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 |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 30,635 | $4.54M | 0.89% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 30,647 | $4.54M | 1.68% | −2,373−7.2% | Reduced |
| BP PLC | 30,686 | $4.54M | 0.19% | −13,254−30.2% | Reduced |
| Mendel Money Management | 30,695 | $4.55M | 2.86% | +73+0.2% | Added |
| Whitener Capital Management, Inc. | 30,709 | $4.55M | 1.81% | +2,580+9.2% | Added |
| Unified Trust Company, N.A. | 30,874 | $4.58M | 1.36% | +2,012+7.0% | Added |
| Brandes Investment Partners, LP | 30,877 | $4.58M | 0.10% | +12,084+64.3% | Added |
| Decatur Capital Management, Inc. | 30,992 | $4.59M | 1.43% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 31,146 | $4.62M | 0.02% | −26,342−45.8% | Reduced |
| WBH Advisory Inc | 29,431 | $4.62M | 0.68% | −279−0.9% | Reduced |
| Bollard Group LLC | 31,255 | $4.63M | 0.15% | +119+0.4% | Added |
| Charter Research & Investment Group, Inc. | 31,314 | $4.64M | 3.85% | −96−0.3% | Reduced |
| Mechanics Bank Trust Department | 31,401 | $4.65M | 0.76% | −730−2.3% | Reduced |
| Kidder Stephen W | 31,527 | $4.67M | 1.44% | −153−0.5% | Reduced |
| Dean Investment Associates, LLC | 31,590 | $4.68M | 0.86% | +622+2.0% | Added |
| Crestwood Advisors Group LLC | 31,629 | $4.69M | 0.14% | −1,814−5.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,657 | $4.69M | 0.66% | −1,093−3.3% | Reduced |
| Concentric Wealth Management, LLC | 31,728 | $4.70M | 1.44% | +422+1.3% | Added |
| Marshall & Sullivan Inc | 31,833 | $4.72M | 2.62% | +392+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 31,981 | $4.74M | 0.24% | +336+1.1% | Added |
| Great Valley Advisor Group, Inc. | 32,435 | $4.74M | 0.35% | −4,545−12.3% | Reduced |
| TRH Financial, LLC | 32,031 | $4.75M | 2.05% | +6,742+26.7% | Added |
| LVW Advisors, LLC | 32,186 | $4.77M | 0.85% | +341+1.1% | Added |
| GYL Financial Synergies, LLC | 32,248 | $4.78M | 2.47% | −172−0.5% | Reduced |
| Oak Harvest Investment Services | 32,384 | $4.80M | 1.58% | +3,268+11.2% | Added |
| Stokes Capital Advisors, LLC | 32,479 | $4.81M | 1.58% | +1,011+3.2% | Added |
| WMS Partners, LLC | 32,582 | $4.83M | 0.72% | −253−0.8% | Reduced |
| Twin Capital Management Inc | 32,654 | $4.84M | 0.45% | −4,735−12.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,660 | $4.84M | 1.77% | −216−0.7% | Reduced |
| Pathstone Family Office, LLC | 32,724 | $4.85M | 0.15% | +1,457+4.7% | Added |
| First Personal Financial Services | 32,767 | $4.86M | 1.24% | −358−1.1% | Reduced |
| Aevitas Wealth Management, Inc. | 32,930 | $4.88M | 3.12% | +704+2.2% | Added |
| Usca Ria LLC | 32,951 | $4.88M | 0.30% | −205−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 31,146 | $4.89M | 1.13% | −12,090−28.0% | Reduced |
| Eagle Global Advisors LLC | 33,008 | $4.89M | 0.32% | −145−0.4% | Reduced |
| Beach Investment Counsel Inc | 33,205 | $4.92M | 0.44% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 33,306 | $4.93M | 0.42% | +1,278+4.0% | Added |
| Harbor Advisory Corp | 33,401 | $4.95M | 2.23% | +585+1.8% | Added |
| Spectrum Management Group, LLC | 33,410 | $4.95M | 0.87% | +841+2.6% | Added |
| Reliant Investment Management, LLC | 33,474 | $4.96M | 2.28% | −495−1.5% | Reduced |
| Cohen Lawrence B | 33,549 | $4.97M | 2.54% | −581−1.7% | Reduced |
| Peoples Financial Services Corp. | 33,560 | $4.97M | 2.08% | +295+0.9% | Added |
| Family Capital Trust Co | 33,630 | $4.98M | 1.41% | −19−0.1% | Reduced |
| JGP Wealth Management, LLC | 33,743 | $5.00M | 1.08% | −1,833−5.2% | Reduced |
| BLB&B Advisors, LLC | 33,758 | $5.00M | 0.36% | +288+0.9% | Added |
| Dorchester Wealth Management Co | 33,780 | $5.00M | 1.15% | −780−2.3% | Reduced |
| Hartford Financial Management Inc. | 33,949 | $5.03M | 1.25% | +473+1.4% | Added |
| Telemus Capital, LLC | 34,009 | $5.04M | 0.36% | −1,083−3.1% | Reduced |
| Coldstream Capital Management Inc | 34,104 | $5.05M | 0.20% | −986−2.8% | Reduced |
| Security National Trust Co | 34,158 | $5.06M | 1.12% | −851−2.4% | Reduced |
