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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 1,741 | $258.0K | 0.21% | −57−3.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,743 | $258.0K | 0.07% | 00.0% | Unchanged |
| Kalos Management, Inc. | 1,701 | $257.0K | 0.10% | −490−22.4% | Reduced |
| Financial Consulate, Inc | 1,736 | $257.0K | 0.09% | +3+0.2% | Added |
| Gemmer Asset Management LLC | 1,737 | $257.0K | 0.04% | +22+1.3% | Added |
| Congress Asset Management Co | 1,734 | $257.0K | 0.00% | +23+1.3% | Added |
| Opal Wealth Advisors, LLC | 1,736 | $257.0K | 0.24% | +200+13.0% | Added |
| N.E.W. Advisory Services LLC | 1,736 | $257.0K | 0.04% | +1,736 | New |
| Financial Consulate Inc. | 1,736 | $257.0K | 0.09% | +1,736 | New |
| Baltimore-Washington Financial Advisors, Inc. | 1,730 | $256.0K | 0.02% | +153+9.7% | Added |
| Cortland Associates Inc | 1,719 | $255.0K | 0.03% | −5−0.3% | Reduced |
| Golden State Wealth Management, LLC | 1,717 | $254.0K | 0.06% | −158−8.4% | Reduced |
| Navis Wealth Advisors, LLC | 1,716 | $254.0K | 0.21% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,714 | $254.0K | 0.07% | +23+1.4% | Added |
| Kathmere Capital Management, LLC | 1,709 | $253.0K | 0.05% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,708 | $253.0K | 0.11% | +100+6.2% | Added |
| Paradigm Capital Management Inc | 1,700 | $252.0K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,693 | $251.0K | 0.03% | −444−20.8% | Reduced |
| Coho Partners, Ltd. | 1,696 | $251.0K | 0.00% | −28−1.6% | Reduced |
| Yorktown Management & Research Co Inc | 1,695 | $251.0K | 0.20% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,679 | $249.0K | 0.03% | −40−2.3% | Reduced |
| Campion Asset Management LLC | 1,683 | $249.0K | 0.21% | +63+3.9% | Added |
| Peddock Capital Advisors, LLC | 1,575 | $247.0K | 0.09% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,662 | $246.0K | 0.07% | +3+0.2% | Added |
| Green Harvest Asset Management LLC | 1,661 | $246.0K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,654 | $245.0K | 0.10% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,654 | $245.0K | 0.06% | +12+0.7% | Added |
| Firestone Capital Management | 1,634 | $242.0K | 0.09% | 00.0% | Unchanged |
| London Co of Virginia | 1,625 | $241.0K | 0.00% | 00.0% | Unchanged |
| Wealthquest Corp | 1,630 | $241.0K | 0.04% | +57+3.6% | Added |
| Vanguard Capital Wealth Advisors | 1,624 | $240.0K | 0.18% | +1+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,620 | $240.0K | 0.18% | +86+5.6% | Added |
| Capital Financial Planning, LLC | 1,613 | $239.0K | 0.09% | −402−20.0% | Reduced |
| Wilkinson Global Asset Management LLC | 1,608 | $238.0K | 0.01% | −105−6.1% | Reduced |
| Wallace Capital Management Inc. | 1,599 | $237.0K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,592 | $236.0K | 0.06% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,592 | $236.0K | 0.13% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,593 | $236.0K | 0.03% | +18+1.1% | Added |
| Merriman Wealth Management, LLC | 1,587 | $235.0K | 0.02% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $235.0K | 0.05% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,582 | $234.0K | 0.08% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,573 | $233.0K | 0.03% | −62−3.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,571 | $233.0K | 0.14% | −45−2.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,572 | $233.0K | 0.01% | +54+3.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,553 | $233.0K | 0.15% | +1,553 | New |
| Cassia Capital Partners, LLC | 1,572 | $233.0K | 0.18% | +1,572 | New |
| Hobart Private Capital, LLC | 1,568 | $232.3K | 0.10% | −88−5.3% | Reduced |
| Sage Rhino Capital LLC | 1,566 | $232.0K | 0.07% | +60+4.0% | Added |
| Insight Folios Inc | 1,564 | $232.0K | 0.14% | +1,564 | New |
