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 |
|---|---|---|---|---|---|
| YANKCOM Partnership | 9,463 | $1.44M | 0.77% | +9,463 | New |
| Gryphon Financial Partners LLC | 9,461 | $1.44M | 0.21% | +523+5.9% | Added |
| LRI Investments, LLC | 9,457 | $1.44M | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,454 | $1.44M | 0.08% | +431+4.8% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.44M | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,443 | $1.44M | 0.23% | +332+3.6% | Added |
| Founders Capital Management | 9,425 | $1.43M | 0.91% | −175−1.8% | Reduced |
| Taylor Financial Group, Inc. | 9,421 | $1.43M | 0.99% | −385−3.9% | Reduced |
| Dudley Capital Management, LLC | 9,372 | $1.43M | 0.73% | −125−1.3% | Reduced |
| West Family Investments, Inc. | 9,332 | $1.42M | 0.49% | −337−3.5% | Reduced |
| Strategic Advisors LLC | 9,311 | $1.42M | 0.26% | −16,139−63.4% | Reduced |
| Capital Investment Advisory Services, LLC | 9,310 | $1.42M | 0.14% | +182+2.0% | Added |
| Loudon Investment Management, LLC | 9,309 | $1.42M | 0.80% | +565+6.5% | Added |
| Crews Bank & Trust | 9,300 | $1.41M | 0.24% | +9,300 | New |
| Accredited Investors Inc. | 9,298 | $1.41M | 0.08% | −1,344−12.6% | Reduced |
| BKM Wealth Management, LLC | 9,290 | $1.41M | 0.58% | −1,003−9.7% | Reduced |
| Marion Wealth Management | 9,282 | $1.41M | 0.37% | +313+3.5% | Added |
| Forte Capital LLC | 9,270 | $1.41M | 0.16% | −558−5.7% | Reduced |
| Security National Bank of Sioux City Iowa | 9,257 | $1.41M | 0.99% | −796−7.9% | Reduced |
| Net Worth Advisory Group | 9,253 | $1.41M | 0.43% | −1,731−15.8% | Reduced |
| Accurate Wealth Management, LLC | 9,809 | $1.40M | 0.27% | +450+4.8% | Added |
| Elevated Capital Advisors, LLC | 9,217 | $1.40M | 0.38% | +882+10.6% | Added |
| Asset Advisors Investment Management, LLC | 9,205 | $1.40M | 0.15% | −250−2.6% | Reduced |
| Pacitti Group Inc. | 9,201 | $1.40M | 0.66% | −54−0.6% | Reduced |
| Davidson Trust Co | 9,187 | $1.40M | 0.72% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 9,167 | $1.39M | 0.71% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 9,143 | $1.39M | 1.41% | +9,143 | New |
| Marcum Wealth, LLC | 9,123 | $1.39M | 0.12% | +37+0.4% | Added |
| Bank of Jackson Hole Trust | 9,123 | $1.39M | 0.92% | +9,123 | New |
| Taylor Hoffman Capital Management LLC | 9,113 | $1.39M | 0.50% | −30−0.3% | Reduced |
| Papamarkou Wellner Asset Management inc. | 9,090 | $1.38M | 0.96% | +9,090 | New |
| GoalVest Advisory LLC | 9,086 | $1.38M | 0.38% | −1,211−11.8% | Reduced |
| Staley Capital Advisers Inc | 9,071 | $1.38M | 0.06% | −111−1.2% | Reduced |
| Accent Capital Management, LLC | 8,989 | $1.38M | 0.79% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,988 | $1.38M | 0.10% | −427−4.5% | Reduced |
| Paradigm Asset Management Co LLC | 9,011 | $1.37M | 0.38% | −1,200−11.8% | Reduced |
| Berkshire Bank | 9,008 | $1.37M | 0.32% | −719−7.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 8,999 | $1.37M | 0.20% | −83−0.9% | Reduced |
| Flavin Financial Services, Inc. | 8,991 | $1.37M | 1.30% | +8,991 | New |
| Founders Financial Alliance, LLC | 8,980 | $1.37M | 0.38% | +26+0.3% | Added |
| Wedmont Private Capital | 9,573 | $1.37M | 0.07% | −3,219−25.2% | Reduced |
| Monarch Capital Management Inc | 8,902 | $1.36M | 0.37% | −100−1.1% | Reduced |
| Gladius Capital Management LP | 8,915 | $1.36M | 0.78% | +796+9.8% | Added |
| Kennebec Savings Bank | 9,345 | $1.35M | 1.36% | −133−1.4% | Reduced |
| Charles Schwab Trust Co | 8,868 | $1.35M | 0.12% | +705+8.6% | Added |
| Moser Wealth Advisors, LLC | 8,865 | $1.35M | 0.70% | −366−4.0% | Reduced |
| Hemenway Trust Co LLC | 8,859 | $1.35M | 0.11% | −2,980−25.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8,847 | $1.35M | 0.40% | +1,160+15.1% | Added |
| Deseret Mutual Benefit Administrators | 8,847 | $1.35M | 0.66% | +275+3.2% | Added |
