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 |
|---|---|---|---|---|---|
| Natural Investments, LLC | 13,178 | $2.00M | 0.55% | +13,178 | New |
| Ritholtz Wealth Management | 13,130 | $2.00M | 0.06% | −3,308−20.1% | Reduced |
| Wolff Wiese Magana LLC | 13,127 | $2.00M | 1.32% | +415+3.3% | Added |
| Clarius Group, LLC | 13,092 | $1.99M | 0.14% | +2,521+23.8% | Added |
| Western Wealth Management, LLC | 13,072 | $1.99M | 0.11% | +29+0.2% | Added |
| VeraBank, N.A. | 13,042 | $1.98M | 0.56% | −98−0.7% | Reduced |
| Insight Inv LLC | 12,895 | $1.98M | 1.38% | −455−3.4% | Reduced |
| Gifford Fong Associates | 13,000 | $1.98M | 0.49% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 12,968 | $1.97M | 0.97% | −100−0.8% | Reduced |
| Grandview Asset Management LLC | 12,948 | $1.97M | 0.72% | +12,948 | New |
| Greenup Street Wealth Management LLC | 12,914 | $1.96M | 0.39% | +12,914 | New |
| Fidelis Capital Partners, LLC | 13,052 | $1.96M | 0.20% | +1,147+9.6% | Added |
| TrinityPoint Wealth, LLC | 12,895 | $1.96M | 0.28% | −2,604−16.8% | Reduced |
| Wisconsin Capital Management LLC | 12,871 | $1.96M | 1.08% | −489−3.7% | Reduced |
| AIMZ Investment Advisors, LLC | 12,831 | $1.95M | 0.68% | −100−0.8% | Reduced |
| Kennon-Green & Company, LLC | 12,808 | $1.95M | 1.68% | +1,216+10.5% | Added |
| Ghe, LLC | 12,799 | $1.95M | 0.77% | +682+5.6% | Added |
| Chapin Davis, Inc. | 11,425 | $1.94M | 0.63% | 00.0% | Unchanged |
| Montecito Bank & Trust | 12,698 | $1.93M | 0.33% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 12,690 | $1.93M | 1.37% | −20−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 12,660 | $1.93M | 0.20% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 12,637 | $1.92M | 0.43% | −1,422−10.1% | Reduced |
| Beacon Financial Group | 12,623 | $1.92M | 0.21% | −144−1.1% | Reduced |
| Callan Family Office, LLC | 12,622 | $1.92M | 0.12% | +6,645+111.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,625 | $1.92M | 1.56% | −100−0.8% | Reduced |
| Thomasville National Bank | 12,617 | $1.92M | 0.14% | −277−2.1% | Reduced |
| Fairfield, Bush & Co. | 12,605 | $1.92M | 1.13% | −493−3.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 12,588 | $1.91M | 0.84% | +1,822+16.9% | Added |
| West Oak Capital, LLC | 12,579 | $1.91M | 0.68% | +240+1.9% | Added |
| Chesapeake Asset Management LLC | 12,512 | $1.90M | 1.77% | −2,399−16.1% | Reduced |
| Jupiter Wealth Management LLC | 12,500 | $1.90M | 0.95% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 12,495 | $1.90M | 1.29% | −2,805−18.3% | Reduced |
| Retirement Guys Formula LLC | 12,468 | $1.90M | 0.96% | −15−0.1% | Reduced |
| Fundamentun, LLC | 12,459 | $1.89M | 0.11% | −13,254−51.5% | Reduced |
| Center for Financial Planning, Inc. | 12,455 | $1.89M | 0.25% | −201−1.6% | Reduced |
| Carnegie Lake Advisors LLC | 12,424 | $1.89M | 0.76% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 12,395 | $1.88M | 0.17% | +303+2.5% | Added |
| Amussen Hunsaker Associates LLC | 12,348 | $1.88M | 0.26% | −804−6.1% | Reduced |
| HF Advisory Group, LLC | 12,328 | $1.87M | 0.86% | +9,956+419.7% | Added |
| Jaffetilchin Investment Partners, LLC | 12,325 | $1.87M | 0.14% | −413−3.2% | Reduced |
| Summit Place Financial Advisors, LLC | 12,281 | $1.87M | 1.06% | +6,881+127.4% | Added |
| Dumont & Blake Investment Advisors LLC | 12,279 | $1.87M | 0.50% | −98−0.8% | Reduced |
| Jump Financial, LLC | 12,272 | $1.87M | 0.04% | −17,351−58.6% | Reduced |
| Inlet Private Wealth, LLC | 12,256 | $1.86M | 0.49% | −1,830−13.0% | Reduced |
| AlphaCore Capital LLC | 12,117 | $1.86M | 0.40% | −4,842−28.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,226 | $1.86M | 0.04% | +604+5.2% | Added |
| Berger Financial Group, Inc | 12,223 | $1.86M | 0.13% | −1,744−12.5% | Reduced |
| First Hawaiian Bank | 12,207 | $1.86M | 0.06% | −1,060−8.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,199 | $1.85M | 0.48% | +175+1.5% | Added |
