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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Global Strategic Investment Solutions, LLC | 2,751 | $414.0K | 0.07% | +117+4.4% | Added |
| Sara-Bay Financial | 2,760 | $415.0K | 0.16% | −39−1.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 2,763 | $416.0K | 0.09% | +11+0.4% | Added |
| Howard Capital Management Group, LLC | 2,772 | $417.0K | 0.04% | +120+4.5% | Added |
| Southland Equity Partners LLC | 2,776 | $417.5K | 0.19% | +313+12.7% | Added |
| Financial Advisors, LLC | 2,782 | $418.0K | 0.14% | +4+0.1% | Added |
| Five Oceans Advisors | 2,776 | $418.0K | 0.48% | +2,776 | New |
| Transform Wealth, LLC | 2,785 | $419.0K | 0.05% | −389−12.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,787 | $419.0K | 0.02% | +1,215+77.3% | Added |
| CMG Global Holdings, LLC | 2,797 | $421.0K | 0.31% | +9+0.3% | Added |
| True Link Financial Advisors, LLC | 2,180 | $421.0K | 0.06% | +500+29.8% | Added |
| America First Investment Advisors, LLC | 2,819 | $424.0K | 0.13% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,833 | $426.0K | 0.07% | +165+6.2% | Added |
| Evanson Asset Management, LLC | 2,899 | $426.0K | 0.04% | +484+20.0% | Added |
| Financial Management Network Inc | 2,855 | $429.0K | 0.22% | +10+0.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,860 | $430.0K | 0.15% | +2,860 | New |
| Rinet Co LLC | 2,868 | $431.0K | 0.08% | −145−4.8% | Reduced |
| Sym Financial Corp | 2,867 | $431.0K | 0.25% | +88+3.2% | Added |
| Pointe Capital Management LLC | 2,869 | $432.0K | 0.30% | +50+1.8% | Added |
| Private Portfolio Partners LLC | 2,876 | $432.7K | 0.12% | −166−5.5% | Reduced |
| Parcion Private Wealth LLC | 2,734 | $433.0K | 0.04% | +91+3.4% | Added |
| Marks Group Wealth Management, Inc | 2,879 | $433.0K | 0.06% | +1,470+104.3% | Added |
| Frisch Financial Group, Inc. | 2,887 | $434.0K | 0.14% | −471−14.0% | Reduced |
| Secure Asset Management, LLC | 2,896 | $436.0K | 0.22% | −133−4.4% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,898 | $436.0K | 0.11% | +18+0.6% | Added |
| Premier Asset Management LLC | 2,910 | $438.0K | 0.06% | −259−8.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,917 | $439.0K | 0.10% | 00.0% | Unchanged |
| Winfield Associates, Inc. | 2,925 | $440.0K | 0.16% | −200−6.4% | Reduced |
| Aaron Wealth Advisors | 2,936 | $441.0K | 0.12% | −62−2.1% | Reduced |
| Sanford Advisory Services, LLC | 2,940 | $442.0K | 0.11% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,835 | $443.0K | 0.39% | +265+10.3% | Added |
| Aua Capital Management, LLC | 2,955 | $444.0K | 0.28% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,950 | $444.0K | 0.12% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,961 | $445.0K | 0.01% | +500+20.3% | Added |
| Capital Advisors, Ltd. LLC | 2,967 | $446.0K | 0.08% | −124−4.0% | Reduced |
| Innova Wealth Partners | 2,967 | $446.0K | 0.35% | −50−1.7% | Reduced |
| LifePro Asset Management | 2,976 | $448.0K | 0.14% | +122+4.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,981 | $448.0K | 0.30% | +758+34.1% | Added |
| Tortoise Investment Management, LLC | 2,984 | $449.0K | 0.09% | −55−1.8% | Reduced |
| Johnson Financial Group, LLC | 2,997 | $450.0K | 0.09% | −378−11.2% | Reduced |
| Family Firm, Inc. | 2,791 | $450.0K | 0.12% | −440−13.6% | Reduced |
| Addison Advisors LLC | 2,995 | $450.0K | 0.36% | +10+0.3% | Added |
| Alethea Capital Management, LLC | 3,000 | $451.0K | 0.40% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,007 | $452.0K | 0.02% | −200−6.2% | Reduced |
| Birmingham Capital Management Co Inc | 3,003 | $452.0K | 0.17% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,007 | $452.0K | 0.10% | +388+14.8% | Added |
| Intelligence Driven Advisers, LLC | 3,000 | $453.0K | 0.10% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 3,015 | $453.0K | 0.60% | +288+10.6% | Added |
| DRW Securities, LLC | 3,020 | $454.0K | 0.13% | −1,919−38.9% | Reduced |
