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 |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
116
shares
|
$16,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
113
shares
|
$15,958
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
113
shares
|
$15,958
0.01% of portfolio
|
Q2 2025
Added 1155.56%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
113
shares
|
$15,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
109
shares
|
$15,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
107
shares
|
$15,111
0.01% of portfolio
|
Q1 2024
Reduced 14.4%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
105
shares
|
$14,829
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
105
shares
|
$14,829
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
105
shares
|
$14,829
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
101
shares
|
$14,264
0.0% of portfolio
|
Q1 2025
Reduced 42.61%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
101
shares
|
$14,264
0.01% of portfolio
|
Q2 2025
Reduced 24.63%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
101
shares
|
$14,264
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
100
shares
|
$14,122
0.01% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$14,122
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
100
shares
|
$14,122
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
95
shares
|
$13,416
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
86
shares
|
$12,145
0.01% of portfolio
|
Q4 2024
Reduced 54.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
86
shares
|
$12,145
0.01% of portfolio
|
Q4 2024
Reduced 54.74%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
85
shares
|
$12,004
0.01% of portfolio
|
Q2 2025
Reduced 68.16%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
84
shares
|
$11,863
0.01% of portfolio
|
Q2 2025
Reduced 82.61%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
82
shares
|
$11,580
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
75
shares
|
$10,592
0.01% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
75
shares
|
$10,592
0.01% of portfolio
|
Q1 2025
Reduced 41.86%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
75
shares
|
$10,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
70
shares
|
$9,886
0.0% of portfolio
|
Q2 2025
Reduced 96.15%
|