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, Q1 2025
Institutional positions in PepsiCo Inc as of Mar 31, 2025. 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
- 3,430
- +3 vs. Q4 2024
- Shares held
- 1.03B
- +8.68M (+0.9%) vs. Q4 2024
- Total value
- $154.1B
- −$835.5M (−0.5%) vs. Q4 2024
- New holders
- 186
- 1,423 more added
- Sold out
- 183
- 1,488 more reduced
57 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wallace Capital Management Inc. | 2,931 | $439.5K | 0.06% | +400+15.8% | Added |
| Marshall Financial Group LLC | 2,932 | $439.6K | 0.10% | −196−6.3% | Reduced |
| Hutchinson Capital Management | 2,936 | $440.2K | 0.08% | −41−1.4% | Reduced |
| Spinnaker Investment Group, LLC | 2,938 | $440.5K | 0.10% | −137−4.5% | Reduced |
| Embree Financial Group | 2,941 | $441.0K | 0.07% | −10−0.3% | Reduced |
| 626 Financial, LLC | 2,943 | $441.2K | 0.23% | −144−4.7% | Reduced |
| Bennett Associates Wealth Management | 2,944 | $441.4K | 0.36% | +109+3.8% | Added |
| Dupree Financial Group, LLC | 2,948 | $442.0K | 0.18% | −6−0.2% | Reduced |
| G2 Capital Management, LLC | 2,949 | $442.2K | 0.13% | +10+0.3% | Added |
| Strategic Advisors LLC | 2,949 | $442.2K | 0.09% | −6,362−68.3% | Reduced |
| Mitchell Capital Management Co | 2,951 | $442.5K | 0.08% | −26,820−90.1% | Reduced |
| Allen Investment Management LLC | 2,961 | $444.0K | 0.01% | −37−1.2% | Reduced |
| Copley Financial Group, Inc. | 2,967 | $444.9K | 0.34% | −7−0.2% | Reduced |
| PCG Wealth Advisors, LLC | 2,973 | $445.8K | 0.16% | −69−2.3% | Reduced |
| Avalon Trust Co | 2,974 | $445.9K | 0.04% | −103−3.3% | Reduced |
| Dodds Wealth, LLC | 2,975 | $446.1K | 0.15% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,982 | $447.1K | 0.04% | +80+2.8% | Added |
| Capstone Wealth Management Group LLC | 2,987 | $447.9K | 0.36% | +24+0.8% | Added |
| Zevin Asset Management LLC | 2,995 | $449.0K | 0.07% | −19−0.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 2,997 | $449.0K | 0.06% | 00.0% | Unchanged |
| McAdam, LLC | 3,000 | $449.8K | 0.03% | +686+29.6% | Added |
| Martel Wealth Advisors Inc | 3,000 | $449.8K | 0.09% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 3,000 | $449.8K | 0.46% | 00.0% | Unchanged |
| West Tower Group, LLC | 3,000 | $449.8K | 1.18% | +600+25.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,002 | $450.1K | 0.06% | +127+4.4% | Added |
| First Commonwealth Financial Corp | 3,003 | $450.3K | 0.11% | −3,922−56.6% | Reduced |
| United Advisor Group, LLC | 3,008 | $451.0K | 0.09% | −126−4.0% | Reduced |
| Montag & Caldwell, LLC | 3,008 | $451.0K | 0.10% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,011 | $451.5K | 0.09% | +61+2.1% | Added |
| Riverview Capital Advisers, LLC | 3,014 | $451.9K | 0.14% | −36−1.2% | Reduced |
| BCJ Capital Management, LLC | 3,016 | $452.2K | 0.03% | −1,246−29.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,019 | $452.6K | 0.26% | +483+19.0% | Added |
| Stephens Consulting, LLC | 3,022 | $453.1K | 0.11% | −164−5.1% | Reduced |
| Brown Financial Advisors | 3,025 | $453.6K | 0.19% | +52+1.7% | Added |
| ABN AMRO Bank N.V. | 3,029 | $453.7K | 0.01% | +41+1.4% | Added |
| GEM Asset Management, LLC | 3,036 | $454.5K | 0.25% | +5+0.2% | Added |
| DSG Capital Advisors, LLC | 3,034 | $454.9K | 0.09% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 3,035 | $455.1K | 0.22% | +10.0% | Added |
| Ironwood Investment Management LLC | 3,045 | $456.6K | 0.25% | 00.0% | Unchanged |
| BBR Partners, LLC | 3,046 | $456.7K | 0.03% | −2,852−48.4% | Reduced |
| Ocean Capital Management, LLC | 3,049 | $457.2K | 0.11% | −112−3.5% | Reduced |
| Keynote Financial Services LLC | 3,050 | $457.3K | 0.33% | +175+6.1% | Added |
| Childress Capital Advisors, LLC | 3,054 | $458.0K | 0.13% | −865−22.1% | Reduced |
| Northwest Wealth Management, LLC | 3,058 | $458.5K | 0.09% | +184+6.4% | Added |
| Clayton Financial Group LLC | 3,059 | $458.7K | 0.17% | −1,096−26.4% | Reduced |
| Optimize Financial Inc | 3,062 | $459.1K | 0.17% | +377+14.0% | Added |
| Richardson Financial Services Inc. | 3,062 | $459.1K | 0.35% | 00.0% | Unchanged |