| Financial Strategies Group, Inc. | 3,016 | $454.0K | 0.20% | +592+24.4% | Added |
| Renasant Bank | 3,024 | $455.0K | 0.36% | −7−0.2% | Reduced |
| Tacita Capital Inc | 3,025 | $455.0K | 0.28% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,031 | $456.0K | 0.12% | +477+18.7% | Added |
| BFT Financial Group, LLC | 3,036 | $457.0K | 0.08% | −166−5.2% | Reduced |
| Merrion Investment Management Co, LLC | 3,045 | $458.0K | 0.35% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,051 | $459.0K | 0.29% | −147−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 2,891 | $459.0K | 0.10% | −68−2.3% | Reduced |
| Delta Investment Management, LLC | 3,053 | $459.0K | 0.14% | +10.0% | Added |
| Traynor Capital Management, Inc. | 3,054 | $459.0K | 0.06% | +984+47.5% | Added |
| South Street Advisors LLC | 3,065 | $461.0K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 3,070 | $462.0K | 0.15% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,085 | $464.0K | 0.06% | −100−3.1% | Reduced |
| Garner Asset Management Corp | 3,100 | $466.0K | 0.22% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,100 | $466.0K | 0.05% | +39+1.3% | Added |
| Larson Financial Group LLC | 3,104 | $467.0K | 0.09% | +1,191+62.3% | Added |
| Oldfather Financial Services, LLC | 2,882 | $469.0K | 0.24% | +95+3.4% | Added |
| Diversified, LLC | 3,124 | $470.0K | 0.25% | +10.0% | Added |
| Mezzasalma Advisors, LLC | 3,124 | $470.0K | 0.26% | +26+0.8% | Added |
| Sovereign Financial Group, Inc. | 3,148 | $473.0K | 0.27% | −699−18.2% | Reduced |
| Ballast Advisors LLC | 3,143 | $473.0K | 0.20% | −14−0.4% | Reduced |
| Good Life Advisors, LLC | 3,145 | $473.0K | 0.06% | +476+17.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,160 | $475.0K | 0.03% | −61−1.9% | Reduced |
| First Dallas Securities Inc. | 3,170 | $477.0K | 0.33% | +400+14.4% | Added |
| Jackson Creek Investment Advisors LLC | 3,181 | $478.0K | 0.18% | −140−4.2% | Reduced |
| Vectors Research Management, LLC | 3,175 | $478.0K | 0.11% | −100−3.1% | Reduced |
| HNP Capital LLC | 3,175 | $478.0K | 0.12% | −100−3.1% | Reduced |
| DeDora Capital, Inc. | 3,184 | $479.0K | 0.21% | −235−6.9% | Reduced |
| DT Investment Partners, LLC | 3,183 | $479.0K | 0.06% | +183+6.1% | Added |
| Private Wealth Advisors | 2,972 | $479.0K | 0.15% | +15+0.5% | Added |
| Shepherd Financial Partners LLC | 3,192 | $480.0K | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,195 | $481.0K | 0.04% | +137+4.5% | Added |
| Ironwood Investment Management LLC | 3,204 | $482.0K | 0.25% | −60−1.8% | Reduced |
| Weather Gauge Advisory, LLC | 3,210 | $483.0K | 0.62% | −171−5.1% | Reduced |
| Arkadios Wealth Advisors | 3,236 | $486.0K | 0.07% | −4,711−59.3% | Reduced |
| Planning Directions Inc | 3,229 | $486.0K | 0.35% | +16+0.5% | Added |
| Tradewinds Capital Management, LLC | 3,236 | $487.0K | 0.08% | +1,376+74.0% | Added |
| Morris Capital Advisors, LLC | 3,243 | $488.0K | 0.38% | −243−7.0% | Reduced |
| Alesco Advisors LLC | 3,269 | $492.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,281 | $493.0K | 0.03% | −980−23.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,280 | $493.0K | 0.15% | −61−1.8% | Reduced |
| NewEdge Wealth, LLC | 3,278 | $493.0K | 0.03% | +3,278 | New |
| Birchcreek Wealth Management, LLC | 3,285 | $494.0K | 0.46% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 3,282 | $494.0K | 0.30% | +195+6.3% | Added |
| Covenant Multifamily Offices, LLC | 3,277 | $495.0K | 0.09% | +628+23.7% | Added |
| StrategIQ Financial Group, LLC | 3,303 | $497.0K | 0.10% | +126+4.0% | Added |
| Cedar Brook Financial Partners, LLC | 3,311 | $498.0K | 0.15% | +134+4.2% | Added |
| Abacus Wealth Partners, LLC | 3,315 | $498.6K | 0.18% | −177−5.1% | Reduced |
| Landaas & Co | 3,325 | $500.0K | 0.29% | +27+0.8% | Added |
| Johanson Financial Advisors, Inc. | 3,345 | $503.0K | 0.17% | +143+4.5% | Added |
| Fort Point Capital Partners LLC | 3,345 | $503.0K | 0.08% | +122+3.8% | Added |