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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 26,254 | $3.95M | 0.49% | −90−0.3% | Reduced |
| Security National Bank | 26,262 | $3.95M | 0.99% | +908+3.6% | Added |
| Diamant Asset Management, Inc. | 26,265 | $3.95M | 3.27% | +26,265 | New |
| Whitener Capital Management, Inc. | 26,679 | $3.96M | 1.82% | −4,030−13.1% | Reduced |
| Institutional & Family Asset Management, LLC | 26,299 | $3.96M | 0.64% | −392−1.5% | Reduced |
| Pegasus Partners Ltd. | 26,344 | $3.96M | 0.72% | −1,489−5.3% | Reduced |
| Spears Abacus Advisors LLC | 26,379 | $3.97M | 0.29% | −160−0.6% | Reduced |
| Zions Bancorporation, N.A. | 26,510 | $3.99M | 0.41% | +1,375+5.5% | Added |
| Marietta Investment Partners LLC | 26,600 | $4.00M | 0.92% | −700−2.6% | Reduced |
| Veriti Management LLC | 26,646 | $4.01M | 0.57% | +2,044+8.3% | Added |
| Westhampton Capital, LLC | 26,651 | $4.01M | 2.74% | −814−3.0% | Reduced |
| North Star Asset Management Inc | 26,664 | $4.01M | 0.22% | −96−0.4% | Reduced |
| Investment Management of Virginia LLC | 26,696 | $4.01M | 0.77% | −106−0.4% | Reduced |
| Pensionfund Sabic | 26,700 | $4.02M | 0.85% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 26,703 | $4.02M | 2.06% | +381+1.4% | Added |
| Savant Capital, LLC | 26,704 | $4.02M | 0.15% | +1,796+7.2% | Added |
| Curbstone Financial Management Corp | 26,722 | $4.02M | 0.76% | −250−0.9% | Reduced |
| Sumitomo Life Insurance Co | 26,883 | $4.04M | 0.11% | −1,137−4.1% | Reduced |
| Lyell Wealth Management, LP | 26,925 | $4.05M | 0.49% | +1,901+7.6% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $4.06M | 0.87% | 00.0% | Unchanged |
| JustInvest LLC | 26,998 | $4.06M | 0.36% | +6,065+29.0% | Added |
| RNC Capital Management LLC | 27,062 | $4.07M | 0.22% | +552+2.1% | Added |
| Mark Stevens | 27,106 | $4.08M | 0.46% | −452−1.6% | Reduced |
| Trinity Legacy Partners, LLC | 27,107 | $4.08M | 1.46% | +1,361+5.3% | Added |
| Steel Peak Wealth Management LLC | 27,115 | $4.08M | 0.28% | −16,982−38.5% | Reduced |
| McDonald Partners LLC | 27,109 | $4.08M | 0.96% | −674−2.4% | Reduced |
| AMG National Trust Bank | 27,140 | $4.08M | 0.13% | −380−1.4% | Reduced |
| Harbour Capital Advisors, LLC | 27,181 | $4.09M | 1.08% | +350+1.3% | Added |
| Aristotle Atlantic Partners, LLC | 27,290 | $4.11M | 0.27% | +1,173+4.5% | Added |
| Rafferty Asset Management, LLC | 27,327 | $4.11M | 0.03% | +958+3.6% | Added |
| Beaton Management Co. Inc. | 27,366 | $4.12M | 2.72% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 27,397 | $4.12M | 0.21% | −1,698−5.8% | Reduced |
| Edgewood Management LLC | 27,534 | $4.14M | 0.01% | −600−2.1% | Reduced |
| United Asset Strategies, Inc. | 27,746 | $4.17M | 0.54% | +612+2.3% | Added |
| Baugh & Associates, LLC | 27,781 | $4.18M | 2.56% | −21−0.1% | Reduced |
| Grandfield & Dodd, LLC | 27,770 | $4.18M | 0.29% | +318+1.2% | Added |
| Hohimer Wealth Management, LLC | 28,011 | $4.21M | 0.88% | +483+1.8% | Added |
| Essex Financial Services, Inc. | 28,036 | $4.22M | 0.48% | +1,112+4.1% | Added |
| Grimes & Company, Inc. | 28,068 | $4.22M | 0.18% | −1,138−3.9% | Reduced |
| Rossmore Private Capital | 28,082 | $4.22M | 0.72% | −490−1.7% | Reduced |
| Wealthspire Advisors, LLC | 28,209 | $4.24M | 0.09% | +6,507+30.0% | Added |
| Proequities, Inc. | 28,337 | $4.26M | 0.26% | −949−3.2% | Reduced |
| SG Americas Securities, LLC | 28,382 | $4.27M | 0.02% | −452,955−94.1% | Reduced |
| Columbia Asset Management | 28,419 | $4.28M | 0.94% | −30−0.1% | Reduced |
| Holloway Wealth Management, LLC | – | $4.28M | 1.30% | – | – |
| Verity & Verity, LLC | 26,088 | $4.29M | 0.64% | +903+3.6% | Added |
| Change Path, LLC | 28,540 | $4.29M | 0.25% | +447+1.6% | Added |
| Chatham Capital Group, Inc. | 28,540 | $4.29M | 0.83% | +540+1.9% | Added |
| Group One Trading, L.P. | 28,544 | $4.29M | 0.09% | +28,544 | New |
| First PREMIER Bank | 28,553 | $4.29M | 1.22% | −587−2.0% | Reduced |
