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 |
|---|---|---|---|---|---|
| Mosaic Advisors LLC | 5,085 | $765.0K | 0.51% | −674−11.7% | Reduced |
| Atlas Private Wealth Advisors | 5,087 | $765.0K | 0.40% | +367+7.8% | Added |
| Circle Wealth Management, LLC | 5,093 | $766.0K | 0.11% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 5,100 | $767.0K | 0.28% | −100−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 5,098 | $767.0K | 0.68% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,107 | $768.0K | 0.21% | +224+4.6% | Added |
| Michael B. Yongue | 5,115 | $769.0K | 0.56% | +800+18.5% | Added |
| RMB Capital Management, LLC | 5,116 | $770.0K | 0.03% | +312+6.5% | Added |
| Opus Capital Group, LLC | 5,127 | $771.0K | 0.17% | −1,345−20.8% | Reduced |
| Goepper Burkhardt LLC | 5,128 | $771.0K | 0.49% | −316−5.8% | Reduced |
| Alta Wealth Advisors LLC | 5,142 | $773.0K | 0.56% | +51+1.0% | Added |
| Ridgewood Investments LLC | 5,164 | $777.0K | 0.53% | −3,508−40.5% | Reduced |
| Legacy Bridge, LLC | 5,167 | $777.0K | 0.45% | 00.0% | Unchanged |
| Bluestein R H & Co | 5,167 | $777.0K | 0.03% | +264+5.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,180 | $779.0K | 0.42% | −400−7.2% | Reduced |
| Cary Street Partners Asset Management LLC | 5,178 | $779.0K | 0.28% | +5+0.1% | Added |
| Buckley Wealth Management, LLC | 5,181 | $779.0K | 0.25% | +804+18.4% | Added |
| Leonteq Securities AG | 5,181 | $779.3K | 0.04% | −63−1.2% | Reduced |
| One Capital Management, LLC | 5,192 | $780.0K | 0.06% | +579+12.6% | Added |
| Wedgewood Investors Inc | 5,190 | $781.0K | 1.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 5,200 | $782.0K | 0.17% | −1,000−16.1% | Reduced |
| Curated Wealth Partners LLC | 5,225 | $786.0K | 0.44% | −102−1.9% | Reduced |
| Seven Springs Wealth Group, LLC | 5,223 | $786.0K | 0.39% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 5,240 | $788.0K | 0.04% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,245 | $789.0K | 0.01% | −3,490−40.0% | Reduced |
| Westchester Capital Management, Inc. | 5,246 | $789.0K | 0.22% | 00.0% | Unchanged |
| Montis Financial, LLC | 5,279 | $793.0K | 0.67% | −215−3.9% | Reduced |
| Lion Street Advisors, LLC | 5,302 | $797.0K | 0.43% | +5,164+3,742.0% | Added |
| Hollow Brook Wealth Management LLC | 5,307 | $798.0K | 0.49% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,313 | $799.0K | 0.12% | −386−6.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,310 | $799.0K | 0.37% | +66+1.3% | Added |
| Keudell/Morrison Wealth Management | 5,324 | $801.0K | 0.34% | +289+5.7% | Added |
| MBA Advisors LLC | 5,353 | $805.0K | 0.59% | +27+0.5% | Added |
| Infusive Asset Management Inc. | 5,360 | $806.0K | 0.17% | −378−6.6% | Reduced |
| Dodge & Cox | 5,375 | $808.0K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,372 | $808.0K | 0.37% | +58+1.1% | Added |
| Cornerstone Advisory, LLC | 5,370 | $808.0K | 0.13% | +177+3.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,391 | $810.0K | 0.29% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,386 | $810.0K | 0.08% | +10+0.2% | Added |
| Day & Ennis, LLC | 5,393 | $811.0K | 0.28% | +5+0.1% | Added |
| Capital Wealth Planning, LLC | 5,407 | $813.0K | 0.02% | −488−8.3% | Reduced |
| Berger Financial Group, Inc | 5,426 | $816.0K | 0.15% | −17−0.3% | Reduced |
| ACG Wealth | 5,431 | $817.0K | 0.11% | −140−2.5% | Reduced |
| XTX Topco Ltd | 5,440 | $818.0K | 0.27% | +5,440 | New |
| Integrated Investment Consultants, LLC | 5,450 | $820.0K | 0.24% | +164+3.1% | Added |
| Cable Hill Partners, LLC | 5,455 | $821.0K | 0.20% | +66+1.2% | Added |
| Zhang Financial LLC | 5,486 | $825.0K | 0.19% | +3+0.1% | Added |
| Silver Lake Advisory, LLC | 5,499 | $827.0K | 0.41% | +43+0.8% | Added |
| Charter Oak Capital Management, LLC | 5,501 | $827.0K | 0.10% | −179−3.2% | Reduced |
