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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 57,318 | $8.59M | 0.28% | −2,074−3.5% | Reduced |
| Marietta Wealth Management, LLC | 57,275 | $8.59M | 1.26% | +9,335+19.5% | Added |
| M&G Plc | 57,051 | $8.56M | 0.04% | −15,965−21.9% | Reduced |
| Cardinal Point Capital Management, ULC | 56,795 | $8.52M | 0.78% | +56,795 | New |
| Valeo Financial Advisors, LLC | 84,097 | $8.51M | 0.24% | +5,627+7.2% | Added |
| Nixon Peabody Trust Co | 56,659 | $8.50M | 0.72% | −31,980−36.1% | Reduced |
| Charter Trust Co | 56,569 | $8.48M | 0.56% | −4,214−6.9% | Reduced |
| Compagnie Lombard Odier SCmA | 56,556 | $8.48M | 0.10% | −150.0% | Reduced |
| Talbot Financial, LLC | 56,133 | $8.42M | 1.05% | +1,050+1.9% | Added |
| M. Kraus & Co | 56,073 | $8.41M | 2.56% | +683+1.2% | Added |
| Patten & Patten Inc | 55,987 | $8.39M | 0.56% | −891−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 55,935 | $8.39M | 0.10% | −3,028−5.1% | Reduced |
| Schmidt P J Investment Management Inc | 55,865 | $8.38M | 1.53% | −188−0.3% | Reduced |
| River Road Asset Management, LLC | 55,639 | $8.34M | 0.11% | +5,124+10.1% | Added |
| Mattern Capital Management, LLC | 55,449 | $8.31M | 1.06% | +2,193+4.1% | Added |
| Meridian Wealth Management, LLC | 55,291 | $8.29M | 0.40% | +1,274+2.4% | Added |
| Hennessy Advisors Inc | 55,200 | $8.28M | 0.28% | +25,500+85.9% | Added |
| Dynamic Advisor Solutions LLC | 55,157 | $8.27M | 0.27% | +7,785+16.4% | Added |
| Alaska Permanent Fund Corp | 60,938 | $8.26M | 0.12% | 00.0% | Unchanged |
| West Coast Financial LLC | 55,076 | $8.26M | 0.94% | −2,728−4.7% | Reduced |
| Hutner Capital Management Inc | 54,525 | $8.18M | 3.49% | +742+1.4% | Added |
| Park National Corp | 54,446 | $8.16M | 0.30% | −9,109−14.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 54,317 | $8.14M | 0.46% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 54,017 | $8.10M | 0.77% | +1,175+2.2% | Added |
| BTC Capital Management, Inc. | 53,989 | $8.10M | 0.74% | +2,587+5.0% | Added |
| Siemens Fonds Invest GmbH | 53,802 | $8.07M | 0.56% | −1,863−3.3% | Reduced |
| Avantax Planning Partners, Inc. | 53,689 | $8.05M | 0.28% | +5,397+11.2% | Added |
| Hendley & Co Inc | 53,480 | $8.02M | 2.80% | −250−0.5% | Reduced |
| McCollum Christoferson Group LLC | 53,081 | $7.96M | 2.43% | −731−1.4% | Reduced |
| WSFS Capital Management, LLC | 52,970 | $7.94M | 0.48% | −11,822−18.2% | Reduced |
| New Capital Management LP | 52,961 | $7.94M | 2.28% | −5,209−9.0% | Reduced |
| Andra AP-fonden | 52,900 | $7.93M | 0.13% | −14,100−21.0% | Reduced |
| E Fund Management Co., Ltd. | 52,812 | $7.92M | 0.38% | +21,612+69.3% | Added |
| Trust Co of Toledo NA | 52,739 | $7.91M | 1.05% | −1,150−2.1% | Reduced |
| Ostrum Asset Management | 52,717 | $7.90M | 0.42% | +18,643+54.7% | Added |
| Constitution Capital LLC | 52,708 | $7.90M | 4.38% | −1,079−2.0% | Reduced |
| Pioneer Trust Bank N A | 52,432 | $7.86M | 2.07% | −5,635−9.7% | Reduced |
| Visionary Wealth Advisors | 51,892 | $7.78M | 0.47% | +5,195+11.1% | Added |
| Wills Financial Group LLC | 51,875 | $7.78M | 3.45% | +51,875 | New |
| Cypress Asset Management Inc | 51,816 | $7.77M | 2.08% | −3,818−6.9% | Reduced |
| LaFleur & Godfrey LLC | 51,814 | $7.77M | 1.05% | −663−1.3% | Reduced |
| Old Point Trust & Financial Services N A | 51,798 | $7.77M | 2.73% | −815−1.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 51,708 | $7.75M | 0.73% | −2,324−4.3% | Reduced |
| South Dakota Investment Council | 51,546 | $7.73M | 0.16% | +15,367+42.5% | Added |
| Kinneret Advisory, LLC | 51,514 | $7.72M | 0.78% | −172−0.3% | Reduced |
| FineMark National Bank & Trust | 51,094 | $7.66M | 0.28% | −1,450−2.8% | Reduced |
| Appleton Partners Inc | 51,059 | $7.66M | 0.59% | −1,347−2.6% | Reduced |
| Farmers Trust Co | 51,051 | $7.65M | 1.44% | −146−0.3% | Reduced |
| Shelter Mutual Insurance Co | 51,020 | $7.65M | 1.84% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 50,963 | $7.64M | 1.81% | +2,224+4.6% | Added |
