Institutional Ownership Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP). We have compiled data on the 3,829 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $148 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,300
shares
|
$607,289
0.06% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
4,294
shares
|
$606,441
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,284
shares
|
$605,029
0.1% of portfolio
|
Q2 2025
Added 53.38%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
4,277
shares
|
$604,040
0.73% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
4,265
shares
|
$602,345
0.02% of portfolio
|
Q2 2025
Reduced 64.76%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,265
shares
|
$602,345
0.06% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,262
shares
|
$601,922
0.24% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
4,250
shares
|
$600,227
0.28% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,241
shares
|
$598,956
0.05% of portfolio
|
Q2 2025
Reduced 42.96%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
4,229
shares
|
$597,261
0.2% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
4,207
shares
|
$594,154
0.12% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
4,201
shares
|
$593,307
0.06% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
4,198
shares
|
$592,883
0.16% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
4,193
shares
|
$592,177
0.51% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,192
shares
|
$592,036
0.2% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
4,182
shares
|
$590,623
0.31% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,181
shares
|
$590,482
0.14% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
4,171
shares
|
$589,070
0.08% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
4,171
shares
|
$589,070
0.47% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
4,166
shares
|
$588,364
0.08% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
4,164
shares
|
$588,081
0.25% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
4,162
shares
|
$587,799
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
4,157
shares
|
$587,093
0.15% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
4,157
shares
|
$587,093
0.12% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
4,156
shares
|
$586,951
0.23% of portfolio
|
Q2 2025
Reduced 16.11%
|