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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 3,268 | $484.0K | 0.06% | +705+27.5% | Added |
| Vectors Research Management, LLC | 3,275 | $485.0K | 0.12% | −100−3.0% | Reduced |
| HNP Capital LLC | 3,275 | $485.0K | 0.13% | −100−3.0% | Reduced |
| Birchcreek Wealth Management, LLC | 3,285 | $487.0K | 0.47% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,295 | $488.0K | 0.42% | −233−6.6% | Reduced |
| Landaas & Co | 3,298 | $489.0K | 0.27% | +31+0.9% | Added |
| Cypress Wealth Services, LLC | 3,322 | $492.0K | 0.13% | −287−8.0% | Reduced |
| Uncommon Cents Investing LLC | 3,322 | $492.0K | 0.20% | −40−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,171 | $492.0K | 0.01% | +86+2.8% | Added |
| Bank Hapoalim BM | 3,323 | $492.0K | 0.06% | +978+41.7% | Added |
| Jackson Creek Investment Advisors LLC | 3,321 | $492.0K | 0.18% | +3,321 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,341 | $495.0K | 0.15% | −60−1.8% | Reduced |
| AIA Group Ltd | 3,183 | $496.0K | 0.03% | −2,410−43.1% | Reduced |
| St. Louis Trust Co | 3,350 | $496.0K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 3,358 | $497.0K | 0.16% | −1,875−35.8% | Reduced |
| Johanson Financial Advisors, Inc. | 3,202 | $497.0K | 0.17% | +22+0.7% | Added |
| Convergence Investment Partners, LLC | 3,371 | $499.0K | 0.21% | −137−3.9% | Reduced |
| Johnson Financial Group, LLC | 3,375 | $500.0K | 0.10% | +860+34.2% | Added |
| Voya Financial Advisors, Inc. | 3,408 | $501.0K | 0.07% | −41,518−92.4% | Reduced |
| Ssi Investment Management LLC | 3,387 | $501.0K | 0.03% | −16−0.5% | Reduced |
| Weather Gauge Advisory, LLC | 3,381 | $501.0K | 0.58% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,386 | $502.0K | 0.06% | −2,610−43.5% | Reduced |
| Diversified Portfolios, Inc. | 3,389 | $502.0K | 0.19% | +1,547+84.0% | Added |
| Ten Capital Wealth Advisors, LLC | 3,392 | $503.0K | 0.11% | +50+1.5% | Added |
| Institute for Wealth Management, LLC. | 3,404 | $504.0K | 0.09% | −30−0.9% | Reduced |
| Cairn Investment Group, Inc. | 3,402 | $504.0K | 0.37% | +123+3.8% | Added |
| LexAurum Advisors, LLC | 3,403 | $504.0K | 0.15% | +243+7.7% | Added |
| Andesa Financial Management Inc. | 3,420 | $505.0K | 0.15% | −319−8.5% | Reduced |
| Glovista Investments LLC | 3,405 | $505.0K | 0.12% | −250−6.8% | Reduced |
| DeDora Capital, Inc. | 3,419 | $507.0K | 0.22% | +13+0.4% | Added |
| Apella Capital, LLC | 3,441 | $510.0K | 0.08% | +255+8.0% | Added |
| Midwest Professional Planners, LTD. | 3,467 | $514.0K | 0.27% | −7,139−67.3% | Reduced |
| Partners Capital Investment Group, LLP | 3,475 | $515.0K | 0.02% | −9,448−73.1% | Reduced |
| Castleview Partners, LLC | 3,474 | $515.0K | 0.23% | +3,474 | New |
| Probity Advisors, Inc. | 3,485 | $516.0K | 0.11% | −75−2.1% | Reduced |
| Zevin Asset Management LLC | 3,483 | $516.0K | 0.10% | +15+0.4% | Added |
| Morris Capital Advisors, LLC | 3,486 | $517.0K | 0.39% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,490 | $517.0K | 0.04% | +1,635+88.1% | Added |
| Abacus Wealth Partners, LLC | 3,492 | $517.4K | 0.20% | +10.0% | Added |
| Central Bank & Trust Co | 3,494 | $518.0K | 0.08% | +395+12.7% | Added |
| Thomas White International Ltd | 3,495 | $518.0K | 0.07% | +675+23.9% | Added |
| Aspire Private Capital, LLC | 3,503 | $519.0K | 0.17% | −846−19.5% | Reduced |
| Rice Partnership, LLC | 3,500 | $519.0K | 0.16% | +28+0.8% | Added |
| Versant Capital Management, Inc | 3,507 | $520.0K | 0.19% | −599−14.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 3,515 | $520.0K | 0.17% | +1,005+40.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,510 | $520.0K | 0.14% | +1,047+42.5% | Added |
| Rockbridge Investment Management, LCC | 3,518 | $521.0K | 0.09% | +77+2.2% | Added |
| Soltis Investment Advisors LLC | 3,518 | $521.0K | 0.08% | +553+18.7% | Added |
| Peachtree Investment Partners, LLC | 3,524 | $522.0K | 0.25% | +131+3.9% | Added |
