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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 1,779 | $270.6K | 0.10% | +650+57.6% | Added |
| Acorn Wealth Advisors, LLC | 1,781 | $270.9K | 0.11% | −5−0.3% | Reduced |
| Blume Capital Management, Inc. | 1,783 | $271.1K | 0.06% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,783 | $271.2K | 0.11% | −32−1.8% | Reduced |
| Texas Capital Bancshares Inc | 1,788 | $271.9K | 0.11% | −223−11.1% | Reduced |
| Ironwood Financial, llc | 1,788 | $271.9K | 0.06% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,790 | $272.1K | 0.12% | −75−4.0% | Reduced |
| Harfst & Associates, Inc. | 1,790 | $272.2K | 0.06% | −95−5.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,778 | $272.7K | 0.14% | +93+5.5% | Added |
| Centerpoint Advisors, LLC | 1,795 | $273.0K | 0.10% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,795 | $273.0K | 0.02% | +416+30.2% | Added |
| Horizon Investment Services, LLC | 1,797 | $273.3K | 0.12% | +142+8.6% | Added |
| Magnolia Private Wealth, LLC | 1,799 | $273.6K | 0.24% | +1,799 | New |
| Orgel Wealth Management, LLC | 1,800 | $273.7K | 0.01% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,800 | $273.7K | 0.17% | +40+2.3% | Added |
| Prairiewood Capital, LLC | 1,800 | $273.7K | 0.12% | +1,800 | New |
| Richards, Merrill & Peterson, Inc. | 1,801 | $273.8K | 0.14% | +1,801 | New |
| Transform Wealth, LLC | 1,797 | $273.9K | 0.02% | +1,797 | New |
| Kahn Brothers Group Inc | 1,800 | $274.0K | 0.06% | −100−5.3% | Reduced |
| One Day In July LLC | 1,802 | $274.0K | 0.03% | −900−33.3% | Reduced |
| AXS Investments LLC | 1,802 | $274.0K | 0.08% | −13−0.7% | Reduced |
| Ferguson Shapiro LLC | 1,806 | $274.5K | 0.10% | +101+5.9% | Added |
| Oregon Pacific Wealth Management, LLC | 1,806 | $274.6K | 0.27% | +1,806 | New |
| SMART Wealth LLC | 1,808 | $274.9K | 0.10% | −448−19.9% | Reduced |
| Pettinga Financial Advisors, LLC | 1,812 | $275.5K | 0.06% | −20−1.1% | Reduced |
| Sandbox Financial Partners, LLC | 1,816 | $276.1K | 0.09% | +50+2.8% | Added |
| Shulman DeMeo Asset Management LLC | 1,816 | $276.2K | 0.07% | 00.0% | Unchanged |
| McHugh Group, LLC | 1,820 | $276.7K | 0.21% | +1,820 | New |
| Vance Wealth, Inc. | 1,821 | $276.9K | 0.11% | +14+0.8% | Added |
| Tradition Wealth Management, LLC | 1,822 | $277.0K | 0.02% | −850−31.8% | Reduced |
| Tennessee Valley Asset Management Partners | 1,824 | $277.3K | 0.05% | −339−15.7% | Reduced |
| Burt Wealth Advisors | 1,826 | $277.7K | 0.07% | −156−7.9% | Reduced |
| Kelly Financial Services LLC | 1,828 | $278.0K | 0.10% | −379−17.2% | Reduced |
| JSF Financial, LLC | 1,831 | $278.3K | 0.07% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,831 | $278.4K | 0.24% | +1,831 | New |
| Invenio Wealth Partners LLC | 1,832 | $278.6K | 0.12% | +62+3.5% | Added |
| Graham Capital Wealth Management, LLC | 1,833 | $278.7K | 0.24% | +2+0.1% | Added |
| Elser Financial Planning, Inc | 1,838 | $279.5K | 0.02% | −132−6.7% | Reduced |
| Disciplined Investments, LLC | 1,851 | $281.5K | 0.14% | −20−1.1% | Reduced |
| Almanack Investment Partners, LLC. | 1,852 | $281.6K | 0.04% | +391+26.8% | Added |
| denkapparat Operations GmbH | 1,854 | $281.9K | 0.42% | +1,854 | New |
| Smith Thornton Advisors LLC | 1,854 | $281.9K | 0.18% | −190−9.3% | Reduced |
| Semus Wealth Partners LLC | 1,857 | $282.3K | 0.19% | +8+0.4% | Added |
| One Charles Private Wealth Services, LLC | 1,863 | $283.3K | 0.10% | −88−4.5% | Reduced |
| Bey-Douglas LLC | 1,866 | $283.8K | 0.24% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,865 | $284.0K | 0.05% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,871 | $284.4K | 0.11% | +1,871 | New |
| Benchmark Wealth Management, LLC | 1,871 | $284.5K | 0.14% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,873 | $284.8K | 0.17% | −60−3.1% | Reduced |
