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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 2,015 | $302.1K | 0.06% | 00.0% | Unchanged |
| KDT Advisors, LLC | 2,015 | $302.1K | 0.44% | +35+1.8% | Added |
| Genesis Private Wealth, LLC | 2,015 | $302.2K | 0.16% | +2,015 | New |
| First National Bank of Hutchinson | 2,016 | $302.3K | 0.20% | −5,128−71.8% | Reduced |
| Rockbridge Investment Management, LCC | 2,017 | $302.5K | 0.04% | −357−15.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,020 | $302.9K | 0.10% | +157+8.4% | Added |
| Centurion Wealth Management LLC | 1,993 | $303.1K | 0.09% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 2,025 | $303.6K | 0.27% | −76−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,025 | $303.7K | 0.07% | −996−33.0% | Reduced |
| Horst & Graben Wealth Management LLC | 2,026 | $303.7K | 0.05% | −119−5.5% | Reduced |
| Smith Thornton Advisors LLC | 2,030 | $304.4K | 0.19% | +176+9.5% | Added |
| Schonfeld Strategic Advisors LLC | 2,036 | $305.3K | 0.00% | −38,149−94.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,039 | $305.7K | 0.01% | −1,586−43.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,041 | $306.0K | 0.08% | −122−5.6% | Reduced |
| Brio Consultants, LLC | 2,042 | $306.2K | 0.05% | +163+8.7% | Added |
| Luts & Greenleigh Group, Inc | 2,044 | $306.5K | 0.30% | +154+8.1% | Added |
| Advance Capital Management, Inc. | 2,045 | $306.6K | 0.01% | −93−4.3% | Reduced |
| Shikiar Asset Management Inc | 2,050 | $307.0K | 0.09% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2,050 | $307.4K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,053 | $307.8K | 0.04% | +2,053 | New |
| Bellevue Asset Management, LLC | 2,054 | $308.1K | 0.17% | +8+0.4% | Added |
| Roberts Wealth Advisors, LLC | 2,055 | $308.1K | 0.10% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,057 | $308.4K | 0.06% | −1,039−33.6% | Reduced |
| Ted Buchan & Co | 2,060 | $308.9K | 0.15% | +2,060 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 2,065 | $309.6K | 0.35% | −34−1.6% | Reduced |
| Cox Capital Mgt LLC | 2,068 | $310.1K | 0.23% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,070 | $310.4K | 0.06% | −640−23.6% | Reduced |
| Real Talk Capital, LLC | 2,072 | $310.6K | 0.42% | −42−2.0% | Reduced |
| Wealthspan Partners, LLC | 2,082 | $312.2K | 0.14% | −1,183−36.2% | Reduced |
| Counterweight Ventures, LLC | 2,084 | $312.5K | 0.22% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,786 | $312.6K | 0.13% | +20+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 2,088 | $313.1K | 0.14% | −60−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 2,089 | $313.3K | 0.14% | −150−6.7% | Reduced |
| MV Capital Management, Inc. | 2,095 | $314.1K | 0.03% | −673−24.3% | Reduced |
| Campbell Deegan Wealth Management, LLC | 2,096 | $314.3K | 0.36% | −699−25.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 2,103 | $315.3K | 0.38% | −3,078−59.4% | Reduced |
| Hoese & Co LLP | 2,105 | $315.6K | 0.27% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 2,108 | $316.1K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 2,110 | $316.4K | 0.08% | +2,045+3,146.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,111 | $316.5K | 0.04% | −89−4.0% | Reduced |
| Madison Wealth Partners, Inc | 2,112 | $316.6K | 0.08% | +156+8.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,112 | $316.7K | 0.14% | +35+1.7% | Added |
| Walker Asset Management, LLC | 2,115 | $317.1K | 0.19% | +18+0.9% | Added |
| Cypress Wealth Services, LLC | 2,119 | $317.7K | 0.06% | −101−4.5% | Reduced |
| City National Bank of Florida | 2,119 | $317.7K | 0.29% | +343+19.3% | Added |
| Maxele Advisors, LLC | 2,120 | $317.9K | 0.31% | −17−0.8% | Reduced |
| ERTS Wealth Advisors, LLC | 2,125 | $318.6K | 0.06% | −179−7.8% | Reduced |
| Ethos Financial Group, LLC | 2,077 | $318.8K | 0.03% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,128 | $319.0K | 0.06% | −178−7.7% | Reduced |
