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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 2,291 | $348.4K | 0.05% | −40−1.7% | Reduced |
| Sunpointe, LLC | 2,272 | $348.5K | 0.18% | +551+32.0% | Added |
| Nelson Capital Management, LLC | 2,300 | $349.7K | 0.06% | −962−29.5% | Reduced |
| Chemistry Wealth Management LLC | 2,301 | $349.9K | 0.08% | +222+10.7% | Added |
| James J. Burns & Company, LLC | 2,306 | $350.0K | 0.06% | +300+15.0% | Added |
| Holistic Financial Partners | 2,302 | $350.0K | 0.17% | −13−0.6% | Reduced |
| Moody Aldrich Partners LLC | 2,304 | $350.3K | 0.06% | −322−12.3% | Reduced |
| ERTS Wealth Advisors, LLC | 2,304 | $350.3K | 0.07% | −45−1.9% | Reduced |
| Youngs Advisory Group, Inc. | 2,305 | $350.5K | 0.15% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,305 | $350.5K | 0.31% | +2,305 | New |
| Cahill Financial Advisors Inc | 2,308 | $351.0K | 0.05% | +830+56.2% | Added |
| Latitude Advisors, LLC | 2,313 | $351.6K | 0.20% | −247−9.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,313 | $351.7K | 0.00% | 00.0% | Unchanged |
| bLong Financial, LLC | 2,314 | $351.9K | 0.29% | +2,314 | New |
| McAdam, LLC | 2,314 | $351.9K | 0.02% | +253+12.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,294 | $352.9K | 0.13% | −846−26.9% | Reduced |
| Slocum, Gordon & Co LLP | 2,326 | $353.7K | 0.29% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,327 | $353.8K | 0.12% | −121−4.9% | Reduced |
| Royal Harbor Partners, LLC | 2,335 | $355.1K | 0.13% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 2,344 | $356.4K | 0.28% | +872+59.2% | Added |
| SWMG, LLC | 2,407 | $356.5K | 0.14% | −8−0.3% | Reduced |
| Lipe & Dalton | 2,345 | $357.0K | 0.19% | −170−6.8% | Reduced |
| Florida Financial Advisors, LLC | 2,348 | $357.1K | 0.16% | −115−4.7% | Reduced |
| Tacita Capital Inc | 2,350 | $357.3K | 0.26% | −128−5.2% | Reduced |
| White Lighthouse Investment Management Inc. | 2,353 | $357.8K | 0.06% | +18+0.8% | Added |
| Rooted Wealth Advisors, Inc. | 2,464 | $358.0K | 0.14% | −322−11.6% | Reduced |
| Barlow Wealth Partners, Inc. | 2,476 | $358.5K | 0.05% | −225−8.3% | Reduced |
| PUREfi Wealth, LLC | 2,360 | $358.9K | 0.35% | +2,360 | New |
| 17 Capital Partners, LLC | 2,368 | $360.1K | 0.23% | −2−0.1% | Reduced |
| True Link Financial Advisors, LLC | 2,369 | $360.2K | 0.03% | −31−1.3% | Reduced |
| Montis Financial, LLC | 2,371 | $360.5K | 0.11% | −7−0.3% | Reduced |
| Rockbridge Investment Management, LCC | 2,374 | $361.0K | 0.05% | +575+32.0% | Added |
| Summit Wealth Group, LLC | 2,376 | $361.0K | 0.10% | −41−1.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,379 | $361.7K | 0.13% | −78−3.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,379 | $361.8K | 0.27% | −115−4.6% | Reduced |
| East Coast Asset Management, LLC. | 2,383 | $362.4K | 0.12% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,383 | $362.4K | 0.00% | −789−24.9% | Reduced |
| CMG Global Holdings, LLC | 2,451 | $363.0K | 0.20% | −184−7.0% | Reduced |
| Sara-Bay Financial | 2,395 | $363.4K | 0.13% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,392 | $363.7K | 0.05% | −2,474−50.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2,396 | $364.3K | 0.25% | −70−2.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,396 | $364.4K | 0.04% | −90−3.6% | Reduced |
| Argyle Capital Management Inc. | 2,398 | $364.6K | 0.14% | 00.0% | Unchanged |
| West Tower Group, LLC | 2,400 | $364.9K | 0.81% | +800+50.0% | Added |
| ORG Partners LLC | 2,412 | $367.1K | 0.05% | −82−3.3% | Reduced |
| Optivise Advisory Services LLC | 2,422 | $368.3K | 0.20% | +323+15.4% | Added |
| Vision Capital Management, Inc. | 2,432 | $369.8K | 0.05% | +141+6.2% | Added |
| Pingora Partners LLC | 2,433 | $370.0K | 0.24% | 00.0% | Unchanged |
| Bank of Stockton | 2,434 | $370.1K | 0.11% | −77−3.1% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,435 | $370.3K | 0.24% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,424 | $371.0K | 0.20% | +2,424 | New |
