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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 12,423 | $1.87M | 3.12% | −30−0.2% | Reduced |
| American National Bank | 12,417 | $1.87M | 0.41% | +371+3.1% | Added |
| Bennicas & Associates, Inc. | 12,485 | $1.88M | 1.06% | −475−3.7% | Reduced |
| Formidable Asset Management, LLC | 12,513 | $1.88M | 0.35% | +726+6.2% | Added |
| IFG Advisory, LLC | 12,588 | $1.89M | 0.20% | −262−2.0% | Reduced |
| Enterprise Trust & Investment Co | 12,587 | $1.89M | 0.77% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 12,646 | $1.90M | 0.74% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 12,665 | $1.91M | 0.39% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,688 | $1.91M | 0.17% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 13,469 | $1.91M | 0.12% | +1,606+13.5% | Added |
| Checchi Capital Advisers, LLC | 12,734 | $1.92M | 0.24% | −72−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 12,747 | $1.92M | 0.44% | +2,503+24.4% | Added |
| Lake Street Advisors Group, LLC | 12,777 | $1.92M | 0.21% | +4,940+63.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,902 | $1.93M | 0.78% | −159−1.3% | Reduced |
| Argus Investors' Counsel, Inc. | 12,860 | $1.93M | 1.26% | −11,250−46.7% | Reduced |
| Lantz Financial LLC | 12,873 | $1.94M | 0.99% | +136+1.1% | Added |
| Scott & Selber, Inc. | 12,890 | $1.94M | 0.79% | +10,110+363.7% | Added |
| LSV Asset Management | 12,903 | $1.94M | 0.00% | 00.0% | Unchanged |
| CPWM, LLC | 12,986 | $1.95M | 0.18% | −51−0.4% | Reduced |
| Gifford Fong Associates | 13,000 | $1.96M | 0.38% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 13,004 | $1.96M | 0.46% | +1,132+9.5% | Added |
| CFS Investment Advisory Services, LLC | 13,003 | $1.96M | 0.27% | +13,003 | New |
| Guardian Investment Management | 13,039 | $1.96M | 1.45% | −4,491−25.6% | Reduced |
| Tandem Capital Management Corp | 13,040 | $1.96M | 1.23% | 00.0% | Unchanged |
| WBI Investments | 13,115 | $1.97M | 0.33% | +13,115 | New |
| Cypress Capital Management LLC | 13,450 | $1.99M | 0.26% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 13,263 | $2.00M | 1.04% | −769−5.5% | Reduced |
| Summit Financial Group Inc | 13,271 | $2.00M | 0.72% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 13,282 | $2.00M | 0.39% | −825−5.8% | Reduced |
| Ossiam | 13,302 | $2.00M | 0.06% | −173,483−92.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,317 | $2.00M | 0.05% | +2,907+27.9% | Added |
| Dividend Assets Capital, LLC | 13,351 | $2.01M | 0.40% | −767−5.4% | Reduced |
| Bedel Financial Consulting, Inc. | 13,377 | $2.01M | 0.69% | −8−0.1% | Reduced |
| Aspen Investment Management Inc | 13,394 | $2.02M | 1.07% | +1,227+10.1% | Added |
| Stonebridge Capital Advisors LLC | 13,414 | $2.02M | 0.25% | −145−1.1% | Reduced |
| Westover Capital Advisors, LLC | 13,421 | $2.02M | 0.63% | −190−1.4% | Reduced |
| AdvisorNet Financial, Inc | 13,432 | $2.02M | 0.14% | +257+2.0% | Added |
| Gries Financial LLC | 13,456 | $2.02M | 0.64% | −847−5.9% | Reduced |
| Leisure Capital Management | 13,541 | $2.04M | 1.10% | +154+1.2% | Added |
| Regent Investment Management LLC | 13,579 | $2.04M | 0.49% | −450−3.2% | Reduced |
| Leelyn Smith, LLC | 13,589 | $2.04M | 0.59% | +137+1.0% | Added |
| Security National Bank of So Dak | 13,592 | $2.04M | 1.56% | +1,687+14.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 13,606 | $2.05M | 1.10% | +13,606 | New |
| Highlander Capital Management, LLC | 13,624 | $2.05M | 1.04% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 13,640 | $2.05M | 0.31% | −10.0% | Reduced |
| Becker Capital Management Inc | 13,665 | $2.06M | 0.09% | −60−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,666 | $2.06M | 1.33% | +180+1.3% | Added |
| Capital Counsel LLC | 13,669 | $2.06M | 0.10% | +33+0.2% | Added |
| Covington Investment Advisors Inc. | 13,707 | $2.06M | 0.44% | +35+0.3% | Added |
| Quadrant Capital Group LLC | 13,707 | $2.06M | 0.29% | +1,641+13.6% | Added |
