13F

Stock

Pepsico Inc

PEP · held by 33 managers

Reported value

$961.1M

Holders

33

+0 new · −0 exited

Holders’ est. mark

−$105.9M

Price effect on 23 books still in the name

Largest holder

$667.2M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC4.39M$667.2M−$78.9MCut−$140.9M
DANSKE BANK A/S736.1K$111.9M−$11.6MAdded$2.19M
AEGON ASSET MANAGEMENT UK Plc368K$55.9M−$6.61MCut−$15.9M
Swiss Life Asset Management Ltd189.4K$28.8M−$1.99MAdded$10M
Henshaw Capital LLC130.7K$19.9M−$2.35MCut−$2.35M
Evelyn Partners Investment Management LLP130.2K$19.8MHeld
National Philanthropic Trust86.6K$13.2M−$1.56MCut−$1.55M
Evelyn Partners Investment Management Services Ltd57.1K$8.69MHeld
Danica Pension, Livsforsikringsaktieselskab46.4K$7.06M−$835.5KCut−$101.9M
Leonteq Securities AG35.5K$5.4M−$244.9KAdded$3.09M
Evelyn Partners Asset Management Ltd23.5K$3.59MHeld
Ransom Advisory, Ltd20.2K$3.07M−$343.6KCut−$178.6K
ELEVATION POINT WEALTH PARTNERS, LLC16K$2.44M−$288.1KCut−$453.1K
Kentucky Farm Bureau Mutual Insurance Co15K$2.28M−$269.9KCut−$269.9K
CHESAPEAKE ASSET MANAGEMENT LLC12.5K$1.9M−$225.1KCut−$633K
Flavin Financial Services, Inc.8.99K$1.37MHeld
Aventura Private Wealth, LLC6.2K$942.3KHeld
American State Bank (Iowa)5.89K$895.8K−$102.4KCut−$72K
BROADWATER CAPITAL MANAGEMENT LLC5.83K$886.5K−$104.9KCut−$121.9K
Cornerstone National Bank & Trust Co4.81K$731.1K−$85.3KCut−$74.8K
Prestige Wealth Management Group LLC4.26K$652K−$70.6KCut−$60.6K
Evelyn Partners Investment Management (Europe) Ltd4.29K$651.9KHeld
Roehl & Yi Investment Advisors, LLC4.25K$646.6KHeld
Altrafin AG4.05K$615.5K−$69.7KCut−$43.1K
Finivi Inc.3.96K$602.6K−$25.9KAdded$357.4K
Burton Enright Welch3.41K$518.9K−$61.4KCut−$61.6K
Maxele Advisors, LLC2.14K$325K−$16.2KAdded$88.4K
Medallion Wealth Advisors, LLC1.72K$261.3KHeld
SHERMAN PORFOLIOS, LLC1.7K$257.9KHeld
Millennium Capital Advisors, LLC1.6K$244.1K−$28.9KCut−$28.9K
SL ADVISORS, LLC1.49K$226.4K−$26.8KCut−$49.6K
Mullaney, Keating & Wright, Inc.1.39K$211.5K−$25KCut−$27.9K
Clark Wealth Partners76$11.6KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.