Institutional Ownership Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP). We have compiled data on the 3,698 institutions that hold shares in the stock, with a total of 989 Million shares, which have been reported (via 13F filing form) to have a value of $145 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
30,654
shares
|
$4.49 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
30,607
shares
|
$4.49 Million
1.11% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
30,541
shares
|
$4.48 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
30,540
shares
|
$4.48 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
30,527
shares
|
$4.47 Million
0.37% of portfolio
|
Q2 2022
Added 12.55%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
30,391
shares
|
$4.45 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
30,358
shares
|
$4.45 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
30,112
shares
|
$4.41 Million
3.78% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
30,109
shares
|
$4.41 Million
2.57% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
30,093
shares
|
$4.41 Million
0.43% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
30,089
shares
|
$4.41 Million
0.8% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
30,049
shares
|
$4.4 Million
1.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$4.4 Million
0.63% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
29,971
shares
|
$4.39 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
29,940
shares
|
$4.39 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
29,939
shares
|
$4.39 Million
0.21% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
29,851
shares
|
$4.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
29,773
shares
|
$4.36 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
29,688
shares
|
$4.35 Million
1.53% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,623
shares
|
$4.34 Million
0.11% of portfolio
|
Q3 2024
Reduced 63.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
29,622
shares
|
$4.34 Million
0.55% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
29,617
shares
|
$4.34 Million
2.29% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
29,569
shares
|
$4.33 Million
1.05% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
29,565
shares
|
$4.33 Million
0.09% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
29,564
shares
|
$4.33 Million
1.09% of portfolio
|
Q3 2024
Added 18.25%
|