| Mirabella Financial Services LLP | 50,736 | $7.63M | 0.31% | +30,577+151.7% | Added |
| Everence Capital Management Inc | 50,839 | $7.62M | 0.52% | −5,250−9.4% | Reduced |
| Plato Investment Management Ltd | 50,247 | $7.62M | 0.64% | −3,608−6.7% | Reduced |
| Courier Capital LLC | 50,764 | $7.61M | 0.50% | +684+1.4% | Added |
| Fulcrum Capital LLC | 50,528 | $7.58M | 1.68% | +88+0.2% | Added |
| Tectonic Advisors LLC | 50,320 | $7.55M | 0.47% | +5,382+12.0% | Added |
| Valicenti Advisory Services Inc | 50,250 | $7.53M | 1.94% | +584+1.2% | Added |
| Chicago Capital, LLC | 50,175 | $7.52M | 0.21% | +2,155+4.5% | Added |
| Baypointe Partners LLC | 50,000 | $7.50M | 6.24% | +50,000 | New |
| River Wealth Advisors LLC | 49,479 | $7.42M | 1.03% | −2,850−5.4% | Reduced |
| Berger Financial Group, Inc | 49,420 | $7.41M | 0.51% | +37,197+304.3% | Added |
| Brookstone Capital Management | 49,404 | $7.41M | 0.11% | +22,824+85.9% | Added |
| Unigestion Holding SA | 49,287 | $7.39M | 0.43% | −81,740−62.4% | Reduced |
| Windle Wealth, LLC | 49,176 | $7.37M | 3.80% | +7,234+17.2% | Added |
| Eagle Global Advisors LLC | 49,116 | $7.36M | 0.30% | −1,719−3.4% | Reduced |
| Jasper Ridge Partners, L.P. | 49,000 | $7.35M | 0.24% | −40.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 48,990 | $7.35M | 0.14% | +2,458+5.3% | Added |
| Mitchell Sinkler & Starr | 48,979 | $7.34M | 2.06% | +1,107+2.3% | Added |
| Letson Investment Management, Inc. | 48,924 | $7.34M | 2.96% | −260−0.5% | Reduced |
| Change Path, LLC | 48,675 | $7.30M | 0.22% | +3,124+6.9% | Added |
| Eisler Capital Management Ltd. | 48,619 | $7.29M | 0.22% | −32,883−40.3% | Reduced |
| LMG Wealth Partners, LLC | 48,647 | $7.29M | 1.63% | +1,483+3.1% | Added |
| Moneta Group Investment Advisors LLC | 48,604 | $7.29M | 0.10% | −1,606−3.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 48,299 | $7.24M | 1.18% | +2,786+6.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 48,298 | $7.24M | 1.49% | +44,397+1,138.1% | Added |
| Mutual Advisors, LLC | 53,900 | $7.19M | 0.21% | +19,424+56.3% | Added |
| Adell Harriman & Carpenter Inc | 47,925 | $7.19M | 0.54% | −13,801−22.4% | Reduced |
| Achmea Investment Management B.V. | 47,861 | $7.18M | 0.10% | −5,040−9.5% | Reduced |
| Smithfield Trust Co | 47,968 | $7.17M | 0.36% | −5,350−10.0% | Reduced |
| Lafayette Investments, Inc. | 47,805 | $7.17M | 1.52% | +3,638+8.2% | Added |
| Adams Diversified Equity Fund, Inc. | 47,800 | $7.17M | 0.29% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 47,673 | $7.15M | 0.32% | +28,133+144.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 47,632 | $7.14M | 1.66% | +22,132+86.8% | Added |
| Evergreen Capital Management LLC | 47,618 | $7.14M | 0.24% | +34,123+252.9% | Added |
| Empirical Finance, LLC | 47,513 | $7.12M | 0.43% | +610+1.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 47,358 | $7.10M | 1.92% | +1,831+4.0% | Added |
| Raab & Moskowitz Asset Management LLC | 47,247 | $7.08M | 1.78% | +554+1.2% | Added |
| Summit Global Investments | 47,158 | $7.07M | 0.51% | +43,719+1,271.3% | Added |
| Granite Investment Partners, LLC | 46,955 | $7.04M | 0.36% | −470−1.0% | Reduced |
| Dean Investment Associates, LLC | 46,948 | $7.04M | 1.04% | −1,396−2.9% | Reduced |
| Union Bancaire Privee, UBP SA | 50,243 | $7.02M | 0.14% | −13,742−21.5% | Reduced |
| Searle & Co. | 46,607 | $6.99M | 1.99% | −996−2.1% | Reduced |
| Whitener Capital Management, Inc. | 46,521 | $6.98M | 1.97% | +2,132+4.8% | Added |
| Zions Bancorporation, National Association | 46,365 | $6.95M | 0.44% | +46,365 | New |
| Hunter Associates Investment Management LLC | 46,114 | $6.91M | 1.07% | −2,193−4.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 45,881 | $6.88M | 0.02% | +35,843+357.1% | Added |
| Papp L Roy & Associates | 45,692 | $6.85M | 0.84% | −504−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45,682 | $6.85M | 0.02% | −33,415−42.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 45,623 | $6.84M | 0.64% | −727−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 45,362 | $6.80M | 0.44% | +736+1.6% | Added |