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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Meridian Management Co | 1,997 | $303.7K | 0.08% | +24+1.2% | Added |
| Cascade Investment Advisors, Inc. | 1,997 | $303.7K | 0.19% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,999 | $304.0K | 0.08% | −154−7.2% | Reduced |
| MMBG Investment Advisors Co. | 2,000 | $304.1K | 0.03% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,002 | $304.4K | 0.24% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 2,006 | $305.0K | 0.24% | −184−8.4% | Reduced |
| Purkiss Capital Advisors LLC | 2,007 | $305.1K | 0.26% | +2,007 | New |
| Gerber, LLC | 2,009 | $305.5K | 0.22% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 2,011 | $305.9K | 0.12% | −7,925−79.8% | Reduced |
| Rowland & Co Investment Counsel | 2,015 | $306.4K | 0.06% | 00.0% | Unchanged |
| Davidson Investment Advisors | 2,019 | $307.0K | 0.01% | −116−5.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,026 | $308.1K | 0.06% | 00.0% | Unchanged |
| Invst, LLC | 2,027 | $308.2K | 0.04% | −976−32.5% | Reduced |
| ZRC Wealth Management, LLC | 2,033 | $309.2K | 0.13% | −240−10.6% | Reduced |
| Sterling Financial Group, Inc. | 2,037 | $309.7K | 0.12% | −132−6.1% | Reduced |
| Planning Directions Inc | 2,041 | $310.4K | 0.18% | −178−8.0% | Reduced |
| Sym Financial Corp | 2,043 | $310.7K | 0.04% | −581−22.1% | Reduced |
| Claris Advisors, LLC | 2,045 | $311.0K | 0.12% | +31+1.5% | Added |
| Bellevue Asset Management, LLC | 2,046 | $311.3K | 0.16% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2,050 | $311.7K | 0.03% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,050 | $311.7K | 0.04% | +471+29.8% | Added |
| Shikiar Asset Management Inc | 2,050 | $312.0K | 0.08% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,911 | $312.5K | 0.30% | +1,911 | New |
| Options Solutions, LLC | 2,057 | $312.8K | 0.14% | +27+1.3% | Added |
| Ritter Daniher Financial Advisory LLC | 2,064 | $313.9K | 0.09% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,068 | $314.5K | 0.20% | −21−1.0% | Reduced |
| Gill Capital Partners, LLC | 2,069 | $314.6K | 0.11% | +58+2.9% | Added |
| Merrion Investment Management Co, LLC | 2,045 | $315.8K | 0.22% | −1,550−43.1% | Reduced |
| Lane & Associates LLC | 2,099 | $316.4K | 0.16% | −123−5.5% | Reduced |
| PVG Asset Management Corp | 2,082 | $316.6K | 1.50% | +2,082 | New |
| Counterweight Ventures, LLC | 2,084 | $316.9K | 0.22% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 2,085 | $317.0K | 0.24% | +2,085 | New |
| Strategic Investment Advisors | 2,085 | $317.1K | 0.03% | −82−3.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,077 | $318.6K | 0.14% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,097 | $318.8K | 0.20% | +127+6.4% | Added |
| Ethos Financial Group, LLC | 2,077 | $318.8K | 0.04% | −262−11.2% | Reduced |
| PharVision Advisers, LLC | 2,097 | $318.9K | 0.27% | +2,097 | New |
| Lakeview Capital Partners, LLC | 2,097 | $318.9K | 0.07% | −3,514−62.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,099 | $319.2K | 0.34% | −3,553−62.9% | Reduced |
| Hoese & Co LLP | 2,105 | $320.1K | 0.28% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 2,108 | $320.5K | 0.17% | −32−1.5% | Reduced |
| David R. Rahn & Associates Inc. | 2,108 | $320.5K | 0.10% | −950−31.1% | Reduced |
| 360 Financial, Inc. | 2,108 | $320.5K | 0.12% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,114 | $321.5K | 0.42% | +2,114 | New |
| Evanson Asset Management, LLC | 2,114 | $321.5K | 0.02% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 2,101 | $322.3K | 0.28% | +40+1.9% | Added |
| Focused Wealth Management, Inc | 2,122 | $322.7K | 0.04% | −62−2.8% | Reduced |
| Maia Wealth LLC | 2,101 | $324.8K | 0.07% | −551−20.8% | Reduced |
| Maxele Advisors, LLC | 2,137 | $325.0K | 0.31% | +2,137 | New |
