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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 11,284 | $1.67M | 0.05% | +10,309+1,057.3% | Added |
| RKL Wealth Management LLC | 11,243 | $1.67M | 0.21% | +63+0.6% | Added |
| Edgestream Partners, L.P. | 11,230 | $1.66M | 0.10% | −1,301−10.4% | Reduced |
| Acropolis Investment Management, LLC | 11,224 | $1.66M | 0.16% | +171+1.5% | Added |
| Nicholas Hoffman & Company, LLC. | 11,205 | $1.66M | 0.30% | −32−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 11,116 | $1.65M | 0.80% | +20+0.2% | Added |
| Norris Perne & French LLP | 11,112 | $1.65M | 0.14% | −29−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 11,039 | $1.64M | 0.67% | +191+1.8% | Added |
| First Command Bank | 11,033 | $1.64M | 0.18% | +928+9.2% | Added |
| First Command Financial Services, Inc. | 11,033 | $1.64M | 0.18% | +928+9.2% | Added |
| Fort, L.P. | 10,986 | $1.63M | 0.47% | −1,026−8.5% | Reduced |
| JT Stratford LLC | 10,958 | $1.62M | 0.52% | +89+0.8% | Added |
| Kovack Advisors, Inc. | 10,948 | $1.62M | 0.18% | −160−1.4% | Reduced |
| Garrison Point Advisors, LLC | 10,890 | $1.61M | 1.16% | 00.0% | Unchanged |
| HGK Asset Management Inc | 10,871 | $1.61M | 0.51% | −20−0.2% | Reduced |
| Holderness Investments Co | 10,826 | $1.60M | 0.53% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 10,815 | $1.60M | 0.17% | −835−7.2% | Reduced |
| Forte Capital LLC | 10,809 | $1.60M | 0.22% | +259+2.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,798 | $1.60M | 0.53% | +1,420+15.1% | Added |
| Western Wealth Management, LLC | 10,854 | $1.60M | 0.16% | +3,896+56.0% | Added |
| Gould Asset Management LLC | 10,785 | $1.60M | 0.45% | −715−6.2% | Reduced |
| Vista Investment Management | 10,784 | $1.60M | 0.94% | +44+0.4% | Added |
| Ascension Asset Management LLC | 10,755 | $1.59M | 1.04% | −100−0.9% | Reduced |
| Manchester Capital Management LLC | 10,744 | $1.59M | 0.22% | +36+0.3% | Added |
| Field & Main Bank | 10,715 | $1.59M | 1.02% | +1,585+17.4% | Added |
| Delta Asset Management LLC | 10,694 | $1.58M | 0.15% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10,663 | $1.58M | 0.24% | −128−1.2% | Reduced |
| Harvey Capital Management Inc | 10,649 | $1.58M | 0.52% | −915−7.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,621 | $1.57M | 0.29% | +1,515+16.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 10,610 | $1.57M | 1.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10,581 | $1.57M | 0.39% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 10,543 | $1.56M | 0.16% | −300−2.8% | Reduced |
| Madden Securities Corp | 10,544 | $1.56M | 0.82% | −25−0.2% | Reduced |
| Hedeker Wealth, LLC | 10,541 | $1.56M | 0.49% | +508+5.1% | Added |
| Wealthsource Partners, LLC | 10,518 | $1.56M | 0.14% | +867+9.0% | Added |
| Simplex Trading, LLC | 10,526 | $1.56M | 0.06% | +10,526 | New |
| Tectonic Advisors LLC | 10,491 | $1.55M | 0.32% | +348+3.4% | Added |
| Blue Square Asset Management, LLC | 10,476 | $1.55M | 0.95% | +804+8.3% | Added |
| Perpetual Investment Management Ltd | 10,465 | $1.55M | 0.22% | +1,200+13.0% | Added |
| Strategy Asset Managers LLC | 10,461 | $1.55M | 0.33% | +30.0% | Added |
| First Business Financial Services, Inc. | 10,445 | $1.55M | 0.18% | +1,272+13.9% | Added |
| Edmond de Rothschild Holding S.A. | 10,410 | $1.54M | 0.04% | +155+1.5% | Added |
| BFSG, LLC | 10,392 | $1.54M | 0.28% | +312+3.1% | Added |
| Accel Wealth Management | 10,385 | $1.54M | 1.02% | +228+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 10,389 | $1.54M | 0.14% | +1,050+11.2% | Added |
| Ellsworth Advisors, LLC | 10,327 | $1.53M | 0.75% | −12,418−54.6% | Reduced |
| AXS Investments LLC | 10,304 | $1.53M | 0.47% | +1,918+22.9% | Added |
| Cypress Capital, LLC | 10,293 | $1.52M | 1.49% | +1,493+17.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,282 | $1.52M | 0.36% | +290+2.9% | Added |
