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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 23,385 | $3.52M | 1.14% | −4,437−15.9% | Reduced |
| Strategic Financial Services, Inc, | 23,381 | $3.52M | 0.28% | −435−1.8% | Reduced |
| Financial & Tax Architects, LLC | 23,368 | $3.51M | 1.60% | +1,191+5.4% | Added |
| Capstone Investment Advisors, LLC | 23,363 | $3.51M | 0.06% | +23,363 | New |
| Allstate Corp | 23,330 | $3.51M | 0.15% | −1,913−7.6% | Reduced |
| Thomasville National Bank | 23,256 | $3.50M | 0.36% | −2,485−9.7% | Reduced |
| Anchor Investment Management, LLC | 23,252 | $3.50M | 0.49% | −234−1.0% | Reduced |
| Equitable Holdings, Inc. | 23,181 | $3.49M | 0.06% | +565+2.5% | Added |
| Broderick Brian C | 23,173 | $3.48M | 0.93% | −260−1.1% | Reduced |
| V Wealth Advisors LLC | 23,155 | $3.48M | 0.54% | +198+0.9% | Added |
| Essex LLC | 23,009 | $3.46M | 0.96% | +23,009 | New |
| United Fire Group Inc | 23,000 | $3.46M | 1.73% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 22,876 | $3.44M | 0.61% | +751+3.4% | Added |
| BCM Advisors, LLC | 21,759 | $3.44M | 0.92% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 22,821 | $3.43M | 0.14% | −30,018−56.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,824 | $3.43M | 0.89% | −724−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 22,808 | $3.43M | 0.26% | +253+1.1% | Added |
| Jag Capital Management, LLC | 22,810 | $3.43M | 0.27% | +1,547+7.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 22,747 | $3.42M | 0.03% | −109−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 22,744 | $3.42M | 0.11% | +1,233+5.7% | Added |
| Harbor Investment Advisory, LLC | 22,672 | $3.41M | 0.46% | −211−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 22,668 | $3.41M | 0.29% | +4,725+26.3% | Added |
| Old Dominion Capital Management Inc | 22,634 | $3.40M | 0.73% | +67+0.3% | Added |
| IFP Advisors, Inc | 22,573 | $3.40M | 0.07% | +2,406+11.9% | Added |
| Resources Investment Advisors, LLC. | 22,602 | $3.40M | 0.14% | +510+2.3% | Added |
| Pictet North America Advisors SA | 22,427 | $3.37M | 0.33% | +164+0.7% | Added |
| Johnson Financial Group, Inc. | 22,416 | $3.37M | 0.23% | −4,685−17.3% | Reduced |
| Notis-McConarty Edward | 22,354 | $3.36M | 1.23% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22,311 | $3.36M | 0.19% | +100+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 22,251 | $3.35M | 0.45% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 22,254 | $3.35M | 2.19% | +220+1.0% | Added |
| Coastal Bridge Advisors, LLC | 22,241 | $3.35M | 0.77% | +39+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,235 | $3.34M | 2.43% | −1,005−4.3% | Reduced |
| Garrison Asset Management, LLC | 22,197 | $3.34M | 2.03% | +70.0% | Added |
| Heritage Way Advisors, LLC | 22,157 | $3.33M | 1.38% | −197−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,085 | $3.32M | 0.06% | +766+3.6% | Added |
| Estabrook Capital Management | 22,041 | $3.32M | 0.52% | −1,401−6.0% | Reduced |
| Avidian Wealth Solutions, LLC | 22,023 | $3.31M | 0.25% | +115+0.5% | Added |
| CFM Wealth Partners LLC | 22,010 | $3.31M | 0.83% | 00.0% | Unchanged |
| Boit C F David | 21,900 | $3.31M | 2.27% | +200+0.9% | Added |
| Triangle Securities Wealth Management | 21,957 | $3.30M | 1.12% | −53−0.2% | Reduced |
| Enterprise Bank & Trust Co | 21,941 | $3.30M | 1.30% | −314−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 21,941 | $3.30M | 1.52% | +53+0.2% | Added |
| Galvin, Gaustad & Stein, LLC | 21,916 | $3.30M | 0.32% | +409+1.9% | Added |
| Aull & Monroe Investment Management Corp | 21,898 | $3.29M | 1.62% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 21,835 | $3.29M | 0.26% | +45+0.2% | Added |
| Guardian Capital LP | 21,817 | $3.28M | 0.07% | −1,600−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 21,598 | $3.25M | 0.16% | −2,139−9.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 21,597 | $3.25M | 0.30% | −1,085−4.8% | Reduced |
