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 |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 25,421 | $3.77M | 1.02% | −84−0.3% | Reduced |
| Union Heritage Capital, LLC | 25,595 | $3.79M | 1.77% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 25,818 | $3.81M | 1.99% | −260−1.0% | Reduced |
| Domani Wealth, LLC | 25,694 | $3.81M | 0.77% | −57−0.2% | Reduced |
| Essex Financial Services, Inc. | 26,924 | $3.81M | 0.55% | 00.0% | Unchanged |
| Lincoln National Corp | 25,712 | $3.81M | 0.08% | +1,786+7.5% | Added |
| Thomasville National Bank | 25,741 | $3.81M | 0.40% | +554+2.2% | Added |
| Mathes Company, Inc. | 25,841 | $3.83M | 1.38% | −675−2.5% | Reduced |
| Laurel Wealth Advisors LLC | 25,852 | $3.83M | 0.85% | +175+0.7% | Added |
| Factorial Partners, LLC | 25,900 | $3.84M | 2.59% | −600−2.3% | Reduced |
| Fundamentun, LLC | 25,906 | $3.84M | 1.06% | +2,444+10.4% | Added |
| Addison Capital Co | 25,912 | $3.84M | 1.88% | +1,048+4.2% | Added |
| Pettee Investors, Inc. | 25,918 | $3.84M | 1.81% | −1,014−3.8% | Reduced |
| TRUE Private Wealth Advisors | 25,972 | $3.85M | 0.57% | +163+0.6% | Added |
| Naples Global Advisors, LLC | 26,098 | $3.87M | 0.54% | −19−0.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 26,117 | $3.87M | 0.26% | +1,664+6.8% | Added |
| Burney Co | 26,232 | $3.89M | 0.18% | −706−2.6% | Reduced |
| Beck Mack & Oliver LLC | 26,298 | $3.90M | 0.10% | +325+1.3% | Added |
| Bank of New Hampshire | 26,314 | $3.90M | 1.04% | +26,314 | New |
| Wellington Shields Capital Management, LLC | 26,324 | $3.90M | 0.47% | −14,136−34.9% | Reduced |
| Peninsula Asset Management Inc | 26,322 | $3.90M | 2.04% | +69+0.3% | Added |
| Coastline Trust Co | 26,344 | $3.90M | 0.48% | −440−1.6% | Reduced |
| Rafferty Asset Management, LLC | 26,369 | $3.91M | 0.02% | −1,453−5.2% | Reduced |
| Transcend Wealth Collective, LLC | 26,470 | $3.93M | 0.56% | +7,822+41.9% | Added |
| RNC Capital Management LLC | 26,510 | $3.93M | 0.21% | +175+0.7% | Added |
| Spears Abacus Advisors LLC | 26,539 | $3.93M | 0.28% | −460−1.7% | Reduced |
| TownSquare Capital, LLC | 26,379 | $3.93M | 0.13% | −5,996−18.5% | Reduced |
| Trinity Legacy Partners, LLC | 25,746 | $3.94M | 1.45% | +1,073+4.3% | Added |
| Institutional & Family Asset Management, LLC | 26,691 | $3.96M | 0.66% | +4,417+19.8% | Added |
| Pensionfund Sabic | 26,700 | $3.96M | 0.84% | 00.0% | Unchanged |
| North Star Asset Management Inc | 26,760 | $3.96M | 0.22% | +81+0.3% | Added |
| Investment Management of Virginia LLC | 26,802 | $3.97M | 0.76% | −291−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 26,831 | $3.98M | 1.07% | −84−0.3% | Reduced |
| Curbstone Financial Management Corp | 26,972 | $4.00M | 0.75% | −100−0.4% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $4.00M | 0.84% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27,101 | $4.02M | 0.26% | −671−2.4% | Reduced |
| United Asset Strategies, Inc. | 27,134 | $4.02M | 0.54% | +3,925+16.9% | Added |
| Marietta Investment Partners LLC | 27,300 | $4.04M | 0.92% | +600+2.2% | Added |
| Qube Research & Technologies Ltd | 27,337 | $4.05M | 0.05% | +27,337 | New |
| Beaton Management Co. Inc. | 27,366 | $4.05M | 2.58% | −72−0.3% | Reduced |
| Westhampton Capital, LLC | 27,465 | $4.07M | 2.64% | +1,516+5.8% | Added |
| Grandfield & Dodd, LLC | 27,452 | $4.07M | 0.28% | −30.0% | Reduced |
| AMG National Trust Bank | 27,520 | $4.08M | 0.13% | −1,042−3.6% | Reduced |
| Monetary Management Group Inc | 27,525 | $4.08M | 1.23% | +3,300+13.6% | Added |
| Hohimer Wealth Management, LLC | 27,528 | $4.08M | 0.83% | +2,010+7.9% | Added |
| Mark Stevens | 27,558 | $4.08M | 0.45% | −1,692−5.8% | Reduced |
| Morgan Jess S & Co Inc | 27,596 | $4.09M | 2.69% | +1,455+5.6% | Added |
| Van Eck Associates Corp | 27,602 | $4.09M | 0.01% | −101,211−78.6% | Reduced |
| Fred Alger Management, LLC | 27,690 | $4.10M | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 27,712 | $4.11M | 1.56% | +9,538+52.5% | Added |
