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 |
|---|---|---|---|---|---|
| Inlet Private Wealth, LLC | 16,306 | $2.42M | 0.63% | +30.0% | Added |
| Eudaimonia Partners, LLC | 16,249 | $2.41M | 0.45% | +16+0.1% | Added |
| Fieldpoint Private Securities, LLC | 15,533 | $2.40M | 0.52% | −275−1.7% | Reduced |
| TFG Advisers LLC | 16,169 | $2.40M | 1.16% | −10−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 16,155 | $2.39M | 0.13% | +787+5.1% | Added |
| Valmark Advisers, Inc. | 16,122 | $2.39M | 0.04% | +626+4.0% | Added |
| Family Legacy, Inc. | 15,363 | $2.38M | 1.06% | +26+0.2% | Added |
| Amussen Hunsaker Associates LLC | 16,020 | $2.38M | 0.68% | +1,853+13.1% | Added |
| Mitchell Sinkler & Starr | 16,065 | $2.38M | 2.16% | +146+0.9% | Added |
| Aries Wealth Management | 16,027 | $2.38M | 1.02% | +155+1.0% | Added |
| Optimal Asset Management, Inc. | 16,021 | $2.37M | 0.28% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 15,985 | $2.37M | 0.93% | −340−2.1% | Reduced |
| First United Bank Trust | 15,924 | $2.36M | 0.99% | −1,685−9.6% | Reduced |
| Sowell Financial Services LLC | 15,857 | $2.35M | 0.16% | −8,355−34.5% | Reduced |
| AllGen Financial Advisors, Inc. | 15,797 | $2.34M | 1.80% | −293−1.8% | Reduced |
| Ninety One North America, Inc. | 15,716 | $2.33M | 0.11% | −1,505−8.7% | Reduced |
| Bank of the West | 15,684 | $2.32M | 0.24% | −383−2.4% | Reduced |
| Investment Advisory Services Inc | 15,660 | $2.32M | 1.43% | +15,660 | New |
| Boyd Watterson Asset Management LLC | 15,650 | $2.32M | 0.94% | +37+0.2% | Added |
| BerganKDV Wealth Management, LLC | 15,603 | $2.31M | 0.27% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,591 | $2.31M | 0.37% | +880+6.0% | Added |
| Outfitter Financial LLC | 15,550 | $2.30M | 1.77% | +90+0.6% | Added |
| VeraBank, N.A. | 15,489 | $2.29M | 1.37% | +387+2.6% | Added |
| Truehand, Inc | 15,470 | $2.29M | 1.35% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,375 | $2.28M | 0.23% | +98+0.6% | Added |
| Advisors Capital Management, LLC | 15,338 | $2.27M | 0.07% | +731+5.0% | Added |
| Varma Mutual Pension Insurance Co | 15,257 | $2.26M | 0.03% | −32,511−68.1% | Reduced |
| Vident Investment Advisory, LLC | 15,251 | $2.26M | 0.07% | +2,470+19.3% | Added |
| Navellier & Associates Inc | 15,103 | $2.24M | 0.34% | +100+0.7% | Added |
| Smith, Moore & Co. | 14,883 | $2.23M | 0.34% | −101−0.7% | Reduced |
| Focus Financial Network, Inc. | 15,031 | $2.23M | 0.30% | −123−0.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 15,010 | $2.22M | 0.27% | −20−0.1% | Reduced |
| Gabalex Capital Management LLC | 15,000 | $2.22M | 1.05% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $2.22M | 1.12% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.22M | 0.62% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 14,991 | $2.22M | 1.17% | −25−0.2% | Reduced |
| Montecito Bank & Trust | 14,988 | $2.22M | 0.43% | +13+0.1% | Added |
| Duff & Phelps Investment Management Co | 14,900 | $2.21M | 0.03% | −1,310−8.1% | Reduced |
| Cozad Asset Management Inc | 14,889 | $2.21M | 0.35% | −649−4.2% | Reduced |
| Gries Financial LLC | 14,303 | $2.20M | 0.71% | −109−0.8% | Reduced |
| AIMZ Investment Advisors, LLC | 14,869 | $2.20M | 0.99% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 14,859 | $2.20M | 0.29% | +184+1.3% | Added |
| Ameritas Investment Company, LLC | 4,165 | $2.19M | 0.11% | −11,369−73.2% | Reduced |
| Waldron Private Wealth LLC | 14,773 | $2.19M | 0.14% | −11−0.1% | Reduced |
| Integrated Advisors Network LLC | 14,745 | $2.19M | 0.16% | +1,198+8.8% | Added |
| Sentry Investment Management LLC | 14,655 | $2.17M | 0.55% | −2,722−15.7% | Reduced |
| Orion Portfolio Solutions, LLC | 14,591 | $2.16M | 0.08% | +446+3.2% | Added |
| TCI Wealth Advisors, Inc. | 14,567 | $2.16M | 0.37% | +2,222+18.0% | Added |
| Jaffetilchin Investment Partners, LLC | 14,526 | $2.15M | 0.15% | +3,365+30.1% | Added |