| CAPROCK Group, Inc. | 21,572 | $3.25M | 0.29% | −943−4.2% | Reduced |
| Smith Shellnut Wilson LLC | 21,575 | $3.25M | 1.88% | +1,185+5.8% | Added |
| Family Management Corp | 21,519 | $3.24M | 0.89% | +256+1.2% | Added |
| 44 Wealth Management LLC | 21,502 | $3.23M | 1.24% | +11,386+112.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 21,435 | $3.22M | 0.68% | −2,451−10.3% | Reduced |
| Xcel Wealth Management, LLC | 21,432 | $3.22M | 0.93% | −129−0.6% | Reduced |
| PFG Advisors | 21,433 | $3.22M | 0.37% | −36−0.2% | Reduced |
| Griffin Asset Management, Inc. | 21,422 | $3.22M | 0.41% | −673−3.0% | Reduced |
| Connable Office Inc | 21,412 | $3.22M | 0.47% | −129−0.6% | Reduced |
| Farmers National Bank | 21,641 | $3.21M | 1.28% | −793−3.5% | Reduced |
| Journey Advisory Group, LLC | 21,250 | $3.20M | 1.04% | −458−2.1% | Reduced |
| Physicians Financial Services, Inc. | 21,235 | $3.19M | 1.29% | −220−1.0% | Reduced |
| Bristlecone Advisors, LLC | 21,221 | $3.19M | 0.42% | +315+1.5% | Added |
| Shoker Investment Counsel, Inc. | 21,187 | $3.19M | 1.59% | −492−2.3% | Reduced |
| Old Second National Bank of Aurora | 21,134 | $3.18M | 0.86% | −107−0.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 21,051 | $3.17M | 0.75% | +733+3.6% | Added |
| Capital Insight Partners, LLC | 21,032 | $3.16M | 0.69% | +480+2.3% | Added |
| Asio Capital, LLC | 21,022 | $3.16M | 1.09% | +1,375+7.0% | Added |
| Evergreen Capital Management LLC | 21,004 | $3.16M | 0.14% | +1,778+9.2% | Added |
| Graybill Bartz & Assoc Ltd | 20,953 | $3.15M | 1.55% | +496+2.4% | Added |
| Winton Group Ltd | 20,917 | $3.15M | 0.18% | +11,872+131.3% | Added |
| Country Club Trust Company, n.a. | 20,635 | $3.14M | 0.27% | +1,238+6.4% | Added |
| Cutter & CO Brokerage, Inc. | 20,888 | $3.14M | 0.75% | −375−1.8% | Reduced |
| Northstar Group, Inc. | 20,881 | $3.14M | 0.82% | −425−2.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 20,798 | $3.14M | 1.21% | +10.0% | Added |
| Signaturefd, LLC | 20,854 | $3.14M | 0.11% | +674+3.3% | Added |
| Oak Associates, Ltd | 20,788 | $3.13M | 0.18% | −130−0.6% | Reduced |
| King Wealth | 20,764 | $3.12M | 0.64% | −308−1.5% | Reduced |
| Impax Asset Management Group plc | 20,744 | $3.12M | 0.01% | 00.0% | Unchanged |
| Watchman Group, Inc. | 20,601 | $3.10M | 2.00% | −569−2.7% | Reduced |
| Independent Investors Inc | 20,596 | $3.10M | 0.77% | −250−1.2% | Reduced |
| Alpha Omega Wealth Management LLC | 20,546 | $3.09M | 0.51% | −185−0.9% | Reduced |
| RB Capital Management, LLC | 20,439 | $3.07M | 1.16% | +485+2.4% | Added |
| Duncker Streett & Co Inc | 20,428 | $3.07M | 0.58% | −375−1.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,391 | $3.07M | 0.25% | +379+1.9% | Added |
| Oak Asset Management, LLC | 19,391 | $3.07M | 1.27% | −681−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,369 | $3.06M | 0.40% | +4,778+30.6% | Added |
| Essex Savings Bank | 19,548 | $3.06M | 1.11% | −235−1.2% | Reduced |
| Hoey Investments, Inc | 20,281 | $3.05M | 0.95% | −2,747−11.9% | Reduced |
| Eudaimonia Partners, LLC | 20,278 | $3.05M | 0.55% | +4,029+24.8% | Added |
| United Capital Management of KS, Inc. | 20,248 | $3.04M | 1.25% | −16,052−44.2% | Reduced |
| Cape Ann Savings Bank | 20,243 | $3.04M | 1.97% | −149−0.7% | Reduced |
| Hotaling Investment Management, LLC | 20,227 | $3.04M | 1.26% | +204+1.0% | Added |
| Mercer Capital Advisers, Inc. | 20,212 | $3.04M | 1.63% | −1,125−5.3% | Reduced |
| J. W. Coons Advisors, LLC | 20,226 | $3.04M | 1.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 20,188 | $3.04M | 0.23% | +3,039+17.7% | Added |
| Abbot Financial Management, Inc. | 20,148 | $3.03M | 1.38% | −204−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 20,119 | $3.03M | 1.35% | −3,899−16.2% | Reduced |
| NovaPoint Capital, LLC | 20,103 | $3.02M | 1.21% | +1,184+6.3% | Added |
| CX Institutional | 20,075 | $3.02M | 0.25% | −10,345−34.0% | Reduced |
| Puzo Michael J | 19,979 | $3.00M | 0.95% | −196−1.0% | Reduced |