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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 14,270 | $2.12M | 0.19% | +4,446+45.3% | Added |
| Kinloch Capital, LLC | 14,294 | $2.12M | 1.52% | +375+2.7% | Added |
| Regal Investment Advisors LLC | 14,293 | $2.12M | 0.21% | +14,293 | New |
| Lincoln Capital LLC | 14,299 | $2.12M | 0.59% | +1,134+8.6% | Added |
| Dumont & Blake Investment Advisors LLC | 14,310 | $2.12M | 0.60% | +94+0.7% | Added |
| Sompo Asset Management Co., Ltd. | 14,314 | $2.12M | 0.43% | +770+5.7% | Added |
| Cox Capital Mgt LLC | 14,383 | $2.13M | 1.43% | +384+2.7% | Added |
| LCNB Corp | 14,428 | $2.14M | 1.08% | −139−1.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,498 | $2.15M | 0.68% | −325−2.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 14,495 | $2.15M | 0.15% | +77+0.5% | Added |
| Jaffetilchin Investment Partners, LLC | 14,526 | $2.15M | 0.15% | +3,365+30.1% | Added |
| TCI Wealth Advisors, Inc. | 14,567 | $2.16M | 0.37% | +2,222+18.0% | Added |
| Orion Portfolio Solutions, LLC | 14,591 | $2.16M | 0.08% | +446+3.2% | Added |
| Sentry Investment Management LLC | 14,655 | $2.17M | 0.55% | −2,722−15.7% | Reduced |
| Integrated Advisors Network LLC | 14,745 | $2.19M | 0.16% | +1,198+8.8% | Added |
| Waldron Private Wealth LLC | 14,773 | $2.19M | 0.14% | −11−0.1% | Reduced |
| Ameritas Investment Company, LLC | 4,165 | $2.19M | 0.11% | −11,369−73.2% | Reduced |
| Jacobi Capital Management LLC | 14,859 | $2.20M | 0.29% | +184+1.3% | Added |
| Gries Financial LLC | 14,303 | $2.20M | 0.71% | −109−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 14,869 | $2.20M | 0.99% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 14,889 | $2.21M | 0.35% | −649−4.2% | Reduced |
| Duff & Phelps Investment Management Co | 14,900 | $2.21M | 0.03% | −1,310−8.1% | Reduced |
| Elmwood Wealth Management, Inc. | 14,991 | $2.22M | 1.17% | −25−0.2% | Reduced |
| Montecito Bank & Trust | 14,988 | $2.22M | 0.43% | +13+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.22M | 0.62% | 00.0% | Unchanged |
| Gabalex Capital Management LLC | 15,000 | $2.22M | 1.05% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $2.22M | 1.12% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 15,010 | $2.22M | 0.27% | −20−0.1% | Reduced |
| Focus Financial Network, Inc. | 15,031 | $2.23M | 0.30% | −123−0.8% | Reduced |
| Smith, Moore & Co. | 14,883 | $2.23M | 0.34% | −101−0.7% | Reduced |
| Navellier & Associates Inc | 15,103 | $2.24M | 0.34% | +100+0.7% | Added |
| Varma Mutual Pension Insurance Co | 15,257 | $2.26M | 0.03% | −32,511−68.1% | Reduced |
| Vident Investment Advisory, LLC | 15,251 | $2.26M | 0.07% | +2,470+19.3% | Added |
| Advisors Capital Management, LLC | 15,338 | $2.27M | 0.07% | +731+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,375 | $2.28M | 0.23% | +98+0.6% | Added |
| Truehand, Inc | 15,470 | $2.29M | 1.35% | 00.0% | Unchanged |
| VeraBank, N.A. | 15,489 | $2.29M | 1.37% | +387+2.6% | Added |
| Outfitter Financial LLC | 15,550 | $2.30M | 1.77% | +90+0.6% | Added |
| Baker Tilly Wealth Management, LLC | 15,591 | $2.31M | 0.37% | +880+6.0% | Added |
| BerganKDV Wealth Management, LLC | 15,603 | $2.31M | 0.27% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15,650 | $2.32M | 0.94% | +37+0.2% | Added |
| Investment Advisory Services Inc | 15,660 | $2.32M | 1.43% | +15,660 | New |
| Bank of the West | 15,684 | $2.32M | 0.24% | −383−2.4% | Reduced |
| Ninety One North America, Inc. | 15,716 | $2.33M | 0.11% | −1,505−8.7% | Reduced |
| AllGen Financial Advisors, Inc. | 15,797 | $2.34M | 1.80% | −293−1.8% | Reduced |
| Sowell Financial Services LLC | 15,857 | $2.35M | 0.16% | −8,355−34.5% | Reduced |
| First United Bank Trust | 15,924 | $2.36M | 0.99% | −1,685−9.6% | Reduced |
| Wisconsin Capital Management LLC | 15,985 | $2.37M | 0.93% | −340−2.1% | Reduced |
| Optimal Asset Management, Inc. | 16,021 | $2.37M | 0.28% | 00.0% | Unchanged |
