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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Harold Davidson & Associates Inc. | 1,405 | $210.7K | 0.11% | −100−6.6% | Reduced |
| Millennium Capital Advisors, LLC | 1,405 | $210.7K | 0.16% | −200−12.5% | Reduced |
| Safir Wealth Advisors, LLC | 1,410 | $211.4K | 0.17% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 1,413 | $211.9K | 0.15% | +40+2.9% | Added |
| McCarthy & Cox | 1,415 | $212.2K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,416 | $212.3K | 0.08% | −39−2.7% | Reduced |
| Dahring | Cusmano LLC | 1,417 | $212.5K | 0.18% | −90−6.0% | Reduced |
| Archetype Wealth Partners | 1,421 | $213.0K | 0.03% | −100−6.6% | Reduced |
| Pinnacle Financial Group, LLC | 1,421 | $213.0K | 0.08% | −491−25.7% | Reduced |
| Firethorn Wealth Partners, LLC | 1,422 | $213.3K | 0.10% | +67+4.9% | Added |
| Tillman Hartley LLC | 1,425 | $213.7K | 0.06% | −294−17.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $213.7K | 0.03% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 1,427 | $214.0K | 0.05% | +1,427 | New |
| Private Management Group Inc | 1,433 | $214.9K | 0.01% | +15+1.1% | Added |
| Arbor Investment Advisors, LLC | 1,440 | $215.9K | 0.03% | −287−16.6% | Reduced |
| CLG LLC | 1,441 | $216.1K | 0.08% | −181−11.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 1,444 | $216.7K | 0.09% | +8+0.6% | Added |
| Per Stirling Capital Management, LLC. | 1,446 | $216.8K | 0.03% | +4+0.3% | Added |
| One + One Wealth Management, LLC | 1,448 | $217.1K | 0.12% | −500−25.7% | Reduced |
| Cache Advisors, LLC | 1,449 | $217.3K | 0.08% | 00.0% | Unchanged |
| Davidson Investment Advisors | 1,450 | $217.4K | 0.01% | −569−28.2% | Reduced |
| Fortress Private Ledger, LLC | 1,451 | $217.5K | 0.12% | +1,451 | New |
| HFG Advisors, Inc. | 1,454 | $217.9K | 0.19% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,456 | $218.3K | 0.13% | +12+0.8% | Added |
| Warren Street Wealth Advisors, LLC | 1,456 | $218.3K | 0.09% | +1,456 | New |
| Compton Financial Group, LLC | 1,458 | $218.6K | 0.06% | +9+0.6% | Added |
| Evanson Asset Management, LLC | 1,459 | $218.8K | 0.02% | −655−31.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,532 | $218.8K | 0.03% | +1,532 | New |
| Horizon Wealth Management, LLC | 1,460 | $218.9K | 0.04% | +89+6.5% | Added |
| Facet Wealth, Inc. | 1,661 | $219.3K | 0.01% | +3+0.2% | Added |
| Grant Street Asset Management, Inc. | 1,469 | $220.3K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 1,542 | $220.8K | 0.10% | +1+0.1% | Added |
| Jacobsen Capital Management | 1,474 | $221.0K | 0.10% | +1,474 | New |
| Curran Financial Partners, LLC | 1,481 | $222.1K | 0.05% | −101−6.4% | Reduced |
| Post Resch Tallon Group Inc. | 1,492 | $222.4K | 0.23% | 00.0% | Unchanged |
| Shayne & Co., LLC | 1,485 | $222.7K | 0.05% | −47−3.1% | Reduced |
| Hughes Financial Services, LLC | 1,488 | $222.7K | 0.04% | +7+0.5% | Added |
| Fortress Financial Group, LLC | 1,490 | $223.4K | 0.22% | +1,490 | New |
| Level Wealth Management LLC | 1,493 | $223.9K | 0.15% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,494 | $224.1K | 0.08% | +123+9.0% | Added |
| Advocate Group LLC | 1,497 | $224.5K | 0.04% | +1,497 | New |
| Farrell Financial LLC | 1,497 | $224.5K | 0.16% | +23+1.6% | Added |
| Prosperity Financial Group, Inc. | 1,498 | $224.6K | 0.11% | +46+3.2% | Added |
| Orgel Wealth Management, LLC | 1,500 | $224.9K | 0.01% | −300−16.7% | Reduced |
| Jain Global LLC | 1,501 | $225.1K | 0.00% | +1,501 | New |
| Kaydan Wealth Management, Inc. | 1,502 | $225.2K | 0.07% | +1+0.1% | Added |
| Summit Financial Strategies, Inc. | 1,505 | $225.7K | 0.02% | +176+13.2% | Added |
| Blackston Financial Advisory Group, LLC | 1,507 | $226.0K | 0.15% | −3,985−72.6% | Reduced |
| PKS Advisory Services, LLC | 1,518 | $226.3K | 0.06% | +21+1.4% | Added |
