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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 645 | $96.0K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 672 | $100.0K | 0.52% | −93,148−99.3% | Reduced |
| Lee Financial Co | 678 | $100.0K | 0.02% | −80−10.6% | Reduced |
| Cribstone Capital Management, LLC | 691 | $102.0K | 0.06% | +226+48.6% | Added |
| Isthmus Partners, LLC | 700 | $104.0K | 0.02% | +700 | New |
| Clear Perspectives Financial Planning, LLC | 708 | $105.0K | 0.05% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 732 | $109.0K | 0.02% | −1,019−58.2% | Reduced |
| Providence Capital Advisors, LLC | 736 | $109.0K | 0.04% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 802 | $119.0K | 0.04% | +202+33.7% | Added |
| Tarbox Family Office, Inc. | 824 | $122.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 834 | $124.0K | 0.10% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 842 | $125.0K | 0.03% | −16−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 846 | $125.0K | 0.01% | +29+3.5% | Added |
| HWG Holdings LP | 847 | $125.0K | 0.06% | +347+69.4% | Added |
| Newton One Investments LLC | 846 | $125.0K | 0.10% | +701+483.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 850 | $126.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 861 | $128.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 861 | $128.0K | 0.01% | +241+38.9% | Added |
| Emfo, LLC | 870 | $129.0K | 0.11% | +870 | New |
| Roble, Belko & Company, Inc | 900 | $133.0K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 930 | $138.0K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 940 | $139.0K | 0.05% | +940 | New |
| Savior LLC | 964 | $143.0K | 0.12% | −27−2.7% | Reduced |
| Silvant Capital Management LLC | 971 | $144.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 997 | $148.0K | 0.04% | −91−8.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,064 | $158.0K | 0.08% | −10−0.9% | Reduced |
| Lumature Wealth Partners, LLC | 1,082 | $160.0K | 0.07% | −150−12.2% | Reduced |
| Core Wealth Advisors, Inc. | 1,086 | $161.0K | 0.11% | −193−15.1% | Reduced |
| Syverson Strege & Co | 1,139 | $169.0K | 0.15% | −956−45.6% | Reduced |
| Harvest Fund Management Co., Ltd | 1,202 | $178.0K | 0.02% | −783−39.4% | Reduced |
| tru Independence LLC | 1,203 | $178.0K | 0.05% | −509−29.7% | Reduced |
| Sittner & Nelson, LLC | 1,256 | $186.0K | 0.13% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,255 | $186.0K | 0.03% | +1,255 | New |
| Sawyer & Company, Inc | 1,272 | $188.0K | 0.09% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,273 | $189.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,277 | $189.2K | 0.09% | −179,355−99.3% | Reduced |
| State of Wyoming | 1,305 | $193.0K | 0.12% | −817−38.5% | Reduced |
| Sage Private Wealth Group, LLC | 1,342 | $199.0K | 0.27% | +6+0.4% | Added |
| KWB Wealth | 1,415 | $200.0K | 0.04% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,350 | $200.0K | 0.07% | +1,350 | New |
| FFT Wealth Management LLC | 1,351 | $200.0K | 0.04% | +1,351 | New |
| Provident Wealth Management, LLC | 1,352 | $200.0K | 0.17% | +1,352 | New |
| Windsor Capital Management, LLC | 1,362 | $201.0K | 0.07% | −449−24.8% | Reduced |
| Corundum Group, Inc. | 1,355 | $201.0K | 0.13% | +1,355 | New |
| Woodard & Co Asset Management Group Inc | 1,366 | $202.0K | 0.12% | +1,366 | New |
| Red Wave Investments LLC | 1,365 | $202.0K | 0.08% | +1,365 | New |
| SageGuard Financial Group, LLC | 1,366 | $202.0K | 0.09% | +1,366 | New |
| WSFS Capital Management, LLC | 1,371 | $203.0K | 0.09% | −400−22.6% | Reduced |
| Better Money Decisions, LLC | 1,372 | $203.0K | 0.18% | +149+12.2% | Added |
| Capital Management Corp | 1,369 | $203.0K | 0.04% | +1,369 | New |
