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 |
|---|---|---|---|---|---|
| Wells Trecaso Financial Group, LLC | 6,846 | $1.01M | 0.49% | +1,236+22.0% | Added |
| Garrett Wealth Advisory Group, LLC | 6,848 | $1.01M | 0.66% | −65−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,851 | $1.01M | 0.46% | +63+0.9% | Added |
| First Commonwealth Financial Corp | 6,861 | $1.02M | 0.36% | −138−2.0% | Reduced |
| Brown Capital Management LLC | 6,865 | $1.02M | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,507 | $1.02M | 0.32% | −202−3.0% | Reduced |
| Hudock, Inc. | 6,870 | $1.02M | 0.30% | +126+1.9% | Added |
| Compagnie Lombard Odier SCmA | 6,882 | $1.02M | 0.02% | −793−10.3% | Reduced |
| UMA Financial Services, Inc. | 6,588 | $1.02M | 0.29% | +45+0.7% | Added |
| Pacitti Group Inc. | – | $1.02M | 0.62% | – | – |
| Silicon Hills Wealth Management, LLC | 6,932 | $1.03M | 0.80% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,939 | $1.03M | 0.11% | −1,468−17.5% | Reduced |
| Perigon Wealth Management, LLC | 6,952 | $1.03M | 0.09% | −2,223−24.2% | Reduced |
| Congress Park Capital LLC | 6,963 | $1.03M | 0.52% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,978 | $1.03M | 0.13% | −185−2.6% | Reduced |
| Meridian Wealth Advisors, LLC | 6,993 | $1.04M | 0.29% | +1,179+20.3% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.04M | 0.42% | 00.0% | Unchanged |
| Wright Investors Service Inc | 7,008 | $1.04M | 0.28% | +7,008 | New |
| Perennial Investment Advisors, LLC | 7,034 | $1.04M | 0.38% | +48+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,043 | $1.04M | 0.28% | +497+7.6% | Added |
| Cooper Financial Group | 7,056 | $1.05M | 0.21% | +97+1.4% | Added |
| New England Research & Management, Inc. | 7,110 | $1.05M | 0.54% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 6,860 | $1.06M | 0.58% | +313+4.8% | Added |
| Roman Butler Fullerton & Co | 7,190 | $1.06M | 0.52% | +19+0.3% | Added |
| Exane Derivatives | 6,972 | $1.07M | 0.25% | +331+5.0% | Added |
| Roosevelt Investment Group LLC | 7,199 | $1.07M | 0.06% | −400−5.3% | Reduced |
| Summit Place Financial Advisors, LLC | 7,205 | $1.07M | 0.79% | −298−4.0% | Reduced |
| Campbell Capital Management Inc | 7,221 | $1.07M | 0.48% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 7,218 | $1.07M | 0.73% | +37+0.5% | Added |
| Greytown Advisors Inc. | 7,229 | $1.07M | 0.52% | +1,441+24.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,251 | $1.07M | 0.06% | −983−11.9% | Reduced |
| Somerset Group LLC | 7,275 | $1.08M | 0.77% | +150+2.1% | Added |
| True North Advisors, LLC | 7,300 | $1.08M | 0.23% | −719−9.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,296 | $1.08M | 0.61% | −150−2.0% | Reduced |
| Patton Albertson Miller Group, LLC | 7,313 | $1.08M | 0.25% | −674−8.4% | Reduced |
| NVWM, LLC | 7,335 | $1.09M | 0.39% | +78+1.1% | Added |
| Syntal Capital Partners, LLC | 7,343 | $1.09M | 0.38% | −489−6.2% | Reduced |
| Wall Street Access Asset Management, LLC | 7,369 | $1.09M | 0.61% | +24+0.3% | Added |
| Old Mission Investment Co LLC | 7,415 | $1.10M | 0.45% | +182+2.5% | Added |
| Northwest Wealth Management, LLC | 7,423 | $1.10M | 0.58% | +5,417+270.0% | Added |
| Phocas Financial Corp. | 7,441 | $1.10M | 0.14% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 7,446 | $1.10M | 0.51% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,493 | $1.11M | 0.36% | −679−8.3% | Reduced |
| IVC Wealth Advisors LLC | 7,521 | $1.11M | 0.78% | +15+0.2% | Added |
| Nadler Financial Group, Inc. | 7,550 | $1.12M | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,075 | $1.12M | 0.16% | +669+8.0% | Added |
| Charles Schwab Trust Co | 7,583 | $1.12M | 0.22% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,618 | $1.13M | 0.14% | −202−2.6% | Reduced |
| Nicolet Bankshares Inc | 7,617 | $1.13M | 0.30% | +185+2.5% | Added |
| Archford Capital Strategies, LLC | 7,641 | $1.13M | 0.28% | −2,435−24.2% | Reduced |