| P.A.W. Capital Corp | 5,500 | $827.0K | 0.74% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,495 | $827.0K | 0.50% | +644+13.3% | Added |
| Shulman DeMeo Asset Management LLC | 5,498 | $827.0K | 0.72% | +5,498 | New |
| Harbor Financial Services, LLC | 5,514 | $829.0K | 0.36% | −67−1.2% | Reduced |
| Gilman Hill Asset Management, LLC | 5,512 | $829.0K | 0.21% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 5,515 | $830.0K | 0.17% | +925+20.2% | Added |
| Barber Financial Group, Inc. | 5,523 | $831.0K | 0.11% | +91+1.7% | Added |
| Kingfisher Capital LLC | 5,532 | $832.0K | 0.22% | +39+0.7% | Added |
| Peoples Bank | 5,540 | $833.0K | 0.44% | −195−3.4% | Reduced |
| Roof Eidam & Maycock | 5,553 | $835.0K | 0.31% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,576 | $839.0K | 0.60% | −2,121−27.6% | Reduced |
| Elgethun Capital Management | 5,579 | $839.0K | 0.29% | +71+1.3% | Added |
| Van Hulzen Asset Management, LLC | 5,610 | $844.0K | 0.13% | −250−4.3% | Reduced |
| Ontario Teachers Pension Plan Board | 5,614 | $844.0K | 0.00% | +5,614 | New |
| Bourne Lent Asset Management Inc | 5,625 | $846.0K | 0.24% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,649 | $850.0K | 0.39% | −274−4.6% | Reduced |
| MCF Advisors LLC | 5,684 | $855.0K | 0.09% | +310+5.8% | Added |
| Teamwork Financial Advisors, LLC | 5,684 | $855.0K | 0.17% | +781+15.9% | Added |
| Symphony Financial, Ltd. Co. | 5,621 | $856.0K | 0.30% | −871−13.4% | Reduced |
| Carlson Capital Management | 5,697 | $857.0K | 0.09% | +107+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,705 | $858.0K | 0.38% | +411+7.8% | Added |
| Weik Capital Management | 5,745 | $864.0K | 0.36% | +155+2.8% | Added |
| Capital One Financial Corp | 5,762 | $867.0K | 0.11% | −153−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,770 | $868.0K | 0.05% | −1,481−20.4% | Reduced |
| St. Clair Advisors, LLC | 5,772 | $868.2K | 0.60% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 5,779 | $869.0K | 0.10% | −75−1.3% | Reduced |
| Redmond Asset Management, LLC | 5,788 | $871.0K | 0.27% | +25+0.4% | Added |
| Legacy Financial Advisors, Inc. | 5,820 | $875.0K | 0.21% | +830+16.6% | Added |
| Sunesis Advisors, LLC | 5,838 | $878.0K | 0.68% | −350−5.7% | Reduced |
| Global Trust Asset Management, LLC | 5,837 | $878.0K | 0.39% | 00.0% | Unchanged |
| Comerica Securities,inc. | 5,840 | $879.0K | 0.06% | −931−13.7% | Reduced |
| Blueprint Investment Partners LLC | 5,845 | $879.0K | 0.44% | +3,237+124.1% | Added |
| SFMG, LLC | 5,848 | $880.0K | 0.10% | +778+15.3% | Added |
| Camden Capital, LLC | 5,853 | $880.0K | 0.18% | +1,625+38.4% | Added |
| Summit Place Financial Advisors, LLC | 5,855 | $881.0K | 0.64% | −1,350−18.7% | Reduced |
| Poplar Forest Capital LLC | 5,860 | $881.0K | 0.09% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,870 | $883.0K | 0.79% | +3+0.1% | Added |
| Successful Portfolios LLC | 5,877 | $884.0K | 0.53% | +2,106+55.8% | Added |
| Foster Group, Inc. | 5,888 | $886.0K | 0.09% | 00.0% | Unchanged |
| Suncoast Equity Management | 5,930 | $892.0K | 0.12% | +610+11.5% | Added |
| Latitude Advisors, LLC | 5,930 | $892.0K | 0.29% | +3,404+134.8% | Added |
| Virtue Capital Management, LLC | 5,950 | $895.0K | 0.16% | −133−2.2% | Reduced |
| Tranquility Partners, LLC | 5,952 | $895.0K | 0.45% | +741+14.2% | Added |
| Stewart & Patten Co LLC | 5,963 | $897.0K | 0.15% | −16−0.3% | Reduced |
| Bridgewater Advisors Inc. | 5,968 | $898.0K | 0.25% | +216+3.8% | Added |
| Boston Common Asset Management, LLC | 5,993 | $901.0K | 0.04% | +29+0.5% | Added |
| Proquility Private Wealth Partners, LLC | 6,017 | $905.0K | 0.34% | +134+2.3% | Added |
| VERITY Wealth Advisors | 6,026 | $906.0K | 0.81% | 00.0% | Unchanged |
| Truepoint, Inc. | 6,046 | $909.0K | 0.05% | −800−11.7% | Reduced |
| Angeles Investment Advisors, LLC | 6,043 | $909.0K | 0.05% | +1,843+43.9% | Added |
| Proffitt & Goodson Inc | 6,073 | $913.0K | 0.17% | −357−5.6% | Reduced |