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 990 Million shares, which have been reported (via 13F filing form) to have a value of $141 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,926
shares
|
$845,284
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,920
shares
|
$844,428
0.38% of portfolio
|
Q3 2023
Added 3.1%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
5,915
shares
|
$843,715
0.13% of portfolio
|
Q3 2024
Reduced 19.74%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
5,911
shares
|
$843,145
0.19% of portfolio
|
Q2 2024
Reduced 35.77%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
5,904
shares
|
$842,146
0.12% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
5,899
shares
|
$841,433
0.3% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
5,897
shares
|
$841,148
1.04% of portfolio
|
Q4 2022
Added 0.6%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,894
shares
|
$840,720
0.14% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
5,886
shares
|
$839,579
0.07% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
5,870
shares
|
$837,296
0.06% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
5,861
shares
|
$836,013
0.4% of portfolio
|
Q3 2024
Reduced 22.67%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
5,856
shares
|
$835,299
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
5,855
shares
|
$835,157
0.81% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,853
shares
|
$834,871
0.18% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
5,853
shares
|
$834,871
0.64% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
5,847
shares
|
$834,016
0.14% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,840
shares
|
$833,017
0.37% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
5,836
shares
|
$832,447
1.05% of portfolio
|
Q2 2022
Reduced 7.7%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
5,831
shares
|
$831,733
0.1% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
5,826
shares
|
$831,020
0.45% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
5,825
shares
|
$830,877
0.37% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,824
shares
|
$830,735
0.27% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,819
shares
|
$830,022
0.11% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$830,022
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
5,813
shares
|
$829,166
0.49% of portfolio
|
Q4 2024
Reduced 7.26%
|