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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 37,515 | $5.56M | 0.36% | +3,165+9.2% | Added |
| Kestra Private Wealth Services, LLC | 37,567 | $5.57M | 0.34% | +1,053+2.9% | Added |
| New England Asset Management Inc | 37,617 | $5.57M | 0.10% | +425+1.1% | Added |
| Penobscot Investment Management Company, Inc. | 37,670 | $5.58M | 0.83% | −1,039−2.7% | Reduced |
| Bogart Wealth, LLC | 37,715 | $5.59M | 0.61% | +5,332+16.5% | Added |
| World Asset Management Inc | 37,801 | $5.60M | 0.51% | −925−2.4% | Reduced |
| Stokes Family Office, LLC | 37,851 | $5.61M | 0.79% | +457+1.2% | Added |
| Roundview Capital LLC | 37,854 | $5.61M | 0.63% | +1,145+3.1% | Added |
| Boston Research & Management Inc | 38,063 | $5.64M | 1.71% | +385+1.0% | Added |
| Seeyond | 38,176 | $5.66M | 0.53% | +15,792+70.6% | Added |
| Roberts Glore & Co Inc | 38,253 | $5.67M | 1.70% | −700−1.8% | Reduced |
| Avantax Planning Partners, Inc. | 38,337 | $5.68M | 0.27% | +4,393+12.9% | Added |
| First Trust Bank, Ltd. | 38,500 | $5.71M | 6.95% | +13,900+56.5% | Added |
| Buckingham Capital Management, Inc. | 38,561 | $5.71M | 0.92% | +900+2.4% | Added |
| Whalerock Point Partners, LLC | 38,822 | $5.75M | 2.21% | +77+0.2% | Added |
| IBM Retirement Fund | 38,876 | $5.76M | 0.45% | −8,341−17.7% | Reduced |
| Icon Wealth Partners, LLC | 39,062 | $5.79M | 0.62% | +2,725+7.5% | Added |
| Pictet Bank & Trust Ltd | 39,173 | $5.80M | 3.25% | −8,120−17.2% | Reduced |
| Oakwood Capital Management LLC | 39,195 | $5.81M | 1.50% | −589−1.5% | Reduced |
| Ethic Inc. | 39,316 | $5.83M | 0.71% | +14,637+59.3% | Added |
| Horizon Investments, LLC | 39,485 | $5.85M | 0.17% | +14,029+55.1% | Added |
| Pensionfund DSM Netherlands | 39,500 | $5.85M | 0.75% | −2,000−4.8% | Reduced |
| Albion Financial Group | 39,501 | $5.85M | 0.51% | +39,501 | New |
| Altfest L J & Co Inc | 39,510 | $5.85M | 1.26% | +132+0.3% | Added |
| Cambridge Trust Co | 39,525 | $5.86M | 0.22% | −1,852−4.5% | Reduced |
| Lavaca Capital LLC | 39,583 | $5.87M | 3.02% | −6,743−14.6% | Reduced |
| Van Strum & Towne Inc. | 39,660 | $5.88M | 2.81% | −700−1.7% | Reduced |
| Citizens National Bank Trust Department | 39,669 | $5.88M | 1.68% | −770−1.9% | Reduced |
| Harvest Volatility Management LLC | 39,704 | $5.88M | 0.48% | +9,740+32.5% | Added |
| American Assets Investment Management, LLC | 39,800 | $5.90M | 0.77% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 39,871 | $5.91M | 0.07% | −4,467−10.1% | Reduced |
| Andra AP-fonden | 39,900 | $5.91M | 0.12% | +5,700+16.7% | Added |
| GHP Investment Advisors, Inc. | 40,248 | $5.96M | 0.48% | +1,436+3.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,448 | $5.99M | 0.58% | −12,174−23.1% | Reduced |
| Park Avenue Securities LLC | 40,452 | $5.99M | 0.13% | +1,593+4.1% | Added |
| Trust Co of Oklahoma | 40,483 | $6.00M | 2.03% | −1,099−2.6% | Reduced |
| NTV Asset Management LLC | 40,488 | $6.00M | 1.06% | −100−0.2% | Reduced |
| Private Wealth Partners, LLC | 40,505 | $6.00M | 0.56% | −607−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,506 | $6.00M | 1.96% | +52+0.1% | Added |
| HighPoint Advisor Group LLC | 40,567 | $6.01M | 0.61% | +3,173+8.5% | Added |
| First Midwest Bank Trust Division | 40,628 | $6.02M | 0.81% | −2,970−6.8% | Reduced |
| Allied Investment Advisors, LLC | 40,858 | $6.05M | 2.28% | +2,744+7.2% | Added |
| Capital Investment Advisors, LLC | 40,928 | $6.06M | 0.21% | +1,584+4.0% | Added |
| Kinneret Advisory, LLC | 40,955 | $6.07M | 0.72% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.08M | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 41,037 | $6.08M | 0.24% | +30,769+299.7% | Added |
| Hills Bank & Trust Co | 41,057 | $6.08M | 0.92% | −268−0.6% | Reduced |
| Lountzis Asset Management, LLC | 41,085 | $6.09M | 3.71% | +325+0.8% | Added |
| Wedbush Securities Inc | 41,088 | $6.09M | 0.29% | +382+0.9% | Added |
