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 |
|---|---|---|---|---|---|
| Heron Financial Group, LLC | 1,858 | $275.0K | 0.16% | +110+6.3% | Added |
| Holistic Financial Partners | 1,860 | $276.0K | 0.16% | −130−6.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,860 | $276.0K | 0.05% | +2+0.1% | Added |
| Centerpoint Advisors, LLC | 1,862 | $276.0K | 0.13% | +1,317+241.7% | Added |
| Gray Wealth Management Inc. | 1,871 | $277.0K | 0.16% | −339−15.3% | Reduced |
| WFA of San Diego, LLC | 1,872 | $277.0K | 0.22% | +32+1.7% | Added |
| Meridian Management Co | 1,875 | $278.0K | 0.08% | +50+2.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,880 | $279.0K | 0.04% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,796 | $279.0K | 0.24% | +3+0.2% | Added |
| Horizon Investment Services, LLC | 1,885 | $279.0K | 0.14% | +1,885 | New |
| Ironwood Financial, llc | 1,892 | $280.0K | 0.08% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,887 | $280.0K | 0.14% | +6+0.3% | Added |
| Ford Financial Group, LLC | 1,902 | $281.0K | 0.10% | −6−0.3% | Reduced |
| Kahn Brothers Group Inc | 1,900 | $281.5K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,900 | $282.0K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,905 | $282.0K | 0.21% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,906 | $282.0K | 0.10% | +506+36.1% | Added |
| Bellevue Asset Management, LLC | 1,912 | $283.0K | 0.17% | −98−4.9% | Reduced |
| Larson Financial Group LLC | 1,913 | $283.0K | 0.07% | +8+0.4% | Added |
| Prentice Wealth Management LLC | 1,913 | $283.0K | 0.15% | +555+40.9% | Added |
| Pettinga Financial Advisors, LLC | 1,923 | $285.0K | 0.08% | −107−5.3% | Reduced |
| Financial Planning & Information Services, Inc. | 1,925 | $285.0K | 0.08% | −73−3.7% | Reduced |
| Well Done, LLC | 1,922 | $285.0K | 0.06% | +4+0.2% | Added |
| Lathrop Investment Management Corp | 1,921 | $285.0K | 0.06% | +41+2.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,932 | $286.0K | 0.09% | +1+0.1% | Added |
| Benchmark Wealth Management, LLC | 1,931 | $286.0K | 0.20% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 1,939 | $287.0K | 0.17% | −3,882−66.7% | Reduced |
| MONECO Advisors, LLC | 1,937 | $287.0K | 0.13% | +4+0.2% | Added |
| Penn Davis McFarland Inc | 1,944 | $288.0K | 0.05% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,948 | $289.0K | 0.14% | −4,071−67.6% | Reduced |
| Focused Wealth Management, Inc | 1,948 | $289.0K | 0.05% | +130+7.2% | Added |
| Callan Capital, LLC | 1,954 | $290.0K | 0.05% | +317+19.4% | Added |
| Beacon Financial Advisory LLC | 1,960 | $290.0K | 0.16% | +356+22.2% | Added |
| Ahrens Investment Partners LLC | 1,962 | $291.0K | 0.13% | −30−1.5% | Reduced |
| Buffington Mohr McNeal | 1,972 | $292.0K | 0.06% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,968 | $292.0K | 0.30% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,973 | $292.3K | 0.03% | +1,973 | New |
| J.P. Marvel Investment Advisors, LLC | 1,980 | $293.0K | 0.06% | −50−2.5% | Reduced |
| Vision Capital Management, Inc. | 1,991 | $295.0K | 0.05% | +1+0.1% | Added |
| Harfst & Associates, Inc. | 1,993 | $295.0K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,991 | $295.0K | 0.13% | +45+2.3% | Added |
| Capital City Trust Co | 2,002 | $296.0K | 0.09% | −113−5.3% | Reduced |
| Great Point Wealth Advisors, LLC | 2,000 | $296.0K | 0.10% | 00.0% | Unchanged |
| Unigestion Holding SA | 2,024 | $297.0K | 0.01% | −489−19.5% | Reduced |
| Wealth Quarterback LLC | 2,004 | $297.0K | 0.18% | +2,004 | New |
| Prelude Capital Management, LLC | 2,011 | $298.0K | 0.02% | −881−30.5% | Reduced |
| Slow Capital, Inc. | 2,009 | $298.0K | 0.06% | +133+7.1% | Added |
| Echo Street Capital Management LLC | 2,008 | $298.0K | 0.00% | +2,008 | New |
| Meridian Wealth Partners, LLC | 2,019 | $299.0K | 0.07% | −51−2.5% | Reduced |