| VCI Wealth Management LLC | 12,197 | $1.85M | 0.79% | +236+2.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 12,157 | $1.85M | 0.15% | +602+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,120 | $1.84M | 0.28% | −3,817−24.0% | Reduced |
| Lindenwold Advisors | 12,117 | $1.84M | 0.98% | −570−4.5% | Reduced |
| Providence Wealth Advisors, LLC | 12,526 | $1.84M | 1.39% | −200−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 12,101 | $1.84M | 0.38% | +8,222+212.0% | Added |
| Full Sail Capital, LLC | 12,076 | $1.84M | 0.12% | −1,624−11.9% | Reduced |
| BFSG, LLC | 12,068 | $1.84M | 0.21% | −795−6.2% | Reduced |
| IFG Advisory, LLC | 12,060 | $1.83M | 0.10% | +348+3.0% | Added |
| First United Bank Trust | 12,056 | $1.83M | 0.67% | −378−3.0% | Reduced |
| 3Chopt Investment Partners, LLC | 11,934 | $1.83M | 0.63% | −779−6.1% | Reduced |
| Reliant Investment Management, LLC | 12,002 | $1.83M | 0.81% | −18,871−61.1% | Reduced |
| Modern Wealth Management, LLC | 11,982 | $1.82M | 0.07% | +5,195+76.5% | Added |
| Central Pacific Bank - Trust Division | 11,957 | $1.82M | 0.24% | −1,031−7.9% | Reduced |
| Partnership Wealth Management, LLC | 11,927 | $1.81M | 1.51% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 11,900 | $1.81M | 0.61% | +3,618+43.7% | Added |
| Norway Savings Bank | 11,890 | $1.81M | 1.00% | −90−0.8% | Reduced |
| Bedel Financial Consulting, Inc. | 12,351 | $1.80M | 0.25% | −129−1.0% | Reduced |
| Asset Dedication, LLC | 11,815 | $1.80M | 0.14% | −9,938−45.7% | Reduced |
| Morningstar Investment Services LLC | 11,788 | $1.79M | 0.16% | −102,600−89.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,765 | $1.79M | 1.20% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,724 | $1.78M | 0.59% | −150−1.3% | Reduced |
| Garrison Point Advisors, LLC | 11,715 | $1.78M | 0.85% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 11,703 | $1.78M | 1.13% | +5,850+99.9% | Added |
| Painted Porch Advisors LLC | 11,696 | $1.78M | 0.88% | −557−4.5% | Reduced |
| Global Financial Private Client, LLC | 11,695 | $1.78M | 0.67% | +177+1.5% | Added |
| DMKC Advisory Services, LLC | 11,650 | $1.77M | 1.61% | +11,650 | New |
| Scott & Selber, Inc. | 11,638 | $1.77M | 0.53% | −690−5.6% | Reduced |
| Westchester Capital Management, Inc. | 11,622 | $1.77M | 0.44% | +453+4.1% | Added |
| Vista Investment Management | 11,599 | $1.76M | 0.67% | −641−5.2% | Reduced |
| Gries Financial LLC | 11,585 | $1.76M | 0.31% | −49−0.4% | Reduced |
| Stiles Financial Services Inc | 11,583 | $1.76M | 0.64% | +479+4.3% | Added |
| Relyea Zuckerberg Hanson LLC | 11,541 | $1.75M | 0.24% | −337−2.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 11,528 | $1.75M | 0.02% | −714−5.8% | Reduced |
| Paragon Private Wealth Management, LLC | 11,528 | $1.75M | 0.81% | +144+1.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,507 | $1.75M | 0.15% | −323−2.7% | Reduced |
| CNB Bank | 11,450 | $1.74M | 0.81% | −312−2.7% | Reduced |
| Baldwin Investment Management, LLC | 11,448 | $1.74M | 0.23% | −2,051−15.2% | Reduced |
| Hamel Associates, Inc. | 11,433 | $1.74M | 0.56% | +25+0.2% | Added |
| SJS Investment Consulting Inc. | 11,413 | $1.74M | 0.30% | −228−2.0% | Reduced |
| Rogco, LP | 11,413 | $1.74M | 0.71% | −52−0.5% | Reduced |
| Twinbeech Capital LP | 11,394 | $1.73M | 0.03% | +11,394 | New |
| Inceptionr LLC | 11,389 | $1.73M | 0.39% | +11,389 | New |
| Peak Asset Management, LLC | 11,364 | $1.73M | 0.32% | −205−1.8% | Reduced |
| Bulltick Wealth Management, LLC | 11,252 | $1.73M | 0.41% | −3,186−22.1% | Reduced |
| Meridian Wealth Advisors, LLC | 11,333 | $1.72M | 0.28% | −936−7.6% | Reduced |
| Lummis Asset Management, LP | 11,332 | $1.72M | 2.18% | −44−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,319 | $1.72M | 0.80% | +1,135+11.1% | Added |
| Stonebridge Capital Advisors LLC | 11,312 | $1.72M | 0.14% | −330−2.8% | Reduced |
| Payden & Rygel | 11,300 | $1.72M | 0.15% | −11,800−51.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,286 | $1.72M | 0.36% | −480−4.1% | Reduced |