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 |
|---|---|---|---|---|---|
| Banque de Luxembourg S.A. | 2,582 | $394.2K | 0.21% | +2,582 | New |
| Pallas Capital Advisors LLC | 2,596 | $394.7K | 0.02% | −42,244−94.2% | Reduced |
| Pictet North America Advisors SA | 2,600 | $395.4K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2,740 | $395.9K | 0.06% | +2,740 | New |
| Menard Financial Group LLC | 2,606 | $396.3K | 0.24% | −796−23.4% | Reduced |
| Braun-Bostich & Associates Inc. | 2,606 | $396.3K | 0.29% | −172−6.2% | Reduced |
| Orion Capital Management LLC | 2,609 | $396.7K | 0.17% | +118+4.7% | Added |
| Retirement Income Solutions, Inc | 2,611 | $397.0K | 0.08% | −202−7.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,615 | $397.6K | 0.24% | −210−7.4% | Reduced |
| Trinity Financial Advisors LLC | 2,625 | $397.9K | 0.15% | −45−1.7% | Reduced |
| HCR Wealth Advisors | 2,618 | $398.1K | 0.05% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,622 | $398.7K | 0.13% | +190+7.8% | Added |
| Financial Management Network Inc | 2,664 | $398.7K | 0.08% | −77−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 2,623 | $398.9K | 0.01% | −98−3.6% | Reduced |
| Talon Private Wealth, LLC | 2,623 | $398.9K | 0.08% | +2,534+2,847.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,765 | $399.5K | 0.18% | +20+0.7% | Added |
| Lumbard & Kellner, LLC | 2,640 | $401.4K | 0.17% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 2,646 | $402.3K | 0.08% | −26−1.0% | Reduced |
| Convergence Investment Partners, LLC | 2,655 | $403.8K | 0.09% | −43−1.6% | Reduced |
| Lake Street Financial LLC | 2,659 | $404.3K | 0.06% | −405−13.2% | Reduced |
| Atwater Malick LLC | 2,667 | $405.5K | 0.14% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,667 | $405.6K | 0.04% | +392+17.2% | Added |
| Mma Asset Management LLC | 2,670 | $406.1K | 0.18% | −2,584−49.2% | Reduced |
| Veracity Capital LLC | 2,671 | $406.2K | 0.15% | −162−5.7% | Reduced |
| Elevatus Welath Management | 2,676 | $407.0K | 0.14% | −106−3.8% | Reduced |
| Midwest Financial Group LLC | 2,677 | $407.1K | 0.23% | −2,825−51.3% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,683 | $408.0K | 0.16% | +2,683 | New |
| Code Waechter LLC | 2,684 | $408.1K | 0.36% | +49+1.9% | Added |
| Optimize Financial Inc | 2,685 | $408.3K | 0.31% | +2,685 | New |
| Ackerman Capital Advisors, LLC | 2,692 | $409.4K | 0.11% | 00.0% | Unchanged |
| TFB Advisors LLC | 2,698 | $410.3K | 0.12% | −241−8.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,699 | $410.4K | 0.05% | +25+0.9% | Added |
| Websterrogers Financial Advisors, LLC | 2,705 | $411.5K | 0.14% | +1,336+97.6% | Added |
| Resurgent Financial Advisors LLC | 2,708 | $411.8K | 0.24% | −2,813−51.0% | Reduced |
| LexAurum Advisors, LLC | 2,710 | $412.0K | 0.08% | +336+14.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,710 | $412.1K | 0.07% | −660−19.6% | Reduced |
| James Investment Research Inc | 2,711 | $412.2K | 0.05% | −4,459−62.2% | Reduced |
| Financial Security Advisor, Inc. | 2,688 | $412.4K | 0.10% | −19−0.7% | Reduced |
| Unique Wealth Strategies, LLC | 2,714 | $412.7K | 0.18% | −819−23.2% | Reduced |
| Sierra Summit Advisors LLC | 2,718 | $413.3K | 0.08% | +419+18.2% | Added |
| Flywheel Private Wealth LLC | 2,720 | $413.6K | 0.38% | +2,720 | New |
| Compass Ion Advisors, LLC | 2,730 | $415.1K | 0.05% | −152−5.3% | Reduced |
| Harvest Investment Services, LLC | 2,734 | $415.7K | 0.10% | +601+28.2% | Added |
| BlueChip Wealth Advisors LLC | 2,735 | $415.9K | 0.23% | +129+5.0% | Added |
| SLT Holdings LLC | 2,736 | $416.0K | 0.39% | +2,736 | New |
| Main Street Research LLC | 2,712 | $416.9K | 0.03% | +221+8.9% | Added |
| Trillium Asset Management, LLC | 2,745 | $417.0K | 0.01% | +45+1.7% | Added |
| Clearwater Capital Advisors, LLC | 2,743 | $417.1K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 2,743 | $417.1K | 0.11% | −70−2.5% | Reduced |
