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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 4,426 | $656.0K | 0.01% | +331+8.1% | Added |
| Engine No. 1 LLC | 4,415 | $654.0K | 0.18% | +4,415 | New |
| Westshore Wealth, LLC | 4,393 | $651.0K | 0.33% | +288+7.0% | Added |
| Orca Investment Management, LLC | 4,396 | $651.0K | 0.59% | +438+11.1% | Added |
| Buckley Wealth Management, LLC | 4,377 | $649.0K | 0.22% | −48−1.1% | Reduced |
| Private Capital Group, LLC | 4,366 | $647.0K | 0.15% | −117−2.6% | Reduced |
| Black Diamond Financial, LLC | 4,366 | $647.0K | 0.25% | 00.0% | Unchanged |
| First Financial Corp | 4,364 | $647.0K | 0.43% | +298+7.3% | Added |
| Arbor Wealth Management, LLC | 4,353 | $645.0K | 0.16% | +207+5.0% | Added |
| Bowling Portfolio Management LLC | 4,348 | $644.0K | 0.14% | −9−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,341 | $643.0K | 0.17% | +73+1.7% | Added |
| Truadvice, LLC | 4,073 | $643.0K | 0.14% | +957+30.7% | Added |
| Aft, Forsyth & Company, Inc. | 4,323 | $641.0K | 0.34% | 00.0% | Unchanged |
| Michael B. Yongue | 4,315 | $639.0K | 0.47% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 4,304 | $638.0K | 0.11% | −50−1.1% | Reduced |
| Hanson & Doremus Investment Management | 4,604 | $638.0K | 0.19% | +287+6.6% | Added |
| Old North State Trust, LLC | 4,304 | $638.0K | 0.48% | +1,090+33.9% | Added |
| Colton Groome Financial Advisors, LLC | 4,295 | $636.0K | 0.29% | +4,295 | New |
| SOA Wealth Advisors, LLC. | 4,289 | $635.0K | 0.16% | −5−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 4,278 | $634.0K | 0.14% | −243−5.4% | Reduced |
| Meridian Investment Counsel Inc. | 4,271 | $633.0K | 0.22% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 4,266 | $632.1K | 0.17% | +4,266 | New |
| Aveo Capital Partners, LLC | 4,262 | $632.0K | 0.14% | +117+2.8% | Added |
| AlphaCrest Capital Management LLC | 4,261 | $631.0K | 0.03% | −5,662−57.1% | Reduced |
| Clearview Wealth Advisors LLC | 4,259 | $631.0K | 0.39% | +91+2.2% | Added |
| Atlas Private Wealth Management | 4,258 | $631.0K | 0.39% | +821+23.9% | Added |
| Nexus Investment Management ULC | 4,250 | $630.0K | 0.07% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 4,243 | $628.0K | 0.26% | +55+1.3% | Added |
| Vivaldi Capital Management, LLC | 4,005 | $627.0K | 0.13% | −623−13.5% | Reduced |
| Camden Capital, LLC | 4,228 | $627.0K | 0.15% | +330+8.5% | Added |
| BDO Wealth Advisors, LLC | 4,228 | $626.0K | 0.07% | +20.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,218 | $625.0K | 0.01% | +14+0.3% | Added |
| Citizens & Northern Corp | 4,203 | $623.0K | 0.23% | −300−6.7% | Reduced |
| Profit Investment Management, LLC | 4,192 | $623.0K | 0.33% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,200 | $622.0K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 4,186 | $620.3K | 0.11% | −142−3.3% | Reduced |
| Capital Investment Counsel, Inc | 4,179 | $619.0K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,169 | $618.0K | 0.53% | −37−0.9% | Reduced |
| Hourglass Capital, LLC | 4,173 | $618.0K | 0.14% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,170 | $618.0K | 0.06% | +1,116+36.5% | Added |
| Paulson Wealth Management Inc. | 4,158 | $616.0K | 0.30% | +65+1.6% | Added |
| Occudo Quantitative Strategies LP | 4,139 | $613.0K | 0.09% | +4,139 | New |
| Regent Peak Wealth Advisors LLC | 3,902 | $612.0K | 0.17% | +209+5.7% | Added |
| Bay Rivers Group | 4,100 | $607.0K | 0.43% | −123−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,100 | $607.0K | 0.04% | −4,460−52.1% | Reduced |
| Gables Capital Management Inc. | 4,090 | $606.0K | 0.42% | −3,166−43.6% | Reduced |
| Cranbrook Wealth Management, LLC | 4,079 | $604.0K | 0.14% | −19−0.5% | Reduced |
| First National Bank Sioux Falls | 4,076 | $604.0K | 0.92% | −11−0.3% | Reduced |
| Sippican Capital Advisors | 4,060 | $602.0K | 0.52% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,023 | $600.0K | 0.12% | +208+5.5% | Added |
