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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 20,078 | $2.98M | 0.21% | +892+4.6% | Added |
| Oak Asset Management, LLC | 20,072 | $2.97M | 1.25% | +102+0.5% | Added |
| Hotaling Investment Management, LLC | 20,023 | $2.97M | 1.21% | −202−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,012 | $2.97M | 0.25% | −1,453−6.8% | Reduced |
| RB Capital Management, LLC | 19,954 | $2.96M | 1.14% | +808+4.2% | Added |
| Aspiriant, LLC | 19,898 | $2.95M | 0.17% | +187+0.9% | Added |
| Martin Capital Partners, LLC | 19,767 | $2.93M | 1.49% | +120+0.6% | Added |
| Essex Savings Bank | 19,783 | $2.93M | 1.13% | +223+1.1% | Added |
| White Pine Capital LLC | 18,617 | $2.92M | 0.87% | +435+2.4% | Added |
| Phoenix Wealth Advisors | 19,534 | $2.91M | 2.10% | +681+3.6% | Added |
| Asio Capital, LLC | 19,647 | $2.91M | 1.03% | +311+1.6% | Added |
| Tiedemann Advisors, LLC | 19,638 | $2.91M | 0.12% | −453−2.3% | Reduced |
| Patten Group, Inc. | 19,529 | $2.89M | 0.85% | +71+0.4% | Added |
| PRW Wealth Management LLC | 19,529 | $2.89M | 0.85% | +17,878+1,082.9% | Added |
| Bull Street Advisors, LLC | 19,429 | $2.88M | 1.54% | +2,824+17.0% | Added |
| Hodges Capital Management Inc. | 19,378 | $2.87M | 0.32% | +5,777+42.5% | Added |
| Princeton Global Asset Management LLC | 19,340 | $2.87M | 0.87% | +109+0.6% | Added |
| Cottage Street Advisors LLC | 19,303 | $2.86M | 1.70% | −194−1.0% | Reduced |
| Country Club Trust Company, n.a. | 19,397 | $2.85M | 0.25% | +1,642+9.2% | Added |
| BSW Wealth Partners | 19,228 | $2.85M | 0.78% | −1,088−5.4% | Reduced |
| Evergreen Capital Management LLC | 19,226 | $2.85M | 0.14% | +567+3.0% | Added |
| Brandywine Oak Private Wealth LLC | 19,226 | $2.85M | 0.33% | +4,505+30.6% | Added |
| Bessemer Securities LLC | 19,165 | $2.84M | 1.11% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 19,140 | $2.84M | 0.69% | −15−0.1% | Reduced |
| NewSquare Capital LLC | 19,101 | $2.83M | 0.34% | +1,169+6.5% | Added |
| Somerset Trust Co | 19,093 | $2.83M | 1.15% | +81+0.4% | Added |
| Merit Financial Group, LLC | 19,059 | $2.82M | 0.27% | −566−2.9% | Reduced |
| CWS Financial Advisors, LLC | 19,032 | $2.82M | 1.12% | +117+0.6% | Added |
| NovaPoint Capital, LLC | 18,919 | $2.80M | 1.16% | +781+4.3% | Added |
| Baxter Bros Inc | 18,911 | $2.80M | 0.44% | +114+0.6% | Added |
| Walter & Keenan Financial Consulting Co | 18,884 | $2.80M | 0.96% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 18,805 | $2.79M | 0.05% | +18,805 | New |
| Jupiter Wealth Management LLC | 18,000 | $2.78M | 1.33% | −6,250−25.8% | Reduced |
| Autus Asset Management, LLC | 18,668 | $2.77M | 0.30% | −500−2.6% | Reduced |
| Lee Danner & Bass Inc | 18,671 | $2.77M | 0.25% | +425+2.3% | Added |
| Foster Victor Wealth Advisors, LLC | 18,651 | $2.76M | 0.46% | +1,633+9.6% | Added |
| Orser Capital Management, LLC | 18,598 | $2.76M | 1.45% | +36+0.2% | Added |
| YorkBridge Wealth Partners, LLC | 18,523 | $2.75M | 0.72% | +141+0.8% | Added |
| Marino, Stram & Associates LLC | 18,523 | $2.75M | 0.72% | +2,223+13.6% | Added |
| Murphy Pohlad Asset Management LLC | 18,517 | $2.74M | 1.11% | −450−2.4% | Reduced |
| Cullinan Associates Inc | 18,480 | $2.74M | 0.15% | −787−4.1% | Reduced |
| Founders Capital Management | 18,446 | $2.73M | 1.78% | +109+0.6% | Added |
| Valley National Advisers Inc | 18,410 | $2.73M | 0.50% | −23−0.1% | Reduced |
| Wimmer Associates 1, LLC | 18,361 | $2.72M | 1.60% | −79−0.4% | Reduced |
| First Mercantile Trust Co | 18,226 | $2.70M | 0.32% | +220+1.2% | Added |
| Rothschild Investment Corp | 18,222 | $2.70M | 0.21% | −30−0.2% | Reduced |
| S.E.E.D. Planning Group LLC | 18,213 | $2.70M | 1.33% | −431−2.3% | Reduced |
| Benedict Financial Advisors Inc | 18,217 | $2.70M | 0.75% | −298−1.6% | Reduced |
| Harbour Investment Management LLC | 18,133 | $2.69M | 1.35% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 18,053 | $2.67M | 0.31% | −166−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 17,943 | $2.66M | 0.24% | +186+1.0% | Added |