| Edge Capital Group, LLC | 5 | $1.34M | 0.06% | −7,734−99.9% | Reduced |
| Symphony Financial, Ltd. Co. | 8,977 | $1.33M | 0.21% | −3,800−29.7% | Reduced |
| NVWM, LLC | 8,745 | $1.33M | 0.34% | +96+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 8,721 | $1.33M | 0.34% | +552+6.8% | Added |
| Atlantic Trust, LLC | 8,707 | $1.32M | 0.29% | +2,684+44.6% | Added |
| Axq Capital, LP | 8,697 | $1.32M | 0.60% | +8,697 | New |
| Jackson Square Capital, LLC | 8,680 | $1.32M | 0.32% | −122−1.4% | Reduced |
| Nwam LLC | 8,679 | $1.32M | 0.08% | −704−7.5% | Reduced |
| Delaney Dennis R | 8,655 | $1.32M | 0.69% | −5,744−39.9% | Reduced |
| AdvisorNet Financial, Inc | 8,652 | $1.32M | 0.11% | −209−2.4% | Reduced |
| FWL Investment Management, LLC | 8,639 | $1.31M | 0.48% | +251+3.0% | Added |
| Farringdon Capital, Ltd. | 8,615 | $1.31M | 0.54% | +8,615 | New |
| Premier Path Wealth Partners, LLC | 8,613 | $1.31M | 0.20% | −429−4.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,570 | $1.30M | 0.19% | +1,579+22.6% | Added |
| Regatta Capital Group, LLC | 8,568 | $1.30M | 0.25% | −728−7.8% | Reduced |
| Sterling Wealth Management, Inc. | 8,565 | $1.30M | 0.48% | −49−0.6% | Reduced |
| West Paces Advisors Inc. | 8,560 | $1.30M | 0.32% | −505−5.6% | Reduced |
| Greenfield Savings Bank | 8,558 | $1.30M | 0.62% | −97−1.1% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 8,529 | $1.30M | 0.42% | +200+2.4% | Added |
| IFC Advisors LLC | 8,521 | $1.30M | 0.28% | +8,521 | New |
| PDS Planning, Inc | 8,514 | $1.29M | 0.12% | −591−6.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,479 | $1.29M | 0.47% | −167−1.9% | Reduced |
| Patron Partners Advisors, LLC | 8,460 | $1.29M | 0.70% | +219+2.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,431 | $1.28M | 0.01% | −25,205−74.9% | Reduced |
| Augustine Asset Management Inc | 8,423 | $1.28M | 0.34% | +114+1.4% | Added |
| Legacy Private Trust Co. | 8,415 | $1.28M | 0.08% | +3,561+73.4% | Added |
| Cullen Capital Management LLC | 8,401 | $1.28M | 0.01% | −160−1.9% | Reduced |
| Lion Street Advisors, LLC | 8,395 | $1.28M | 0.41% | +389+4.9% | Added |
| Great Lakes Retirement, Inc. | 8,302 | $1.27M | 0.16% | −14−0.2% | Reduced |
| Aviso Wealth Management | 8,346 | $1.27M | 0.65% | +4,136+98.2% | Added |
| Eliot Finkel Investment Counsel, LLC | 8,340 | $1.27M | 0.81% | −40−0.5% | Reduced |
| Baader Bank INC | 8,356 | $1.27M | 0.12% | −147−1.7% | Reduced |
| Acropolis Investment Management, LLC | 8,338 | $1.27M | 0.07% | +204+2.5% | Added |
| Valley Brook Capital Group | 8,317 | $1.26M | 0.94% | −819−9.0% | Reduced |
| Precedent Wealth Partners, LLC | 8,303 | $1.26M | 0.41% | +267+3.3% | Added |
| Piscataqua Savings Bank | 8,285 | $1.26M | 1.08% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 8,240 | $1.26M | 0.35% | +5,880+249.2% | Added |
| BTG Pactual Asset Management US LLC | 8,266 | $1.26M | 0.16% | +1,000+13.8% | Added |
| One Capital Management, LLC | 8,265 | $1.26M | 0.04% | −238−2.8% | Reduced |
| Schrum Private Wealth Management LLC | 8,264 | $1.26M | 1.06% | −5,776−41.1% | Reduced |
| Lederer & Associates Investment Counsel | 8,261 | $1.26M | 0.88% | +8+0.1% | Added |
| Hodges Capital Management Inc. | 8,249 | $1.25M | 0.08% | −14,156−63.2% | Reduced |
| Ballast, Inc. | 8,242 | $1.25M | 0.36% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,233 | $1.25M | 0.09% | −80−1.0% | Reduced |
| Spirepoint Private Client, LLC | 8,225 | $1.25M | 0.16% | +1,826+28.5% | Added |
| Stratos Wealth Advisors, LLC | 8,222 | $1.25M | 0.06% | −864−9.5% | Reduced |
| Autumn Glory Partners, LLC | 8,212 | $1.25M | 0.61% | −1,732−17.4% | Reduced |
| Philip James Wealth Mangement, LLC | 8,198 | $1.25M | 0.16% | −329−3.9% | Reduced |
| Oxbow Advisors, LLC | 8,170 | $1.24M | 0.15% | −802−8.9% | Reduced |
| Union Savings Bank | 8,150 | $1.24M | 0.61% | −741−8.3% | Reduced |
| KPP Advisory Services LLC | 8,149 | $1.24M | 0.29% | +228+2.9% | Added |