| GGM Financials LLC | 3,065 | $459.6K | 0.31% | −46−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 3,067 | $459.8K | 0.06% | +127+4.3% | Added |
| InTrack Investment Management Inc | 3,074 | $460.9K | 0.42% | −652−17.5% | Reduced |
| Eagle Wealth Strategies LLC | 3,075 | $461.0K | 0.28% | +273+9.7% | Added |
| Dodge & Cox | 3,075 | $461.1K | 0.00% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,076 | $461.2K | 0.28% | −179−5.5% | Reduced |
| Certified Advisory Corp | 3,094 | $463.9K | 0.05% | −63−2.0% | Reduced |
| Bell Bank | 3,096 | $464.2K | 0.03% | −118−3.7% | Reduced |
| Paulson Wealth Management Inc. | 3,100 | $464.8K | 0.13% | −209−6.3% | Reduced |
| LifeSteps Financial, Inc. | 3,103 | $465.2K | 0.38% | −594−16.1% | Reduced |
| Blalock Williams, LLC | 3,106 | $465.7K | 0.52% | +593+23.6% | Added |
| Delos Wealth Advisors, LLC | 3,111 | $466.5K | 0.37% | +309+11.0% | Added |
| Phocas Financial Corp. | 3,113 | $466.8K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,114 | $466.9K | 0.12% | −115−3.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,114 | $466.9K | 0.05% | +622+25.0% | Added |
| Financial Advisory Corp | 3,121 | $468.0K | 0.15% | +267+9.4% | Added |
| Angeles Investment Advisors, LLC | 3,126 | $468.7K | 0.03% | +3,126 | New |
| Latitude Advisors, LLC | 3,127 | $468.8K | 0.27% | +814+35.2% | Added |
| RW Investment Management LLC | 3,130 | $469.3K | 0.06% | +297+10.5% | Added |
| Wealth Architects, LLC | 3,137 | $470.4K | 0.05% | +211+7.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,138 | $470.5K | 0.24% | −251−7.4% | Reduced |
| Hickory Point Bank & Trust | 3,141 | $471.0K | 0.41% | +171+5.8% | Added |
| Code Waechter LLC | 3,156 | $473.0K | 0.39% | +472+17.6% | Added |
| Parallax Volatility Advisers, L.P. | 3,155 | $473.1K | 0.02% | +3,153+157,650.0% | Added |
| Innova Wealth Partners | 3,157 | $473.4K | 0.29% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,160 | $473.8K | 0.09% | −139−4.2% | Reduced |
| City State Bank | 3,164 | $474.4K | 0.16% | +322+11.3% | Added |
| Silver Oak Securities, Inc | 3,179 | $474.5K | 0.04% | +19+0.6% | Added |
| Ipsen Advisor Group LLC | 3,174 | $475.9K | 0.41% | +84+2.7% | Added |
| Birmingham Capital Management Co Inc | 3,175 | $476.1K | 0.18% | −25−0.8% | Reduced |
| Kimelman & Baird, LLC | 3,177 | $476.3K | 0.04% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,177 | $476.4K | 0.17% | −1,230−27.9% | Reduced |
| Waterfront Wealth Inc. | 3,180 | $476.8K | 0.12% | +31+1.0% | Added |
| AGH Wealth Advisors, LLC | 3,183 | $477.3K | 0.46% | +48+1.5% | Added |
| Tilia Fiduciary Partners, Inc. | 3,185 | $477.6K | 0.32% | −62−1.9% | Reduced |
| Delta Investment Management, LLC | 3,187 | $477.9K | 0.10% | −1,566−32.9% | Reduced |
| Truvestments Capital LLC | 3,188 | $478.1K | 0.10% | +354+12.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,192 | $478.6K | 0.12% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,192 | $478.6K | 0.07% | +200+6.7% | Added |
| Consolidated Planning Corp | 3,196 | $479.2K | 0.07% | −273−7.9% | Reduced |
| Burton Enright Welch | 3,213 | $481.8K | 0.10% | −199−5.8% | Reduced |
| Range Financial Group LLC | 3,214 | $481.9K | 0.21% | +928+40.6% | Added |
| Sigma Investment Counselors Inc | 3,214 | $481.9K | 0.03% | −1,415−30.6% | Reduced |
| Creekside Partners | 3,216 | $482.2K | 0.25% | −186−5.5% | Reduced |
| Indie Asset Partners, LLC | 3,229 | $484.1K | 0.42% | −204−5.9% | Reduced |
| Vista Wealth Management Group, LLC | 3,232 | $484.7K | 0.03% | +328+11.3% | Added |
| Revisor Wealth Management LLC | 3,238 | $485.5K | 0.22% | +1,871+136.9% | Added |
| Stillwater Wealth Management Group | 3,240 | $485.8K | 0.42% | −500−13.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,242 | $486.0K | 0.22% | −80−2.4% | Reduced |
| MJP Associates Inc | 3,248 | $487.0K | 0.09% | −685−17.4% | Reduced |
| Cadinha & Co LLC | 3,249 | $487.2K | 0.10% | −754−18.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,249 | $487.2K | 0.02% | +306+10.4% | Added |
| Aspire Private Capital, LLC | 3,255 | $488.0K | 0.12% | +10.0% | Added |