| Ballentine Partners, LLC | 17,875 | $2.65M | 0.09% | −4,023−18.4% | Reduced |
| First Hawaiian Bank | 17,850 | $2.65M | 0.11% | −2,961−14.2% | Reduced |
| Excalibur Management Corp | 17,854 | $2.65M | 1.20% | −295−1.6% | Reduced |
| Stillwater Investment Management, LLC | 17,854 | $2.65M | 0.70% | −252−1.4% | Reduced |
| CFO4Life Group, LLC | 17,832 | $2.64M | 0.61% | −89−0.5% | Reduced |
| ICW Investment Advisors LLC | 17,818 | $2.64M | 1.72% | +189+1.1% | Added |
| Bruderman Asset Management, LLC | 17,808 | $2.64M | 0.82% | +297+1.7% | Added |
| S&T Bank | 17,588 | $2.61M | 0.40% | +302+1.7% | Added |
| Northstar Investment Advisors LLC | 16,596 | $2.60M | 0.34% | +30+0.2% | Added |
| Fairhaven Wealth Management, LLC | 17,583 | $2.60M | 1.04% | +1,182+7.2% | Added |
| Wealth Alliance | 17,538 | $2.60M | 0.61% | +15+0.1% | Added |
| Strategic Wealth Advisors Group, LLC | 17,539 | $2.60M | 0.12% | +1,674+10.6% | Added |
| Trustco Bank Corp N Y | 17,530 | $2.60M | 2.34% | −1,150−6.2% | Reduced |
| Guardian Investment Management | 17,530 | $2.60M | 1.78% | +250+1.4% | Added |
| Cascadia Advisory Services, LLC | 17,470 | $2.59M | 0.56% | +1,371+8.5% | Added |
| Verdence Capital Advisors LLC | 17,465 | $2.59M | 0.36% | +4,726+37.1% | Added |
| ARS Investment Partners, LLC | 17,463 | $2.59M | 0.26% | −163−0.9% | Reduced |
| Allen Capital Group, LLC | 17,449 | $2.58M | 0.53% | +1,371+8.5% | Added |
| Asset Dedication, LLC | 17,504 | $2.58M | 0.39% | +2,346+15.5% | Added |
| Brookmont Capital Management | 17,410 | $2.58M | 1.56% | +49+0.3% | Added |
| Symmetry Partners, LLC | 17,382 | $2.58M | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 17,343 | $2.57M | 0.28% | +1,608+10.2% | Added |
| Biltmore Family Office, LLC | 17,319 | $2.57M | 0.73% | −75−0.4% | Reduced |
| Modera Wealth Management, LLC | 17,293 | $2.56M | 0.14% | +36+0.2% | Added |
| Barings LLC | 17,184 | $2.55M | 0.06% | +3,266+23.5% | Added |
| Stonnington Group, LLC | 16,957 | $2.54M | 0.57% | −30−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,143 | $2.54M | 0.03% | −108−0.6% | Reduced |
| Minot Wealth Management LLC | 16,605 | $2.54M | 0.55% | +1,144+7.4% | Added |
| Citadel Investment Advisory, Inc. | 17,128 | $2.54M | 1.57% | −100−0.6% | Reduced |
| Capula Management Ltd | 17,068 | $2.53M | 0.46% | +17,068 | New |
| Brighton Jones LLC | 16,947 | $2.51M | 0.13% | +736+4.5% | Added |
| Meridian Wealth Management, LLC | 16,932 | $2.51M | 0.32% | +1,640+10.7% | Added |
| Pratt Collard Advisory Partners LLC | 16,926 | $2.51M | 1.67% | −40−0.2% | Reduced |
| Moseley Investment Management Inc | 16,923 | $2.51M | 1.23% | +2,094+14.1% | Added |
| Smithbridge Asset Management Inc | 16,849 | $2.50M | 0.81% | +525+3.2% | Added |
| Heritage Trust Co | 16,832 | $2.49M | 0.36% | −298−1.7% | Reduced |
| Delta Financial Advisors LLC | 16,829 | $2.49M | 1.10% | +27+0.2% | Added |
| Meeder Asset Management Inc | 16,747 | $2.48M | 0.12% | −4,265−20.3% | Reduced |
| Ami Investment Management Inc | 16,580 | $2.46M | 1.00% | −182−1.1% | Reduced |
| Eads & Heald Wealth Management | 16,574 | $2.46M | 1.20% | −14−0.1% | Reduced |
| HBK Investments L P | 16,563 | $2.45M | 0.02% | +16,563 | New |
| Legacy Capital Partners, Inc. | 16,523 | $2.45M | 0.88% | −20−0.1% | Reduced |
| Northstar Asset Management LLC | 16,512 | $2.45M | 0.64% | −950−5.4% | Reduced |
| Keystone Financial Group | 16,426 | $2.43M | 0.44% | +160+1.0% | Added |
| Empirical Finance, LLC | 16,424 | $2.43M | 0.40% | +2,321+16.5% | Added |
| Gotham Asset Management, LLC | 16,420 | $2.43M | 0.10% | −590−3.5% | Reduced |
| Hengehold Capital Management LLC | 16,417 | $2.43M | 0.32% | +388+2.4% | Added |
| Liberty Capital Management, Inc. | 16,414 | $2.43M | 0.74% | −2,842−14.8% | Reduced |
| Leavell Investment Management, Inc. | 17,149 | $2.43M | 0.20% | 00.0% | Unchanged |