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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 35,993 | $5.40M | 0.76% | +716+2.0% | Added |
| Core Alternative Capital | 35,915 | $5.39M | 1.29% | −8,192−18.6% | Reduced |
| Integrated Advisors Network LLC | 35,757 | $5.36M | 0.27% | +18,489+107.1% | Added |
| Howland Capital Management LLC | 35,660 | $5.35M | 0.24% | −1,587−4.3% | Reduced |
| First Horizon Advisors, Inc. | 35,567 | $5.33M | 0.15% | −26,798−43.0% | Reduced |
| Capital Investment Counsel, LLC | 35,444 | $5.31M | 0.88% | −23−0.1% | Reduced |
| Bristlecone Advisors, LLC | 35,443 | $5.31M | 0.43% | +9,278+35.5% | Added |
| Boston Research & Management Inc | 35,398 | $5.31M | 1.30% | +149+0.4% | Added |
| Park Avenue Securities LLC | 35,356 | $5.30M | 0.07% | −110−0.3% | Reduced |
| DJE Kapital AG | 34,885 | $5.30M | 0.16% | +6,985+25.0% | Added |
| Baker Ellis Asset Management LLC | 35,325 | $5.30M | 0.76% | +309+0.9% | Added |
| Wallington Asset Management, LLC | 35,314 | $5.29M | 0.76% | −70−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 35,250 | $5.29M | 0.31% | +633+1.8% | Added |
| NewEdge Wealth, LLC | 35,220 | $5.28M | 0.10% | −973−2.7% | Reduced |
| Woodmont Investment Counsel LLC | 35,213 | $5.28M | 0.38% | −3,271−8.5% | Reduced |
| DLK Investment Management, LLC | 35,079 | $5.26M | 2.20% | −1,450−4.0% | Reduced |
| Parallel Advisors, LLC | 34,781 | $5.22M | 0.12% | −1,971−5.4% | Reduced |
| Schnieders Capital Management LLC | 34,662 | $5.20M | 1.11% | +1,365+4.1% | Added |
| Addison Capital Co | 34,473 | $5.17M | 2.03% | −534−1.5% | Reduced |
| First National Advisers, LLC | 34,447 | $5.16M | 0.83% | +713+2.1% | Added |
| CCM Investment Group, LLC | 34,594 | $5.16M | 0.55% | +7,958+29.9% | Added |
| TrueMark Investments, LLC | 34,364 | $5.15M | 1.35% | +3,539+11.5% | Added |
| IHT Wealth Management, LLC | 34,381 | $5.15M | 0.16% | +8,630+33.5% | Added |
| Adams Asset Advisors, LLC | 34,244 | $5.13M | 0.70% | +7,522+28.1% | Added |
| Vivaldi Capital Management, LLC | 34,198 | $5.13M | 0.83% | +30,749+891.5% | Added |
| Northcape Wealth Management, LLC | 34,076 | $5.11M | 1.65% | −160.0% | Reduced |
| Lountzis Asset Management, LLC | 38,197 | $5.11M | 1.93% | −312−0.8% | Reduced |
| Tufton Capital Management | 34,073 | $5.11M | 0.98% | −440−1.3% | Reduced |
| CAPROCK Group, Inc. | 33,929 | $5.09M | 0.16% | +5,839+20.8% | Added |
| Slagle Financial, LLC | 33,903 | $5.08M | 2.26% | +304+0.9% | Added |
| SevenBridge Financial Group, LLC | 38,513 | $5.07M | 1.00% | −7,604−16.5% | Reduced |
| Kensington Investment Counsel, LLC | 33,547 | $5.03M | 2.23% | +33,547 | New |
| Beverly Hills Private Wealth, LLC | 33,418 | $5.01M | 0.99% | +5,093+18.0% | Added |
| Edgar Lomax Co | 33,415 | $5.01M | 0.31% | +33,415 | New |
| Capital Analysts, LLC | 33,396 | $5.01M | 0.19% | +5,190+18.4% | Added |
| Family Capital Trust Co | 33,348 | $5.00M | 1.79% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 33,314 | $5.00M | 0.41% | −1,259−3.6% | Reduced |
| Compass Wealth Management LLC | 33,288 | $4.99M | 1.27% | +1,014+3.1% | Added |
| Fort Point Capital Partners LLC | 33,209 | $4.98M | 0.56% | −1,446−4.2% | Reduced |
| Hills Bank & Trust Co | 33,179 | $4.97M | 0.35% | −579−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 33,117 | $4.97M | 0.41% | +84+0.3% | Added |
| Spire Wealth Management | 32,963 | $4.94M | 0.16% | +13,979+73.6% | Added |
| Roundview Capital LLC | 32,938 | $4.94M | 0.36% | −4,466−11.9% | Reduced |
| Sowell Financial Services LLC | 32,935 | $4.94M | 0.22% | +917+2.9% | Added |
| BKD Wealth Advisors, LLC | 32,908 | $4.93M | 0.12% | +839+2.6% | Added |
| Caldwell Trust Co | 32,798 | $4.92M | 0.53% | −2,232−6.4% | Reduced |
| Perkins Coie Trust Co | 32,642 | $4.89M | 1.11% | +104+0.3% | Added |
| one8zero8, LLC | 32,620 | $4.89M | 1.15% | −17,370−34.7% | Reduced |
| New Hampshire Trust | 32,274 | $4.84M | 1.11% | −1,177−3.5% | Reduced |