| Generation Capital Management LLC | 2,440 | $371.0K | 0.32% | +2,440 | New |
| First International Bank & Trust | 2,441 | $371.2K | 0.12% | −48−1.9% | Reduced |
| Sivia Capital Partners, LLC | 2,441 | $371.2K | 0.18% | −1,197−32.9% | Reduced |
| Stanley-Laman Group, Ltd. | 2,448 | $372.2K | 0.05% | −4−0.2% | Reduced |
| Trace Wealth Advisors, LLC | 2,451 | $372.7K | 0.33% | +2,451 | New |
| GSG Advisors LLC | 2,454 | $373.2K | 0.12% | −313−11.3% | Reduced |
| Ssi Investment Management LLC | 2,455 | $373.3K | 0.03% | −10.0% | Reduced |
| Advantage Trust Co | 2,457 | $373.6K | 0.22% | −44−1.8% | Reduced |
| Crewe Advisors LLC | 2,461 | $374.2K | 0.05% | −534−17.8% | Reduced |
| Creative Financial Designs Inc | 2,467 | $375.2K | 0.03% | −41−1.6% | Reduced |
| Seven Mile Advisory | 2,470 | $375.6K | 0.24% | −45−1.8% | Reduced |
| Bullock Wealth Management Group | 2,473 | $376.1K | 0.22% | −466−15.9% | Reduced |
| Capital City Trust Co | 2,476 | $376.5K | 0.09% | +93+3.9% | Added |
| Townsend Asset Management Corp | 2,476 | $376.5K | 0.14% | −467−15.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,478 | $376.8K | 0.29% | +2,478 | New |
| Avantra Family Wealth, Inc. | 2,482 | $377.4K | 0.35% | +2,482 | New |
| Cherry Tree Wealth Management, LLC | 2,483 | $377.6K | 0.09% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,221 | $377.7K | 0.16% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,488 | $378.3K | 0.03% | −604−19.5% | Reduced |
| Robinswood Financial LLC | 2,489 | $378.5K | 0.14% | 00.0% | Unchanged |
| Stanich Group LLC | 2,492 | $378.9K | 0.28% | +2,492 | New |
| Steigerwald, Gordon & Koch Inc. | 2,492 | $379.1K | 0.04% | −25−1.0% | Reduced |
| Nikulski Financial, Inc. | 2,495 | $379.3K | 0.11% | +6+0.2% | Added |
| Fidelity D & D Bancorp Inc | 2,496 | $379.5K | 0.25% | +25+1.0% | Added |
| Kelly Financial Group LLC | 2,477 | $380.0K | 0.14% | +2,477 | New |
| Westside Investment Management, Inc. | 2,505 | $380.9K | 0.08% | +244+10.8% | Added |
| Blalock Williams, LLC | 2,513 | $382.1K | 0.44% | +2,513 | New |
| Newbridge Financial Services Group, Inc. | 2,525 | $383.9K | 0.10% | +2,525 | New |
| Intrepid Financial Planning Group LLC | 2,525 | $384.0K | 0.16% | −24−0.9% | Reduced |
| Wallace Capital Management Inc. | 2,531 | $384.9K | 0.05% | +200+8.6% | Added |
| TSFG, LLC | 2,531 | $385.0K | 0.08% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,535 | $385.5K | 0.16% | +185+7.9% | Added |
| Cary Street Partner Investment Advisory LLC | 2,536 | $385.6K | 0.25% | −51,497−95.3% | Reduced |
| Petra Financial Advisors Inc | 2,539 | $386.1K | 0.26% | −51−2.0% | Reduced |
| LWM Advisory Services, LLC | 2,551 | $386.2K | 0.27% | −51−2.0% | Reduced |
| Cape Investment Advisory, Inc. | 2,544 | $386.8K | 0.15% | −188−6.9% | Reduced |
| Oldfather Financial Services, LLC | 2,545 | $387.1K | 0.15% | −19−0.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,551 | $387.9K | 0.26% | −888−25.8% | Reduced |
| Brendel Financial Advisors LLC | 2,554 | $388.0K | 0.23% | −98−3.7% | Reduced |
| TAGStone Capital, Inc. | 2,527 | $388.0K | 0.19% | +70+2.8% | Added |
| Midwest Professional Planners, LTD. | 2,555 | $388.4K | 0.12% | −3,922−60.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,556 | $388.7K | 0.39% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,561 | $389.4K | 0.04% | +2,561 | New |
| Armis Advisers, LLC | 2,562 | $389.6K | 0.05% | +2,562 | New |
| Silverlake Wealth Management LLC | 2,569 | $390.6K | 0.15% | +22+0.9% | Added |
| Meadow Creek Wealth Advisors LLC | 2,573 | $391.3K | 0.28% | +18+0.7% | Added |
| Aua Capital Management, LLC | 2,579 | $392.2K | 0.25% | 00.0% | Unchanged |
| Quest Partners LLC | 2,579 | $392.2K | 0.05% | +1,441+126.6% | Added |
| Balboa Wealth Partners | 2,585 | $393.1K | 0.09% | −26−1.0% | Reduced |