| Spouting Rock Asset Management, LLC | 4,044 | $599.0K | 0.18% | −4,040−50.0% | Reduced |
| McIlrath & Eck, LLC | 4,036 | $598.0K | 0.18% | +183+4.7% | Added |
| GoalVest Advisory LLC | 4,013 | $595.0K | 0.37% | +4,013 | New |
| Jefferies Group LLC | 4,010 | $594.2K | 0.01% | +3,746+1,418.9% | Added |
| Souders Financial Advisors | 4,000 | $593.0K | 0.20% | −15,513−79.5% | Reduced |
| JNBA Financial Advisors | 3,993 | $592.0K | 0.08% | +138+3.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,990 | $591.0K | 0.08% | −440−9.9% | Reduced |
| AllSquare Wealth Management LLC | 3,978 | $589.0K | 0.34% | −80−2.0% | Reduced |
| Hutchinson Capital Management | 3,966 | $588.0K | 0.15% | +40+1.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,959 | $587.0K | 0.26% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,948 | $585.0K | 0.32% | −200−4.8% | Reduced |
| Sound Income Strategies, LLC | 3,926 | $582.0K | 0.08% | +46+1.2% | Added |
| Capstone Financial Advisors, Inc. | 3,928 | $582.0K | 0.05% | +450+12.9% | Added |
| Wharton Business Group, LLC | 3,919 | $581.0K | 0.05% | −80−2.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,905 | $579.0K | 0.23% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,891 | $576.0K | 0.26% | −1,431−26.9% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,880 | $575.0K | 0.39% | +2+0.1% | Added |
| Apriem Advisors | 3,884 | $575.0K | 0.09% | +440+12.8% | Added |
| Covenant Asset Management, LLC | 3,859 | $572.0K | 0.17% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 3,850 | $571.0K | 0.26% | +157+4.3% | Added |
| Perennial Advisors, LLC | 3,855 | $571.0K | 0.17% | +202+5.5% | Added |
| Bank of Stockton | 3,845 | $570.0K | 0.17% | −17−0.4% | Reduced |
| IMS Capital Management | 3,814 | $565.0K | 0.33% | +1,401+58.1% | Added |
| Atlantic Trust, LLC | 3,808 | $564.0K | 0.37% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 3,795 | $562.0K | 0.76% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 3,794 | $562.0K | 0.02% | +3,794 | New |
| Compass Capital Management, Inc | 3,788 | $561.0K | 0.04% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 3,783 | $561.0K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,771 | $559.0K | 0.34% | +10+0.3% | Added |
| PBMares Wealth Management LLC | 3,762 | $557.0K | 0.30% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 3,727 | $552.0K | 0.55% | 00.0% | Unchanged |
| Optas, LLC | 3,712 | $549.0K | 0.16% | +60+1.6% | Added |
| First National Bank of Hutchinson | 3,698 | $548.0K | 0.28% | −274−6.9% | Reduced |
| SNS Financial Group, LLC | 3,697 | $547.0K | 0.07% | +55+1.5% | Added |
| Krane Funds Advisors LLC | 3,690 | $547.0K | 0.02% | +719+24.2% | Added |
| Sigma Investment Counselors Inc | 3,684 | $546.0K | 0.04% | −43−1.2% | Reduced |
| Cooper/Haims Advisors, LLC | 3,682 | $546.0K | 0.36% | +566+18.2% | Added |
| Sovereign Financial Group, Inc. | 3,847 | $544.0K | 0.33% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 3,671 | $544.0K | 0.25% | +34+0.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,698 | $543.0K | 0.16% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,659 | $542.0K | 0.37% | +1,615+79.0% | Added |
| Summit Financial Wealth Advisors, LLC | 3,652 | $541.0K | 0.12% | −146−3.8% | Reduced |
| Waterfront Wealth Inc. | 3,643 | $540.0K | 0.26% | +38+1.1% | Added |
| Patriot Investment Management Inc. | 3,642 | $539.0K | 0.05% | −3−0.1% | Reduced |
| Gryphon Financial Partners LLC | 3,720 | $539.0K | 0.13% | +326+9.6% | Added |
| Two Sigma Securities, LLC | 3,632 | $538.0K | 0.13% | −1,559−30.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,612 | $535.0K | 0.11% | +157+4.5% | Added |
| Independent Solutions Wealth Management, LLC | 3,607 | $534.4K | 0.13% | +1,983+122.1% | Added |
| Cabot Wealth Management Inc | 3,594 | $533.0K | 0.07% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 3,584 | $531.0K | 0.18% | +6+0.2% | Added |