| Verus Financial Partners, Inc. | 2,237 | $319.5K | 0.04% | +469+26.5% | Added |
| Kelly Financial Group LLC | 2,132 | $319.7K | 0.10% | −345−13.9% | Reduced |
| Clearview Wealth Advisors LLC | 2,134 | $320.0K | 0.24% | −153−6.7% | Reduced |
| Barry Investment Advisors, LLC | 2,139 | $320.7K | 0.09% | +11+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,148 | $322.1K | 0.08% | −377−14.9% | Reduced |
| Castleview Partners, LLC | 2,150 | $322.4K | 0.22% | −53−2.4% | Reduced |
| Riverbridge Partners LLC | 2,152 | $322.7K | 0.01% | −13,775−86.5% | Reduced |
| Magnolia Private Wealth, LLC | 2,155 | $323.1K | 0.27% | +356+19.8% | Added |
| 111 Capital | 2,168 | $325.1K | 0.06% | −21,477−90.8% | Reduced |
| Chemistry Wealth Management LLC | 2,173 | $325.8K | 0.08% | −128−5.6% | Reduced |
| Blue Rock Wealth Management LLC | 2,174 | $326.0K | 0.28% | +2,174 | New |
| SK Wealth Management, LLC | 2,300 | $326.0K | 0.17% | +41+1.8% | Added |
| Greenberg Financial Group | 2,103 | $326.5K | 0.14% | +2,103 | New |
| Global Assets Advisory, LLC | 2,250 | $326.7K | 0.06% | +2,250 | New |
| Claris Advisors, LLC | 2,182 | $327.2K | 0.12% | +137+6.7% | Added |
| Enclave Advisors LLC | 2,186 | $327.8K | 0.06% | −65−2.9% | Reduced |
| Cortland Associates Inc | 2,185 | $328.0K | 0.04% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,425 | $328.1K | 0.21% | −26−1.1% | Reduced |
| Traynor Capital Management, Inc. | 2,192 | $328.7K | 0.03% | −600−21.5% | Reduced |
| Belmont Capital, LLC | 2,193 | $328.8K | 0.06% | +2,193 | New |
| Capital Performance Advisors LLP | 2,196 | $329.2K | 0.07% | +2,196 | New |
| Encompass More Asset Management | 2,196 | $329.3K | 0.10% | −426−16.2% | Reduced |
| Nelson Capital Management, LLC | 2,199 | $329.7K | 0.06% | −101−4.4% | Reduced |
| Spirit of America Management Corp | 2,200 | $329.9K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,203 | $330.4K | 0.04% | −415−15.9% | Reduced |
| Mascagni Wealth Management, Inc. | 2,204 | $330.4K | 0.33% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,204 | $330.4K | 0.09% | −451−17.0% | Reduced |
| Elk River Wealth Management, LLC | 2,204 | $330.5K | 0.06% | −22,870−91.2% | Reduced |
| Renasant Bank | 2,208 | $331.1K | 0.22% | −666−23.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,208 | $331.1K | 0.13% | +66+3.1% | Added |
| Clifford Group, LLC | 2,211 | $331.5K | 0.31% | +243+12.3% | Added |
| Beacon Financial Advisory LLC | 2,220 | $332.9K | 0.10% | −26−1.2% | Reduced |
| Lane & Associates LLC | 2,221 | $333.0K | 0.18% | +122+5.8% | Added |
| Oldfather Financial Services, LLC | 2,224 | $333.4K | 0.13% | −321−12.6% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,230 | $334.4K | 0.16% | +14+0.6% | Added |
| Cape Investment Advisory, Inc. | 2,231 | $334.5K | 0.13% | −313−12.3% | Reduced |
| Mascoma Wealth Management LLC | 2,232 | $334.7K | 0.08% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,234 | $335.0K | 0.26% | −145−6.1% | Reduced |
| Monticello Wealth Management, LLC | 2,239 | $335.7K | 0.03% | −249−10.0% | Reduced |
| Michael S. Ryan, Inc. | 2,239 | $335.7K | 0.23% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 2,244 | $336.5K | 0.06% | +218+10.8% | Added |
| Royal Fund Management, LLC | 2,245 | $336.7K | 0.04% | +62+2.8% | Added |
| Core Wealth Advisors, Inc. | 2,247 | $336.9K | 0.11% | +62+2.8% | Added |
| Gill Capital Partners, LLC | 2,249 | $337.3K | 0.12% | +180+8.7% | Added |
| Insight Wealth Partners, LLC | 2,253 | $337.8K | 0.20% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,246 | $338.0K | 0.09% | +2,246 | New |
| Lake Street Financial LLC | 2,257 | $338.4K | 0.06% | −402−15.1% | Reduced |
| Darwin Advisors, LLC | 2,229 | $339.1K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 2,264 | $339.5K | 0.13% | +116+5.4% | Added |
| WFA Asset Management Corp | 1,941 | $339.6K | 0.18% | +202+11.6% | Added |
| Prairie Wealth Advisors, Inc. | 2,266 | $339.8K | 0.17% | −696−23.5% | Reduced |