| Websterrogers Financial Advisors, LLC | 1,313 | $205.0K | 0.05% | +1,313 | New |
| Dimension Capital Management LLC | 1,390 | $206.0K | 0.04% | +1,390 | New |
| J. L. Bainbridge & Co., Inc. | 1,392 | $206.0K | 0.03% | +1,392 | New |
| Provident Trust Co | 1,400 | $207.0K | 0.00% | −1,400−50.0% | Reduced |
| Southeast Asset Advisors Inc. | 1,398 | $207.0K | 0.03% | +1,398 | New |
| Machina Capital S.A.S. | 1,400 | $207.0K | 0.35% | +1,400 | New |
| Acas, LLC | 1,400 | $207.0K | 0.29% | +1,400 | New |
| Santori & Peters | 1,407 | $208.0K | 0.12% | +1,407 | New |
| Crew Capital Management, Ltd. | 1,404 | $208.0K | 0.19% | +1,404 | New |
| First National Bank of Mount Dora, Trust Investment Services | 1,405 | $209.0K | 0.07% | +1,405 | New |
| Marks Group Wealth Management, Inc | 1,409 | $209.0K | 0.03% | +1,409 | New |
| Aprio Wealth Management, LLC | 1,413 | $209.0K | 0.10% | +1,413 | New |
| Safir Wealth Advisors, LLC | 1,410 | $209.0K | 0.18% | +1,410 | New |
| Treybourne Wealth Planners, Inc. | 1,413 | $209.0K | 0.13% | +1,413 | New |
| Madison Wealth Partners, Inc | 1,407 | $209.0K | 0.12% | +1,407 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $211.0K | 0.04% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,431 | $212.0K | 0.04% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,433 | $212.0K | 0.06% | +1,433 | New |
| TruWealth Advisors, LLC | 1,431 | $212.0K | 0.02% | +1,431 | New |
| Bridgecreek Investment Management, LLC | 1,440 | $213.0K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,441 | $214.0K | 0.03% | −197−12.0% | Reduced |
| TriaGen Wealth Management LLC | 1,365 | $214.0K | 0.11% | −100−6.8% | Reduced |
| Ategra Capital Management, LLC | 1,445 | $214.1K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,449 | $214.7K | 0.04% | −651−31.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,450 | $215.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,452 | $215.0K | 0.09% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,458 | $216.0K | 0.15% | −240−14.1% | Reduced |
| Claraphi Advisory Network, LLC | 1,460 | $216.0K | 0.07% | +35+2.5% | Added |
| Ade, LLC | 1,460 | $216.0K | 0.20% | +202+16.1% | Added |
| Avestar Capital, LLC | 1,465 | $217.0K | 0.04% | −125−7.9% | Reduced |
| Colorado Capital Management, Inc. | 1,471 | $217.0K | 0.15% | −93−5.9% | Reduced |
| Standard Family Office LLC | 1,464 | $217.0K | 0.04% | −24−1.6% | Reduced |
| Cordasco Financial Network | 1,463 | $217.0K | 0.15% | +108+8.0% | Added |
| Financial Advisory Corp | 1,471 | $218.0K | 0.16% | +3+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,397 | $218.0K | 0.09% | +1,397 | New |
| Polaris Wealth Advisory Group, LLC | 1,480 | $219.0K | 0.01% | −110−6.9% | Reduced |
| Trilogy Capital Inc. | 1,474 | $220.0K | 0.02% | −2,370−61.7% | Reduced |
| Adams Chetwood Wealth Management LLC | 1,488 | $220.0K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,488 | $220.0K | 0.04% | +53+3.7% | Added |
| Monticello Wealth Management, LLC | 1,492 | $221.0K | 0.02% | +42+2.9% | Added |
| Montag & Caldwell, LLC | 1,500 | $222.0K | 0.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,495 | $222.0K | 0.06% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $222.0K | 0.01% | +1,500 | New |
| Northeast Financial Group, Inc. | 1,509 | $223.7K | 0.15% | −35−2.3% | Reduced |
| RMR Wealth Builders | 1,514 | $224.0K | 0.07% | −736−32.7% | Reduced |
| 360 Financial, Inc. | 1,513 | $224.0K | 0.12% | −50−3.2% | Reduced |
| Freedman Financial Associates, Inc. | 1,509 | $224.0K | 0.17% | +52+3.6% | Added |
| First National Corp | 1,694 | $224.0K | 0.08% | +1,694 | New |
| JJJ Advisors Inc. | 1,525 | $226.0K | 0.08% | −7−0.5% | Reduced |
| Chronos Wealth Management, LLC | 1,525 | $226.0K | 0.16% | 00.0% | Unchanged |