| Oliver Luxxe Assets LLC | 1,560 | $231.0K | 0.06% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 1,558 | $231.0K | 0.18% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,557 | $231.0K | 0.19% | +2+0.1% | Added |
| Fortress Wealth Group, LLC | 1,557 | $231.0K | 0.21% | +1,557 | New |
| Trellis Advisors, LLC | 1,530 | $227.0K | 0.12% | −34−2.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,535 | $227.0K | 0.08% | +70+4.8% | Added |
| JJJ Advisors Inc. | 1,525 | $226.0K | 0.08% | −7−0.5% | Reduced |
| Chronos Wealth Management, LLC | 1,525 | $226.0K | 0.16% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,520 | $226.0K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,524 | $226.0K | 0.05% | +2+0.1% | Added |
| HighMark Wealth Management LLC | 1,523 | $226.0K | 0.17% | +1+0.1% | Added |
| Oak Family Advisors, LLC | 1,522 | $226.0K | 0.14% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,514 | $224.0K | 0.07% | −736−32.7% | Reduced |
| 360 Financial, Inc. | 1,513 | $224.0K | 0.12% | −50−3.2% | Reduced |
| Freedman Financial Associates, Inc. | 1,509 | $224.0K | 0.17% | +52+3.6% | Added |
| First National Corp | 1,694 | $224.0K | 0.08% | +1,694 | New |
| Northeast Financial Group, Inc. | 1,509 | $223.7K | 0.15% | −35−2.3% | Reduced |
| Montag & Caldwell, LLC | 1,500 | $222.0K | 0.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,495 | $222.0K | 0.06% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $222.0K | 0.01% | +1,500 | New |
| Monticello Wealth Management, LLC | 1,492 | $221.0K | 0.02% | +42+2.9% | Added |
| Trilogy Capital Inc. | 1,474 | $220.0K | 0.02% | −2,370−61.7% | Reduced |
| Adams Chetwood Wealth Management LLC | 1,488 | $220.0K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,488 | $220.0K | 0.04% | +53+3.7% | Added |
| Polaris Wealth Advisory Group, LLC | 1,480 | $219.0K | 0.01% | −110−6.9% | Reduced |
| Financial Advisory Corp | 1,471 | $218.0K | 0.16% | +3+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,397 | $218.0K | 0.09% | +1,397 | New |
| Avestar Capital, LLC | 1,465 | $217.0K | 0.04% | −125−7.9% | Reduced |
| Colorado Capital Management, Inc. | 1,471 | $217.0K | 0.15% | −93−5.9% | Reduced |
| Standard Family Office LLC | 1,464 | $217.0K | 0.04% | −24−1.6% | Reduced |
| Cordasco Financial Network | 1,463 | $217.0K | 0.15% | +108+8.0% | Added |
| Tatro Capital, LLC | 1,458 | $216.0K | 0.15% | −240−14.1% | Reduced |
| Claraphi Advisory Network, LLC | 1,460 | $216.0K | 0.07% | +35+2.5% | Added |
| Ade, LLC | 1,460 | $216.0K | 0.20% | +202+16.1% | Added |
| Conestoga Capital Advisors, LLC | 1,450 | $215.0K | 0.00% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,452 | $215.0K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,449 | $214.7K | 0.04% | −651−31.0% | Reduced |
| Ategra Capital Management, LLC | 1,445 | $214.1K | 0.11% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,441 | $214.0K | 0.03% | −197−12.0% | Reduced |
| TriaGen Wealth Management LLC | 1,365 | $214.0K | 0.11% | −100−6.8% | Reduced |
| Bridgecreek Investment Management, LLC | 1,440 | $213.0K | 0.03% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,431 | $212.0K | 0.04% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,433 | $212.0K | 0.06% | +1,433 | New |
| TruWealth Advisors, LLC | 1,431 | $212.0K | 0.02% | +1,431 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $211.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,405 | $209.0K | 0.07% | +1,405 | New |
| Marks Group Wealth Management, Inc | 1,409 | $209.0K | 0.03% | +1,409 | New |
| Aprio Wealth Management, LLC | 1,413 | $209.0K | 0.10% | +1,413 | New |
| Safir Wealth Advisors, LLC | 1,410 | $209.0K | 0.18% | +1,410 | New |
| Treybourne Wealth Planners, Inc. | 1,413 | $209.0K | 0.13% | +1,413 | New |
| Madison Wealth Partners, Inc | 1,407 | $209.0K | 0.12% | +1,407 | New |