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 |
|---|---|---|---|---|---|
| McHugh Group, LLC | 1,820 | $272.9K | 0.21% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,820 | $272.9K | 0.27% | +14+0.8% | Added |
| Consilio Wealth Advisors, LLC | 1,826 | $273.7K | 0.11% | +1,826 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,899 | $273.8K | 0.11% | +116+6.5% | Added |
| Burt Wealth Advisors | 1,826 | $273.8K | 0.07% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,828 | $274.1K | 0.07% | −3−0.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,828 | $274.1K | 0.04% | −2,582−58.5% | Reduced |
| Tranquilli Financial Advisor LLC | 1,828 | $274.1K | 0.17% | +28+1.6% | Added |
| Argyle Capital Partners, LLC | 1,831 | $274.5K | 0.24% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,831 | $274.5K | 0.30% | +70+4.0% | Added |
| Vision Capital Management, Inc. | 1,832 | $274.7K | 0.04% | −600−24.7% | Reduced |
| Graham Capital Wealth Management, LLC | 1,833 | $274.8K | 0.29% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 1,834 | $275.0K | 0.04% | −789−30.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,837 | $275.4K | 0.12% | −325−15.0% | Reduced |
| Frederick Financial Consultants, LLC | 1,838 | $275.6K | 0.20% | +268+17.1% | Added |
| Aspire Capital Advisors LLC | 1,840 | $275.9K | 0.08% | +98+5.6% | Added |
| Lathrop Investment Management Corp | 1,840 | $276.0K | 0.05% | −25−1.3% | Reduced |
| Central Valley Advisors, LLC | 1,844 | $276.5K | 0.10% | −31−1.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,845 | $276.6K | 0.08% | +29+1.6% | Added |
| RDA Financial Network | 1,846 | $276.8K | 0.08% | +85+4.8% | Added |
| Single Point Partners, LLC | 1,848 | $277.0K | 0.07% | +457+32.9% | Added |
| Richards, Merrill & Peterson, Inc. | 1,850 | $277.3K | 0.14% | +49+2.7% | Added |
| Fishman Jay A Ltd | 1,850 | $277.4K | 0.03% | −1,000−35.1% | Reduced |
| Henderson Brothers Financial Partners, LLC | 1,936 | $277.9K | 0.14% | +1,936 | New |
| Sonoma Private Wealth LLC | 1,858 | $278.6K | 0.39% | −1,095−37.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,860 | $278.9K | 0.05% | +36+2.0% | Added |
| Sunpointe, LLC | 1,861 | $279.1K | 0.15% | −411−18.1% | Reduced |
| Invenio Wealth Partners LLC | 1,865 | $279.6K | 0.12% | +33+1.8% | Added |
| Traveka Wealth, LLC | 1,868 | $280.1K | 0.16% | +1,868 | New |
| Benchmark Wealth Management, LLC | 1,871 | $280.5K | 0.14% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,873 | $280.8K | 0.16% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,830 | $280.9K | 0.27% | −81−4.2% | Reduced |
| New Covenant Trust Company, N.A. | 1,883 | $281.1K | 0.30% | −75−3.8% | Reduced |
| Madden Securities Corp | 1,876 | $281.3K | 0.11% | −2,390−56.0% | Reduced |
| Reliant Investment Partners, LLC | 1,878 | $281.6K | 0.29% | −427−18.5% | Reduced |
| R.H. Investment Group, LLC | 1,880 | $281.9K | 0.27% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,881 | $282.0K | 0.02% | +59+3.2% | Added |
| Independent Wealth Network Inc. | 1,882 | $282.1K | 0.11% | −17−0.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,885 | $282.6K | 0.20% | −666−26.1% | Reduced |
| Kelly Financial Services LLC | 1,886 | $282.7K | 0.10% | +58+3.2% | Added |
| Pasadena Private Wealth, LLC | 1,887 | $282.9K | 0.05% | −10−0.5% | Reduced |
| Sara-Bay Financial | 1,896 | $283.0K | 0.12% | −499−20.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,892 | $283.8K | 0.04% | +198+11.7% | Added |
| RVW Wealth, LLC | 1,895 | $284.2K | 0.03% | +162+9.3% | Added |
| Atala Financial Inc | 1,897 | $284.4K | 0.21% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,179 | $284.9K | 0.10% | +2,179 | New |
| Keystone Wealth Services, LLC | 1,902 | $285.2K | 0.08% | −97−4.9% | Reduced |
| Insight Wealth Strategies, LLC | 1,903 | $285.3K | 0.04% | −1,834−49.1% | Reduced |
| Strategic Investment Advisors | 1,904 | $285.5K | 0.03% | −181−8.7% | Reduced |
