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 |
|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 7,815 | $1.16M | 0.14% | +45+0.6% | Added |
| Vigilare Wealth Management | 7,765 | $1.15M | 0.70% | +143+1.9% | Added |
| Richard P Slaughter Associates Inc | 7,754 | $1.15M | 0.44% | −35−0.4% | Reduced |
| Gratus Capital LLC | 7,730 | $1.15M | 0.13% | −10,734−58.1% | Reduced |
| Founders Financial Alliance, LLC | 7,721 | $1.14M | 0.52% | +95+1.2% | Added |
| Balentine LLC | 7,717 | $1.14M | 0.05% | +129+1.7% | Added |
| Oxford Financial Group Ltd | 7,716 | $1.14M | 0.15% | +1,147+17.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,697 | $1.14M | 0.85% | +7,697 | New |
| Madison Wealth Management | 7,672 | $1.14M | 0.25% | +155+2.1% | Added |
| Archford Capital Strategies, LLC | 7,641 | $1.13M | 0.28% | −2,435−24.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,618 | $1.13M | 0.14% | −202−2.6% | Reduced |
| Nicolet Bankshares Inc | 7,617 | $1.13M | 0.30% | +185+2.5% | Added |
| Charles Schwab Trust Co | 7,583 | $1.12M | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,075 | $1.12M | 0.16% | +669+8.0% | Added |
| Nadler Financial Group, Inc. | 7,550 | $1.12M | 0.18% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 7,521 | $1.11M | 0.78% | +15+0.2% | Added |
| Chesapeake Wealth Management | 7,493 | $1.11M | 0.36% | −679−8.3% | Reduced |
| Acima Private Wealth, LLC | 7,446 | $1.10M | 0.51% | 00.0% | Unchanged |
| Phocas Financial Corp. | 7,441 | $1.10M | 0.14% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 7,423 | $1.10M | 0.58% | +5,417+270.0% | Added |
| Old Mission Investment Co LLC | 7,415 | $1.10M | 0.45% | +182+2.5% | Added |
| Wall Street Access Asset Management, LLC | 7,369 | $1.09M | 0.61% | +24+0.3% | Added |
| Syntal Capital Partners, LLC | 7,343 | $1.09M | 0.38% | −489−6.2% | Reduced |
| NVWM, LLC | 7,335 | $1.09M | 0.39% | +78+1.1% | Added |
| Patton Albertson Miller Group, LLC | 7,313 | $1.08M | 0.25% | −674−8.4% | Reduced |
| True North Advisors, LLC | 7,300 | $1.08M | 0.23% | −719−9.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,296 | $1.08M | 0.61% | −150−2.0% | Reduced |
| Somerset Group LLC | 7,275 | $1.08M | 0.77% | +150+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,251 | $1.07M | 0.06% | −983−11.9% | Reduced |
| Greytown Advisors Inc. | 7,229 | $1.07M | 0.52% | +1,441+24.9% | Added |
| Campbell Capital Management Inc | 7,221 | $1.07M | 0.48% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 7,218 | $1.07M | 0.73% | +37+0.5% | Added |
| Summit Place Financial Advisors, LLC | 7,205 | $1.07M | 0.79% | −298−4.0% | Reduced |
| Roosevelt Investment Group LLC | 7,199 | $1.07M | 0.06% | −400−5.3% | Reduced |
| Exane Derivatives | 6,972 | $1.07M | 0.25% | +331+5.0% | Added |
| Roman Butler Fullerton & Co | 7,190 | $1.06M | 0.52% | +19+0.3% | Added |
| First City Capital Management, Inc. | 6,860 | $1.06M | 0.58% | +313+4.8% | Added |
| New England Research & Management, Inc. | 7,110 | $1.05M | 0.54% | 00.0% | Unchanged |
| Cooper Financial Group | 7,056 | $1.05M | 0.21% | +97+1.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,043 | $1.04M | 0.28% | +497+7.6% | Added |
| Perennial Investment Advisors, LLC | 7,034 | $1.04M | 0.38% | +48+0.7% | Added |
| Wright Investors Service Inc | 7,008 | $1.04M | 0.28% | +7,008 | New |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.04M | 0.42% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 6,993 | $1.04M | 0.29% | +1,179+20.3% | Added |
| Capital Investment Advisory Services, LLC | 6,978 | $1.03M | 0.13% | −185−2.6% | Reduced |
| Congress Park Capital LLC | 6,963 | $1.03M | 0.52% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,952 | $1.03M | 0.09% | −2,223−24.2% | Reduced |
| Laird Norton Trust Company, LLC | 6,939 | $1.03M | 0.11% | −1,468−17.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,932 | $1.03M | 0.80% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $1.02M | 0.62% | – | – |