| Madison Wealth Management | 7,672 | $1.14M | 0.25% | +155+2.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,697 | $1.14M | 0.85% | +7,697 | New |
| Balentine LLC | 7,717 | $1.14M | 0.05% | +129+1.7% | Added |
| Oxford Financial Group Ltd | 7,716 | $1.14M | 0.15% | +1,147+17.5% | Added |
| Founders Financial Alliance, LLC | 7,721 | $1.14M | 0.52% | +95+1.2% | Added |
| Gratus Capital LLC | 7,730 | $1.15M | 0.13% | −10,734−58.1% | Reduced |
| Richard P Slaughter Associates Inc | 7,754 | $1.15M | 0.44% | −35−0.4% | Reduced |
| Vigilare Wealth Management | 7,765 | $1.15M | 0.70% | +143+1.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 7,815 | $1.16M | 0.14% | +45+0.6% | Added |
| Legacy Private Trust Co. | 7,822 | $1.16M | 0.10% | −477−5.7% | Reduced |
| Timber Creek Capital Management LLC | 7,837 | $1.16M | 0.38% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7,835 | $1.16M | 0.65% | +1,977+33.7% | Added |
| Clean Yield Group | 7,899 | $1.17M | 0.43% | −250−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,899 | $1.17M | 0.18% | −574−6.8% | Reduced |
| Hilltop Holdings Inc. | 7,913 | $1.17M | 0.13% | −371−4.5% | Reduced |
| Arkadios Wealth Advisors | 7,947 | $1.18M | 0.14% | +479+6.4% | Added |
| Ausdal Financial Partners, Inc. | 7,951 | $1.18M | 0.18% | +64+0.8% | Added |
| Smith Anglin Financial, LLC | 7,968 | $1.18M | 0.23% | +43+0.5% | Added |
| West Family Investments, Inc. | 7,980 | $1.18M | 0.33% | +7,980 | New |
| Edge Wealth Management LLC | 8,003 | $1.18M | 0.24% | −115−1.4% | Reduced |
| Donoghue Forlines LLC | 7,997 | $1.19M | 0.22% | −981−10.9% | Reduced |
| Philadelphia Trust Co | 7,999 | $1.19M | 0.08% | +450+6.0% | Added |
| Coastal Investment Advisors, Inc. | 8,006 | $1.19M | 0.28% | −71−0.9% | Reduced |
| Glassman Wealth Services | 8,037 | $1.19M | 0.25% | −2,069−20.5% | Reduced |
| Old Port Advisors | 7,743 | $1.20M | 0.43% | −744−8.8% | Reduced |
| Blackhawk Capital Partners LLC. | 8,476 | $1.20M | 0.81% | +2,558+43.2% | Added |
| InTrack Investment Management Inc | 8,085 | $1.21M | 0.95% | −110−1.3% | Reduced |
| Arcadia Investment Management Corp | 8,152 | $1.21M | 0.23% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,159 | $1.21M | 0.07% | −5,322−39.5% | Reduced |
| DF Dent & Co Inc | 8,198 | $1.22M | 0.01% | −2,140−20.7% | Reduced |
| Lake Street Advisors Group, LLC | 7,837 | $1.22M | 0.09% | −346−4.2% | Reduced |
| International Assets Investment Management, LLC | 32,022 | $1.22M | 0.23% | −13,539−29.7% | Reduced |
| Resource Management, LLC | 8,215 | $1.22M | 0.14% | +16+0.2% | Added |
| Radnor Capital Management, LLC | 8,245 | $1.22M | 0.41% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8,266 | $1.23M | 0.38% | −450−5.2% | Reduced |
| McNamara Financial Services, Inc. | 8,277 | $1.23M | 0.34% | +166+2.0% | Added |
| Jackson Square Capital, LLC | 8,278 | $1.23M | 0.39% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,285 | $1.23M | 0.84% | −7−0.1% | Reduced |
| ARGI Investment Services, LLC | 8,315 | $1.23M | 0.04% | −22−0.3% | Reduced |
| Nwam LLC | 8,328 | $1.23M | 0.11% | −792−8.7% | Reduced |
| Capital International Inc | 8,349 | $1.24M | 0.01% | −919−9.9% | Reduced |
| Davidson Capital Management Inc. | 8,347 | $1.24M | 0.60% | −347−4.0% | Reduced |
| Cornerstone Wealth Management, LLC | 8,352 | $1.24M | 0.13% | +162+2.0% | Added |
| Davidson Trust Co | 8,366 | $1.24M | 0.97% | +271+3.3% | Added |
| Assetmark, Inc | 8,369 | $1.24M | 0.01% | −474−5.4% | Reduced |
| Sunflower Bank, N.A. | 8,423 | $1.25M | 0.19% | +524+6.6% | Added |
| Edge Capital Group, LLC | 8,445 | $1.25M | 0.10% | −811−8.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,463 | $1.25M | 0.20% | −163−1.9% | Reduced |
| Great Diamond Partners, LLC | 8,465 | $1.25M | 0.35% | +322+4.0% | Added |
| Sargent Investment Group, LLC | 8,467 | $1.25M | 0.30% | 00.0% | Unchanged |