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 |
|---|---|---|---|---|---|
| Boit C F David | 21,900 | $3.31M | 2.27% | +200+0.9% | Added |
| CFM Wealth Partners LLC | 22,010 | $3.31M | 0.83% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 22,023 | $3.31M | 0.25% | +115+0.5% | Added |
| Estabrook Capital Management | 22,041 | $3.32M | 0.52% | −1,401−6.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,085 | $3.32M | 0.06% | +766+3.6% | Added |
| Heritage Way Advisors, LLC | 22,157 | $3.33M | 1.38% | −197−0.9% | Reduced |
| Garrison Asset Management, LLC | 22,197 | $3.34M | 2.03% | +70.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,235 | $3.34M | 2.43% | −1,005−4.3% | Reduced |
| Coastal Bridge Advisors, LLC | 22,241 | $3.35M | 0.77% | +39+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 22,251 | $3.35M | 0.45% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 22,254 | $3.35M | 2.19% | +220+1.0% | Added |
| Texas Yale Capital Corp. | 22,311 | $3.36M | 0.19% | +100+0.5% | Added |
| Notis-McConarty Edward | 22,354 | $3.36M | 1.23% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 22,416 | $3.37M | 0.23% | −4,685−17.3% | Reduced |
| Pictet North America Advisors SA | 22,427 | $3.37M | 0.33% | +164+0.7% | Added |
| Resources Investment Advisors, LLC. | 22,602 | $3.40M | 0.14% | +510+2.3% | Added |
| IFP Advisors, Inc | 22,573 | $3.40M | 0.07% | +2,406+11.9% | Added |
| Old Dominion Capital Management Inc | 22,634 | $3.40M | 0.73% | +67+0.3% | Added |
| Harbor Investment Advisory, LLC | 22,672 | $3.41M | 0.46% | −211−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 22,668 | $3.41M | 0.29% | +4,725+26.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 22,747 | $3.42M | 0.03% | −109−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 22,744 | $3.42M | 0.11% | +1,233+5.7% | Added |
| Dynamic Advisor Solutions LLC | 22,808 | $3.43M | 0.26% | +253+1.1% | Added |
| Jag Capital Management, LLC | 22,810 | $3.43M | 0.27% | +1,547+7.3% | Added |
| Beacon Investment Advisory Services, Inc. | 22,821 | $3.43M | 0.14% | −30,018−56.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,824 | $3.43M | 0.89% | −724−3.1% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.44M | 0.92% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 22,876 | $3.44M | 0.61% | +751+3.4% | Added |
| United Fire Group Inc | 23,000 | $3.46M | 1.73% | 00.0% | Unchanged |
| Essex LLC | 23,009 | $3.46M | 0.96% | +23,009 | New |
| V Wealth Advisors LLC | 23,155 | $3.48M | 0.54% | +198+0.9% | Added |
| Broderick Brian C | 23,173 | $3.48M | 0.93% | −260−1.1% | Reduced |
| Equitable Holdings, Inc. | 23,181 | $3.49M | 0.06% | +565+2.5% | Added |
| Anchor Investment Management, LLC | 23,252 | $3.50M | 0.49% | −234−1.0% | Reduced |
| Thomasville National Bank | 23,256 | $3.50M | 0.36% | −2,485−9.7% | Reduced |
| Allstate Corp | 23,330 | $3.51M | 0.15% | −1,913−7.6% | Reduced |
| Capstone Investment Advisors, LLC | 23,363 | $3.51M | 0.06% | +23,363 | New |
| Financial & Tax Architects, LLC | 23,368 | $3.51M | 1.60% | +1,191+5.4% | Added |
| Fairfield, Bush & Co. | 23,385 | $3.52M | 1.14% | −4,437−15.9% | Reduced |
| Strategic Financial Services, Inc, | 23,381 | $3.52M | 0.28% | −435−1.8% | Reduced |
| Keating Investment Counselors Inc | 23,408 | $3.52M | 1.65% | −170−0.7% | Reduced |
| Bangor Savings Bank | 23,449 | $3.53M | 0.37% | +2,494+11.9% | Added |
| First Interstate Bank | 23,467 | $3.53M | 0.36% | +1,469+6.7% | Added |
| Parallel Advisors, LLC | 23,461 | $3.53M | 0.14% | +1,862+8.6% | Added |
| Meeder Asset Management Inc | 23,488 | $3.53M | 0.19% | +6,741+40.3% | Added |
| MD Financial Management Inc. | 23,531 | $3.54M | 0.09% | +570+2.5% | Added |
| Bessemer Securities LLC | 23,663 | $3.56M | 1.21% | +4,498+23.5% | Added |
| Ledyard National Bank | 23,692 | $3.56M | 0.37% | −1,141−4.6% | Reduced |
| Northeast Financial Consultants Inc | 23,706 | $3.57M | 0.24% | −392−1.6% | Reduced |