| Lawson Kroeker Investment Management Inc | 14,498 | $2.15M | 0.68% | −325−2.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 14,495 | $2.15M | 0.15% | +77+0.5% | Added |
| LCNB Corp | 14,428 | $2.14M | 1.08% | −139−1.0% | Reduced |
| Cox Capital Mgt LLC | 14,383 | $2.13M | 1.43% | +384+2.7% | Added |
| Sompo Asset Management Co., Ltd. | 14,314 | $2.12M | 0.43% | +770+5.7% | Added |
| Dumont & Blake Investment Advisors LLC | 14,310 | $2.12M | 0.60% | +94+0.7% | Added |
| Lincoln Capital LLC | 14,299 | $2.12M | 0.59% | +1,134+8.6% | Added |
| Kinloch Capital, LLC | 14,294 | $2.12M | 1.52% | +375+2.7% | Added |
| Regal Investment Advisors LLC | 14,293 | $2.12M | 0.21% | +14,293 | New |
| Csenge Advisory Group | 14,270 | $2.12M | 0.19% | +4,446+45.3% | Added |
| West Oak Capital, LLC | 14,219 | $2.11M | 0.83% | +330+2.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 14,205 | $2.10M | 1.33% | −300−2.1% | Reduced |
| Oxler Private Wealth LLC | 14,149 | $2.10M | 0.91% | +33+0.2% | Added |
| ZWJ Investment Counsel Inc | 14,116 | $2.09M | 0.12% | −1,252−8.1% | Reduced |
| Dividend Assets Capital, LLC | 14,118 | $2.09M | 0.41% | −355−2.5% | Reduced |
| Evermay Wealth Management LLC | 14,107 | $2.09M | 0.39% | −495−3.4% | Reduced |
| NorthRock Partners, LLC | 14,067 | $2.08M | 0.17% | −180−1.3% | Reduced |
| Claro Advisors LLC | 14,058 | $2.08M | 0.94% | +92+0.7% | Added |
| Grove Bank & Trust | 14,040 | $2.08M | 0.45% | +341+2.5% | Added |
| Allred Capital Management, LLC | 14,032 | $2.08M | 1.03% | −281−2.0% | Reduced |
| Regent Investment Management LLC | 14,029 | $2.08M | 0.49% | +1,542+12.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 14,000 | $2.07M | 0.67% | 00.0% | Unchanged |
| First Foundation Advisors | 13,995 | $2.07M | 0.08% | +763+5.8% | Added |
| Lloyd Advisory Services, LLC. | 13,987 | $2.07M | 1.05% | +12,984+1,294.5% | Added |
| Baldwin Investment Management, LLC | 13,918 | $2.06M | 0.35% | −118−0.8% | Reduced |
| Wolverine Trading, LLC | 14,012 | $2.06M | 0.06% | −17,633−55.7% | Reduced |
| RFG Advisory, LLC | 13,856 | $2.05M | 0.18% | −571−4.0% | Reduced |
| Allworth Financial LP | 13,852 | $2.05M | 0.04% | −117−0.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,857 | $2.05M | 0.60% | −42−0.3% | Reduced |
| Stockman Wealth Management, Inc. | 13,852 | $2.05M | 0.49% | −405−2.8% | Reduced |
| Home Federal Bank of Tennessee | 13,825 | $2.05M | 0.74% | −15−0.1% | Reduced |
| Kore Private Wealth LLC | 13,828 | $2.05M | 0.23% | +2,411+21.1% | Added |
| Independence Bank of Kentucky | 13,806 | $2.05M | 0.91% | +50.0% | Added |
| Selway Asset Management | 13,805 | $2.04M | 1.10% | −350−2.5% | Reduced |
| Saybrook Capital | 13,792 | $2.04M | 0.56% | +409+3.1% | Added |
| Brown Miller Wealth Management, LLC | 13,791 | $2.04M | 1.31% | +323+2.4% | Added |
| Joel Isaacson & Co., LLC | 13,759 | $2.04M | 0.16% | −42−0.3% | Reduced |
| Becker Capital Management Inc | 13,725 | $2.03M | 0.09% | +439+3.3% | Added |
| Cito Capital Group, LLC | 13,721 | $2.03M | 0.92% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 13,672 | $2.03M | 0.44% | +275+2.1% | Added |
| Dana Investment Advisors, Inc. | 13,644 | $2.02M | 0.09% | −752−5.2% | Reduced |
| LVM Capital Management Ltd | 13,641 | $2.02M | 0.31% | +789+6.1% | Added |
| Capital Counsel LLC | 13,636 | $2.02M | 0.10% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 13,624 | $2.02M | 1.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 13,611 | $2.02M | 0.65% | −392−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,612 | $2.02M | 0.78% | +261+2.0% | Added |
| Stonebridge Capital Advisors LLC | 13,559 | $2.01M | 0.24% | −309−2.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 13,548 | $2.01M | 0.98% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 13,486 | $2.00M | 1.28% | −77−0.6% | Reduced |
| Platform Technology Partners | 13,487 | $2.00M | 0.82% | +13,487 | New |
| Cypress Capital Management LLC | 13,450 | $1.99M | 0.26% | +165+1.2% | Added |