| Atlas Wealth Partners, LLC | 1,871 | $285.0K | 0.36% | −100−5.1% | Reduced |
| Central Valley Advisors, LLC | 1,875 | $285.1K | 0.13% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,878 | $285.6K | 0.01% | +1,090+138.3% | Added |
| Brio Consultants, LLC | 1,879 | $285.7K | 0.04% | +89+5.0% | Added |
| R.H. Investment Group, LLC | 1,880 | $285.9K | 0.27% | +1,880 | New |
| Northwest Bank & Trust Co | 1,753 | $286.5K | 0.21% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,890 | $287.4K | 0.28% | −295−13.5% | Reduced |
| C2C Wealth Management, LLC | 1,894 | $288.0K | 0.27% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,895 | $288.1K | 0.07% | +228+13.7% | Added |
| Atala Financial Inc | 1,897 | $288.5K | 0.20% | +1,897 | New |
| Pasadena Private Wealth, LLC | 1,897 | $288.5K | 0.06% | +518+37.6% | Added |
| Objectivity Squared, LLC | 2,023 | $288.5K | 0.20% | +14+0.7% | Added |
| Independent Wealth Network Inc. | 1,899 | $288.7K | 0.12% | +33+1.8% | Added |
| Cowa, LLC | 3,050 | $288.8K | 0.13% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 1,900 | $288.9K | 0.04% | −166−8.0% | Reduced |
| Paragon Capital Management Ltd | 1,901 | $289.2K | 0.06% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,906 | $289.8K | 0.31% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 1,908 | $290.1K | 0.05% | −33−1.7% | Reduced |
| Hardy Reed LLC | 1,909 | $290.3K | 0.03% | −151−7.3% | Reduced |
| Stonebrook Private Inc. | 1,909 | $290.3K | 0.08% | −407−17.6% | Reduced |
| Pinnacle Financial Group, LLC | 1,912 | $290.7K | 0.11% | −131−6.4% | Reduced |
| Clune & Associates, Ltd. | 1,913 | $290.9K | 0.10% | +1,913 | New |
| Fortem Financial Group, LLC | 1,917 | $291.4K | 0.11% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 1,921 | $292.1K | 0.05% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 1,929 | $293.3K | 0.04% | +406+26.7% | Added |
| TCFG Wealth Management, LLC | 1,938 | $294.7K | 0.15% | +66+3.5% | Added |
| Providence First Trust Co | 1,941 | $295.1K | 0.11% | −50−2.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,943 | $295.5K | 0.03% | −60−3.0% | Reduced |
| Breed's Hill Capital LLC | 1,944 | $295.6K | 0.15% | +588+43.4% | Added |
| Aigen Investment Management, LP | 1,945 | $295.8K | 0.05% | −6,722−77.6% | Reduced |
| One + One Wealth Management, LLC | 1,948 | $296.2K | 0.17% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,958 | $297.1K | 0.29% | −101−4.9% | Reduced |
| Madison Wealth Partners, Inc | 1,956 | $297.4K | 0.08% | +42+2.2% | Added |
| Roberts Wealth Advisors, LLC | 2,055 | $297.5K | 0.09% | +2,055 | New |
| First Fiduciary Investment Counsel, Inc. | 1,960 | $298.0K | 0.06% | −3−0.2% | Reduced |
| Cetera Trust Company, N.A | 1,962 | $298.3K | 0.19% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,966 | $298.9K | 1.42% | −515−20.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,967 | $299.1K | 0.07% | +139+7.6% | Added |
| Clifford Group, LLC | 1,968 | $299.2K | 0.23% | −856−30.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,968 | $299.4K | 0.12% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 1,969 | $299.4K | 0.37% | +1,969 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,976 | $299.8K | 0.01% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,972 | $299.9K | 0.15% | −120−5.7% | Reduced |
| Sunflower Bank, N.A. | 1,973 | $300.0K | 0.08% | +24+1.2% | Added |
| Circle Wealth Management, LLC | 1,975 | $300.4K | 0.01% | +8+0.4% | Added |
| Rench Wealth Management, Inc. | 1,977 | $300.6K | 0.10% | +8+0.4% | Added |
| CGC Financial Services, LLC | 1,978 | $300.8K | 0.12% | 00.0% | Unchanged |
| KDT Advisors, LLC | 1,980 | $301.1K | 0.44% | +1,980 | New |
| Sterling Group Wealth Management, LLC | 1,984 | $301.7K | 0.16% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,993 | $303.1K | 0.09% | −242−10.8% | Reduced |
| Ariston Services Group | 1,995 | $303.4K | 0.26% | +1,995 | New |