| McDonald Partners LLC | 27,783 | $4.12M | 0.97% | −905−3.2% | Reduced |
| Baugh & Associates, LLC | 27,802 | $4.12M | 2.56% | −225−0.8% | Reduced |
| Fairfield, Bush & Co. | 27,822 | $4.12M | 1.12% | −1,851−6.2% | Reduced |
| Pegasus Partners Ltd. | 27,833 | $4.12M | 0.80% | −4,723−14.5% | Reduced |
| Chatham Capital Group, Inc. | 28,000 | $4.15M | 0.80% | +235+0.8% | Added |
| Sumitomo Life Insurance Co | 28,020 | $4.15M | 0.13% | −4,291−13.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 28,045 | $4.16M | 0.25% | −1,510−5.1% | Reduced |
| Change Path, LLC | 28,093 | $4.16M | 0.26% | +615+2.2% | Added |
| Edgewood Management LLC | 28,134 | $4.17M | 0.01% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 28,140 | $4.17M | 1.61% | +78+0.3% | Added |
| BKD Wealth Advisors, LLC | 28,274 | $4.19M | 0.19% | −1,347−4.5% | Reduced |
| Exencial Wealth Advisors, LLC | 28,287 | $4.19M | 0.23% | −282−1.0% | Reduced |
| HBK Sorce Advisory LLC | 28,282 | $4.19M | 0.23% | +1,659+6.2% | Added |
| Holloway Wealth Management, LLC | – | $4.20M | 1.28% | – | – |
| Ibex Wealth Advisors | 28,324 | $4.20M | 0.84% | +2,133+8.1% | Added |
| Pegasus Asset Management, Inc. | 28,443 | $4.21M | 1.97% | +527+1.9% | Added |
| Columbia Asset Management | 28,449 | $4.21M | 0.94% | −8,000−21.9% | Reduced |
| M&R Capital Management Inc | 28,553 | $4.23M | 0.97% | −555−1.9% | Reduced |
| Rossmore Private Capital | 28,572 | $4.23M | 0.72% | +407+1.4% | Added |
| HBW Advisory Services LLC | 28,807 | $4.27M | 1.12% | +2,352+8.9% | Added |
| Eastover Investment Advisors LLC | 28,941 | $4.29M | 2.79% | +1,841+6.8% | Added |
| Valicenti Advisory Services Inc | 29,056 | $4.30M | 1.19% | −890−3.0% | Reduced |
| Girard Partners Ltd. | 29,079 | $4.31M | 0.55% | −1,222−4.0% | Reduced |
| Bank Ozk | 29,071 | $4.31M | 1.91% | −68−0.2% | Reduced |
| Donaldson Capital Management, LLC | 29,095 | $4.31M | 0.22% | −5,798−16.6% | Reduced |
| ARS Wealth Advisors, LLC | 29,098 | $4.31M | 0.78% | +5,862+25.2% | Added |
| First PREMIER Bank | 29,140 | $4.32M | 1.25% | +561+2.0% | Added |
| Grimes & Company, Inc. | 29,206 | $4.33M | 0.19% | −54−0.2% | Reduced |
| Capital Analysts, LLC | 29,252 | $4.33M | 0.29% | −558−1.9% | Reduced |
| Proequities, Inc. | 29,286 | $4.34M | 0.27% | +1,397+5.0% | Added |
| Choate Investment Advisors | 29,348 | $4.35M | 0.26% | +2,126+7.8% | Added |
| Hall Capital Management Co Inc | 29,362 | $4.35M | 2.81% | +29,362 | New |
| Venture Visionary Partners LLC | 29,337 | $4.36M | 0.35% | +3,222+12.3% | Added |
| Long Road Investment Counsel, LLC | 29,400 | $4.36M | 1.90% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 29,418 | $4.36M | 0.92% | +1,931+7.0% | Added |
| Northwest Investment Counselors, LLC | 29,536 | $4.38M | 1.21% | +333+1.1% | Added |
| Rodgers Brothers Inc. | 29,580 | $4.38M | 0.84% | −50−0.2% | Reduced |
| Equitable Trust Co | 29,647 | $4.39M | 0.28% | −5,236−15.0% | Reduced |
| Fruth Investment Management | 29,650 | $4.39M | 1.31% | −550−1.8% | Reduced |
| Grace & White Inc | 29,942 | $4.44M | 0.81% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 30,099 | $4.46M | 1.61% | +464+1.6% | Added |
| City Holding Co | 30,149 | $4.47M | 0.79% | −590−1.9% | Reduced |
| Compton Capital Management Inc | 30,159 | $4.47M | 1.32% | −130−0.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 30,188 | $4.47M | 1.61% | +30,188 | New |
| Exchange Capital Management, Inc. | 30,203 | $4.47M | 0.86% | −827−2.7% | Reduced |
| CX Institutional | 30,420 | $4.51M | 0.37% | −507−1.6% | Reduced |
| Mid Atlantic Financial Management Inc | 30,464 | $4.51M | 0.30% | −38−0.1% | Reduced |
| Principle Wealth Partners LLC | 30,529 | $4.52M | 0.51% | −237−0.8% | Reduced |
| Inscription Capital, LLC | 30,529 | $4.52M | 0.51% | +11,736+62.4% | Added |
| Cardinal Capital Management | 30,538 | $4.53M | 0.96% | +179+0.6% | Added |