| Kavar Capital Partners Group, LLC | 10,244 | $1.52M | 0.37% | +3,149+44.4% | Added |
| Norway Savings Bank | 10,163 | $1.51M | 0.73% | −10−0.1% | Reduced |
| Calamos Wealth Management LLC | 10,165 | $1.51M | 0.12% | +881+9.5% | Added |
| 44 Wealth Management LLC | 10,116 | $1.50M | 0.58% | +4,736+88.0% | Added |
| Caisse de Depot Et Placement du Quebec | 10,100 | $1.50M | 0.00% | −135,852−93.1% | Reduced |
| Lionsbridge Wealth Management LLC | 10,106 | $1.50M | 1.60% | +990+10.9% | Added |
| Monarch Capital Management Inc | 10,082 | $1.49M | 0.43% | −60−0.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 10,050 | $1.49M | 0.13% | +205+2.1% | Added |
| West Chester Capital Advisors, Inc | 10,034 | $1.49M | 1.16% | +4,840+93.2% | Added |
| Piscataqua Savings Bank | 9,993 | $1.48M | 1.27% | +175+1.8% | Added |
| Sageworth Trust Co | 9,970 | $1.48M | 0.12% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 9,967 | $1.48M | 0.98% | +5,676+132.3% | Added |
| Loudon Investment Management, LLC | 9,948 | $1.47M | 1.01% | +67+0.7% | Added |
| Ritholtz Wealth Management | 9,947 | $1.47M | 0.11% | +1,496+17.7% | Added |
| Marcum Wealth, LLC | 9,938 | $1.47M | 0.24% | −114−1.1% | Reduced |
| Cowa, LLC | 14,916 | $1.47M | 0.92% | +2,569+20.8% | Added |
| Red Door Wealth Management, LLC | 9,937 | $1.47M | 0.57% | +1,824+22.5% | Added |
| St. Johns Investment Management Company, LLC | 9,928 | $1.47M | 0.80% | −13−0.1% | Reduced |
| Ayrshire Capital Management LLC | 9,906 | $1.47M | 0.83% | +188+1.9% | Added |
| Pacifica Partners Inc. | 9,969 | $1.47M | 1.11% | −35−0.3% | Reduced |
| Sawtooth Solutions, LLC | 9,881 | $1.46M | 0.29% | +3,405+52.6% | Added |
| Thrive Capital Management, LLC | 9,867 | $1.46M | 1.14% | +3,310+50.5% | Added |
| Valley Brook Capital Group | 9,816 | $1.45M | 1.39% | +71+0.7% | Added |
| Stony Point Wealth Management Inc. | 9,771 | $1.45M | 0.94% | −194−1.9% | Reduced |
| Triton Wealth Management, PLLC | 9,256 | $1.45M | 0.83% | +9,256 | New |
| Boltwood Capital Management | 9,752 | $1.45M | 0.60% | −25−0.3% | Reduced |
| Clear Street Markets LLC | 9,748 | $1.44M | 0.31% | +9,748 | New |
| Cambridge Advisors Inc. | 9,728 | $1.44M | 0.35% | −310−3.1% | Reduced |
| Financial Advisory Group | 9,719 | $1.44M | 0.34% | +341+3.6% | Added |
| Howard Financial Services, Ltd. | 9,694 | $1.44M | 0.56% | +186+2.0% | Added |
| Round Rock Advisors, LLC | 9,661 | $1.43M | 1.04% | −105−1.1% | Reduced |
| Pflug Koory, LLC | 9,656 | $1.43M | 0.75% | 00.0% | Unchanged |
| Citizens Business Bank | 9,640 | $1.43M | 0.19% | +166+1.8% | Added |
| Banco de Sabadell, S.A | 9,601 | $1.42M | 0.95% | −37,339−79.5% | Reduced |
| J.W. Cole Advisors, Inc. | 9,614 | $1.42M | 0.11% | +425+4.6% | Added |
| Intersect Capital LLC | 9,573 | $1.42M | 0.25% | +880+10.1% | Added |
| Rosenbaum Jay D. | 9,500 | $1.41M | 2.33% | −727−7.1% | Reduced |
| Greatmark Investment Partners, Inc. | 9,493 | $1.41M | 0.25% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 9,495 | $1.41M | 0.78% | +31+0.3% | Added |
| Court Place Advisors, LLC | 9,472 | $1.40M | 0.41% | −41−0.4% | Reduced |
| Burleson & Company, LLC | 9,452 | $1.40M | 0.21% | −260−2.7% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.40M | 0.14% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,447 | $1.40M | 0.17% | −890−8.6% | Reduced |
| Alexandria Capital, LLC | 9,441 | $1.40M | 0.13% | +2,324+32.7% | Added |
| Page Arthur B | 9,437 | $1.40M | 1.00% | −70−0.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 9,335 | $1.40M | 0.36% | −2,628−22.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,413 | $1.40M | 0.09% | −467−4.7% | Reduced |
| NorthCoast Asset Management LLC | 9,410 | $1.40M | 0.05% | +6,907+275.9% | Added |
| RSM US Wealth Management LLC | 9,410 | $1.39M | 0.08% | +521+5.9% | Added |
| Cumberland Partners Ltd | 9,387 | $1.39M | 0.11% | +100+1.1% | Added |
| We Are One Seven, LLC | 9,354 | $1.39M | 0.19% | +5,685+154.9% | Added |