| Sutton Place Investors LLC | 2,743 | $417.2K | 0.24% | −98−3.4% | Reduced |
| Heritage Investment Group, Inc. | 2,751 | $418.3K | 0.08% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,751 | $418.3K | 0.05% | −173−5.9% | Reduced |
| Tucker Asset Management LLC | 2,764 | $420.3K | 0.04% | −439−13.7% | Reduced |
| Edge Wealth Management LLC | 2,766 | $420.6K | 0.09% | −342−11.0% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,766 | $420.6K | 0.41% | +2,766 | New |
| Lee Financial Co | 2,757 | $420.6K | 0.06% | +159+6.1% | Added |
| MV Capital Management, Inc. | 2,768 | $420.9K | 0.04% | −392−12.4% | Reduced |
| Compass Capital Corp | 2,796 | $421.4K | 0.16% | +2,796 | New |
| Heartland Bank & Trust Co | 2,774 | $421.8K | 0.23% | −3,029−52.2% | Reduced |
| Founders Financial Securities LLC | 2,774 | $421.9K | 0.04% | +340+14.0% | Added |
| OneAscent Family Office, LLC | 2,773 | $422.0K | 0.77% | +2,773 | New |
| Michael B. Yongue | 2,780 | $422.7K | 0.33% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2,785 | $423.5K | 0.14% | +2,785 | New |
| Goldstein Advisors, LLC | 2,791 | $424.4K | 0.06% | −76−2.7% | Reduced |
| Traynor Capital Management, Inc. | 2,792 | $424.5K | 0.03% | −26−0.9% | Reduced |
| Weaver Consulting Group | 2,792 | $424.5K | 0.13% | −136−4.6% | Reduced |
| Campbell Deegan Wealth Management, LLC | 2,795 | $425.1K | 0.51% | +2,795 | New |
| Drexel Morgan & Co. | 2,800 | $425.8K | 0.09% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,802 | $426.1K | 0.34% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 2,802 | $426.1K | 0.31% | +142+5.3% | Added |
| Sageworth Trust Co | 2,805 | $426.5K | 0.03% | −1,202−30.0% | Reduced |
| Solstein Capital, LLC | 2,806 | $426.7K | 0.24% | −1,600−36.3% | Reduced |
| Kestra Investment Management, LLC | 2,812 | $427.6K | 0.02% | −290−9.3% | Reduced |
| Riverview Trust Co | 2,813 | $427.7K | 0.39% | −374−11.7% | Reduced |
| Capital Wealth Planning, LLC | 2,818 | $428.5K | 0.00% | −12,753−81.9% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $428.7K | 0.09% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,819 | $428.7K | 0.15% | +21+0.8% | Added |
| Advisors Preferred, LLC | 2,854 | $428.7K | 0.07% | −386−11.9% | Reduced |
| Aspen Grove Capital, LLC | 2,797 | $429.1K | 0.09% | +45+1.6% | Added |
| World Equity Group, Inc. | 2,822 | $429.1K | 0.09% | +1,279+82.9% | Added |
| APCM Wealth Management for Individuals | 2,822 | $429.1K | 0.07% | −157−5.3% | Reduced |
| Sovran Advisors, LLC | 2,962 | $429.3K | 0.06% | +2,962 | New |
| Opes Wealth Management LLC | 2,825 | $429.6K | 0.09% | +96+3.5% | Added |
| First National Bank Sioux Falls | 2,826 | $429.7K | 0.18% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,827 | $429.9K | 0.10% | −681−19.4% | Reduced |
| RW Investment Management LLC | 2,833 | $430.8K | 0.05% | +458+19.3% | Added |
| Truvestments Capital LLC | 2,834 | $431.0K | 0.11% | +102+3.7% | Added |
| Bennett Associates Wealth Management | 2,835 | $431.1K | 0.36% | +164+6.1% | Added |
| City State Bank | 2,842 | $432.2K | 0.15% | +702+32.8% | Added |
| Optimum Investment Advisors | 2,847 | $432.9K | 0.19% | −1,140−28.6% | Reduced |
| First Dallas Securities Inc. | 2,845 | $433.0K | 0.18% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 2,850 | $433.4K | 0.04% | −10−0.3% | Reduced |
| Sulzberger Capital Advisors, Inc. | 2,850 | $433.4K | 0.49% | +2,850 | New |
| PAX Financial Group, LLC | 2,854 | $433.9K | 0.08% | −890−23.8% | Reduced |
| Financial Advisory Corp | 2,854 | $434.0K | 0.16% | +103+3.7% | Added |
| Northstar Asset Management Inc | 2,856 | $434.3K | 0.11% | +42+1.5% | Added |
| Ofi Invest Asset Management | 2,959 | $434.5K | 0.01% | +2,959 | New |
| Inspirion Wealth Advisors, LLC | 2,992 | $435.0K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 2,868 | $436.1K | 0.26% | −1,275−30.8% | Reduced |
| Renasant Bank | 2,874 | $437.0K | 0.28% | −672−19.0% | Reduced |