| Marietta Wealth Management, LLC | 34,169 | $5.06M | 1.14% | +1,216+3.7% | Added |
| Perkins Coie Trust Co | 34,343 | $5.09M | 1.57% | +617+1.8% | Added |
| Diversified Trust Co | 34,354 | $5.09M | 0.18% | +5,853+20.5% | Added |
| Sunbelt Securities, Inc. | 32,770 | $5.11M | 0.92% | +196+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 34,759 | $5.15M | 0.42% | −3,080−8.1% | Reduced |
| Ropes Wealth Advisors LLC | 34,809 | $5.16M | 0.82% | +714+2.1% | Added |
| Jackson Hole Capital Partners, LLC | 34,828 | $5.16M | 1.79% | +161+0.5% | Added |
| SP Asset Management | 32,708 | $5.17M | 0.57% | +172+0.5% | Added |
| Northwest & Ethical Investments L.P. | 34,885 | $5.17M | 0.17% | −31,394−47.4% | Reduced |
| Surevest, LLC | 34,884 | $5.17M | 1.35% | +598+1.7% | Added |
| Princeton Portfolio Strategies Group LLC | 34,936 | $5.18M | 1.00% | −1,512−4.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.18M | 1.61% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 35,000 | $5.19M | 0.32% | −1,100−3.0% | Reduced |
| Ally Financial Inc. | 35,000 | $5.19M | 0.51% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 35,166 | $5.21M | 0.24% | −328−0.9% | Reduced |
| Mattern Capital Management, LLC | 35,187 | $5.21M | 1.03% | +1,951+5.9% | Added |
| Arrow Financial Corp | 35,266 | $5.23M | 0.66% | −1,583−4.3% | Reduced |
| Chicago Trust Co NA | 35,375 | $5.24M | 1.24% | +1,522+4.5% | Added |
| Goelzer Investment Management, Inc. | 35,469 | $5.25M | 0.44% | +100.0% | Added |
| Alta Capital Management LLC | 35,539 | $5.26M | 0.15% | +2,459+7.4% | Added |
| Hennessy Advisors Inc | 35,600 | $5.28M | 0.29% | 00.0% | Unchanged |
| Garland Capital Management Inc | 35,622 | $5.28M | 3.72% | −50−0.1% | Reduced |
| Principal Street Partners, LLC | 35,660 | $5.28M | 1.39% | −52,379−59.5% | Reduced |
| Great Lakes Advisors, LLC | 35,670 | $5.29M | 0.08% | −1,199−3.3% | Reduced |
| Financial Architects, Inc | 35,696 | $5.29M | 0.76% | +411+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 35,820 | $5.31M | 0.49% | +664+1.9% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 35,863 | $5.31M | 1.72% | −690−1.9% | Reduced |
| American Portfolios Advisors | 35,895 | $5.32M | 0.21% | +3,554+11.0% | Added |
| SevenBridge Financial Group, LLC | 35,898 | $5.32M | 1.73% | +1,102+3.2% | Added |
| Claybrook Capital, LLC | 35,898 | $5.32M | 1.73% | +35,898 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 35,960 | $5.33M | 0.57% | −2,068−5.4% | Reduced |
| Hall Laurie J Trustee | 35,988 | $5.33M | 2.01% | −50−0.1% | Reduced |
| Aristotle Capital Management, LLC | 36,007 | $5.33M | 0.01% | −600−1.6% | Reduced |
| Cinctive Capital Management LP | 36,241 | $5.37M | 0.29% | −10,644−22.7% | Reduced |
| United Capital Management of KS, Inc. | 36,300 | $5.38M | 2.20% | +3,263+9.9% | Added |
| Pavion Blue Capital, LLC | 36,360 | $5.39M | 3.30% | −511−1.4% | Reduced |
| QV Investors Inc. | 36,375 | $5.39M | 0.33% | −590−1.6% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 36,379 | $5.39M | 1.34% | +152+0.4% | Added |
| Woodmont Investment Counsel LLC | 36,416 | $5.40M | 0.85% | −354−1.0% | Reduced |
| Costello Asset Management, INC | 36,439 | $5.40M | 3.54% | −596−1.6% | Reduced |
| Investment House LLC | 36,541 | $5.41M | 0.38% | +700+2.0% | Added |
| Keeler Thomas Management LLC | 36,573 | $5.42M | 2.65% | +1,210+3.4% | Added |
| L & S Advisors Inc | 36,636 | $5.43M | 0.58% | +34,242+1,430.3% | Added |
| Skba Capital Management LLC | 36,890 | $5.47M | 1.07% | −21,500−36.8% | Reduced |
| Schnieders Capital Management LLC | 36,923 | $5.47M | 1.49% | −105−0.3% | Reduced |
| Harbour Investments, Inc. | 36,978 | $5.48M | 0.17% | +3,433+10.2% | Added |
| Caldwell Trust Co | 37,129 | $5.50M | 0.72% | −685−1.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 37,264 | $5.52M | 0.72% | −2,000−5.1% | Reduced |
| River Wealth Advisors LLC | 37,331 | $5.53M | 0.97% | +519+1.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 37,399 | $5.54M | 0.67% | +565+1.5% | Added |