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, Q3 2021
Institutional positions in PepsiCo Inc as of Sep 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
- 2,741
- +22 vs. Q2 2021
- Shares held
- 996.1M
- +7.98M (+0.8%) vs. Q2 2021
- Total value
- $149.8B
- +$3.57B (+2.4%) vs. Q2 2021
- New holders
- 114
- 1,206 more added
- Sold out
- 92
- 1,058 more reduced
41 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BFSG, LLC | 10,522 | $1.58M | 0.24% | +130+1.3% | Added |
| Mountain Pacific Investment Advisers Inc | 10,535 | $1.58M | 0.10% | −919−8.0% | Reduced |
| Hemenway Trust Co LLC | 10,552 | $1.59M | 0.16% | +9+0.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 10,575 | $1.59M | 1.02% | −35−0.3% | Reduced |
| Center for Financial Planning, Inc. | 10,581 | $1.59M | 0.39% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 10,587 | $1.59M | 0.73% | +260+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,612 | $1.60M | 0.37% | +330+3.2% | Added |
| Wambolt & Associates, LLC | 10,579 | $1.60M | 0.64% | +1,552+17.2% | Added |
| Fragasso Group Inc. | 10,633 | $1.60M | 0.21% | −12,688−54.4% | Reduced |
| Blue Square Asset Management, LLC | 10,682 | $1.61M | 1.00% | +206+2.0% | Added |
| Delta Asset Management LLC | 10,694 | $1.61M | 0.16% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,698 | $1.61M | 0.29% | +77+0.7% | Added |
| Ascension Asset Management LLC | 10,705 | $1.61M | 1.05% | −50−0.5% | Reduced |
| Tempus Wealth Planning, LLC | 10,703 | $1.61M | 0.91% | +736+7.4% | Added |
| Forte Capital LLC | 10,709 | $1.61M | 0.22% | −100−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,784 | $1.62M | 0.53% | −14−0.1% | Reduced |
| Archer Investment Corp | 10,790 | $1.62M | 0.61% | +1,690+18.6% | Added |
| Bigelow Investment Advisors, LLC | 10,814 | $1.63M | 0.80% | −302−2.7% | Reduced |
| HGK Asset Management Inc | 10,841 | $1.63M | 0.54% | −30−0.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,875 | $1.64M | 0.38% | −1,029−8.6% | Reduced |
| SRB Corp | 10,879 | $1.64M | 0.10% | +10,879 | New |
| Wall Street Access Asset Management, LLC | 10,899 | $1.64M | 0.72% | +3,530+47.9% | Added |
| Vista Investment Management | 10,910 | $1.64M | 0.96% | +126+1.2% | Added |
| Garrison Point Advisors, LLC | 10,935 | $1.65M | 1.20% | +45+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 10,960 | $1.65M | 0.29% | −245−2.2% | Reduced |
| Holderness Investments Co | 10,960 | $1.65M | 0.54% | +134+1.2% | Added |
| Ritholtz Wealth Management | 10,958 | $1.65M | 0.11% | +1,011+10.2% | Added |
| Loomis Sayles & Co L P | 10,958 | $1.65M | 0.00% | +10,628+3,220.6% | Added |
| Financial Advocates Investment Management | 10,976 | $1.65M | 0.12% | −1,741−13.7% | Reduced |
| Dakota Wealth Management | 11,021 | $1.66M | 0.19% | +1,574+16.7% | Added |
| Global Retirement Partners, LLC | 11,061 | $1.66M | 0.16% | −624−5.3% | Reduced |
| HC Financial Advisors Inc | 11,091 | $1.67M | 1.00% | −386−3.4% | Reduced |
| First Command Bank | 11,089 | $1.67M | 0.29% | +56+0.5% | Added |
| First Command Financial Services, Inc. | 11,089 | $1.67M | 0.29% | +56+0.5% | Added |
| Norway Savings Bank | 11,103 | $1.67M | 0.79% | +940+9.2% | Added |
| JFS Wealth Advisors, LLC | 11,140 | $1.68M | 0.17% | +477+4.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.68M | 1.05% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 11,159 | $1.68M | 0.31% | −495−4.2% | Reduced |
| Pitcairn Co | 11,164 | $1.68M | 0.12% | −162−1.4% | Reduced |
| Two Sigma Securities, LLC | 11,209 | $1.69M | 0.35% | +7,577+208.6% | Added |
| Lawson Kroeker Investment Management Inc | 11,248 | $1.69M | 0.56% | −3,250−22.4% | Reduced |
| Wintrust Investments LLC | 11,253 | $1.69M | 0.23% | −331−2.9% | Reduced |
| Crawford Investment Counsel Inc | 11,262 | $1.69M | 0.03% | −57−0.5% | Reduced |
| Acropolis Investment Management, LLC | 11,716 | $1.69M | 0.20% | +492+4.4% | Added |
| Occudo Quantitative Strategies LP | 11,260 | $1.69M | 0.20% | +7,121+172.0% | Added |
| Berkshire Bank | 11,282 | $1.70M | 0.41% | −100−0.9% | Reduced |
| DAGCO, Inc. | 11,330 | $1.70M | 0.73% | −433−3.7% | Reduced |
| Tectonic Advisors LLC | 11,345 | $1.71M | 0.33% | +854+8.1% | Added |