| Aries Wealth Management | 16,027 | $2.38M | 1.02% | +155+1.0% | Added |
| Mitchell Sinkler & Starr | 16,065 | $2.38M | 2.16% | +146+0.9% | Added |
| Amussen Hunsaker Associates LLC | 16,020 | $2.38M | 0.68% | +1,853+13.1% | Added |
| Family Legacy, Inc. | 15,363 | $2.38M | 1.06% | +26+0.2% | Added |
| Valmark Advisers, Inc. | 16,122 | $2.39M | 0.04% | +626+4.0% | Added |
| Miracle Mile Advisors, LLC | 16,155 | $2.39M | 0.13% | +787+5.1% | Added |
| TFG Advisers LLC | 16,169 | $2.40M | 1.16% | −10−0.1% | Reduced |
| Fieldpoint Private Securities, LLC | 15,533 | $2.40M | 0.52% | −275−1.7% | Reduced |
| Eudaimonia Partners, LLC | 16,249 | $2.41M | 0.45% | +16+0.1% | Added |
| Inlet Private Wealth, LLC | 16,306 | $2.42M | 0.63% | +30.0% | Added |
| Leavell Investment Management, Inc. | 17,149 | $2.43M | 0.20% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 16,414 | $2.43M | 0.74% | −2,842−14.8% | Reduced |
| Gotham Asset Management, LLC | 16,420 | $2.43M | 0.10% | −590−3.5% | Reduced |
| Hengehold Capital Management LLC | 16,417 | $2.43M | 0.32% | +388+2.4% | Added |
| Keystone Financial Group | 16,426 | $2.43M | 0.44% | +160+1.0% | Added |
| Empirical Finance, LLC | 16,424 | $2.43M | 0.40% | +2,321+16.5% | Added |
| Northstar Asset Management LLC | 16,512 | $2.45M | 0.64% | −950−5.4% | Reduced |
| Legacy Capital Partners, Inc. | 16,523 | $2.45M | 0.88% | −20−0.1% | Reduced |
| HBK Investments L P | 16,563 | $2.45M | 0.02% | +16,563 | New |
| Eads & Heald Wealth Management | 16,574 | $2.46M | 1.20% | −14−0.1% | Reduced |
| Ami Investment Management Inc | 16,580 | $2.46M | 1.00% | −182−1.1% | Reduced |
| Meeder Asset Management Inc | 16,747 | $2.48M | 0.12% | −4,265−20.3% | Reduced |
| Heritage Trust Co | 16,832 | $2.49M | 0.36% | −298−1.7% | Reduced |
| Delta Financial Advisors LLC | 16,829 | $2.49M | 1.10% | +27+0.2% | Added |
| Smithbridge Asset Management Inc | 16,849 | $2.50M | 0.81% | +525+3.2% | Added |
| Moseley Investment Management Inc | 16,923 | $2.51M | 1.23% | +2,094+14.1% | Added |
| Pratt Collard Advisory Partners LLC | 16,926 | $2.51M | 1.67% | −40−0.2% | Reduced |
| Meridian Wealth Management, LLC | 16,932 | $2.51M | 0.32% | +1,640+10.7% | Added |
| Brighton Jones LLC | 16,947 | $2.51M | 0.13% | +736+4.5% | Added |
| Capula Management Ltd | 17,068 | $2.53M | 0.46% | +17,068 | New |
| Citadel Investment Advisory, Inc. | 17,128 | $2.54M | 1.57% | −100−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,143 | $2.54M | 0.03% | −108−0.6% | Reduced |
| Minot Wealth Management LLC | 16,605 | $2.54M | 0.55% | +1,144+7.4% | Added |
| Stonnington Group, LLC | 16,957 | $2.54M | 0.57% | −30−0.2% | Reduced |
| Barings LLC | 17,184 | $2.55M | 0.06% | +3,266+23.5% | Added |
| Modera Wealth Management, LLC | 17,293 | $2.56M | 0.14% | +36+0.2% | Added |
| Biltmore Family Office, LLC | 17,319 | $2.57M | 0.73% | −75−0.4% | Reduced |
| Capital Asset Advisory Services LLC | 17,343 | $2.57M | 0.28% | +1,608+10.2% | Added |
| Symmetry Partners, LLC | 17,382 | $2.58M | 0.17% | 00.0% | Unchanged |
| Brookmont Capital Management | 17,410 | $2.58M | 1.56% | +49+0.3% | Added |
| Allen Capital Group, LLC | 17,449 | $2.58M | 0.53% | +1,371+8.5% | Added |
| Asset Dedication, LLC | 17,504 | $2.58M | 0.39% | +2,346+15.5% | Added |
| ARS Investment Partners, LLC | 17,463 | $2.59M | 0.26% | −163−0.9% | Reduced |
| Cascadia Advisory Services, LLC | 17,470 | $2.59M | 0.56% | +1,371+8.5% | Added |
| Verdence Capital Advisors LLC | 17,465 | $2.59M | 0.36% | +4,726+37.1% | Added |
| Guardian Investment Management | 17,530 | $2.60M | 1.78% | +250+1.4% | Added |
| Trustco Bank Corp N Y | 17,530 | $2.60M | 2.34% | −1,150−6.2% | Reduced |
| Wealth Alliance | 17,538 | $2.60M | 0.61% | +15+0.1% | Added |
| Strategic Wealth Advisors Group, LLC | 17,539 | $2.60M | 0.12% | +1,674+10.6% | Added |
| Northstar Investment Advisors LLC | 16,596 | $2.60M | 0.34% | +30+0.2% | Added |
| Fairhaven Wealth Management, LLC | 17,583 | $2.60M | 1.04% | +1,182+7.2% | Added |