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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 9,993 | $1.48M | 1.27% | +175+1.8% | Added |
| West Chester Capital Advisors, Inc | 10,034 | $1.49M | 1.16% | +4,840+93.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 10,050 | $1.49M | 0.13% | +205+2.1% | Added |
| Monarch Capital Management Inc | 10,082 | $1.49M | 0.43% | −60−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 10,100 | $1.50M | 0.00% | −135,852−93.1% | Reduced |
| Lionsbridge Wealth Management LLC | 10,106 | $1.50M | 1.60% | +990+10.9% | Added |
| 44 Wealth Management LLC | 10,116 | $1.50M | 0.58% | +4,736+88.0% | Added |
| Norway Savings Bank | 10,163 | $1.51M | 0.73% | −10−0.1% | Reduced |
| Calamos Wealth Management LLC | 10,165 | $1.51M | 0.12% | +881+9.5% | Added |
| Kavar Capital Partners Group, LLC | 10,244 | $1.52M | 0.37% | +3,149+44.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,282 | $1.52M | 0.36% | +290+2.9% | Added |
| Cypress Capital, LLC | 10,293 | $1.52M | 1.49% | +1,493+17.0% | Added |
| AXS Investments LLC | 10,304 | $1.53M | 0.47% | +1,918+22.9% | Added |
| Ellsworth Advisors, LLC | 10,327 | $1.53M | 0.75% | −12,418−54.6% | Reduced |
| Accel Wealth Management | 10,385 | $1.54M | 1.02% | +228+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 10,389 | $1.54M | 0.14% | +1,050+11.2% | Added |
| BFSG, LLC | 10,392 | $1.54M | 0.28% | +312+3.1% | Added |
| Edmond de Rothschild Holding S.A. | 10,410 | $1.54M | 0.04% | +155+1.5% | Added |
| First Business Financial Services, Inc. | 10,445 | $1.55M | 0.18% | +1,272+13.9% | Added |
| Strategy Asset Managers LLC | 10,461 | $1.55M | 0.33% | +30.0% | Added |
| Perpetual Investment Management Ltd | 10,465 | $1.55M | 0.22% | +1,200+13.0% | Added |
| Blue Square Asset Management, LLC | 10,476 | $1.55M | 0.95% | +804+8.3% | Added |
| Tectonic Advisors LLC | 10,491 | $1.55M | 0.32% | +348+3.4% | Added |
| Wealthsource Partners, LLC | 10,518 | $1.56M | 0.14% | +867+9.0% | Added |
| Simplex Trading, LLC | 10,526 | $1.56M | 0.06% | +10,526 | New |
| Hedeker Wealth, LLC | 10,541 | $1.56M | 0.49% | +508+5.1% | Added |
| Hemenway Trust Co LLC | 10,543 | $1.56M | 0.16% | −300−2.8% | Reduced |
| Madden Securities Corp | 10,544 | $1.56M | 0.82% | −25−0.2% | Reduced |
| Center for Financial Planning, Inc. | 10,581 | $1.57M | 0.39% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 10,610 | $1.57M | 1.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,621 | $1.57M | 0.29% | +1,515+16.6% | Added |
| Harvey Capital Management Inc | 10,649 | $1.58M | 0.52% | −915−7.9% | Reduced |
| JFS Wealth Advisors, LLC | 10,663 | $1.58M | 0.24% | −128−1.2% | Reduced |
| Delta Asset Management LLC | 10,694 | $1.58M | 0.15% | 00.0% | Unchanged |
| Field & Main Bank | 10,715 | $1.59M | 1.02% | +1,585+17.4% | Added |
| Manchester Capital Management LLC | 10,744 | $1.59M | 0.22% | +36+0.3% | Added |
| Ascension Asset Management LLC | 10,755 | $1.59M | 1.04% | −100−0.9% | Reduced |
| Gould Asset Management LLC | 10,785 | $1.60M | 0.45% | −715−6.2% | Reduced |
| Vista Investment Management | 10,784 | $1.60M | 0.94% | +44+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,798 | $1.60M | 0.53% | +1,420+15.1% | Added |
| Western Wealth Management, LLC | 10,854 | $1.60M | 0.16% | +3,896+56.0% | Added |
| Trustcore Financial Services, LLC | 10,815 | $1.60M | 0.17% | −835−7.2% | Reduced |
| Forte Capital LLC | 10,809 | $1.60M | 0.22% | +259+2.5% | Added |
| Holderness Investments Co | 10,826 | $1.60M | 0.53% | 00.0% | Unchanged |
| HGK Asset Management Inc | 10,871 | $1.61M | 0.51% | −20−0.2% | Reduced |
| Garrison Point Advisors, LLC | 10,890 | $1.61M | 1.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 10,948 | $1.62M | 0.18% | −160−1.4% | Reduced |
| JT Stratford LLC | 10,958 | $1.62M | 0.52% | +89+0.8% | Added |
| Fort, L.P. | 10,986 | $1.63M | 0.47% | −1,026−8.5% | Reduced |
| First Command Bank | 11,033 | $1.64M | 0.18% | +928+9.2% | Added |