| RKL Wealth Management LLC | 11,362 | $1.71M | 0.22% | +119+1.1% | Added |
| Relyea Zuckerberg Hanson LLC | 11,366 | $1.71M | 0.66% | +327+3.0% | Added |
| Manchester Capital Management LLC | 11,376 | $1.71M | 0.23% | +632+5.9% | Added |
| Wealthsource Partners, LLC | 11,386 | $1.71M | 0.15% | +868+8.3% | Added |
| Tower View Investment Management & Research LLC | 11,402 | $1.72M | 0.95% | −390−3.3% | Reduced |
| Means Investment Co., Inc. | 11,400 | $1.72M | 0.34% | +19+0.2% | Added |
| Indiana Trust & Investment Management CO | 11,407 | $1.72M | 0.86% | −1,349−10.6% | Reduced |
| Davis-Rea Ltd. | 11,414 | $1.72M | 0.84% | −390−3.3% | Reduced |
| Red Door Wealth Management, LLC | 11,441 | $1.72M | 0.66% | +1,504+15.1% | Added |
| Bar Harbor Trust Services | 11,459 | $1.72M | 0.54% | −36−0.3% | Reduced |
| Financial Partners Capital Management LLC | 11,485 | $1.73M | 0.32% | −25−0.2% | Reduced |
| Detalus Advisors, LLC | 11,538 | $1.74M | 0.88% | −276−2.3% | Reduced |
| Chilton Capital Management LLC | 11,551 | $1.74M | 0.10% | −548−4.5% | Reduced |
| Monarch Capital Management Inc | 11,613 | $1.75M | 0.49% | +1,531+15.2% | Added |
| Trustcore Financial Services, LLC | 11,623 | $1.75M | 0.17% | +808+7.5% | Added |
| Security National Bank of Sioux City Iowa | 11,678 | $1.76M | 1.35% | −1,604−12.1% | Reduced |
| Windsor Group LTD | 11,684 | $1.76M | 0.37% | −10−0.1% | Reduced |
| Asset Advisors Investment Management, LLC | 11,760 | $1.77M | 0.20% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 11,761 | $1.77M | 0.00% | +11,761 | New |
| American National Registered Investment Advisor, Inc. | 11,788 | $1.77M | 0.64% | −43−0.4% | Reduced |
| McRae Capital Management Inc | 11,831 | $1.78M | 0.39% | −50−0.4% | Reduced |
| West Branch Capital LLC | 11,842 | $1.78M | 0.86% | +55+0.5% | Added |
| Tokio Marine Asset Management Co Ltd | 11,840 | $1.78M | 0.16% | +1,451+14.0% | Added |
| Flagship Harbor Advisors, LLC | 12,035 | $1.78M | 0.19% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 11,872 | $1.79M | 0.52% | −2,783−19.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,903 | $1.79M | 0.19% | −2,623−18.1% | Reduced |
| Poehling Capital Management, LLC | 11,936 | $1.79M | 0.61% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 11,942 | $1.80M | 0.52% | +491+4.3% | Added |
| Founders Capital Management | 11,981 | $1.80M | 1.24% | −6,465−35.0% | Reduced |
| Providence Wealth Advisors, LLC | 11,961 | $1.80M | 1.25% | −50−0.4% | Reduced |
| Cypress Capital, LLC | 12,023 | $1.81M | 0.23% | +1,730+16.8% | Added |
| Tiedemann Advisors, LLC | 12,048 | $1.81M | 0.10% | −7,590−38.6% | Reduced |
| Allen Capital Group, LLC | 12,043 | $1.81M | 0.37% | −5,406−31.0% | Reduced |
| Sawtooth Solutions, LLC | 12,040 | $1.81M | 0.28% | +2,159+21.9% | Added |
| Robertson Stephens Wealth Management, LLC | 12,055 | $1.81M | 0.21% | −834−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 12,042 | $1.81M | 0.46% | +148+1.2% | Added |
| Mairs & Power Inc | 12,100 | $1.82M | 0.02% | +252+2.1% | Added |
| Platform Technology Partners | 12,116 | $1.82M | 0.83% | −1,371−10.2% | Reduced |
| StrongBox Wealth, LLC | 12,133 | $1.82M | 1.02% | +326+2.8% | Added |
| Insight Wealth Strategies, LLC | 12,148 | $1.83M | 0.26% | +366+3.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,157 | $1.83M | 1.38% | −82−0.7% | Reduced |
| Pendal Group Limited | 12,168 | $1.83M | 0.02% | +7,742+174.9% | Added |
| First Bank & Trust | 12,194 | $1.83M | 0.84% | +218+1.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,203 | $1.84M | 1.57% | +30.0% | Added |
| EPG Wealth Management LLC | 12,208 | $1.84M | 0.74% | +530+4.5% | Added |
| PKO Investment Management Joint-Stock Co | 12,230 | $1.84M | 0.22% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 12,242 | $1.84M | 0.75% | +81+0.7% | Added |
| Ashfield Capital Partners, LLC | 12,244 | $1.84M | 0.13% | −189−1.5% | Reduced |
| Taylor Hoffman Wealth Management | 12,222 | $1.84M | 0.79% | −69−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 12,322 | $1.85M | 0.87% | +529+4.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 12,363 | $1.86M | 1.64% | −100−0.8% | Reduced |
| Arlington Partners LLC | 12,416 | $1.87M | 0.54% | +966+8.4% | Added |