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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Cribstone Capital Management, LLC | 700 | $105.0K | 0.06% | +9+1.3% | Added |
| Clear Perspectives Financial Planning, LLC | 708 | $106.0K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 703 | $106.0K | 0.02% | +25+3.7% | Added |
| Winch Advisory Services, LLC | 710 | $107.0K | 0.04% | +95+15.4% | Added |
| Column Capital Advisors, LLC | 717 | $108.0K | 0.02% | −15−2.0% | Reduced |
| Providence Capital Advisors, LLC | 736 | $111.0K | 0.03% | 00.0% | Unchanged |
| Newfound Research LLC | 764 | $115.0K | 0.19% | +169+28.4% | Added |
| Antonetti Capital Management LLC | 800 | $120.0K | 0.10% | +800 | New |
| Cahill Financial Advisors Inc | 802 | $121.0K | 0.02% | +802 | New |
| Total Clarity Wealth Management, Inc. | 807 | $121.0K | 0.06% | +807 | New |
| Tarbox Family Office, Inc. | 815 | $123.0K | 0.02% | −9−1.1% | Reduced |
| Catalyst Capital Advisors LLC | 830 | $125.0K | 0.01% | −16−1.9% | Reduced |
| Cypress Capital Management LLC (WY) | 834 | $125.0K | 0.10% | 00.0% | Unchanged |
| Newton One Investments LLC | 847 | $127.0K | 0.09% | +1+0.1% | Added |
| Annapolis Financial Services, LLC | 843 | $127.0K | 0.04% | +41+5.1% | Added |
| Consolidated Planning Corp | 856 | $129.0K | 0.08% | +856 | New |
| Investors Research Corp | 861 | $130.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 870 | $131.0K | 0.12% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 900 | $135.0K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 930 | $140.0K | 0.06% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 948 | $143.0K | 0.07% | −13,039−93.2% | Reduced |
| Lumature Wealth Partners, LLC | 956 | $144.0K | 0.06% | −126−11.6% | Reduced |
| Silvant Capital Management LLC | 971 | $146.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 998 | $150.0K | 0.01% | +137+15.9% | Added |
| Capital Directions Investment Advisors, LLC | 1,020 | $153.0K | 0.05% | +23+2.3% | Added |
| Core Wealth Advisors, Inc. | 1,086 | $163.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,184 | $164.0K | 0.12% | −1,794−60.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,125 | $169.0K | 0.07% | +61+5.7% | Added |
| Syverson Strege & Co | 1,145 | $172.0K | 0.14% | +6+0.5% | Added |
| Green Harvest Asset Management LLC | 1,661 | $180.0K | 0.03% | 00.0% | Unchanged |
| Ade, LLC | 1,258 | $189.0K | 0.17% | −202−13.8% | Reduced |
| Sittner & Nelson, LLC | 1,256 | $189.0K | 0.12% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,255 | $189.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,273 | $191.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,277 | $192.1K | 0.10% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,309 | $197.0K | 0.09% | −2,083−61.4% | Reduced |
| Sage Private Wealth Group, LLC | 1,314 | $198.0K | 0.27% | −28−2.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,259 | $200.0K | 0.16% | −537−29.9% | Reduced |
| Laffer Tengler Investments | 1,334 | $200.6K | 0.06% | +1,334 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,335 | $201.0K | 0.07% | −200−13.0% | Reduced |
| Manchester Financial Inc | 1,338 | $201.0K | 0.08% | +1,338 | New |
| Wealth Management Partners, LLC | 1,338 | $201.0K | 0.15% | +1,338 | New |
| Birinyi Associates Inc | 1,350 | $203.0K | 0.07% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,352 | $203.0K | 0.15% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,360 | $205.0K | 0.07% | −5−0.4% | Reduced |
| Capital Management Corp | 1,369 | $206.0K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,371 | $206.0K | 0.09% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,372 | $206.0K | 0.17% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,372 | $206.0K | 0.10% | +100+7.9% | Added |