| German American Bancorp, Inc. | 2,031 | $301.0K | 0.05% | +124+6.5% | Added |
| Canvas Wealth Advisors, LLC | 2,032 | $301.0K | 0.14% | +509+33.4% | Added |
| CCG Wealth Management, LLC | 2,041 | $302.0K | 0.23% | −91−4.3% | Reduced |
| Atwater Malick LLC | 2,046 | $303.0K | 0.17% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,050 | $304.0K | 0.09% | 00.0% | Unchanged |
| Lake Point Wealth Management | 2,057 | $305.0K | 0.14% | +2,057 | New |
| Willow Creek Wealth Management Inc. | 2,062 | $306.0K | 0.07% | +11+0.5% | Added |
| Austin Private Wealth, LLC | 2,072 | $307.0K | 0.07% | +94+4.8% | Added |
| Biltmore Capital Advisors LLC | 2,077 | $308.0K | 0.06% | −112−5.1% | Reduced |
| Traynor Capital Management, Inc. | 2,070 | $308.0K | 0.04% | +24+1.2% | Added |
| Baker Boyer National Bank | 1,849 | $308.0K | 0.16% | +1,849 | New |
| Elm Advisors, LLC | 2,085 | $309.0K | 0.18% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,099 | $312.0K | 0.18% | +2,099 | New |
| Acorn Financial Advisory Services Inc | 2,126 | $314.0K | 0.09% | +55+2.7% | Added |
| Royal Harbor Partners, LLC | 2,122 | $314.0K | 0.21% | +2,122 | New |
| D'Orazio & Associates, Inc. | 2,127 | $315.0K | 0.08% | +270+14.5% | Added |
| Braun-Bostich & Associates Inc. | 2,132 | $316.0K | 0.58% | −128−5.7% | Reduced |
| Wade Financial Advisory, Inc | 2,131 | $316.0K | 0.17% | −125−5.5% | Reduced |
| Red Cedar Investment Management, LLC | 2,131 | $316.0K | 0.04% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,131 | $316.0K | 0.17% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,143 | $318.0K | 0.06% | −654−23.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,150 | $319.0K | 0.14% | −2,150−50.0% | Reduced |
| Arvest Bank Trust Division | 2,153 | $319.0K | 0.02% | +12+0.6% | Added |
| Pure Financial Advisors, Inc. | 2,157 | $320.0K | 0.03% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,167 | $321.0K | 0.07% | −15−0.7% | Reduced |
| Truvestments Capital LLC | 2,182 | $323.0K | 0.18% | −1,192−35.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,185 | $324.0K | 0.27% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,184 | $324.0K | 0.05% | +22+1.0% | Added |
| Synergy Financial Management, LLC | 2,189 | $325.0K | 0.09% | −7,289−76.9% | Reduced |
| Strategic Investment Advisors | 2,192 | $325.0K | 0.07% | −9−0.4% | Reduced |
| Unio Capital LLC | 2,200 | $326.0K | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,198 | $326.0K | 0.03% | +425+24.0% | Added |
| Emerald Advisors, LLC | 2,208 | $327.0K | 0.10% | +128+6.2% | Added |
| Tiemann Investment Advisors, LLC | 2,217 | $328.0K | 0.15% | 00.0% | Unchanged |
| Curi Capital | 2,215 | $328.0K | 0.16% | +217+10.9% | Added |
| Crescent Grove Advisors, LLC | 2,218 | $329.0K | 0.03% | +629+39.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,223 | $329.0K | 0.22% | +2,223 | New |
| TD Capital Management LLC | 2,227 | $330.0K | 0.04% | +10.0% | Added |
| Calton & Associates, Inc. | 2,236 | $331.0K | 0.06% | −328−12.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,233 | $331.0K | 0.13% | +423+23.4% | Added |
| Epstein & White Financial LLC | 2,247 | $332.0K | 0.09% | +558+33.0% | Added |
| HT Partners LLC | 2,248 | $333.0K | 0.10% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 2,136 | $333.0K | 0.23% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,256 | $334.0K | 0.19% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,260 | $335.0K | 0.14% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,247 | $336.0K | 0.02% | −404−15.2% | Reduced |
| JFG Wealth Management, LLC | 2,271 | $336.0K | 0.15% | +2,271 | New |
| Jump Financial, LLC | 2,282 | $338.0K | 0.03% | −6,194−73.1% | Reduced |
| Private Ocean, LLC | 2,281 | $338.0K | 0.04% | −328−12.6% | Reduced |
| Axiom Financial Strategies, LLC | 2,283 | $338.0K | 0.16% | −38−1.6% | Reduced |
| LifeSteps Financial, Inc. | 2,279 | $338.0K | 0.26% | +50+2.2% | Added |