| Advance Capital Management, Inc. | 2,138 | $325.1K | 0.01% | −444−17.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,142 | $325.7K | 0.13% | −339−13.7% | Reduced |
| Horst & Graben Wealth Management LLC | 2,145 | $326.1K | 0.06% | −279−11.5% | Reduced |
| United Community Bank | 2,148 | $326.6K | 0.13% | −115−5.1% | Reduced |
| Barry Investment Advisors, LLC | 2,128 | $326.7K | 0.11% | −149−6.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,148 | $326.7K | 0.15% | −168−7.3% | Reduced |
| Towercrest Capital Management | 2,151 | $327.1K | 0.05% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,152 | $327.3K | 0.07% | −6−0.3% | Reduced |
| Financial Advisors, LLC | 2,153 | $327.4K | 0.06% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,153 | $327.4K | 0.03% | −7−0.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,265 | $328.3K | 0.12% | −32−1.4% | Reduced |
| Tiemann Investment Advisors, LLC | 2,162 | $328.8K | 0.15% | −40−1.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,163 | $328.9K | 0.09% | 00.0% | Unchanged |
| Mascagni Wealth Management, Inc. | 2,204 | $330.4K | 0.33% | +2,204 | New |
| Castleview Partners, LLC | 2,203 | $330.9K | 0.18% | +4+0.2% | Added |
| Gray Wealth Management Inc. | 2,177 | $331.0K | 0.13% | −38−1.7% | Reduced |
| Wellspring Financial Advisors, LLC | 2,178 | $331.1K | 0.03% | −517−19.2% | Reduced |
| Bremer Bank National Association | 2,180 | $331.5K | 0.07% | −262−10.7% | Reduced |
| Royal Fund Management, LLC | 2,183 | $331.9K | 0.04% | −2,205−50.3% | Reduced |
| Cortland Associates Inc | 2,185 | $332.0K | 0.04% | −72−3.2% | Reduced |
| Core Wealth Advisors, Inc. | 2,185 | $332.3K | 0.11% | +11+0.5% | Added |
| Cyrus J. Lawrence, LLC | 2,193 | $333.0K | 0.06% | +2+0.1% | Added |
| Castle Wealth Management LLC | 2,169 | $333.0K | 0.13% | −207−8.7% | Reduced |
| Stenger Family Office, LLC | 2,194 | $333.7K | 0.11% | +2,194 | New |
| Kohmann Bosshard Financial Services, LLC | 2,200 | $334.5K | 0.04% | −267−10.8% | Reduced |
| Spirit of America Management Corp | 2,200 | $334.5K | 0.07% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,183 | $334.7K | 0.08% | +122+5.9% | Added |
| Coastal Investment Advisors, Inc. | 2,239 | $335.0K | 0.14% | −304−12.0% | Reduced |
| Laffer Tengler Investments | 2,204 | $335.1K | 0.07% | −24,410−91.7% | Reduced |
| WD Rutherford LLC | 2,206 | $335.4K | 0.16% | −995−31.1% | Reduced |
| New Republic Capital, LLC | 2,186 | $335.6K | 0.22% | −814−27.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,216 | $337.0K | 0.16% | −108−4.6% | Reduced |
| Cypress Wealth Services, LLC | 2,220 | $337.6K | 0.07% | +37+1.7% | Added |
| DMG Group, LLC | 2,227 | $338.6K | 0.28% | +272+13.9% | Added |
| Darwin Advisors, LLC | 2,229 | $339.1K | 0.11% | +62+2.9% | Added |
| Mascoma Wealth Management LLC | 2,232 | $339.4K | 0.09% | −4−0.2% | Reduced |
| Falcon Wealth Planning | 2,236 | $340.0K | 0.04% | −204−8.4% | Reduced |
| Michael S. Ryan, Inc. | 2,239 | $340.5K | 0.23% | +71+3.3% | Added |
| Insight 2811, Inc. | 2,240 | $340.6K | 0.18% | +134+6.4% | Added |
| Beacon Financial Advisory LLC | 2,246 | $341.5K | 0.11% | +58+2.7% | Added |
| Moss Adams Wealth Advisors LLC | 2,223 | $341.8K | 0.04% | −1,129−33.7% | Reduced |
| Enclave Advisors LLC | 2,251 | $342.3K | 0.06% | −108−4.6% | Reduced |
| Insight Wealth Partners, LLC | 2,253 | $342.6K | 0.22% | −435−16.2% | Reduced |
| XY Capital Ltd | 2,258 | $343.4K | 0.38% | +2,258 | New |
| SK Wealth Management, LLC | 2,259 | $343.5K | 0.17% | 00.0% | Unchanged |
| Vicus Capital | 2,274 | $345.8K | 0.03% | −121−5.1% | Reduced |
| Campbell Wealth Management | 2,274 | $346.0K | 0.03% | +379+20.0% | Added |
| N.E.W. Advisory Services LLC | 2,282 | $347.1K | 0.03% | −430−15.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,284 | $347.3K | 0.25% | +2,284 | New |
| Range Financial Group LLC | 2,286 | $347.6K | 0.16% | +443+24.0% | Added |
| Clearview Wealth Advisors LLC | 2,287 | $347.8K | 0.26% | −18−0.8% | Reduced |