| First Command Financial Services, Inc. | 11,033 | $1.64M | 0.18% | +928+9.2% | Added |
| Relyea Zuckerberg Hanson LLC | 11,039 | $1.64M | 0.67% | +191+1.8% | Added |
| Norris Perne & French LLP | 11,112 | $1.65M | 0.14% | −29−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 11,116 | $1.65M | 0.80% | +20+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 11,205 | $1.66M | 0.30% | −32−0.3% | Reduced |
| Acropolis Investment Management, LLC | 11,224 | $1.66M | 0.16% | +171+1.5% | Added |
| Edgestream Partners, L.P. | 11,230 | $1.66M | 0.10% | −1,301−10.4% | Reduced |
| RKL Wealth Management LLC | 11,243 | $1.67M | 0.21% | +63+0.6% | Added |
| Twin Tree Management, LP | 11,284 | $1.67M | 0.05% | +10,309+1,057.3% | Added |
| Crawford Investment Counsel Inc | 11,319 | $1.68M | 0.03% | −199−1.7% | Reduced |
| Pitcairn Co | 11,326 | $1.68M | 0.11% | −75−0.7% | Reduced |
| Means Investment Co., Inc. | 11,381 | $1.69M | 0.34% | +36+0.3% | Added |
| Foster & Motley Inc | 11,387 | $1.69M | 0.14% | −438−3.7% | Reduced |
| Berkshire Bank | 11,382 | $1.69M | 0.41% | −37−0.3% | Reduced |
| Hunter Associates Investment Management LLC | 11,400 | $1.69M | 0.53% | −33,936−74.9% | Reduced |
| Arlington Partners LLC | 11,450 | $1.70M | 0.59% | −1,940−14.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 11,454 | $1.70M | 0.11% | −400−3.4% | Reduced |
| Canton Hathaway, LLC | 11,451 | $1.70M | 0.50% | +222+2.0% | Added |
| HAP Trading, LLC | 11,477 | $1.70M | 0.11% | −3,463−23.2% | Reduced |
| HC Financial Advisors Inc | 11,477 | $1.70M | 0.99% | −890−7.2% | Reduced |
| Bar Harbor Trust Services | 11,495 | $1.70M | 0.55% | −160−1.4% | Reduced |
| Financial Partners Capital Management LLC | 11,510 | $1.71M | 0.31% | 00.0% | Unchanged |
| Wintrust Investments LLC | 11,584 | $1.72M | 0.18% | +260+2.3% | Added |
| Capital International Sarl | 11,581 | $1.72M | 0.15% | +3,550+44.2% | Added |
| Mission Creek Capital Partners, Inc. | 11,654 | $1.73M | 0.28% | −218−1.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.73M | 1.09% | −300−2.6% | Reduced |
| EPG Wealth Management LLC | 11,678 | $1.73M | 0.73% | +474+4.2% | Added |
| Global Retirement Partners, LLC | 11,685 | $1.73M | 0.18% | +157+1.4% | Added |
| Windsor Group LTD | 11,694 | $1.73M | 0.37% | −961−7.6% | Reduced |
| Knuff & Co LLC | 11,710 | $1.74M | 0.65% | −1,500−11.4% | Reduced |
| Asset Advisors Investment Management, LLC | 11,760 | $1.74M | 0.19% | −212−1.8% | Reduced |
| DAGCO, Inc. | 11,763 | $1.74M | 0.77% | +96+0.8% | Added |
| Insight Wealth Strategies, LLC | 11,782 | $1.75M | 0.25% | +9,290+372.8% | Added |
| Tower View Investment Management & Research LLC | 11,792 | $1.75M | 0.88% | −5,386−31.4% | Reduced |
| West Branch Capital LLC | 11,787 | $1.75M | 0.86% | +408+3.6% | Added |
| Legacy Financial Strategies, LLC | 11,793 | $1.75M | 0.84% | +10,197+638.9% | Added |
| Davis-Rea Ltd. | 11,804 | $1.75M | 0.87% | −870−6.9% | Reduced |
| StrongBox Wealth, LLC | 11,807 | $1.75M | 1.00% | +798+7.2% | Added |
| Detalus Advisors, LLC | 11,814 | $1.75M | 0.93% | +343+3.0% | Added |
| American National Registered Investment Advisor, Inc. | 11,831 | $1.75M | 0.63% | −105−0.9% | Reduced |
| Selective Wealth Management, Inc. | 11,840 | $1.75M | 1.40% | +10,900+1,159.6% | Added |
| Mairs & Power Inc | 11,848 | $1.76M | 0.02% | −2,408−16.9% | Reduced |
| First Horizon Corp | 11,855 | $1.76M | 0.16% | −1,211−9.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,863 | $1.76M | 0.09% | +3,623+44.0% | Added |
| MidWestOne Financial Group, Inc. | 11,872 | $1.76M | 0.42% | +341+3.0% | Added |
| McRae Capital Management Inc | 11,881 | $1.76M | 0.40% | −706−5.6% | Reduced |
| Octavia Wealth Advisors, LLC | 11,894 | $1.76M | 0.46% | −147−1.2% | Reduced |
| Security National Bank of So Dak | 11,905 | $1.76M | 1.35% | −1,458−10.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 11,904 | $1.76M | 0.35% | +448+3.9% | Added |
| Poehling Capital Management, LLC | 11,936 | $1.77M | 0.56% | −9,317−43.8% | Reduced |