| Hantz Financial Services, Inc. | 41,097 | $6.09M | 0.22% | +1,556+3.9% | Added |
| Destination Wealth Management | 41,330 | $6.12M | 0.24% | +1,296+3.2% | Added |
| Baker Ellis Asset Management LLC | 41,414 | $6.14M | 1.20% | +1,434+3.6% | Added |
| Cypress Capital Group | 41,418 | $6.14M | 0.83% | −428−1.0% | Reduced |
| Wetherby Asset Management Inc | 41,611 | $6.17M | 0.38% | +2,804+7.2% | Added |
| Aptus Capital Advisors, LLC | 41,639 | $6.17M | 0.28% | +1,260+3.1% | Added |
| Quadrature Capital Ltd | 41,676 | $6.17M | 0.24% | −35,307−45.9% | Reduced |
| Tufton Capital Management | 41,670 | $6.17M | 1.01% | −132−0.3% | Reduced |
| Somerville Kurt F | 41,729 | $6.18M | 0.92% | −25−0.1% | Reduced |
| Asset Management Group, Inc. | 41,742 | $6.18M | 1.28% | +242+0.6% | Added |
| Alpine Woods Capital Investors, LLC | 41,783 | $6.19M | 0.64% | −171−0.4% | Reduced |
| Spinnaker Trust | 41,879 | $6.21M | 0.43% | +719+1.7% | Added |
| Bell Asset Management Ltd | 41,926 | $6.21M | 1.22% | −5,427−11.5% | Reduced |
| Ar Asset Management Inc | 42,009 | $6.22M | 1.74% | 00.0% | Unchanged |
| West Coast Financial LLC | 42,098 | $6.24M | 1.02% | +558+1.3% | Added |
| BancorpSouth Bank | 42,107 | $6.24M | 0.91% | −60.0% | Reduced |
| Hancock Whitney Corp | 42,149 | $6.25M | 0.20% | +3,392+8.8% | Added |
| Spire Wealth Management | 42,210 | $6.25M | 0.17% | −11,533−21.5% | Reduced |
| Lafayette Investments, Inc. | 42,216 | $6.25M | 1.70% | −167−0.4% | Reduced |
| Westfield Capital Management Co LP | 42,250 | $6.26M | 0.04% | +1,770+4.4% | Added |
| Pacific Global Investment Management CO | 42,763 | $6.34M | 1.26% | −154−0.4% | Reduced |
| Cigna Investments Inc | 43,196 | $6.40M | 0.46% | −6,608−13.3% | Reduced |
| IndexIQ Advisors LLC | 43,204 | $6.40M | 0.22% | +413+1.0% | Added |
| Mandatum Life Insurance Co Ltd | 43,650 | $6.47M | 1.17% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 43,723 | $6.48M | 0.20% | +8,151+22.9% | Added |
| Chilton Investment Co LLC | 43,796 | $6.49M | 0.16% | −18,110−29.3% | Reduced |
| FRG Family Wealth Advisors LLC | 43,868 | $6.50M | 1.23% | +560+1.3% | Added |
| Richard Bernstein Advisors LLC | 43,931 | $6.51M | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 44,054 | $6.53M | 0.91% | +34,979+385.4% | Added |
| Steel Peak Wealth Management LLC | 44,097 | $6.53M | 0.47% | +5,239+13.5% | Added |
| Northwest Bancshares, Inc. | 44,172 | $6.54M | 1.48% | −107−0.2% | Reduced |
| Trustmark National Bank Trust Department | 44,256 | $6.56M | 0.52% | +290+0.7% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,269 | $6.56M | 2.03% | +360+0.8% | Added |
| Socorro Asset Management LP | 44,391 | $6.58M | 2.14% | −10,039−18.4% | Reduced |
| Intrust Bank NA | 44,485 | $6.59M | 0.89% | −584−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 71,956 | $6.61M | 0.41% | +1,132+1.6% | Added |
| Foyston, Gordon, & Payne Inc | 44,686 | $6.62M | 1.57% | −5,307−10.6% | Reduced |
| Middleton & Co Inc | 44,694 | $6.62M | 0.72% | +602+1.4% | Added |
| Private Trust Co NA | 44,756 | $6.63M | 1.00% | −1,644−3.5% | Reduced |
| Iowa State Bank | 44,815 | $6.64M | 1.86% | +462+1.0% | Added |
| Prospera Financial Services Inc | 44,801 | $6.64M | 0.33% | +1,502+3.5% | Added |
| Motco | 44,896 | $6.65M | 0.44% | +3,306+7.9% | Added |
| Douglass Winthrop Advisors, LLC | 44,917 | $6.66M | 0.16% | −4,618−9.3% | Reduced |
| Opus Investment Management Inc | 45,000 | $6.67M | 1.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 45,248 | $6.70M | 0.71% | 00.0% | Unchanged |
| Chicago Capital, LLC | 45,430 | $6.73M | 0.26% | +1,164+2.6% | Added |
| Everence Capital Management Inc | 45,529 | $6.75M | 0.55% | 00.0% | Unchanged |
| Fma Advisory Inc | 45,584 | $6.75M | 2.51% | +599+1.3% | Added |
| Executive Wealth Management, LLC | 45,985 | $6.81M | 0.75% | +3,122+7.3% | Added |
| Sigma Planning Corp | 46,025 | $6.82M | 0.20% | −9,215−16.7% | Reduced |
| KMG Fiduciary Partners, LLC | 46,075 | $6.83M | 1.20% | +142+0.3% | Added |