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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 2,667 | $395.2K | 0.10% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,682 | $397.0K | 0.08% | +4+0.1% | Added |
| Koss-Olinger Consulting, LLC | 1,841 | $400.0K | 0.06% | +29+1.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 2,708 | $401.0K | 0.11% | +25+0.9% | Added |
| Connecticut Wealth Management, LLC | 2,712 | $402.0K | 0.04% | −381−12.3% | Reduced |
| Harborview Advisors, LLC | 2,716 | $402.0K | 0.23% | +2,716 | New |
| Brand Asset Management Group, Inc. | 2,717 | $403.0K | 0.20% | +50+1.9% | Added |
| Bell Bank | 2,721 | $403.0K | 0.05% | +131+5.1% | Added |
| DSC Advisors, L.P. | 2,727 | $404.0K | 0.39% | −558−17.0% | Reduced |
| Heck Capital Advisors, LLC | 2,741 | $406.1K | 0.08% | +38+1.4% | Added |
| Professional Planning | 2,751 | $407.0K | 0.19% | −470−14.6% | Reduced |
| Rock Creek Group, LP | 2,744 | $407.0K | 0.06% | +807+41.7% | Added |
| Orion Capital Management LLC | 2,755 | $408.0K | 0.25% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,753 | $408.0K | 0.26% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,752 | $408.0K | 0.05% | +2,752 | New |
| Main Street Research LLC | 2,765 | $410.0K | 0.03% | −281−9.2% | Reduced |
| Future Financial Wealth Managment LLC | 2,770 | $410.0K | 0.42% | +264+10.5% | Added |
| First Dallas Securities Inc. | 2,770 | $410.0K | 0.27% | +1,266+84.2% | Added |
| Scott & Selber, Inc. | 2,780 | $412.0K | 0.16% | −195−6.6% | Reduced |
| Financial Advisors, LLC | 2,778 | $412.0K | 0.14% | +4+0.1% | Added |
| Sym Financial Corp | 2,779 | $412.0K | 0.24% | +1,312+89.4% | Added |
| CMG Global Holdings, LLC | 2,788 | $413.0K | 0.31% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 2,790 | $413.0K | 0.25% | +381+15.8% | Added |
| Sara-Bay Financial | 2,799 | $414.0K | 0.16% | +30+1.1% | Added |
| Warther Private Wealth, LLC | 2,797 | $415.0K | 0.40% | +2,797 | New |
| One + One Wealth Management, LLC | 2,805 | $416.0K | 0.29% | +250+9.8% | Added |
| Crescent Capital Consulting, LLC | 2,823 | $418.0K | 0.08% | −31−1.1% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $418.0K | 0.12% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,819 | $418.0K | 0.29% | +15+0.5% | Added |
| American Institute for Advanced Investment Management, LLP | 2,850 | $422.0K | 0.30% | −695−19.6% | Reduced |
| LifePro Asset Management | 2,854 | $423.0K | 0.13% | +11+0.4% | Added |
| Financial Management Network Inc | 2,845 | $424.0K | 0.22% | +3+0.1% | Added |
| Scholtz & Company, LLC | 2,875 | $426.0K | 0.15% | −585−16.9% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,880 | $427.0K | 0.11% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,787 | $430.0K | 0.24% | −765−21.5% | Reduced |
| Liberty Wealth Management LLC | 2,897 | $430.0K | 0.17% | +24+0.8% | Added |
| Inspirion Wealth Advisors, LLC | 2,917 | $432.0K | 0.11% | −70−2.3% | Reduced |
| Paragon Capital Management Ltd | 2,930 | $434.0K | 0.20% | −350−10.7% | Reduced |
| Sanford Advisory Services, LLC | 2,940 | $436.0K | 0.11% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,950 | $437.0K | 0.12% | −13−0.4% | Reduced |
| Private Wealth Advisors | 2,957 | $438.0K | 0.13% | −217−6.8% | Reduced |
| Aua Capital Management, LLC | 2,955 | $438.0K | 0.27% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,963 | $439.0K | 0.09% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,962 | $439.0K | 0.00% | +294+11.0% | Added |
| Greenwich Wealth Management LLC | 2,968 | $440.0K | 0.04% | +430+16.9% | Added |
| CVA Family Office, LLC | 2,978 | $441.0K | 0.13% | +366+14.0% | Added |
| Addison Advisors LLC | 2,985 | $442.0K | 0.36% | +2,985 | New |
| Aaron Wealth Advisors | 2,998 | $444.0K | 0.15% | −75−2.4% | Reduced |
