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 |
|---|---|---|---|---|---|
| Orca Investment Management, LLC | 4,097 | $616.0K | 0.54% | −299−6.8% | Reduced |
| Karpas Strategies, LLC | 3,783 | $616.0K | 0.20% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,101 | $616.0K | 0.09% | +4,101 | New |
| Twinbeech Capital LP | 4,122 | $620.0K | 0.04% | +4,122 | New |
| GQG Partners LLC | 4,143 | $623.0K | 0.00% | +4,143 | New |
| Northstar Asset Management Inc | 4,166 | $626.6K | 0.17% | −100−2.3% | Reduced |
| Capital Investment Counsel, Inc | 4,179 | $629.0K | 0.14% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,187 | $630.0K | 0.12% | −271−6.1% | Reduced |
| Mather Group, LLC. | 4,193 | $631.0K | 0.02% | −369−8.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,205 | $633.0K | 0.24% | −1,545−26.9% | Reduced |
| First Financial Corp | 4,212 | $633.0K | 0.42% | −152−3.5% | Reduced |
| Black Diamond Financial, LLC | 4,207 | $633.0K | 0.30% | −159−3.6% | Reduced |
| Profit Investment Management, LLC | 4,192 | $633.0K | 0.44% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,215 | $634.0K | 0.01% | −3−0.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,224 | $635.0K | 0.34% | −99−2.3% | Reduced |
| Harvest Investment Services, LLC | 4,231 | $636.0K | 0.26% | −12−0.3% | Reduced |
| BDO Wealth Advisors, LLC | 4,228 | $636.0K | 0.07% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 4,250 | $639.0K | 0.11% | −54−1.3% | Reduced |
| Nexus Investment Management ULC | 4,250 | $639.0K | 0.07% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 4,268 | $642.0K | 0.12% | +82+2.0% | Added |
| Old North State Trust, LLC | 4,286 | $645.0K | 0.58% | −18−0.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,295 | $646.0K | 0.28% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 4,301 | $647.0K | 0.31% | +143+3.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,307 | $648.0K | 0.17% | −34−0.8% | Reduced |
| Verity Asset Management, Inc. | 4,316 | $649.0K | 0.42% | −1,073−19.9% | Reduced |
| Hanson & Doremus Investment Management | 4,318 | $649.0K | 0.15% | −286−6.2% | Reduced |
| SOA Wealth Advisors, LLC. | 4,336 | $652.0K | 0.17% | +47+1.1% | Added |
| Bowling Portfolio Management LLC | 4,340 | $653.0K | 0.15% | −8−0.2% | Reduced |
| Arbor Wealth Management, LLC | 4,345 | $654.0K | 0.15% | −8−0.2% | Reduced |
| Solstein Capital, LLC | 4,354 | $655.0K | 0.38% | +4,259+4,483.2% | Added |
| Garrett Investment Advisors LLC | 4,360 | $656.0K | 0.21% | −1,196−21.5% | Reduced |
| Rock Point Advisors, LLC | 4,371 | $657.0K | 0.19% | −160−3.5% | Reduced |
| Banco Santander, S.A. | 4,383 | $659.0K | 0.00% | −228−4.9% | Reduced |
| Trust Co of Kansas | 4,397 | $661.0K | 0.38% | −101−2.2% | Reduced |
| McIlrath & Eck, LLC | 4,395 | $661.0K | 0.20% | +359+8.9% | Added |
| Aveo Capital Partners, LLC | 4,405 | $663.0K | 0.14% | +143+3.4% | Added |
| Bay Rivers Group | 4,426 | $666.0K | 0.45% | +326+8.0% | Added |
| Waycross Partners, LLC | 4,433 | $667.0K | 0.42% | 00.0% | Unchanged |
| First American Trust, FSB | 4,437 | $668.0K | 0.10% | −200−4.3% | Reduced |
| IMS Capital Management | 4,439 | $668.0K | 0.39% | +625+16.4% | Added |
| Blue Zone Wealth Advisors, LLC | 4,461 | $671.0K | 0.23% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 4,494 | $676.0K | 0.20% | −200−4.3% | Reduced |
| Semmax Financial Advisors Inc. | 4,509 | $678.0K | 0.23% | −417−8.5% | Reduced |
| Private Capital Group, LLC | 4,514 | $679.0K | 0.15% | +148+3.4% | Added |
| Klingman & Associates, LLC | 4,536 | $682.0K | 0.06% | −198−4.2% | Reduced |
| Atlas Private Wealth Management | 4,543 | $683.0K | 0.42% | +285+6.7% | Added |
| Clearview Wealth Advisors LLC | 4,542 | $683.0K | 0.43% | +283+6.6% | Added |
| Guinness Atkinson Asset Management Inc | 4,547 | $684.0K | 0.32% | −376−7.6% | Reduced |
| WealthTrust Axiom LLC | 4,551 | $684.0K | 0.23% | 00.0% | Unchanged |
