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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 25,212 | $3.83M | 0.42% | −295−1.2% | Reduced |
| Stone Point Wealth LLC | 25,181 | $3.83M | 1.28% | −2,214−8.1% | Reduced |
| Naples Global Advisors, LLC | 24,931 | $3.82M | 0.36% | +110+0.4% | Added |
| Fulton Bank, N.A. | 25,141 | $3.82M | 0.15% | +2,158+9.4% | Added |
| Congress Wealth Management LLC | 25,126 | $3.82M | 0.05% | +969+4.0% | Added |
| New England Asset Management Inc | 25,112 | $3.82M | 0.65% | +13,725+120.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 25,050 | $3.81M | 0.36% | −2,448−8.9% | Reduced |
| Proequities, Inc. | 25,695 | $3.81M | 0.22% | −1,442−5.3% | Reduced |
| Covington Investment Advisors Inc. | 25,008 | $3.80M | 0.57% | −630−2.5% | Reduced |
| HBK Sorce Advisory LLC | 24,988 | $3.80M | 0.11% | +779+3.2% | Added |
| Bangor Savings Bank | 24,976 | $3.80M | 0.36% | −526−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 24,883 | $3.78M | 0.64% | −143−0.6% | Reduced |
| NovaPoint Capital, LLC | 24,877 | $3.78M | 1.15% | +1,289+5.5% | Added |
| TRUE Private Wealth Advisors | 24,861 | $3.78M | 0.46% | −930−3.6% | Reduced |
| Peninsula Asset Management Inc | 24,818 | $3.77M | 2.00% | −440−1.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 24,808 | $3.77M | 0.69% | +1,217+5.2% | Added |
| Grace & White Inc | 24,740 | $3.76M | 0.70% | −650−2.6% | Reduced |
| Horizon Investments, LLC | 24,644 | $3.75M | 0.11% | +754+3.2% | Added |
| Plancorp, LLC | 24,612 | $3.74M | 0.15% | +573+2.4% | Added |
| Kennedy Capital Management, Inc. | 24,423 | $3.71M | 0.08% | 00.0% | Unchanged |
| Edgewood Management LLC | 24,421 | $3.71M | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 24,401 | $3.71M | 0.71% | −1,057−4.2% | Reduced |
| Webster Bank, N. A. | 24,333 | $3.70M | 0.40% | −947−3.7% | Reduced |
| Stevens Capital Management LP | 24,322 | $3.70M | 1.48% | +21,595+791.9% | Added |
| Waterloo Capital, L.P. | 24,303 | $3.70M | 0.39% | −69−0.3% | Reduced |
| St. Clair Advisors, LLC | 24,269 | $3.69M | 1.06% | 00.0% | Unchanged |
| Nvest Financial, LLC | 24,235 | $3.69M | 1.87% | +4,138+20.6% | Added |
| Reynders McVeigh Capital Management, LLC | 24,155 | $3.67M | 0.19% | −1,553−6.0% | Reduced |
| BLB&B Advisors, LLC | 24,150 | $3.67M | 0.19% | −1,602−6.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 24,126 | $3.67M | 0.20% | −5,270−17.9% | Reduced |
| Occidental Asset Management, LLC | 24,108 | $3.67M | 0.57% | +2,133+9.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,081 | $3.66M | 0.05% | −2,432−9.2% | Reduced |
| J. W. Coons Advisors, LLC | 23,986 | $3.65M | 0.94% | −200−0.8% | Reduced |
| GAMMA Investing LLC | 23,891 | $3.63M | 0.31% | −1,233−4.9% | Reduced |
| LMCG Investments, LLC | 23,798 | $3.62M | 0.22% | −1,389−5.5% | Reduced |
| Principal Securities, Inc. | 23,788 | $3.62M | 0.08% | −1,927−7.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 23,783 | $3.62M | 0.10% | −5,241−18.1% | Reduced |
| HBW Advisory Services LLC | 23,775 | $3.62M | 0.54% | +1,119+4.9% | Added |
| Paradigm Financial Partners, LLC | 23,762 | $3.61M | 0.46% | −3,457−12.7% | Reduced |
| Mathes Company, Inc. | 23,731 | $3.61M | 1.32% | −100−0.4% | Reduced |
| 111 Capital | 23,645 | $3.60M | 0.75% | +23,645 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,611 | $3.59M | 0.10% | +1,900+8.8% | Added |
| Evelyn Partners Asset Management Ltd | 23,545 | $3.59M | 0.97% | +23,545 | New |
| Selway Asset Management | 23,572 | $3.58M | 1.41% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,539 | $3.58M | 0.14% | +22,905+3,612.8% | Added |
| Portfolio Design Labs, LLC | 23,308 | $3.54M | 0.73% | +5,152+28.4% | Added |
| Burke & Herbert Bank & Trust Co | 23,282 | $3.54M | 0.84% | −190−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 23,268 | $3.54M | 0.13% | −1,014−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 23,197 | $3.53M | 0.14% | −874−3.6% | Reduced |
