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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 34,885 | $5.17M | 0.17% | −31,394−47.4% | Reduced |
| SP Asset Management | 32,708 | $5.17M | 0.57% | +172+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 34,828 | $5.16M | 1.79% | +161+0.5% | Added |
| Ropes Wealth Advisors LLC | 34,809 | $5.16M | 0.82% | +714+2.1% | Added |
| Redpoint Investment Management Pty Ltd | 34,759 | $5.15M | 0.42% | −3,080−8.1% | Reduced |
| Sunbelt Securities, Inc. | 32,770 | $5.11M | 0.92% | +196+0.6% | Added |
| Diversified Trust Co | 34,354 | $5.09M | 0.18% | +5,853+20.5% | Added |
| Perkins Coie Trust Co | 34,343 | $5.09M | 1.57% | +617+1.8% | Added |
| Marietta Wealth Management, LLC | 34,169 | $5.06M | 1.14% | +1,216+3.7% | Added |
| Security National Trust Co | 34,158 | $5.06M | 1.12% | −851−2.4% | Reduced |
| Coldstream Capital Management Inc | 34,104 | $5.05M | 0.20% | −986−2.8% | Reduced |
| Telemus Capital, LLC | 34,009 | $5.04M | 0.36% | −1,083−3.1% | Reduced |
| Hartford Financial Management Inc. | 33,949 | $5.03M | 1.25% | +473+1.4% | Added |
| Dorchester Wealth Management Co | 33,780 | $5.00M | 1.15% | −780−2.3% | Reduced |
| BLB&B Advisors, LLC | 33,758 | $5.00M | 0.36% | +288+0.9% | Added |
| JGP Wealth Management, LLC | 33,743 | $5.00M | 1.08% | −1,833−5.2% | Reduced |
| Family Capital Trust Co | 33,630 | $4.98M | 1.41% | −19−0.1% | Reduced |
| Peoples Financial Services Corp. | 33,560 | $4.97M | 2.08% | +295+0.9% | Added |
| Cohen Lawrence B | 33,549 | $4.97M | 2.54% | −581−1.7% | Reduced |
| Reliant Investment Management, LLC | 33,474 | $4.96M | 2.28% | −495−1.5% | Reduced |
| Spectrum Management Group, LLC | 33,410 | $4.95M | 0.87% | +841+2.6% | Added |
| Harbor Advisory Corp | 33,401 | $4.95M | 2.23% | +585+1.8% | Added |
| Hallmark Capital Management Inc | 33,306 | $4.93M | 0.42% | +1,278+4.0% | Added |
| Beach Investment Counsel Inc | 33,205 | $4.92M | 0.44% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 33,008 | $4.89M | 0.32% | −145−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 31,146 | $4.89M | 1.13% | −12,090−28.0% | Reduced |
| Usca Ria LLC | 32,951 | $4.88M | 0.30% | −205−0.6% | Reduced |
| Aevitas Wealth Management, Inc. | 32,930 | $4.88M | 3.12% | +704+2.2% | Added |
| First Personal Financial Services | 32,767 | $4.86M | 1.24% | −358−1.1% | Reduced |
| Pathstone Family Office, LLC | 32,724 | $4.85M | 0.15% | +1,457+4.7% | Added |
| Raab & Moskowitz Asset Management LLC | 32,660 | $4.84M | 1.77% | −216−0.7% | Reduced |
| Twin Capital Management Inc | 32,654 | $4.84M | 0.45% | −4,735−12.7% | Reduced |
| WMS Partners, LLC | 32,582 | $4.83M | 0.72% | −253−0.8% | Reduced |
| Stokes Capital Advisors, LLC | 32,479 | $4.81M | 1.58% | +1,011+3.2% | Added |
| Oak Harvest Investment Services | 32,384 | $4.80M | 1.58% | +3,268+11.2% | Added |
| GYL Financial Synergies, LLC | 32,248 | $4.78M | 2.47% | −172−0.5% | Reduced |
| LVW Advisors, LLC | 32,186 | $4.77M | 0.85% | +341+1.1% | Added |
| TRH Financial, LLC | 32,031 | $4.75M | 2.05% | +6,742+26.7% | Added |
| Great Valley Advisor Group, Inc. | 32,435 | $4.74M | 0.35% | −4,545−12.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 31,981 | $4.74M | 0.24% | +336+1.1% | Added |
| Marshall & Sullivan Inc | 31,833 | $4.72M | 2.62% | +392+1.2% | Added |
| Concentric Wealth Management, LLC | 31,728 | $4.70M | 1.44% | +422+1.3% | Added |
| Pekin Hardy Strauss, Inc. | 31,657 | $4.69M | 0.66% | −1,093−3.3% | Reduced |
| Crestwood Advisors Group LLC | 31,629 | $4.69M | 0.14% | −1,814−5.4% | Reduced |
| Dean Investment Associates, LLC | 31,590 | $4.68M | 0.86% | +622+2.0% | Added |
| Kidder Stephen W | 31,527 | $4.67M | 1.44% | −153−0.5% | Reduced |
| Mechanics Bank Trust Department | 31,401 | $4.65M | 0.76% | −730−2.3% | Reduced |
| Charter Research & Investment Group, Inc. | 31,314 | $4.64M | 3.85% | −96−0.3% | Reduced |
| Bollard Group LLC | 31,255 | $4.63M | 0.15% | +119+0.4% | Added |
