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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 18,495 | $2.78M | 0.26% | −176−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,517 | $2.79M | 1.14% | 00.0% | Unchanged |
| White Pine Capital LLC | 18,562 | $2.79M | 0.86% | −55−0.3% | Reduced |
| S&T Bank | 18,568 | $2.79M | 0.43% | +980+5.6% | Added |
| Asset Dedication, LLC | 18,683 | $2.80M | 0.37% | +1,179+6.7% | Added |
| Cullinan Associates Inc | 18,665 | $2.81M | 0.16% | +185+1.0% | Added |
| Boyd Watterson Asset Management LLC | 18,671 | $2.81M | 1.04% | +3,021+19.3% | Added |
| Minot Wealth Management LLC | 18,771 | $2.82M | 0.61% | +2,166+13.0% | Added |
| Bank of Hawaii | 18,888 | $2.84M | 0.16% | −2,385−11.2% | Reduced |
| BSW Wealth Partners | 18,900 | $2.84M | 0.79% | −328−1.7% | Reduced |
| Boston Financial Mangement LLC | 18,909 | $2.84M | 0.12% | −2,336−11.0% | Reduced |
| Baxter Bros Inc | 18,919 | $2.85M | 0.46% | +80.0% | Added |
| Plimoth Trust Co LLC | 18,949 | $2.85M | 0.81% | −1,296−6.4% | Reduced |
| Howard Financial Services, Ltd. | 18,945 | $2.85M | 1.07% | +9,251+95.4% | Added |
| Orser Capital Management, LLC | 18,963 | $2.85M | 1.61% | +365+2.0% | Added |
| Walter & Keenan Financial Consulting Co | 18,967 | $2.85M | 0.97% | +83+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 18,997 | $2.86M | 0.33% | −229−1.2% | Reduced |
| JB Capital LLC | 18,996 | $2.86M | 0.37% | +18,996 | New |
| Paradigm Financial Advisors, LLC | 19,104 | $2.87M | 0.66% | −3,399−15.1% | Reduced |
| Symmetry Partners, LLC | 19,069 | $2.88M | 0.19% | +1,687+9.7% | Added |
| Heritage Trust Co | 19,264 | $2.90M | 0.41% | +2,432+14.4% | Added |
| Aspiriant, LLC | 19,314 | $2.91M | 0.17% | −584−2.9% | Reduced |
| Strategic Advisors LLC | 19,348 | $2.91M | 0.63% | +10,799+126.3% | Added |
| Merit Financial Group, LLC | 19,417 | $2.92M | 0.31% | +358+1.9% | Added |
| Fairhaven Wealth Management, LLC | 19,441 | $2.92M | 1.20% | +1,858+10.6% | Added |
| Foster Victor Wealth Advisors, LLC | 19,487 | $2.93M | 0.47% | +836+4.5% | Added |
| Pensionfund DSM Netherlands | 19,500 | $2.93M | 0.37% | −20,000−50.6% | Reduced |
| Cottage Street Advisors LLC | 19,579 | $2.94M | 1.98% | +276+1.4% | Added |
| Princeton Global Asset Management LLC | 19,600 | $2.95M | 0.90% | +260+1.3% | Added |
| NewSquare Capital LLC | 19,615 | $2.95M | 0.34% | +514+2.7% | Added |
| Patten Group, Inc. | 19,629 | $2.95M | 0.87% | +100+0.5% | Added |
| Jupiter Wealth Management LLC | 18,000 | $2.95M | 1.39% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 19,647 | $2.96M | 2.21% | +113+0.6% | Added |
| Waldron Private Wealth LLC | 19,807 | $2.98M | 0.17% | +5,034+34.1% | Added |
| Martin Capital Partners, LLC | 19,818 | $2.98M | 1.51% | +51+0.3% | Added |
| Inscription Capital, LLC | 19,838 | $2.98M | 0.94% | −10,691−35.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,841 | $2.98M | 0.66% | +701+3.7% | Added |
| Sequoia Financial Advisors, LLC | 19,945 | $3.00M | 0.30% | −26,188−56.8% | Reduced |
| Somerset Trust Co | 19,956 | $3.00M | 1.23% | +863+4.5% | Added |
| Bull Street Advisors, LLC | 19,969 | $3.00M | 1.55% | +540+2.8% | Added |
| Puzo Michael J | 19,979 | $3.00M | 0.95% | −196−1.0% | Reduced |
| CX Institutional | 20,075 | $3.02M | 0.25% | −10,345−34.0% | Reduced |
| NovaPoint Capital, LLC | 20,103 | $3.02M | 1.21% | +1,184+6.3% | Added |
| Cadent Capital Advisors, LLC | 20,119 | $3.03M | 1.35% | −3,899−16.2% | Reduced |
| Abbot Financial Management, Inc. | 20,148 | $3.03M | 1.38% | −204−1.0% | Reduced |
| Leavell Investment Management, Inc. | 20,188 | $3.04M | 0.23% | +3,039+17.7% | Added |
| J. W. Coons Advisors, LLC | 20,226 | $3.04M | 1.04% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 20,212 | $3.04M | 1.63% | −1,125−5.3% | Reduced |
| Hotaling Investment Management, LLC | 20,227 | $3.04M | 1.26% | +204+1.0% | Added |
| United Capital Management of KS, Inc. | 20,248 | $3.04M | 1.25% | −16,052−44.2% | Reduced |