| Birmingham Capital Management Co Inc | 3,003 | $445.0K | 0.16% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,000 | $445.0K | 0.06% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 3,000 | $445.0K | 0.28% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,009 | $445.0K | 0.23% | +425+16.4% | Added |
| Infrastructure Capital Advisors, LLC | 3,000 | $445.0K | 0.10% | +3,000 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $445.0K | 0.09% | +3,000 | New |
| Rinet Co LLC | 3,013 | $446.0K | 0.08% | +9+0.3% | Added |
| Innova Wealth Partners | 3,017 | $447.0K | 0.35% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,025 | $448.0K | 0.27% | −440−12.7% | Reduced |
| Secure Asset Management, LLC | 3,029 | $449.0K | 0.23% | −73−2.4% | Reduced |
| Renasant Bank | 3,031 | $449.0K | 0.34% | +8+0.3% | Added |
| Tortoise Investment Management, LLC | 3,039 | $450.0K | 0.09% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,042 | $450.8K | 0.13% | −56−1.8% | Reduced |
| Merrion Investment Management Co, LLC | 3,045 | $451.0K | 0.34% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,044 | $451.0K | 0.28% | +219+7.8% | Added |
| Veracity Capital LLC | 3,054 | $452.0K | 0.11% | −90−2.9% | Reduced |
| Delta Investment Management, LLC | 3,052 | $452.0K | 0.13% | +10.0% | Added |
| CWA Asset Management Group, LLC | 3,058 | $453.0K | 0.04% | −922−23.2% | Reduced |
| Summit Trail Advisors, LLC | 3,058 | $453.0K | 0.04% | +27+0.9% | Added |
| Marco Investment Management LLC | 3,061 | $454.0K | 0.05% | 00.0% | Unchanged |
| South Street Advisors LLC | 3,065 | $454.0K | 0.08% | +3,065 | New |
| TFC Financial Management | 3,070 | $455.0K | 0.16% | −150−4.7% | Reduced |
| 180 Wealth Advisors, LLC | 2,959 | $457.0K | 0.10% | −62−2.1% | Reduced |
| Loveless Wealth Management LLC | 3,087 | $457.0K | 0.28% | +540+21.2% | Added |
| Capital Advisors, Ltd. LLC | 3,091 | $458.0K | 0.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,098 | $459.0K | 0.25% | +3+0.1% | Added |
| Garner Asset Management Corp | 3,100 | $459.0K | 0.22% | +3,100 | New |
| Single Point Partners, LLC | 3,116 | $462.0K | 0.16% | −440−12.4% | Reduced |
| Winfield Associates, Inc. | 3,125 | $463.0K | 0.17% | 00.0% | Unchanged |
| Diversified, LLC | 3,123 | $463.0K | 0.26% | +239+8.3% | Added |
| Disciplined Investments, LLC | 3,149 | $467.0K | 0.24% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,157 | $468.0K | 0.20% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,986 | $468.0K | 0.04% | −10−0.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,163 | $469.0K | 0.04% | −2,258−41.7% | Reduced |
| Transform Wealth, LLC | 3,174 | $470.0K | 0.06% | −706−18.2% | Reduced |
| Premier Asset Management LLC | 3,169 | $470.0K | 0.07% | +259+8.9% | Added |
| StrategIQ Financial Group, LLC | 3,177 | $471.0K | 0.09% | −200−5.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,177 | $471.0K | 0.14% | +162+5.4% | Added |
| SPC Financial, Inc. | 3,185 | $472.0K | 0.06% | −200−5.9% | Reduced |
| Shepherd Financial Partners LLC | 3,192 | $473.0K | 0.09% | +10+0.3% | Added |
| BFT Financial Group, LLC | 3,202 | $474.0K | 0.10% | −182−5.4% | Reduced |
| Sterling Financial Planning, Inc. | 3,198 | $474.0K | 0.31% | +2+0.1% | Added |
| Rice Hall James & Associates, LLC | 3,207 | $475.0K | 0.02% | −398−11.0% | Reduced |
| Planning Directions Inc | 3,213 | $476.0K | 0.35% | +292+10.0% | Added |
| Sand Hill Global Advisors, LLC | 3,214 | $476.0K | 0.03% | +710+28.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,221 | $477.0K | 0.03% | −95−2.9% | Reduced |
| Fort Point Capital Partners LLC | 3,223 | $478.0K | 0.09% | 00.0% | Unchanged |
| Family Firm, Inc. | 3,231 | $479.0K | 0.13% | −130−3.9% | Reduced |
| Royal Fund Management, LLC | 3,254 | $482.0K | 0.08% | +180+5.9% | Added |
| Eqis Capital Management, Inc. | 3,259 | $483.0K | 0.04% | +114+3.6% | Added |
| Ironwood Investment Management LLC | 3,264 | $484.0K | 0.24% | 00.0% | Unchanged |
| Alesco Advisors LLC | 3,269 | $484.0K | 0.02% | +200+6.5% | Added |