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
- 3,429
- +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
- 1,487 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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Rockline Wealth Management, LLC | 19,728 | $2.96M | 0.82% | +817+4.3% | Added |
| WCG Wealth Advisors LLC | 19,732 | $2.96M | 0.22% | −409−2.0% | Reduced |
| Anb Bank | 19,735 | $2.96M | 1.32% | −191−1.0% | Reduced |
| Zhang Financial LLC | 19,780 | $2.97M | 0.16% | −458−2.3% | Reduced |
| Bull Street Advisors, LLC | 19,828 | $2.97M | 1.42% | +265+1.4% | Added |
| Quintet Private Bank (Europe) S.A. | 19,897 | $2.98M | 0.18% | −4,229−17.5% | Reduced |
| Osprey Private Wealth LLC | 19,930 | $2.99M | 1.77% | +4,870+32.3% | Added |
| Qtron Investments LLC | 20,060 | $3.01M | 0.45% | +3,257+19.4% | Added |
| Oak Asset Management, LLC | 20,062 | $3.01M | 1.10% | −116−0.6% | Reduced |
| Triangle Securities Wealth Management | 20,108 | $3.01M | 0.78% | +307+1.6% | Added |
| Peoples Bank | 20,188 | $3.03M | 2.05% | +90.0% | Added |
| Bank Ozk | 20,197 | $3.03M | 1.26% | −319−1.6% | Reduced |
| Sumitomo Life Insurance Co | 20,231 | $3.03M | 0.11% | −232−1.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 20,233 | $3.03M | 1.29% | +2,268+12.6% | Added |
| Kovack Advisors, Inc. | 20,271 | $3.04M | 0.32% | +6,528+47.5% | Added |
| Eagle Capital Management, LLC | 20,322 | $3.05M | 1.35% | −155−0.8% | Reduced |
| Coastline Trust Co | 20,329 | $3.05M | 0.38% | +97+0.5% | Added |
| Adirondack Trust Co | 20,333 | $3.05M | 1.19% | −378−1.8% | Reduced |
| Peterson Wealth Management | 20,348 | $3.05M | 2.05% | −13,776−40.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,406 | $3.06M | 0.26% | +4,392+27.4% | Added |
| Quantbot Technologies LP | 20,431 | $3.06M | 0.10% | +16,780+459.6% | Added |
| Exchange Capital Management, Inc. | 20,431 | $3.06M | 0.50% | −1,457−6.7% | Reduced |
| Claro Advisors LLC | 20,488 | $3.07M | 0.41% | +431+2.1% | Added |
| Trust Point Inc. | 20,489 | $3.07M | 0.28% | −782−3.7% | Reduced |
| Cadent Capital Advisors, LLC | 20,498 | $3.07M | 1.17% | +63+0.3% | Added |
| Heritage Trust Co | 20,568 | $3.08M | 0.37% | −192−0.9% | Reduced |
| Kennon-Green & Company, LLC | 20,569 | $3.08M | 2.52% | +7,761+60.6% | Added |
| Webster Bank, N. A. | 20,625 | $3.09M | 0.34% | −3,708−15.2% | Reduced |
| Janney Capital Management LLC | 20,717 | $3.11M | 0.21% | −1,809−8.0% | Reduced |
| V-Square Quantitative Management LLC | 20,839 | $3.12M | 0.46% | +623+3.1% | Added |
| Sendero Wealth Management, LLC | 20,850 | $3.13M | 0.43% | +833+4.2% | Added |
| Smith Shellnut Wilson LLC | 20,858 | $3.13M | 1.43% | +272+1.3% | Added |
| Morton Community Bank | 20,863 | $3.13M | 0.82% | +725+3.6% | Added |
| STF Management LP | 20,865 | $3.13M | 1.50% | −82−0.4% | Reduced |
| Ransom Advisory, Ltd | 20,871 | $3.13M | 1.55% | +689+3.4% | Added |
| United Asset Strategies, Inc. | 20,912 | $3.14M | 0.29% | +8,517+68.7% | Added |
| Field & Main Bank | 20,966 | $3.14M | 1.11% | +1,208+6.1% | Added |
| Olstein Capital Management, L.P. | 21,000 | $3.15M | 0.58% | +21,000 | New |
| Peloton Wealth Strategists | 21,085 | $3.16M | 1.32% | −1,000−4.5% | Reduced |
| Somerset Trust Co | 21,085 | $3.16M | 1.13% | +1,116+5.6% | Added |
| Signet Investment Advisory Group, Inc. | 21,144 | $3.17M | 1.60% | +2,068+10.8% | Added |
| TCG Advisory Services, LLC | 21,146 | $3.17M | 0.13% | −762−3.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21,164 | $3.17M | 0.53% | +3,475+19.6% | Added |
| Regal Investment Advisors LLC | 21,279 | $3.19M | 0.26% | −6,837−24.3% | Reduced |
| AlTi Global, Inc. | 21,365 | $3.20M | 0.08% | +98+0.5% | Added |
| Groupe la Francaise | 21,421 | $3.21M | 0.07% | −26,115−54.9% | Reduced |
| ICW Investment Advisors LLC | 21,402 | $3.21M | 1.31% | +330+1.6% | Added |
| Resonant Capital Advisors, LLC | 21,457 | $3.22M | 0.22% | +370+1.8% | Added |
| Shakespeare Wealth Management, Inc. | 21,472 | $3.22M | 0.86% | +18+0.1% | Added |