| Cape Ann Savings Bank | 20,243 | $3.04M | 1.97% | −149−0.7% | Reduced |
| Hoey Investments, Inc | 20,281 | $3.05M | 0.95% | −2,747−11.9% | Reduced |
| Eudaimonia Partners, LLC | 20,278 | $3.05M | 0.55% | +4,029+24.8% | Added |
| Essex Savings Bank | 19,548 | $3.06M | 1.11% | −235−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,369 | $3.06M | 0.40% | +4,778+30.6% | Added |
| Oak Asset Management, LLC | 19,391 | $3.07M | 1.27% | −681−3.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,391 | $3.07M | 0.25% | +379+1.9% | Added |
| Duncker Streett & Co Inc | 20,428 | $3.07M | 0.58% | −375−1.8% | Reduced |
| RB Capital Management, LLC | 20,439 | $3.07M | 1.16% | +485+2.4% | Added |
| Alpha Omega Wealth Management LLC | 20,546 | $3.09M | 0.51% | −185−0.9% | Reduced |
| Independent Investors Inc | 20,596 | $3.10M | 0.77% | −250−1.2% | Reduced |
| Watchman Group, Inc. | 20,601 | $3.10M | 2.00% | −569−2.7% | Reduced |
| Impax Asset Management Group plc | 20,744 | $3.12M | 0.01% | 00.0% | Unchanged |
| King Wealth | 20,764 | $3.12M | 0.64% | −308−1.5% | Reduced |
| Oak Associates, Ltd | 20,788 | $3.13M | 0.18% | −130−0.6% | Reduced |
| Signaturefd, LLC | 20,854 | $3.14M | 0.11% | +674+3.3% | Added |
| Shakespeare Wealth Management, Inc. | 20,798 | $3.14M | 1.21% | +10.0% | Added |
| Northstar Group, Inc. | 20,881 | $3.14M | 0.82% | −425−2.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 20,888 | $3.14M | 0.75% | −375−1.8% | Reduced |
| Country Club Trust Company, n.a. | 20,635 | $3.14M | 0.27% | +1,238+6.4% | Added |
| Winton Group Ltd | 20,917 | $3.15M | 0.18% | +11,872+131.3% | Added |
| Graybill Bartz & Assoc Ltd | 20,953 | $3.15M | 1.55% | +496+2.4% | Added |
| Evergreen Capital Management LLC | 21,004 | $3.16M | 0.14% | +1,778+9.2% | Added |
| Asio Capital, LLC | 21,022 | $3.16M | 1.09% | +1,375+7.0% | Added |
| Capital Insight Partners, LLC | 21,032 | $3.16M | 0.69% | +480+2.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 21,051 | $3.17M | 0.75% | +733+3.6% | Added |
| Old Second National Bank of Aurora | 21,134 | $3.18M | 0.86% | −107−0.5% | Reduced |
| Shoker Investment Counsel, Inc. | 21,187 | $3.19M | 1.59% | −492−2.3% | Reduced |
| Bristlecone Advisors, LLC | 21,221 | $3.19M | 0.42% | +315+1.5% | Added |
| Physicians Financial Services, Inc. | 21,235 | $3.19M | 1.29% | −220−1.0% | Reduced |
| Journey Advisory Group, LLC | 21,250 | $3.20M | 1.04% | −458−2.1% | Reduced |
| Farmers National Bank | 21,641 | $3.21M | 1.28% | −793−3.5% | Reduced |
| Connable Office Inc | 21,412 | $3.22M | 0.47% | −129−0.6% | Reduced |
| Griffin Asset Management, Inc. | 21,422 | $3.22M | 0.41% | −673−3.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 21,435 | $3.22M | 0.68% | −2,451−10.3% | Reduced |
| Xcel Wealth Management, LLC | 21,432 | $3.22M | 0.93% | −129−0.6% | Reduced |
| PFG Advisors | 21,433 | $3.22M | 0.37% | −36−0.2% | Reduced |
| 44 Wealth Management LLC | 21,502 | $3.23M | 1.24% | +11,386+112.6% | Added |
| Family Management Corp | 21,519 | $3.24M | 0.89% | +256+1.2% | Added |
| CAPROCK Group, Inc. | 21,572 | $3.25M | 0.29% | −943−4.2% | Reduced |
| Smith Shellnut Wilson LLC | 21,575 | $3.25M | 1.88% | +1,185+5.8% | Added |
| Freestone Capital Holdings, LLC | 21,598 | $3.25M | 0.16% | −2,139−9.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,597 | $3.25M | 0.30% | −1,085−4.8% | Reduced |
| Guardian Capital LP | 21,817 | $3.28M | 0.07% | −1,600−6.8% | Reduced |
| NEXT Financial Group, Inc | 21,835 | $3.29M | 0.26% | +45+0.2% | Added |
| Aull & Monroe Investment Management Corp | 21,898 | $3.29M | 1.62% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 21,916 | $3.30M | 0.32% | +409+1.9% | Added |
| Enterprise Bank & Trust Co | 21,941 | $3.30M | 1.30% | −314−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 21,941 | $3.30M | 1.52% | +53+0.2% | Added |
| Triangle Securities Wealth Management | 21,957 | $3.30M | 1.12% | −53−0.2% | Reduced |