| FFT Wealth Management LLC | 1,376 | $207.0K | 0.02% | +25+1.9% | Added |
| LGL Partners, LLC | 1,384 | $208.0K | 0.13% | −421−23.3% | Reduced |
| Darwin Advisors, LLC | 1,388 | $209.0K | 0.03% | −53−3.7% | Reduced |
| Dimension Capital Management LLC | 1,390 | $209.0K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,392 | $209.0K | 0.03% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,309 | $209.0K | 0.09% | +1,309 | New |
| Occidental Asset Management, LLC | 1,387 | $209.0K | 0.05% | +1,387 | New |
| Crew Capital Management, Ltd. | 1,404 | $211.0K | 0.20% | 00.0% | Unchanged |
| Provident Trust Co | 1,400 | $211.0K | 0.00% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,400 | $211.0K | 0.03% | +2+0.1% | Added |
| Acas, LLC | 1,400 | $211.0K | 0.29% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,406 | $211.0K | 0.16% | +1,406 | New |
| Safir Wealth Advisors, LLC | 1,410 | $212.0K | 0.18% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,409 | $212.0K | 0.12% | +2+0.1% | Added |
| Santori & Peters | 1,415 | $212.0K | 0.12% | +8+0.6% | Added |
| Aldebaran Financial Inc. | 1,410 | $212.0K | 0.18% | +1,410 | New |
| Wealthquest Corp | 1,421 | $213.0K | 0.04% | −209−12.8% | Reduced |
| Aprio Wealth Management, LLC | 1,413 | $213.0K | 0.10% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $214.0K | 0.04% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,427 | $215.0K | 0.06% | −235−14.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 1,431 | $215.0K | 0.06% | −64−4.3% | Reduced |
| Overbrook Management Corp | 1,431 | $215.0K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 1,430 | $215.0K | 0.04% | +15+1.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,433 | $216.0K | 0.17% | −187−11.5% | Reduced |
| Bridgecreek Investment Management, LLC | 1,440 | $217.0K | 0.03% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,445 | $217.3K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,449 | $217.9K | 0.03% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,450 | $218.0K | 0.00% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,455 | $219.0K | 0.17% | −3−0.2% | Reduced |
| Lenox Wealth Advisors, LLC | 1,470 | $221.0K | 0.03% | −103−6.5% | Reduced |
| Claret Asset Management Corp | 1,468 | $221.0K | 0.04% | −20−1.3% | Reduced |
| Zuckerman Investment Group, LLC | 1,484 | $223.0K | 0.04% | +1,484 | New |
| Adams Chetwood Wealth Management LLC | 1,488 | $224.0K | 0.16% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,490 | $224.0K | 0.15% | +27+1.8% | Added |
| Monticello Wealth Management, LLC | 1,493 | $225.0K | 0.02% | +1+0.1% | Added |
| Avestar Capital, LLC | 1,495 | $225.0K | 0.04% | +30+2.0% | Added |
| Community Financial Services Group, LLC | 1,502 | $226.0K | 0.06% | −272−15.3% | Reduced |
| JJJ Advisors Inc. | 1,501 | $226.0K | 0.08% | −24−1.6% | Reduced |
| Montag & Caldwell, LLC | 1,500 | $226.0K | 0.02% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $226.0K | 0.01% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,505 | $226.0K | 0.16% | +34+2.3% | Added |
| Claraphi Advisory Network, LLC | 1,503 | $226.0K | 0.08% | +43+2.9% | Added |
| Capital Financial Planning, LLC | 1,508 | $227.0K | 0.09% | −105−6.5% | Reduced |
| Freedman Financial Associates, Inc. | 1,511 | $227.0K | 0.17% | +2+0.1% | Added |
| Northeast Financial Group, Inc. | 1,513 | $227.6K | 0.15% | +4+0.3% | Added |
| Golden State Equity Partners | 1,514 | $228.0K | 0.09% | −273−15.3% | Reduced |
| RMR Wealth Builders | 1,514 | $228.0K | 0.07% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,521 | $229.0K | 0.12% | −10,319−87.2% | Reduced |
| Chronos Wealth Management, LLC | 1,525 | $229.0K | 0.16% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,520 | $229.0K | 0.08% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 1,530 | $230.0K | 0.12% | 00.0% | Unchanged |