| Fragasso Group Inc. | 21,494 | $3.22M | 0.24% | +343+1.6% | Added |
| Country Club Bank | 21,644 | $3.23M | 0.22% | −390−1.8% | Reduced |
| William Allan, LLC | 21,672 | $3.25M | 2.04% | +7,539+53.3% | Added |
| Vickerman Investment Advisors, Inc. | 21,686 | $3.25M | 0.74% | +3,693+20.5% | Added |
| Oak Family Advisors, LLC | 21,734 | $3.26M | 1.35% | +21,734 | New |
| Sequent Planning LLC | 21,741 | $3.26M | 1.17% | +54+0.2% | Added |
| Delta Capital Management LLC | 21,800 | $3.27M | 1.90% | −590−2.6% | Reduced |
| Physicians Financial Services, Inc. | 21,817 | $3.27M | 1.06% | −157−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 21,832 | $3.27M | 0.18% | −2,323−9.6% | Reduced |
| International Assets Investment Management, LLC | 21,847 | $3.28M | 0.29% | +444+2.1% | Added |
| Security National Bank | 21,921 | $3.29M | 0.62% | −761−3.4% | Reduced |
| Apella Capital, LLC | 22,596 | $3.29M | 0.11% | +12,601+126.1% | Added |
| Inspire Trust Co, N.A. | 22,000 | $3.30M | 0.78% | +4,875+28.5% | Added |
| Paradigm Financial Partners, LLC | 22,000 | $3.30M | 0.41% | −1,762−7.4% | Reduced |
| Schulhoff & Co Inc | 22,046 | $3.31M | 1.46% | −91−0.4% | Reduced |
| Anchor Investment Management, LLC | 22,062 | $3.31M | 0.31% | +1,919+9.5% | Added |
| Koshinski Asset Management, Inc. | 22,080 | $3.31M | 0.28% | −1,115−4.8% | Reduced |
| Alta Capital Management LLC | 22,092 | $3.31M | 0.21% | +2,575+13.2% | Added |
| Nations Financial Group Inc, | 22,173 | $3.32M | 0.25% | +1,196+5.7% | Added |
| Wealth Alliance | 22,224 | $3.33M | 0.40% | +5,019+29.2% | Added |
| Shoker Investment Counsel, Inc. | 22,247 | $3.34M | 1.13% | +450+2.1% | Added |
| Arkadios Wealth Advisors | 22,280 | $3.34M | 0.13% | +8,893+66.4% | Added |
| Burney Co | 22,341 | $3.35M | 0.12% | +454+2.1% | Added |
| Thoroughbred Financial Services, LLC | 22,353 | $3.35M | 0.21% | +155+0.7% | Added |
| Financial Advisory Service, Inc. | 22,420 | $3.36M | 0.27% | +1,472+7.0% | Added |
| Winthrop Capital Management, LLC | 22,453 | $3.37M | 0.93% | +405+1.8% | Added |
| Harbour Capital Advisors, LLC | 22,265 | $3.37M | 0.83% | −5,585−20.1% | Reduced |
| Norden Group LLC | 22,496 | $3.37M | 0.39% | +1,728+8.3% | Added |
| Novem Group | 22,527 | $3.38M | 0.48% | +1,086+5.1% | Added |
| JPL Wealth Management, LLC | 22,528 | $3.38M | 0.96% | +1,839+8.9% | Added |
| KLCM Advisors, Inc. | 22,528 | $3.38M | 0.40% | +1,091+5.1% | Added |
| Investmark Advisory Group LLC | 22,531 | $3.38M | 1.67% | +326+1.5% | Added |
| Hengehold Capital Management LLC | 22,589 | $3.39M | 0.32% | +1,709+8.2% | Added |
| Agate Pass Investment Management, LLC | 22,602 | $3.39M | 1.45% | +3,294+17.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 22,642 | $3.39M | 0.06% | −1,439−6.0% | Reduced |
| Legacy Advisors, LLC | 22,728 | $3.41M | 0.36% | −7,830−25.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,732 | $3.41M | 0.09% | −879−3.7% | Reduced |
| Conscious Wealth Investments, LLC | 26,179 | $3.41M | 2.37% | +11,570+79.2% | Added |
| Diamant Asset Management, Inc. | 22,880 | $3.43M | 2.60% | −2,700−10.6% | Reduced |
| Boit C F David | 22,900 | $3.43M | 1.72% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 22,982 | $3.45M | 0.73% | +640+2.9% | Added |
| Virginia Wealth Management Group, Inc. | 23,018 | $3.45M | 2.13% | +82+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 23,036 | $3.45M | 0.83% | −246−1.1% | Reduced |
| Northeast Financial Consultants Inc | 23,039 | $3.45M | 0.15% | +22+0.1% | Added |
| Garrett Investment Advisors LLC | 23,039 | $3.45M | 0.34% | +980+4.4% | Added |
| PFC Capital Group, Inc. | 23,052 | $3.46M | 1.74% | −2,188−8.7% | Reduced |
| BLB&B Advisors, LLC | 23,101 | $3.46M | 0.18% | −1,049−4.3% | Reduced |
| Kinloch Capital, LLC | 23,102 | $3.46M | 1.66% | +2,967+14.7% | Added |
| Formidable Asset Management, LLC | 23,148 | $3.47M | 0.58% | +2,487+12.0% | Added |
| Exencial Wealth Advisors, LLC | 23,267 | $3.49M | 0.13% | −10.0% | Reduced |
| Brentview Investment Management LLC | 23,276 | $3.49M | 1.86% | +1,198+5.4% | Added |