| Wealth Advisory Solutions, LLC | 3,523 | $522.0K | 0.12% | +1,306+58.9% | Added |
| RDA Financial Network | 3,540 | $525.0K | 0.23% | +344+10.8% | Added |
| Grant Street Asset Management, Inc. | 1,938 | $525.0K | 0.65% | +431+28.6% | Added |
| SkyView Investment Advisors, LLC | 3,722 | $526.0K | 0.25% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,561 | $528.0K | 0.13% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,577 | $530.0K | 0.04% | −507−12.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,576 | $530.0K | 0.35% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 3,574 | $530.0K | 0.32% | +8+0.2% | Added |
| Wealth Architects, LLC | 3,579 | $530.0K | 0.10% | +1,037+40.8% | Added |
| Broadleaf Partners, LLC | 3,584 | $531.0K | 0.18% | +6+0.2% | Added |
| Quantitative Value Technologies, LLC | 3,586 | $531.0K | 0.87% | +958+36.5% | Added |
| Cabot Wealth Management Inc | 3,594 | $533.0K | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,607 | $534.4K | 0.13% | +1,983+122.1% | Added |
| Personal Cfo Solutions, LLC | 3,612 | $535.0K | 0.11% | +157+4.5% | Added |
| Two Sigma Securities, LLC | 3,632 | $538.0K | 0.13% | −1,559−30.0% | Reduced |
| Patriot Investment Management Inc. | 3,642 | $539.0K | 0.05% | −3−0.1% | Reduced |
| Gryphon Financial Partners LLC | 3,720 | $539.0K | 0.13% | +326+9.6% | Added |
| Waterfront Wealth Inc. | 3,643 | $540.0K | 0.26% | +38+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 3,652 | $541.0K | 0.12% | −146−3.8% | Reduced |
| Everhart Financial Group, Inc. | 3,659 | $542.0K | 0.37% | +1,615+79.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,698 | $543.0K | 0.16% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,847 | $544.0K | 0.33% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 3,671 | $544.0K | 0.25% | +34+0.9% | Added |
| Sigma Investment Counselors Inc | 3,684 | $546.0K | 0.04% | −43−1.2% | Reduced |
| Cooper/Haims Advisors, LLC | 3,682 | $546.0K | 0.36% | +566+18.2% | Added |
| SNS Financial Group, LLC | 3,697 | $547.0K | 0.07% | +55+1.5% | Added |
| Krane Funds Advisors LLC | 3,690 | $547.0K | 0.02% | +719+24.2% | Added |
| First National Bank of Hutchinson | 3,698 | $548.0K | 0.28% | −274−6.9% | Reduced |
| Optas, LLC | 3,712 | $549.0K | 0.16% | +60+1.6% | Added |
| Lesa Sroufe & Co | 3,727 | $552.0K | 0.55% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,762 | $557.0K | 0.30% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,771 | $559.0K | 0.34% | +10+0.3% | Added |
| Compass Capital Management, Inc | 3,788 | $561.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 3,783 | $561.0K | 0.20% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 3,795 | $562.0K | 0.76% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,794 | $562.0K | 0.02% | +3,794 | New |
| Atlantic Trust, LLC | 3,808 | $564.0K | 0.37% | 00.0% | Unchanged |
| IMS Capital Management | 3,814 | $565.0K | 0.33% | +1,401+58.1% | Added |
| Bank of Stockton | 3,845 | $570.0K | 0.17% | −17−0.4% | Reduced |
| Bickling Financial Services, Inc. | 3,850 | $571.0K | 0.26% | +157+4.3% | Added |
| Perennial Advisors, LLC | 3,855 | $571.0K | 0.17% | +202+5.5% | Added |
| Covenant Asset Management, LLC | 3,859 | $572.0K | 0.17% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 3,880 | $575.0K | 0.39% | +2+0.1% | Added |
| Apriem Advisors | 3,884 | $575.0K | 0.09% | +440+12.8% | Added |
| Childress Capital Advisors, LLC | 3,891 | $576.0K | 0.26% | −1,431−26.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,905 | $579.0K | 0.23% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 3,919 | $581.0K | 0.05% | −80−2.0% | Reduced |
| Sound Income Strategies, LLC | 3,926 | $582.0K | 0.08% | +46+1.2% | Added |
| Capstone Financial Advisors, Inc. | 3,928 | $582.0K | 0.05% | +450+12.9% | Added |
| Brendel Financial Advisors LLC | 3,948 | $585.0K | 0.32% | −200−4.8% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 3,959 | $587.0K | 0.26% | 00.0% | Unchanged |