| Paragon Capital Management Ltd | 1,905 | $285.7K | 0.06% | +4+0.2% | Added |
| Marathon Strategic Advisors, LLC | 1,906 | $285.8K | 0.31% | 00.0% | Unchanged |
| Crux Wealth Advisors | 1,906 | $285.8K | 0.15% | +1,906 | New |
| Fortem Financial Group, LLC | 1,907 | $285.9K | 0.11% | −10−0.5% | Reduced |
| Stonebrook Private Inc. | 1,908 | $286.1K | 0.07% | −1−0.1% | Reduced |
| Abel Hall, LLC | 1,910 | $286.4K | 0.17% | +1,910 | New |
| Clune & Associates, Ltd. | 1,913 | $286.8K | 0.09% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,915 | $287.2K | 0.03% | −28−1.4% | Reduced |
| Semus Wealth Partners LLC | 1,918 | $287.6K | 0.20% | +61+3.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,921 | $288.0K | 0.05% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,921 | $288.0K | 0.03% | +12+0.6% | Added |
| Sentinus, LLC | 1,929 | $289.3K | 0.08% | +382+24.7% | Added |
| Templeton & Phillips Capital Management, LLC | 1,930 | $289.4K | 0.21% | −1,355−41.2% | Reduced |
| Bey-Douglas LLC | 1,931 | $289.6K | 0.26% | +65+3.5% | Added |
| Ariston Services Group | 1,933 | $289.8K | 0.24% | −62−3.1% | Reduced |
| Meridian Management Co | 1,934 | $290.0K | 0.09% | −63−3.2% | Reduced |
| Providence First Trust Co | 1,941 | $291.0K | 0.12% | 00.0% | Unchanged |
| DMG Group, LLC | 1,943 | $291.3K | 0.24% | −284−12.8% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 1,944 | $291.5K | 0.27% | +1,944 | New |
| Rench Wealth Management, Inc. | 1,946 | $291.8K | 0.10% | −31−1.6% | Reduced |
| Secured Retirement Advisors, LLC | 1,953 | $292.8K | 0.19% | +1,953 | New |
| Cassia Capital Partners, LLC | 1,955 | $293.1K | 0.18% | −1,365−41.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,960 | $294.0K | 0.06% | 00.0% | Unchanged |
| PVG Asset Management Corp | 1,961 | $294.0K | 1.28% | −121−5.8% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,961 | $294.1K | 0.12% | −7−0.4% | Reduced |
| Objectivity Squared, LLC | 2,037 | $294.2K | 0.25% | +14+0.7% | Added |
| Cetera Trust Company, N.A | 1,962 | $294.2K | 0.19% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 2,178 | $295.2K | 0.26% | +736+51.0% | Added |
| Financial Advisors, LLC | 1,973 | $295.8K | 0.06% | −180−8.4% | Reduced |
| Bullock Wealth Management Group | 1,979 | $296.2K | 0.17% | −494−20.0% | Reduced |
| Circle Wealth Management, LLC | 1,975 | $296.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,985 | $296.3K | 0.01% | −34,780−94.6% | Reduced |
| McGowan Group Asset Management, Inc. | 1,981 | $297.0K | 0.04% | +81+4.3% | Added |
| CGC Financial Services, LLC | 1,981 | $297.0K | 0.12% | +3+0.2% | Added |
| Castle Wealth Management LLC | 1,981 | $297.0K | 0.12% | −188−8.7% | Reduced |
| Sterling Group Wealth Management, LLC | 1,984 | $297.5K | 0.16% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,994 | $299.0K | 0.16% | +385+23.9% | Added |
| ZRC Wealth Management, LLC | 1,995 | $299.2K | 0.13% | −38−1.9% | Reduced |
| Cascade Investment Advisors, Inc. | 1,997 | $299.5K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,999 | $299.7K | 0.11% | −38−1.9% | Reduced |
| Sig Brokerage, LP | 1,999 | $299.7K | 0.09% | +1,999 | New |
| MMBG Investment Advisors Co. | 2,000 | $299.9K | 0.03% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 2,000 | $299.9K | 0.15% | +268+15.5% | Added |
| Breed's Hill Capital LLC | 2,001 | $300.0K | 0.16% | +57+2.9% | Added |
| Columbus Macro, LLC | 2,001 | $300.0K | 0.04% | −49−2.4% | Reduced |
| Community Bank of Raymore | 2,002 | $300.2K | 0.24% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,003 | $300.4K | 0.05% | +2,003 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,004 | $300.5K | 0.03% | −149−6.9% | Reduced |
| Options Solutions, LLC | 2,007 | $300.9K | 0.14% | −50−2.4% | Reduced |
| Gerber, LLC | 2,009 | $301.2K | 0.25% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 2,010 | $301.4K | 0.35% | +41+2.1% | Added |