PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q2 2021
Institutional positions in PepsiCo Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,760
- +73 vs. Q1 2021
- Shares held
- 991.2M
- +9.43M (+1.0%) vs. Q1 2021
- Total value
- $146.7B
- +$7.94B (+5.7%) vs. Q1 2021
- New holders
- 145
- 1,213 more added
- Sold out
- 72
- 1,069 more reduced
32 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 5,752 | $852.0K | 0.27% | +914+18.9% | Added |
| Mosaic Advisors LLC | 5,759 | $853.0K | 0.56% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 5,763 | $854.0K | 0.25% | +10.0% | Added |
| Berman Capital Advisors, LLC | 5,769 | $854.0K | 0.14% | +1,470+34.2% | Added |
| Silver Lake Advisory, LLC | 5,456 | $855.0K | 0.41% | +128+2.4% | Added |
| St. Clair Advisors, LLC | 5,772 | $855.2K | 0.64% | +1,846+47.0% | Added |
| Global Trust Asset Management, LLC | 5,837 | $865.0K | 0.41% | −129−2.2% | Reduced |
| EagleClaw Capital Managment, LLC | 5,845 | $866.0K | 0.22% | +56+1.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 5,854 | $867.0K | 0.10% | −349−5.6% | Reduced |
| Poplar Forest Capital LLC | 5,860 | $868.0K | 0.09% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 5,860 | $868.0K | 0.13% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,867 | $869.0K | 0.75% | +5,867 | New |
| Lederer & Associates Investment Counsel | 5,881 | $871.0K | 0.58% | +1,090+22.8% | Added |
| Proquility Private Wealth Partners, LLC | 5,883 | $872.0K | 0.33% | −6,140−51.1% | Reduced |
| Foster Group, Inc. | 5,888 | $872.0K | 0.10% | +80+1.4% | Added |
| Capital Wealth Planning, LLC | 5,895 | $873.0K | 0.02% | −15,673−72.7% | Reduced |
| Capital One Financial Corp | 5,915 | $876.0K | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,923 | $878.0K | 0.38% | +381+6.9% | Added |
| FinTrust Capital Advisors, LLC | 5,936 | $880.0K | 0.23% | −28−0.5% | Reduced |
| Sutton Wealth Advisors Inc. | 5,943 | $880.6K | 0.32% | +49+0.8% | Added |
| Stableford Capital II LLC | 5,949 | $881.0K | 0.42% | +340+6.1% | Added |
| Boston Common Asset Management, LLC | 5,964 | $884.0K | 0.04% | +220+3.8% | Added |
| Stewart & Patten Co LLC | 5,979 | $886.0K | 0.14% | −200−3.2% | Reduced |
| Altus Wealth Group LLC | 5,982 | $886.0K | 0.87% | +45+0.8% | Added |
| Humankind Investments LLC | 5,988 | $887.0K | 0.42% | +2,132+55.3% | Added |
| Patron Partners Advisors, LLC | 6,019 | $891.0K | 0.67% | +265+4.6% | Added |
| KC Investment Advisors, LLC | 6,012 | $891.0K | 0.72% | +581+10.7% | Added |
| KCS Wealth Advisory | 6,016 | $891.0K | 0.42% | +4,313+253.3% | Added |
| VERITY Wealth Advisors | 6,026 | $893.0K | 0.81% | −800−11.7% | Reduced |
| Virtue Capital Management, LLC | 6,083 | $901.0K | 0.18% | −409−6.3% | Reduced |
| Wunderlich Capital Managemnt | 6,081 | $901.0K | 0.46% | −35−0.6% | Reduced |
| SkyOak Wealth, LLC | 6,101 | $904.0K | 0.24% | 00.0% | Unchanged |
| Marathon Capital Management | 6,145 | $910.0K | 0.21% | +60+1.0% | Added |
| Centaurus Financial, Inc. | 6,142 | $910.0K | 0.08% | +663+12.1% | Added |
| Trust Co | 6,149 | $911.0K | 0.64% | +204+3.4% | Added |
| Main Street Financial Solutions, LLC | 6,186 | $917.0K | 0.15% | +9+0.1% | Added |
| Sunesis Advisors, LLC | 6,188 | $917.0K | 0.70% | +2,925+89.6% | Added |
| Cary Street Partner Investment Advisory LLC | 6,204 | $919.0K | 0.30% | +465+8.1% | Added |
| Hussman Strategic Advisors, Inc. | 6,200 | $919.0K | 0.19% | +6,200 | New |
| Alaethes Wealth LLC | 6,211 | $920.0K | 0.71% | +1,144+22.6% | Added |
| Clarus Group, Inc. | 6,188 | $925.0K | 0.69% | +30.0% | Added |
| Thoroughbred Financial Services, LLC | 6,241 | $925.0K | 0.23% | +395+6.8% | Added |
| Pallas Capital Advisors LLC | 6,008 | $926.0K | 0.13% | +72+1.2% | Added |
| United Bank | 6,253 | $927.0K | 0.12% | +161+2.6% | Added |
| Deseret Mutual Benefit Administrators | 6,257 | $927.0K | 0.22% | +6,257 | New |
| Brown Advisory Securities, LLC | 6,286 | $931.0K | 0.15% | −1,230−16.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,286 | $931.0K | 0.67% | +204+3.4% | Added |
| Columbia Trust Co 01012016 | 6,300 | $933.0K | 0.53% | +535+9.3% | Added |