| Provident Wealth Management, LLC | 1,513 | $226.9K | 0.08% | 00.0% | Unchanged |
| Navalign, LLC | 1,513 | $226.9K | 0.06% | −44−2.8% | Reduced |
| Meridian Financial Partners LLC | 1,513 | $227.0K | 0.12% | +17+1.1% | Added |
| Legacy Financial Group LLC | 1,514 | $227.0K | 0.03% | +71+4.9% | Added |
| Grant/GrossMendelsohn, LLC | 1,699 | $227.3K | 0.13% | −79−4.4% | Reduced |
| TFR Capital, LLC. | 1,521 | $228.1K | 0.09% | +159+11.7% | Added |
| Eldridge Investment Advisors, Inc. | 1,527 | $229.0K | 0.05% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,529 | $229.3K | 0.04% | +1,529 | New |
| Victory Financial Group, LLC | 1,535 | $229.6K | 0.04% | +1,535 | New |
| Members Capital Advisors Inc | 1,532 | $229.7K | 0.27% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,532 | $229.8K | 0.14% | +1,532 | New |
| Affinity Capital Advisors, LLC | 1,591 | $229.8K | 0.05% | +10+0.6% | Added |
| Lockerman Financial Group, Inc. | 1,535 | $230.2K | 0.35% | −7−0.5% | Reduced |
| O'Brien Greene & Co. Inc | 1,538 | $230.6K | 0.08% | −219−12.5% | Reduced |
| Three Seasons Wealth, LLC | 1,540 | $230.9K | 0.11% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 1,541 | $231.1K | 0.13% | −2,541−62.2% | Reduced |
| Capula Management Ltd | 1,541 | $231.1K | 0.00% | +539+53.8% | Added |
| AXS Investments LLC | 1,543 | $231.4K | 0.06% | −259−14.4% | Reduced |
| Fermata Advisors, LLC | 1,545 | $231.6K | 0.04% | −99−6.0% | Reduced |
| Accelerate Investment Advisors LLC | 1,547 | $232.0K | 0.19% | +186+13.7% | Added |
| Sage Rhino Capital LLC | 1,548 | $232.1K | 0.05% | −36−2.3% | Reduced |
| Chelsea Counsel Co | 1,550 | $232.4K | 0.13% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,550 | $232.5K | 0.02% | −245−13.6% | Reduced |
| United Bank | 1,552 | $232.7K | 0.10% | −41−2.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,558 | $233.0K | 0.11% | −3,722−70.5% | Reduced |
| Warwick Investment Management, Inc. | 1,555 | $233.1K | 0.05% | +1,555 | New |
| Syverson Strege & Co | 1,555 | $233.2K | 0.07% | +58+3.9% | Added |
| Wood Tarver Financial Group, LLC | 1,556 | $233.3K | 0.08% | −122−7.3% | Reduced |
| Berkshire Money Management, Inc. | 1,557 | $233.5K | 0.03% | +1,557 | New |
| Rise Advisors, LLC | 1,558 | $233.6K | 0.10% | +333+27.2% | Added |
| Cohen Investment Advisors LLC | 1,558 | $233.6K | 0.14% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,560 | $234.0K | 0.07% | +1,560 | New |
| Accredited Wealth Management, LLC | 1,561 | $234.1K | 0.20% | +109+7.5% | Added |
| Cornerstone Wealth Advisors, Inc. | 1,564 | $234.5K | 0.07% | −8−0.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,566 | $234.9K | 0.16% | +16+1.0% | Added |
| Dempze Nancy E | 1,570 | $235.4K | 0.14% | −90−5.4% | Reduced |
| Atlantic Family Wealth, LLC | 1,574 | $236.0K | 0.22% | +51+3.3% | Added |
| Keebeck Wealth Management, LLC | 1,574 | $236.0K | 0.03% | +1,574 | New |
| One Day In July LLC | 1,575 | $236.2K | 0.02% | −227−12.6% | Reduced |
| OmniStar Financial Group, Inc. | 1,568 | $236.4K | 0.19% | −1,744−52.7% | Reduced |
| Financial Management Professionals, Inc. | 1,579 | $236.8K | 0.03% | +21+1.3% | Added |
| Kelman-Lazarov, Inc. | 1,583 | $237.3K | 0.04% | −60−3.7% | Reduced |
| Tower Trust & Investment Co | 1,753 | $237.7K | 0.19% | +1,753 | New |
| Fulcrum Equity Management | 1,589 | $238.2K | 0.26% | −135−7.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,589 | $238.3K | 0.01% | +80+5.3% | Added |
| Rappaport Reiches Capital Management, LLC | 1,590 | $238.4K | 0.06% | +46+3.0% | Added |
| Rebalance, LLC | 1,590 | $238.4K | 0.02% | +15+1.0% | Added |
| Sawyer & Company, Inc | 1,597 | $239.0K | 0.10% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,603 | $240.4K | 0.03% | +16+1.0% | Added |
| Green Square Capital Advisors LLC | 1,610 | $241.4K | 0.04% | −49−3.0% | Reduced |
| Northeast Financial Group, Inc. | 1,611 | $241.6K | 0.09% | +1,611 | New |