| UMA Financial Services, Inc. | 6,588 | $1.02M | 0.29% | +45+0.7% | Added |
| Compagnie Lombard Odier SCmA | 6,882 | $1.02M | 0.02% | −793−10.3% | Reduced |
| Hudock, Inc. | 6,870 | $1.02M | 0.30% | +126+1.9% | Added |
| First Commonwealth Financial Corp | 6,861 | $1.02M | 0.36% | −138−2.0% | Reduced |
| Brown Capital Management LLC | 6,865 | $1.02M | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,507 | $1.02M | 0.32% | −202−3.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,848 | $1.01M | 0.66% | −65−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 6,851 | $1.01M | 0.46% | +63+0.9% | Added |
| Level Four Advisory Services, LLC | 6,841 | $1.01M | 0.07% | −1,636−19.3% | Reduced |
| Truepoint, Inc. | 6,846 | $1.01M | 0.06% | −264−3.7% | Reduced |
| Doliver Advisors, LP | 6,845 | $1.01M | 0.34% | +675+10.9% | Added |
| Wells Trecaso Financial Group, LLC | 6,846 | $1.01M | 0.49% | +1,236+22.0% | Added |
| Annex Advisory Services, LLC | 6,839 | $1.01M | 0.08% | −227−3.2% | Reduced |
| Moser Wealth Advisors, LLC | 6,827 | $1.01M | 0.65% | −14−0.2% | Reduced |
| American State Bank (Iowa) | 6,814 | $1.01M | 0.79% | +292+4.5% | Added |
| Mattern Wealth Management LLC | 6,477 | $1.01M | 0.32% | −558−7.9% | Reduced |
| Meitav Dash Investments Ltd | 6,957 | $1.01M | 0.03% | +325+4.9% | Added |
| XML Financial, LLC | 6,791 | $1.01M | 0.22% | +241+3.7% | Added |
| Comerica Securities,inc. | 6,771 | $1.00M | 0.08% | −1,572−18.8% | Reduced |
| Corsicana & Co. | 6,771 | $1.00M | 0.63% | +6,771 | New |
| Investment Partners, Ltd. | 6,749 | $1.00M | 0.46% | +23+0.3% | Added |
| Castle Rock Wealth Management, LLC | 6,458 | $997.0K | 0.37% | +244+3.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,719 | $996.0K | 0.44% | +333+5.2% | Added |
| Washington Trust Bank | 6,714 | $994.0K | 0.12% | −454−6.3% | Reduced |
| MEMBERS Trust Co | 6,701 | $993.0K | 0.03% | −95−1.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,681 | $990.0K | 1.48% | +6,681 | New |
| Summit Asset Management, LLC | 6,646 | $985.0K | 0.31% | −31−0.5% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 6,628 | $982.0K | 0.51% | −2,138−24.4% | Reduced |
| Landsberg, Bennett, & Dubbaneh LLC | 6,664 | $979.0K | 0.13% | −88−1.3% | Reduced |
| Meritage Portfolio Management | 6,610 | $979.0K | 0.06% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 6,599 | $978.0K | 0.01% | +123+1.9% | Added |
| Franklin Street Advisors Inc | 6,594 | $977.0K | 0.08% | −474−6.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,595 | $977.0K | 0.06% | +459+7.5% | Added |
| Magnetar Financial LLC | 6,551 | $971.0K | 0.01% | +6,551 | New |
| Reik & Co., LLC | 6,504 | $964.0K | 0.25% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,217 | $964.0K | 0.23% | −106−1.7% | Reduced |
| Live Oak Private Wealth LLC | 6,500 | $963.0K | 0.21% | +126+2.0% | Added |
| Levin Capital Strategies, L.P. | 6,477 | $960.0K | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 6,479 | $960.0K | 0.11% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 6,492 | $959.0K | 0.33% | −3,124−32.5% | Reduced |
| Opus Capital Group, LLC | 6,472 | $959.0K | 0.22% | −483−6.9% | Reduced |
| Paradigm Asset Management Co LLC | 6,470 | $958.7K | 0.24% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,466 | $958.0K | 0.55% | +44+0.7% | Added |
| Ellis Investment Partners, LLC | 6,465 | $957.0K | 0.24% | −74−1.1% | Reduced |
| Nations Financial Group Inc, | 6,457 | $957.0K | 0.16% | +32+0.5% | Added |
| CRA Financial Services, LLC | 6,456 | $957.0K | 0.33% | +468+7.8% | Added |
| Bray Capital Advisors | 6,451 | $956.0K | 0.25% | −49−0.8% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,440 | $954.0K | 1.04% | −206−3.1% | Reduced |
| Proffitt & Goodson Inc | 6,430 | $953.0K | 0.17% | +46+0.7% | Added |
| LCM Capital Management Inc | 6,426 | $952.0K | 0.79% | −8−0.1% | Reduced |