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 |
|---|---|---|---|---|---|
| Geneva Partners, LLC | 5,344 | $792.0K | 0.36% | −6,930−56.5% | Reduced |
| Graypoint LLC | 5,340 | $791.0K | 0.11% | +624+13.2% | Added |
| MBA Advisors LLC | 5,326 | $789.0K | 0.59% | +22+0.4% | Added |
| Key Financial Inc | 5,027 | $789.0K | 0.44% | −33−0.7% | Reduced |
| Curated Wealth Partners LLC | 5,327 | $789.0K | 0.43% | +779+17.1% | Added |
| Suncoast Equity Management | 5,320 | $788.0K | 0.10% | +375+7.6% | Added |
| Allegheny Financial Group LTD | 5,314 | $787.0K | 0.36% | +5,314 | New |
| Hollow Brook Wealth Management LLC | 5,307 | $786.0K | 0.49% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5,294 | $784.0K | 0.34% | +18+0.3% | Added |
| Geier Asset Management, Inc. | 5,286 | $783.0K | 0.55% | −165−3.0% | Reduced |
| Univest Financial Corp | 5,285 | $783.0K | 0.21% | −126−2.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,286 | $783.0K | 0.23% | +24+0.5% | Added |
| Leonteq Securities AG | 5,244 | $777.0K | 0.06% | −37,648−87.8% | Reduced |
| Westchester Capital Management, Inc. | 5,246 | $777.0K | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,244 | $777.0K | 0.35% | +173+3.4% | Added |
| Chickasaw Capital Management LLC | 5,240 | $776.0K | 0.03% | +910+21.0% | Added |
| Seven Springs Wealth Group, LLC | 5,223 | $774.0K | 0.34% | +81+1.6% | Added |
| Tranquility Partners, LLC | 5,211 | $772.0K | 0.43% | −99−1.9% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 5,200 | $770.0K | 0.28% | −600−10.3% | Reduced |
| Wedgewood Investors Inc | 5,190 | $769.0K | 0.97% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,193 | $769.0K | 0.13% | +81+1.6% | Added |
| Engineers Gate Manager LP | 5,174 | $767.0K | 0.05% | −1,613−23.8% | Reduced |
| Cary Street Partners Asset Management LLC | 5,173 | $767.0K | 0.18% | −28,913−84.8% | Reduced |
| Legacy Bridge, LLC | 5,167 | $766.0K | 0.43% | +350+7.3% | Added |
| Sustainable Insight Capital Management, LLC | 5,133 | $761.0K | 0.45% | +5,133 | New |
| WealthBridge Capital Management, LLC | 5,117 | $758.0K | 0.28% | −497−8.9% | Reduced |
| Colonial River Wealth Management, LLC | 5,111 | $757.0K | 0.54% | +178+3.6% | Added |
| PDS Planning, Inc | 5,111 | $757.0K | 0.18% | +1,271+33.1% | Added |
| Alliance Wealth Advisors, LLC | 5,098 | $755.0K | 0.68% | +29+0.6% | Added |
| Circle Wealth Management, LLC | 5,093 | $755.0K | 0.11% | +411+8.8% | Added |
| Alta Wealth Advisors LLC | 5,091 | $754.0K | 0.55% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,090 | $754.0K | 0.03% | +3,171+165.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,076 | $752.0K | 0.42% | +20.0% | Added |
| Concord Wealth Partners | 5,078 | $752.0K | 0.22% | +832+19.6% | Added |
| Perritt Capital Management Inc | 5,068 | $751.0K | 0.39% | 00.0% | Unchanged |
| SFMG, LLC | 5,070 | $751.0K | 0.08% | +149+3.0% | Added |
| LBMC Investment Advisors, LLC | 5,065 | $750.0K | 0.07% | +1,145+29.2% | Added |
| Jeppson Wealth Management, LLC | 5,058 | $749.0K | 0.41% | −190−3.6% | Reduced |
| Keudell/Morrison Wealth Management | 5,035 | $746.0K | 0.41% | +191+3.9% | Added |
| Versor Investments LP | 5,000 | $741.0K | 0.03% | +5,000 | New |
| Legacy Financial Advisors, Inc. | 4,990 | $739.0K | 0.19% | +630+14.4% | Added |
| Indie Asset Partners, LLC | 4,968 | $736.0K | 0.60% | −150−2.9% | Reduced |
| Lake Street Financial LLC | 4,947 | $733.0K | 0.19% | −186−3.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,950 | $733.0K | 0.33% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 4,945 | $733.0K | 0.07% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,942 | $732.0K | 0.43% | +45+0.9% | Added |
| DRW Securities, LLC | 4,939 | $732.0K | 0.10% | +3,391+219.1% | Added |
| Semmax Financial Advisors Inc. | 4,926 | $730.0K | 0.23% | +214+4.5% | Added |
| Guinness Atkinson Asset Management Inc | 4,923 | $729.0K | 0.32% | +282+6.1% | Added |