| Elk River Wealth Management, LLC | 23,758 | $3.57M | 0.90% | +649+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 23,865 | $3.59M | 0.92% | −40−0.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 23,876 | $3.59M | 1.44% | −12,503−34.4% | Reduced |
| Altium Wealth Management LLC | 23,929 | $3.60M | 0.26% | +254+1.1% | Added |
| Viking Fund Management LLC | 24,000 | $3.61M | 1.04% | 00.0% | Unchanged |
| Exeter Financial, LLC | 24,041 | $3.62M | 2.16% | +85+0.4% | Added |
| Full Sail Capital, LLC | 24,061 | $3.62M | 0.32% | −100−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 24,069 | $3.62M | 0.82% | +227+1.0% | Added |
| American Money Management, LLC | 24,091 | $3.62M | 1.02% | +117+0.5% | Added |
| Thompson Investment Management, Inc. | 24,104 | $3.63M | 0.54% | −391−1.6% | Reduced |
| Adirondack Trust Co | 22,468 | $3.63M | 1.73% | −85−0.4% | Reduced |
| Belpointe Asset Management LLC | 24,178 | $3.64M | 0.25% | +392+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 24,185 | $3.64M | 0.25% | +4,107+20.5% | Added |
| Atlas Brown,Inc. | 24,203 | $3.64M | 1.58% | −163−0.7% | Reduced |
| Azzad Asset Management Inc | 24,215 | $3.64M | 0.54% | +431+1.8% | Added |
| Schulhoff & Co Inc | 24,370 | $3.67M | 1.65% | −494−2.0% | Reduced |
| Hixon Zuercher, LLC | 24,384 | $3.67M | 2.14% | +329+1.4% | Added |
| Hayek Kallen Investment Management | 24,454 | $3.68M | 1.68% | −647−2.6% | Reduced |
| Cinctive Capital Management LP | 24,458 | $3.68M | 0.20% | −11,783−32.5% | Reduced |
| Mathes Company, Inc. | 24,506 | $3.69M | 1.37% | −1,335−5.2% | Reduced |
| Cadence Bank NA | 24,558 | $3.69M | 1.10% | +314+1.3% | Added |
| Peloton Wealth Strategists | 24,655 | $3.71M | 1.52% | −200−0.8% | Reduced |
| Cheviot Value Management, LLC | 24,700 | $3.71M | 0.95% | −97−0.4% | Reduced |
| Delta Capital Management LLC | 24,712 | $3.72M | 2.31% | −50.0% | Reduced |
| Plancorp, LLC | 24,747 | $3.72M | 0.26% | +215+0.9% | Added |
| Riverbridge Partners LLC | 24,785 | $3.73M | 0.04% | −552−2.2% | Reduced |
| Searle & Co. | 24,850 | $3.74M | 1.53% | 00.0% | Unchanged |
| Connolly Sarah T. | 24,955 | $3.75M | 3.09% | −172−0.7% | Reduced |
| Hodges Capital Management Inc. | 24,977 | $3.76M | 0.28% | +5,599+28.9% | Added |
| Gabalex Capital Management LLC | 25,000 | $3.76M | 1.74% | +10,000+66.7% | Added |
| Paradigm Financial Partners, LLC | 24,056 | $3.76M | 0.89% | +198+0.8% | Added |
| Carroll Financial Associates, Inc. | 25,032 | $3.77M | 0.21% | +245+1.0% | Added |
| Transcend Wealth Collective, LLC | 23,391 | $3.77M | 0.34% | −3,079−11.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 25,304 | $3.81M | 1.01% | −117−0.5% | Reduced |
| Peterson Wealth Management | 25,310 | $3.81M | 2.95% | −59−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 25,320 | $3.81M | 0.87% | −532−2.1% | Reduced |
| Benson Investment Management Company, Inc. | 25,430 | $3.83M | 1.97% | +60+0.2% | Added |
| Burney Co | 25,590 | $3.85M | 0.18% | −642−2.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,587 | $3.85M | 0.31% | +1,530+6.4% | Added |
| Union Heritage Capital, LLC | 25,595 | $3.85M | 1.81% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 25,636 | $3.86M | 1.80% | −282−1.1% | Reduced |
| Shufro Rose & Co LLC | 25,645 | $3.86M | 0.30% | +25,645 | New |
| Moloney Securities Asset Management, LLC | 25,648 | $3.86M | 0.70% | +1,686+7.0% | Added |
| Domani Wealth, LLC | 25,691 | $3.86M | 0.81% | −30.0% | Reduced |
| Lincoln National Corp | 25,739 | $3.87M | 0.09% | +27+0.1% | Added |
| TRUE Private Wealth Advisors | 25,767 | $3.88M | 0.56% | −205−0.8% | Reduced |
| Bank of New Hampshire | 26,314 | $3.90M | 1.04% | 00.0% | Unchanged |
| Addison Capital Co | 25,933 | $3.90M | 1.81% | +21+0.1% | Added |
| Brick & Kyle, Associates | 25,865 | $3.92M | 1.99% | +47+0.2% | Added |
| Naples Global Advisors, LLC | 26,117 | $3.93M | 0.52% | +19+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 26,165 | $3.94M | 0.24% | −1,880−6.7% | Reduced |