| PNC Managed Account Solutions, Inc. | 6,296 | $933.0K | 0.19% | +6,296 | New |
| Edgemoor Investment Advisors, Inc. | 6,302 | $934.0K | 0.09% | −12−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 6,314 | $936.0K | 0.31% | −225−3.4% | Reduced |
| Winthrop Advisory Group LLC | 6,329 | $938.0K | 0.21% | −354−5.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,341 | $940.0K | 0.17% | +204+3.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,363 | $943.0K | 0.59% | +225+3.7% | Added |
| Abacus Planning Group, Inc. | 6,387 | $946.0K | 0.29% | −206−3.1% | Reduced |
| Gradient Investments LLC | 6,389 | $947.0K | 0.03% | −938−12.8% | Reduced |
| Clear Perspective Advisors, LLC | 6,393 | $947.0K | 0.33% | −194−2.9% | Reduced |
| Carl P. Sherr & Co., LLC | 6,416 | $951.0K | 0.65% | +1,100+20.7% | Added |
| LCM Capital Management Inc | 6,426 | $952.0K | 0.79% | −8−0.1% | Reduced |
| Qtron Investments LLC | 6,428 | $952.0K | 0.24% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6,430 | $953.0K | 0.17% | +46+0.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,440 | $954.0K | 1.04% | −206−3.1% | Reduced |
| Bray Capital Advisors | 6,451 | $956.0K | 0.25% | −49−0.8% | Reduced |
| Ellis Investment Partners, LLC | 6,465 | $957.0K | 0.24% | −74−1.1% | Reduced |
| Nations Financial Group Inc, | 6,457 | $957.0K | 0.16% | +32+0.5% | Added |
| CRA Financial Services, LLC | 6,456 | $957.0K | 0.33% | +468+7.8% | Added |
| Woodward Diversified Capital, LLC | 6,466 | $958.0K | 0.55% | +44+0.7% | Added |
| Paradigm Asset Management Co LLC | 6,470 | $958.7K | 0.24% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 6,492 | $959.0K | 0.33% | −3,124−32.5% | Reduced |
| Opus Capital Group, LLC | 6,472 | $959.0K | 0.22% | −483−6.9% | Reduced |
| Levin Capital Strategies, L.P. | 6,477 | $960.0K | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,479 | $960.0K | 0.11% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,500 | $963.0K | 0.21% | +126+2.0% | Added |
| Reik & Co., LLC | 6,504 | $964.0K | 0.25% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,217 | $964.0K | 0.23% | −106−1.7% | Reduced |
| Magnetar Financial LLC | 6,551 | $971.0K | 0.01% | +6,551 | New |
| Franklin Street Advisors Inc | 6,594 | $977.0K | 0.08% | −474−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,595 | $977.0K | 0.06% | +459+7.5% | Added |
| Clark Capital Management Group, Inc. | 6,599 | $978.0K | 0.01% | +123+1.9% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 6,664 | $979.0K | 0.13% | −88−1.3% | Reduced |
| Meritage Portfolio Management | 6,610 | $979.0K | 0.06% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 6,628 | $982.0K | 0.51% | −2,138−24.4% | Reduced |
| Summit Asset Management, LLC | 6,646 | $985.0K | 0.31% | −31−0.5% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,681 | $990.0K | 1.48% | +6,681 | New |
| MEMBERS Trust Co | 6,701 | $993.0K | 0.03% | −95−1.4% | Reduced |
| Washington Trust Bank | 6,714 | $994.0K | 0.12% | −454−6.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,719 | $996.0K | 0.44% | +333+5.2% | Added |
| Castle Rock Wealth Management, LLC | 6,458 | $997.0K | 0.37% | +244+3.9% | Added |
| Investment Partners, Ltd. | 6,749 | $1.00M | 0.46% | +23+0.3% | Added |
| Corsicana & Co. | 6,771 | $1.00M | 0.63% | +6,771 | New |
| Comerica Securities,inc. | 6,771 | $1.00M | 0.08% | −1,572−18.8% | Reduced |
| XML Financial, LLC | 6,791 | $1.01M | 0.22% | +241+3.7% | Added |
| Mattern Wealth Management LLC | 6,477 | $1.01M | 0.32% | −558−7.9% | Reduced |
| Meitav Dash Investments Ltd | 6,957 | $1.01M | 0.03% | +325+4.9% | Added |
| American State Bank (Iowa) | 6,814 | $1.01M | 0.79% | +292+4.5% | Added |
| Moser Wealth Advisors, LLC | 6,827 | $1.01M | 0.65% | −14−0.2% | Reduced |
| Annex Advisory Services, LLC | 6,839 | $1.01M | 0.08% | −227−3.2% | Reduced |
| Level Four Advisory Services, LLC | 6,841 | $1.01M | 0.07% | −1,636−19.3% | Reduced |
| Truepoint, Inc. | 6,846 | $1.01M | 0.06% | −264−3.7% | Reduced |
| Doliver Advisors, LP | 6,845 | $1.01M | 0.34% | +675+10.9% | Added |