| Cito Capital Group, LLC | 13,721 | $2.06M | 0.97% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 13,722 | $2.06M | 0.77% | +110+0.8% | Added |
| Signet Investment Advisory Group, Inc. | 13,747 | $2.07M | 1.30% | +866+6.7% | Added |
| Home Federal Bank of Tennessee | 13,755 | $2.07M | 0.75% | −70−0.5% | Reduced |
| Mitchell Capital Management Co | 13,756 | $2.07M | 0.46% | +406+3.0% | Added |
| Dana Investment Advisors, Inc. | 13,763 | $2.07M | 0.09% | +119+0.9% | Added |
| Parkside Financial Bank & Trust | 13,771 | $2.07M | 0.61% | +1,177+9.3% | Added |
| Saybrook Capital | 13,792 | $2.07M | 0.57% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,792 | $2.07M | 0.16% | +33+0.2% | Added |
| Stockman Wealth Management, Inc. | 13,798 | $2.08M | 0.46% | −54−0.4% | Reduced |
| Clarius Group, LLC | 13,795 | $2.08M | 0.19% | +561+4.2% | Added |
| Selway Asset Management | 13,805 | $2.08M | 1.13% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13,802 | $2.08M | 0.51% | +799+6.1% | Added |
| Beacon Financial Group | 13,701 | $2.09M | 0.29% | +1,671+13.9% | Added |
| Sterling Investment Advisors, Ltd. | 13,901 | $2.09M | 0.62% | +44+0.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,958 | $2.10M | 0.20% | +1,315+10.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 14,000 | $2.11M | 0.69% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 14,009 | $2.11M | 0.22% | +181+1.3% | Added |
| 6 Meridian | 14,066 | $2.12M | 0.17% | +1,413+11.2% | Added |
| Grove Bank & Trust | 14,088 | $2.12M | 0.45% | +48+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 14,109 | $2.12M | 1.03% | +561+4.1% | Added |
| Oxler Private Wealth LLC | 14,116 | $2.12M | 0.94% | −33−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 14,116 | $2.12M | 0.12% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 14,156 | $2.13M | 0.92% | +350+2.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 14,153 | $2.13M | 0.05% | +5,173+57.6% | Added |
| Capital International Sarl | 14,176 | $2.13M | 0.19% | +2,595+22.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 14,205 | $2.14M | 1.39% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 14,200 | $2.14M | 0.69% | +2,800+24.6% | Added |
| TCI Wealth Advisors, Inc. | 14,217 | $2.14M | 0.34% | −350−2.4% | Reduced |
| Decatur Capital Management, Inc. | 14,230 | $2.14M | 1.41% | −16,762−54.1% | Reduced |
| Montecito Bank & Trust | 14,275 | $2.15M | 0.42% | −713−4.8% | Reduced |
| IHT Wealth Management, LLC | 14,291 | $2.15M | 0.17% | −8,185−36.4% | Reduced |
| West Oak Capital, LLC | 14,329 | $2.15M | 0.84% | +110+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 14,374 | $2.16M | 0.50% | +60+0.4% | Added |
| CNB Bank | 14,380 | $2.16M | 1.30% | +1,134+8.6% | Added |
| LCNB Corp | 14,388 | $2.16M | 1.09% | −40−0.3% | Reduced |
| Rothschild Investment Corp | 14,408 | $2.17M | 0.18% | −3,814−20.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 14,456 | $2.17M | 0.62% | +146+1.0% | Added |
| Cox Capital Mgt LLC | 14,485 | $2.18M | 1.47% | +102+0.7% | Added |
| Duff & Phelps Investment Management Co | 14,576 | $2.19M | 0.03% | −324−2.2% | Reduced |
| Smith, Moore & Co. | 14,669 | $2.21M | 0.34% | −214−1.4% | Reduced |
| Cozad Asset Management Inc | 14,674 | $2.21M | 0.34% | −215−1.4% | Reduced |
| Kovack Advisors, Inc. | 14,677 | $2.21M | 0.24% | +3,729+34.1% | Added |
| AIMZ Investment Advisors, LLC | 14,686 | $2.21M | 1.00% | −183−1.2% | Reduced |
| Csenge Advisory Group | 14,652 | $2.21M | 0.19% | +382+2.7% | Added |
| NorthRock Partners, LLC | 14,181 | $2.23M | 0.18% | +114+0.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 14,890 | $2.24M | 0.28% | −120−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 14,927 | $2.25M | 0.31% | −11,397−43.3% | Reduced |
| Bank of the West | 14,929 | $2.25M | 0.23% | −755−4.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 14,993 | $2.25M | 0.16% | +498+3.4% | Added |