| WBH Advisory Inc | 29,431 | $4.62M | 0.68% | −279−0.9% | Reduced |
| Panagora Asset Management Inc | 31,146 | $4.62M | 0.02% | −26,342−45.8% | Reduced |
| Decatur Capital Management, Inc. | 30,992 | $4.59M | 1.43% | 00.0% | Unchanged |
| Unified Trust Company, N.A. | 30,874 | $4.58M | 1.36% | +2,012+7.0% | Added |
| Brandes Investment Partners, LP | 30,877 | $4.58M | 0.10% | +12,084+64.3% | Added |
| Whitener Capital Management, Inc. | 30,709 | $4.55M | 1.81% | +2,580+9.2% | Added |
| Mendel Money Management | 30,695 | $4.55M | 2.86% | +73+0.2% | Added |
| BP PLC | 30,686 | $4.54M | 0.19% | −13,254−30.2% | Reduced |
| Horrell Capital Management, Inc. | 30,647 | $4.54M | 1.68% | −2,373−7.2% | Reduced |
| Adams Asset Advisors, LLC | 30,635 | $4.54M | 0.89% | 00.0% | Unchanged |
| Cardinal Capital Management | 30,538 | $4.53M | 0.96% | +179+0.6% | Added |
| Principle Wealth Partners LLC | 30,529 | $4.52M | 0.51% | −237−0.8% | Reduced |
| Inscription Capital, LLC | 30,529 | $4.52M | 0.51% | +11,736+62.4% | Added |
| Mid Atlantic Financial Management Inc | 30,464 | $4.51M | 0.30% | −38−0.1% | Reduced |
| CX Institutional | 30,420 | $4.51M | 0.37% | −507−1.6% | Reduced |
| Exchange Capital Management, Inc. | 30,203 | $4.47M | 0.86% | −827−2.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 30,188 | $4.47M | 1.61% | +30,188 | New |
| Compton Capital Management Inc | 30,159 | $4.47M | 1.32% | −130−0.4% | Reduced |
| City Holding Co | 30,149 | $4.47M | 0.79% | −590−1.9% | Reduced |
| M. Kulyk & Associates, LLC | 30,099 | $4.46M | 1.61% | +464+1.6% | Added |
| Grace & White Inc | 29,942 | $4.44M | 0.81% | 00.0% | Unchanged |
| Fruth Investment Management | 29,650 | $4.39M | 1.31% | −550−1.8% | Reduced |
| Equitable Trust Co | 29,647 | $4.39M | 0.28% | −5,236−15.0% | Reduced |
| Rodgers Brothers Inc. | 29,580 | $4.38M | 0.84% | −50−0.2% | Reduced |
| Northwest Investment Counselors, LLC | 29,536 | $4.38M | 1.21% | +333+1.1% | Added |
| Sound View Wealth Advisors Group, LLC | 29,418 | $4.36M | 0.92% | +1,931+7.0% | Added |
| Long Road Investment Counsel, LLC | 29,400 | $4.36M | 1.90% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 29,337 | $4.36M | 0.35% | +3,222+12.3% | Added |
| Hall Capital Management Co Inc | 29,362 | $4.35M | 2.81% | +29,362 | New |
| Choate Investment Advisors | 29,348 | $4.35M | 0.26% | +2,126+7.8% | Added |
| Proequities, Inc. | 29,286 | $4.34M | 0.27% | +1,397+5.0% | Added |
| Capital Analysts, LLC | 29,252 | $4.33M | 0.29% | −558−1.9% | Reduced |
| Grimes & Company, Inc. | 29,206 | $4.33M | 0.19% | −54−0.2% | Reduced |
| First PREMIER Bank | 29,140 | $4.32M | 1.25% | +561+2.0% | Added |
| Donaldson Capital Management, LLC | 29,095 | $4.31M | 0.22% | −5,798−16.6% | Reduced |
| ARS Wealth Advisors, LLC | 29,098 | $4.31M | 0.78% | +5,862+25.2% | Added |
| Girard Partners Ltd. | 29,079 | $4.31M | 0.55% | −1,222−4.0% | Reduced |
| Bank Ozk | 29,071 | $4.31M | 1.91% | −68−0.2% | Reduced |
| Valicenti Advisory Services Inc | 29,056 | $4.30M | 1.19% | −890−3.0% | Reduced |
| Eastover Investment Advisors LLC | 28,941 | $4.29M | 2.79% | +1,841+6.8% | Added |
| HBW Advisory Services LLC | 28,807 | $4.27M | 1.12% | +2,352+8.9% | Added |
| Rossmore Private Capital | 28,572 | $4.23M | 0.72% | +407+1.4% | Added |
| M&R Capital Management Inc | 28,553 | $4.23M | 0.97% | −555−1.9% | Reduced |
| Columbia Asset Management | 28,449 | $4.21M | 0.94% | −8,000−21.9% | Reduced |
| Pegasus Asset Management, Inc. | 28,443 | $4.21M | 1.97% | +527+1.9% | Added |
| Ibex Wealth Advisors | 28,324 | $4.20M | 0.84% | +2,133+8.1% | Added |
| Holloway Wealth Management, LLC | – | $4.20M | 1.28% | – | – |
| Exencial Wealth Advisors, LLC | 28,287 | $4.19M | 0.23% | −282−1.0% | Reduced |
| HBK Sorce Advisory LLC | 28,282 | $4.19M | 0.23% | +1,659+6.2% | Added |
| BKD Wealth Advisors, LLC | 28,274 | $4.19M | 0.19% | −1,347−4.5% | Reduced |
| Nixon Peabody Trust Co | 28,140 | $4.17M | 1.61% | +78+0.3% | Added |