| Fred Alger Management, LLC | 28,555 | $4.29M | 0.01% | +865+3.1% | Added |
| Cohen Lawrence B | 28,654 | $4.31M | 2.27% | −4,895−14.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 28,653 | $4.31M | 0.09% | +7,617+36.2% | Added |
| Valicenti Advisory Services Inc | 28,708 | $4.32M | 1.17% | −348−1.2% | Reduced |
| Pegasus Asset Management, Inc. | 28,791 | $4.33M | 1.99% | +348+1.2% | Added |
| Diversified Trust Co | 28,819 | $4.33M | 0.16% | −5,535−16.1% | Reduced |
| WBH Advisory Inc | 28,827 | $4.34M | 0.58% | −604−2.1% | Reduced |
| HBW Advisory Services LLC | 28,871 | $4.34M | 1.13% | +64+0.2% | Added |
| Moore Capital Management, LP | 28,874 | $4.34M | 0.09% | +16,428+132.0% | Added |
| Bank Ozk | 29,040 | $4.37M | 1.98% | −31−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,045 | $4.37M | 0.91% | −373−1.3% | Reduced |
| Capital Analysts, LLC | 29,085 | $4.37M | 0.29% | −167−0.6% | Reduced |
| Exchange Capital Management, Inc. | 29,107 | $4.38M | 0.85% | −1,096−3.6% | Reduced |
| Morgan Jess S & Co Inc | 29,106 | $4.38M | 2.89% | +1,510+5.5% | Added |
| Northwest Investment Counselors, LLC | 29,303 | $4.41M | 1.23% | −233−0.8% | Reduced |
| Hall Capital Management Co Inc | 29,305 | $4.41M | 2.81% | −57−0.2% | Reduced |
| Cardinal Capital Management | 29,317 | $4.41M | 0.95% | −1,221−4.0% | Reduced |
| Choate Investment Advisors | 29,358 | $4.42M | 0.28% | +100.0% | Added |
| M&R Capital Management Inc | 29,378 | $4.42M | 1.00% | +825+2.9% | Added |
| Long Road Investment Counsel, LLC | 29,400 | $4.42M | 1.95% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 31,935 | $4.43M | 0.21% | −2,169−6.4% | Reduced |
| Kesler, Norman & Wride, LLC | 29,446 | $4.43M | 1.04% | −1,700−5.5% | Reduced |
| Fruth Investment Management | 29,500 | $4.44M | 1.37% | −150−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 29,551 | $4.44M | 0.39% | +7,804+35.9% | Added |
| Rodgers Brothers Inc. | 29,580 | $4.45M | 0.89% | 00.0% | Unchanged |
| Eastover Investment Advisors LLC | 29,621 | $4.46M | 2.90% | +680+2.3% | Added |
| Crestwood Advisors Group LLC | 29,643 | $4.46M | 0.13% | −1,986−6.3% | Reduced |
| Shorepoint Capital Partners LLC | 29,726 | $4.47M | 2.01% | +29,726 | New |
| Ibex Wealth Advisors | 29,767 | $4.48M | 0.86% | +1,443+5.1% | Added |
| Van Eck Associates Corp | 29,780 | $4.48M | 0.01% | +2,178+7.9% | Added |
| Principle Wealth Partners LLC | 29,825 | $4.49M | 0.52% | −704−2.3% | Reduced |
| Geneva Partners, LLC | 29,871 | $4.49M | 2.22% | +24,527+459.0% | Added |
| Grace & White Inc | 29,942 | $4.50M | 0.86% | 00.0% | Unchanged |
| Girard Partners Ltd. | 29,973 | $4.51M | 0.57% | +894+3.1% | Added |
| Monetary Management Group Inc | 30,025 | $4.52M | 1.24% | +2,500+9.1% | Added |
| Twin Capital Management Inc | 30,136 | $4.53M | 0.46% | −2,518−7.7% | Reduced |
| Exencial Wealth Advisors, LLC | 30,156 | $4.54M | 0.20% | +1,869+6.6% | Added |
| Compton Capital Management Inc | 30,309 | $4.56M | 1.34% | +150+0.5% | Added |
| Beck Mack & Oliver LLC | 30,363 | $4.57M | 0.12% | +4,065+15.5% | Added |
| Adams Asset Advisors, LLC | 30,635 | $4.61M | 0.93% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 30,641 | $4.61M | 0.25% | +2,359+8.3% | Added |
| Mechanics Bank Trust Department | 30,659 | $4.61M | 0.75% | −742−2.4% | Reduced |
| M. Kulyk & Associates, LLC | 30,662 | $4.61M | 1.48% | +563+1.9% | Added |
| Horrell Capital Management, Inc. | 30,747 | $4.63M | 1.76% | +100+0.3% | Added |
| City Holding Co | 30,799 | $4.63M | 0.79% | +650+2.2% | Added |
| Pathstone Family Office, LLC | 30,811 | $4.63M | 0.14% | −1,913−5.8% | Reduced |
| Equitable Trust Co | 30,872 | $4.64M | 0.30% | +1,225+4.1% | Added |
| Unified Trust Company, N.A. | 30,952 | $4.66M | 1.37% | +78+0.3% | Added |
| Fundamentun, LLC | 31,019 | $4.67M | 0.81% | +5,113+19.7% | Added |
| Dean Investment Associates, LLC | 31,084 | $4.67M | 0.88% | −506−1.6% | Reduced |