| First National Bank | 4,556 | $685.0K | 0.65% | +4,556 | New |
| Verus Financial Partners, Inc. | 4,345 | $687.0K | 0.10% | +35+0.8% | Added |
| Tobam | 4,576 | $688.0K | 0.03% | −332−6.8% | Reduced |
| MJP Associates Inc | 4,574 | $688.0K | 0.23% | +28+0.6% | Added |
| Pecaut & Co. | 4,600 | $692.0K | 0.41% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,604 | $693.0K | 0.31% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,625 | $696.0K | 0.35% | 00.0% | Unchanged |
| Miller Investment Management, LP | 4,631 | $697.0K | 0.12% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,638 | $698.0K | 0.15% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,673 | $703.0K | 0.07% | +503+12.1% | Added |
| SOL Capital Management CO | 4,685 | $705.0K | 0.14% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,697 | $706.0K | 0.24% | +10.0% | Added |
| Capital Investment Services of America, Inc. | 4,720 | $710.0K | 0.07% | −225−4.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,721 | $710.0K | 0.22% | +1,206+34.3% | Added |
| Maven Securities LTD | 4,747 | $714.0K | 0.08% | +4,747 | New |
| Menard Financial Group LLC | 4,761 | $716.0K | 0.63% | +3+0.1% | Added |
| Wealth Advisory Solutions, LLC | 4,758 | $716.0K | 0.16% | +1,235+35.1% | Added |
| Signature Wealth Management Partners, LLC | 4,766 | $717.0K | 0.65% | +50+1.1% | Added |
| Empowered Funds, LLC | 4,773 | $718.0K | 0.09% | +2,021+73.4% | Added |
| Proficio Capital Partners LLC | 4,786 | $720.0K | 0.09% | +78+1.7% | Added |
| Eagle Ridge Investment Management | 4,801 | $722.0K | 0.08% | −30−0.6% | Reduced |
| Continuum Advisory, LLC | 4,800 | $722.0K | 0.19% | −9−0.2% | Reduced |
| McMorgan & Co LLC | 4,804 | $723.0K | 0.15% | +4,804 | New |
| Geller Advisors LLC | 4,826 | $726.0K | 0.16% | +158+3.4% | Added |
| DFPG Investments, LLC | 4,573 | $728.0K | 0.28% | +68+1.5% | Added |
| WealthBridge Capital Management, LLC | 4,846 | $729.0K | 0.27% | −271−5.3% | Reduced |
| American Investment Services, Inc. | 4,845 | $729.0K | 0.16% | 00.0% | Unchanged |
| St. Louis Trust Co | 4,850 | $729.0K | 0.19% | +1,500+44.8% | Added |
| Gilbert & Cook, Inc. | 4,868 | $732.0K | 0.13% | −29−0.6% | Reduced |
| Weatherly Asset Management L. P. | 4,868 | $732.0K | 0.09% | +4,868 | New |
| Covenant Partners, LLC | 4,875 | $733.0K | 0.29% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 4,892 | $735.8K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,894 | $736.0K | 0.17% | −217−4.2% | Reduced |
| Ironvine Capital Partners, LLC | 4,900 | $737.0K | 0.08% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,903 | $737.0K | 0.13% | +7+0.1% | Added |
| Silphium Asset Management Ltd | 4,903 | $737.5K | 0.30% | +4,903 | New |
| Hexagon Capital Partners LLC | 4,907 | $738.0K | 0.21% | +159+3.3% | Added |
| Resource Planning Group | 4,947 | $744.0K | 0.47% | −441−8.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,950 | $745.0K | 0.34% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,960 | $746.0K | 0.06% | +1,992+67.1% | Added |
| Key Financial Inc | 4,966 | $747.0K | 0.42% | −61−1.2% | Reduced |
| Herold Advisors, Inc. | 4,970 | $747.0K | 0.29% | +4,970 | New |
| Univest Financial Corp | 5,003 | $752.0K | 0.21% | −282−5.3% | Reduced |
| Cornerstone National Bank & Trust Co | 5,008 | $753.3K | 0.33% | +342+7.3% | Added |
| Indie Asset Partners, LLC | 5,018 | $755.0K | 0.61% | +50+1.0% | Added |
| Jeppson Wealth Management, LLC | 5,058 | $760.0K | 0.40% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,058 | $761.0K | 0.44% | +116+2.3% | Added |
| Perritt Capital Management Inc | 5,068 | $762.0K | 0.42% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 4,162 | $763.0K | 0.07% | −903−17.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,078 | $764.0K | 0.44% | +20.0% | Added |
| Lake Street Financial LLC | 5,081 | $764.0K | 0.19% | +134+2.7% | Added |