| Cullen Investment Group, Ltd. | 32,236 | $4.83M | 0.73% | −3,710−10.3% | Reduced |
| Cardinal Capital Management | 32,196 | $4.83M | 0.75% | +523+1.7% | Added |
| Sigma Planning Corp | 32,083 | $4.81M | 0.15% | +835+2.7% | Added |
| Northwest & Ethical Investments L.P. | 32,017 | $4.80M | 0.13% | +9,467+42.0% | Added |
| Bollard Group LLC | 31,941 | $4.79M | 0.13% | +366+1.2% | Added |
| Fieldview Capital Management, LLC | 31,939 | $4.79M | 0.68% | −5,753−15.3% | Reduced |
| Keystone Financial Group | 32,012 | $4.78M | 0.49% | +14,504+82.8% | Added |
| RB Capital Management, LLC | 31,862 | $4.78M | 1.16% | −78−0.2% | Reduced |
| AMG National Trust Bank | 31,851 | $4.78M | 0.13% | +220+0.7% | Added |
| Ascent Group, LLC | 31,804 | $4.77M | 0.20% | −4,393−12.1% | Reduced |
| Exeter Financial, LLC | 31,654 | $4.75M | 2.13% | +4,080+14.8% | Added |
| NorthRock Partners, LLC | 31,540 | $4.73M | 0.16% | +2,439+8.4% | Added |
| Fifth Third Wealth Advisors LLC | 31,521 | $4.73M | 0.24% | +5,269+20.1% | Added |
| Verdence Capital Advisors LLC | 31,497 | $4.72M | 0.36% | −458−1.4% | Reduced |
| Essex Financial Services, Inc. | 31,490 | $4.72M | 0.34% | −224−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 31,390 | $4.71M | 0.34% | +1,619+5.4% | Added |
| EFG Asset Management (Americas) Corp. | 31,362 | $4.70M | 0.95% | −4,131−11.6% | Reduced |
| HBK Sorce Advisory LLC | 31,357 | $4.70M | 0.14% | +6,369+25.5% | Added |
| Mechanics Bank Trust Department | 31,348 | $4.70M | 0.64% | +2,405+8.3% | Added |
| Pegasus Asset Management, Inc. | 31,290 | $4.69M | 1.88% | +1,428+4.8% | Added |
| Opus Investment Management Inc | 31,200 | $4.68M | 3.33% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 31,292 | $4.67M | 2.14% | −274−0.9% | Reduced |
| Marshall & Sullivan Inc | 31,088 | $4.66M | 2.37% | +200+0.6% | Added |
| Asio Capital, LLC | 31,046 | $4.66M | 0.90% | +681+2.2% | Added |
| Roberts Glore & Co Inc | 30,987 | $4.65M | 1.42% | −267−0.9% | Reduced |
| Rossmore Private Capital | 30,982 | $4.65M | 0.57% | +2,683+9.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 30,875 | $4.63M | 0.67% | +230+0.8% | Added |
| Motco | 30,733 | $4.61M | 0.49% | −2,020−6.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 30,651 | $4.60M | 0.30% | −39,708−56.4% | Reduced |
| GAMMA Investing LLC | 30,603 | $4.59M | 0.34% | +6,712+28.1% | Added |
| Azzad Asset Management Inc | 30,443 | $4.56M | 0.54% | +30,443 | New |
| Inscription Capital, LLC | 26,013 | $4.55M | 0.76% | +26,013 | New |
| Hartford Financial Management Inc. | 30,321 | $4.55M | 0.94% | −169−0.6% | Reduced |
| Costello Asset Management, INC | 30,246 | $4.54M | 1.84% | +3,485+13.0% | Added |
| Bowen Hanes & Co Inc | 30,215 | $4.53M | 0.13% | −10,400−25.6% | Reduced |
| Equitable Trust Co | 30,180 | $4.53M | 0.25% | −1,718−5.4% | Reduced |
| Level Four Advisory Services, LLC | 30,167 | $4.52M | 0.19% | −1,110−3.5% | Reduced |
| Stokes Family Office, LLC | 30,094 | $4.51M | 0.51% | −3,317−9.9% | Reduced |
| SP Asset Management LLC | 30,042 | $4.50M | 0.40% | +302+1.0% | Added |
| Reuter James Wealth Management, LLC | 30,012 | $4.50M | 0.78% | −57−0.2% | Reduced |
| PKO Investment Management Joint-Stock Co | 30,000 | $4.50M | 0.51% | +30,000 | New |
| VELA Investment Management, LLC | 29,980 | $4.50M | 1.54% | +12,463+71.1% | Added |
| Hixon Zuercher, LLC | 29,969 | $4.49M | 1.58% | +4,221+16.4% | Added |
| Spinnaker Trust | 29,904 | $4.48M | 0.29% | −998−3.2% | Reduced |
| Harbor Advisory Corp | 29,792 | $4.47M | 1.50% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 29,540 | $4.43M | 3.39% | −30−0.1% | Reduced |
| Altrius Capital Management Inc | 29,410 | $4.41M | 1.07% | +3,431+13.2% | Added |
| Principle Wealth Partners LLC | 29,320 | $4.40M | 0.31% | −99−0.3% | Reduced |
| King Wealth | 29,298 | $4.39M | 0.67% | −813−2.7% | Reduced |
| Eagle Rock Investment Company, LLC | 29,220 | $4.38M | 0.75% | +2,158+8.0% | Added |
| Penn Davis McFarland Inc | 29,173 | $4.37M | 0.52% | +660+2.3% | Added |