciary Financial Group, LLC | 1,852 | $264.1K | 0.06% | +98+5.6% | Added |
| WFA Asset Management Corp | 1,739 | $264.4K | 0.14% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,742 | $264.9K | 0.08% | +52+3.1% | Added |
| Wealth Advisors of Iowa, LLC | 1,751 | $266.2K | 0.13% | −9−0.5% | Reduced |
| Orion Investment Co | 1,752 | $266.4K | 0.11% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,755 | $266.9K | 0.11% | −24−1.3% | Reduced |
| Matauro, LLC | 1,756 | $267.0K | 0.06% | +1,756 | New |
| Verum Partners LLC | 1,757 | $267.1K | 0.08% | +142+8.8% | Added |
| O'Brien Greene & Co. Inc | 1,757 | $267.2K | 0.09% | +115+7.0% | Added |
| Richard P Slaughter Associates Inc | 1,759 | $267.5K | 0.06% | +79+4.7% | Added |
| Crabel Capital Management, LLC | 1,761 | $267.8K | 0.87% | −2,946−62.6% | Reduced |
| RDA Financial Network | 1,761 | $267.8K | 0.08% | −45−2.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $268.0K | 0.02% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,766 | $268.5K | 0.11% | −11−0.6% | Reduced |
| Members Wealth LLC | 1,871 | $269.4K | 0.20% | +1,871 | New |
| Talisman Wealth Advisors LLC | 1,775 | $270.0K | 0.29% | +182+11.4% | Added |
| Beacon Capital Management, LLC | 1,776 | $270.0K | 0.04% | −697−28.2% | Reduced |
| City National Bank of Florida | 1,776 | $270.1K | 0.25% | +1,776 | New |
| Gallagher Capital Advisors, LLC | 1,776 | $270.1K | 0.20% | +1,776 | New |