| Koshinski Asset Management, Inc. | 23,195 | $3.53M | 0.30% | +485+2.1% | Added |
| Groupama Asset Managment | 23,135 | $3.51M | 0.07% | −2,934−11.3% | Reduced |
| Northeast Financial Consultants Inc | 23,017 | $3.50M | 0.15% | +22+0.1% | Added |
| Mystic Asset Management, Inc. | 22,951 | $3.49M | 0.94% | +6,579+40.2% | Added |
| Virginia Wealth Management Group, Inc. | 22,936 | $3.49M | 2.16% | +290+1.3% | Added |
| Boit C F David | 22,900 | $3.48M | 1.76% | 00.0% | Unchanged |
| Chicago Trust Co NA | 22,862 | $3.48M | 0.62% | +791+3.6% | Added |
| Global Retirement Partners, LLC | 22,752 | $3.46M | 0.10% | −2,432−9.7% | Reduced |
| Security National Bank | 22,682 | $3.45M | 0.49% | +79+0.3% | Added |
| Northwest & Ethical Investments L.P. | 22,550 | $3.43M | 0.09% | −3,519−13.5% | Reduced |
| Janney Capital Management LLC | 22,526 | $3.42M | 0.23% | −48,047−68.1% | Reduced |
| Coastal Bridge Advisors, LLC | 22,454 | $3.41M | 0.86% | +300+1.4% | Added |
| GTS Securities LLC | 22,449 | $3.41M | 0.17% | +1,596+7.7% | Added |
| Delta Capital Management LLC | 22,390 | $3.40M | 1.94% | −30−0.1% | Reduced |
| Curbstone Financial Management Corp | 22,342 | $3.40M | 0.72% | +172+0.8% | Added |
| Guardian Capital LP | 22,236 | $3.38M | 0.13% | +643+3.0% | Added |
| Investmark Advisory Group LLC | 22,205 | $3.38M | 1.66% | +247+1.1% | Added |
| Thoroughbred Financial Services, LLC | 22,198 | $3.38M | 0.21% | −1,905−7.9% | Reduced |
| Schulhoff & Co Inc | 22,137 | $3.37M | 1.50% | +39+0.2% | Added |
| Peloton Wealth Strategists | 22,085 | $3.36M | 1.35% | −800−3.5% | Reduced |
| Brentview Investment Management LLC | 22,078 | $3.36M | 1.91% | +22,078 | New |
| Garrett Investment Advisors LLC | 22,059 | $3.35M | 0.33% | −196−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 21,854 | $3.35M | 0.15% | +5,750+35.7% | Added |
| Winthrop Capital Management, LLC | 22,048 | $3.35M | 0.89% | +22,048 | New |
| Country Club Bank | 22,034 | $3.34M | 0.22% | −219−1.0% | Reduced |
| Physicians Financial Services, Inc. | 21,974 | $3.34M | 1.01% | +240+1.1% | Added |
| Bank of New Hampshire | 21,958 | $3.34M | 0.86% | −834−3.7% | Reduced |
| TCG Advisory Services, LLC | 21,908 | $3.33M | 0.14% | +738+3.5% | Added |
| Exchange Capital Management, Inc. | 21,888 | $3.33M | 0.53% | +605+2.8% | Added |
| Burney Co | 21,887 | $3.33M | 0.12% | +448+2.1% | Added |
| Shoker Investment Counsel, Inc. | 21,797 | $3.31M | 1.12% | +137+0.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,772 | $3.31M | 1.25% | −581−2.6% | Reduced |
| Chatham Capital Group, Inc. | 21,774 | $3.31M | 0.54% | −240−1.1% | Reduced |
| Sequent Planning LLC | 21,687 | $3.30M | 1.21% | −245−1.1% | Reduced |
| ProVise Management Group, LLC | 21,527 | $3.27M | 0.28% | −1,428−6.2% | Reduced |
| AIA Group Ltd | 21,500 | $3.27M | 0.08% | +17,935+503.1% | Added |
| Gladstone Institutional Advisory LLC | 21,498 | $3.27M | 0.15% | −2,249−9.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 21,454 | $3.26M | 0.88% | −31−0.1% | Reduced |
| Novem Group | 21,441 | $3.26M | 0.48% | +21,441 | New |
| KLCM Advisors, Inc. | 21,437 | $3.26M | 0.38% | +15,362+252.9% | Added |
| Hohimer Wealth Management, LLC | 21,437 | $3.26M | 0.61% | −4,813−18.3% | Reduced |
| AlTi Global, Inc. | 21,267 | $3.24M | 0.08% | +431+2.1% | Added |
| Trust Point Inc. | 21,271 | $3.23M | 0.22% | +1,774+9.1% | Added |
| Resonant Capital Advisors, LLC | 21,087 | $3.23M | 0.24% | +271+1.3% | Added |
| Fairhaven Wealth Management, LLC | 21,227 | $3.23M | 1.01% | −334−1.5% | Reduced |
| Fragasso Group Inc. | 21,151 | $3.22M | 0.25% | −1,790−7.8% | Reduced |
| International Assets Investment Management, LLC | 21,403 | $3.22M | 0.27% | −3,198,982−99.3% | Reduced |
| ICW Investment Advisors LLC | 21,072 | $3.20M | 1.34% | +159+0.8% | Added |
| Beck Mack & Oliver LLC | 20,982 | $3.19M | 0.06% | −175−0.8% | Reduced |
| Nations Financial Group Inc, | 20,977 | $3.19M | 0.23% | −15−0.1% | Reduced |
| Financial Advisory Service, Inc. | 20,948 | $3.19M | 0.27% | +471+2.3% | Added |