| Summit Global Investments | 4,913 | $728.0K | 0.04% | −123−2.4% | Reduced |
| Teamwork Financial Advisors, LLC | 4,903 | $727.0K | 0.15% | −104−2.1% | Reduced |
| Tobam | 4,908 | $727.0K | 0.03% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 4,900 | $726.0K | 0.08% | −13,920−74.0% | Reduced |
| Gilbert & Cook, Inc. | 4,897 | $726.0K | 0.13% | +128+2.7% | Added |
| Bluestein R H & Co | 4,903 | $726.0K | 0.03% | +900+22.5% | Added |
| Glen Eagle Advisors, LLC | 4,896 | $725.4K | 0.23% | +375+8.3% | Added |
| Waddell & Associates, LLC | 4,896 | $725.0K | 0.13% | +4,896 | New |
| Mason Investment Advisory Services, Inc. | 4,892 | $724.8K | 0.07% | −3,065−38.5% | Reduced |
| 9258 Wealth Management, LLC | 4,883 | $724.0K | 0.19% | −685−12.3% | Reduced |
| Bridge Creek Capital Management LLC | 8,426 | $723.0K | 0.27% | −258−3.0% | Reduced |
| Covenant Partners, LLC | 4,875 | $722.0K | 0.27% | −65−1.3% | Reduced |
| Benjamin Edwards Inc | 4,851 | $719.0K | 0.49% | +2,119+77.6% | Added |
| American Investment Services, Inc. | 4,845 | $718.0K | 0.17% | −25−0.5% | Reduced |
| Bank of Nova Scotia Trust Co | 4,832 | $716.0K | 0.06% | −117−2.4% | Reduced |
| Eagle Ridge Investment Management | 4,831 | $716.0K | 0.08% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,809 | $713.0K | 0.22% | +4,809 | New |
| RMB Capital Management, LLC | 4,804 | $712.0K | 0.02% | −111−2.3% | Reduced |
| Samlyn Capital, LLC | 4,800 | $712.0K | 0.01% | +4,800 | New |
| Claar Advisors LLC | 4,800 | $711.0K | 0.21% | 00.0% | Unchanged |
| Menard Financial Group LLC | 4,758 | $705.0K | 0.67% | +156+3.4% | Added |
| Hexagon Capital Partners LLC | 4,748 | $704.0K | 0.20% | +695+17.1% | Added |
| Klingman & Associates, LLC | 4,734 | $701.0K | 0.07% | −895−15.9% | Reduced |
| Atlas Private Wealth Advisors | 4,720 | $699.0K | 0.38% | +10.0% | Added |
| Signature Wealth Management Partners, LLC | 4,716 | $699.0K | 0.63% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,708 | $698.0K | 0.09% | +341+7.8% | Added |
| Fiducient Advisors LLC | 4,694 | $696.0K | 0.22% | −1,600−25.4% | Reduced |
| Retirement Income Solutions, Inc | 4,696 | $696.0K | 0.24% | +10.0% | Added |
| SOL Capital Management CO | 4,685 | $694.0K | 0.14% | +64+1.4% | Added |
| Geller Advisors LLC | 4,668 | $692.0K | 0.15% | +8+0.2% | Added |
| Cornerstone National Bank & Trust Co | 4,666 | $691.4K | 0.30% | +298+6.8% | Added |
| DFPG Investments, LLC | 4,505 | $689.0K | 0.26% | −7,916−63.7% | Reduced |
| KLCM Advisors, Inc. | 4,638 | $687.0K | 0.15% | −3,925−45.8% | Reduced |
| First American Trust, FSB | 4,637 | $687.0K | 0.11% | −20−0.4% | Reduced |
| Miller Investment Management, LP | 4,631 | $686.0K | 0.12% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,625 | $685.0K | 0.33% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,611 | $683.0K | 0.00% | −102−2.2% | Reduced |
| One Capital Management, LLC | 4,613 | $683.0K | 0.06% | +219+5.0% | Added |
| Horan Capital Advisors, LLC. | 4,604 | $682.0K | 0.31% | 00.0% | Unchanged |
| Pecaut & Co. | 4,600 | $682.0K | 0.44% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,562 | $676.0K | 0.02% | +659+16.9% | Added |
| WealthTrust Axiom LLC | 4,551 | $674.0K | 0.22% | 00.0% | Unchanged |
| MJP Associates Inc | 4,546 | $674.0K | 0.23% | +28+0.6% | Added |
| Verus Financial Partners, Inc. | 4,310 | $672.0K | 0.10% | +1,296+43.0% | Added |
| Rock Point Advisors, LLC | 4,531 | $671.0K | 0.19% | −4,020−47.0% | Reduced |
| Encompass Wealth Advisors, LLC | 4,516 | $669.0K | 0.16% | 00.0% | Unchanged |
| Trust Co of Kansas | 4,498 | $666.0K | 0.38% | +1,044+30.2% | Added |
| Blue Zone Wealth Advisors, LLC | 4,461 | $661.0K | 0.25% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,461 | $661.0K | 0.04% | +2,447+121.5% | Added |
| Bremer Bank National Association | 4,458 | $660.0K | 0.14% | −140−3.0% | Reduced |
| Waycross Partners, LLC | 4,433 | $657.0K | 0.35% | 00.0% | Unchanged |