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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 16,198 | $2.44M | 0.12% | +43+0.3% | Added |
| Northstar Asset Management LLC | 16,187 | $2.44M | 0.64% | −325−2.0% | Reduced |
| E Fund Management Co., Ltd. | 16,122 | $2.42M | 0.10% | +16,122 | New |
| Liberty Capital Management, Inc. | 16,084 | $2.42M | 0.71% | −330−2.0% | Reduced |
| Apollon Wealth Management, LLC | 16,078 | $2.42M | 0.33% | +3,915+32.2% | Added |
| Optimal Asset Management, Inc. | 16,021 | $2.41M | 0.30% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 16,011 | $2.41M | 0.04% | −111−0.7% | Reduced |
| Aries Wealth Management | 15,970 | $2.40M | 1.02% | −57−0.4% | Reduced |
| Family Legacy, Inc. | 15,336 | $2.39M | 1.08% | −27−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,903 | $2.39M | 0.15% | +11,803+287.9% | Added |
| Barings LLC | 15,857 | $2.38M | 0.05% | −1,327−7.7% | Reduced |
| First United Bank Trust | 15,847 | $2.38M | 0.97% | −77−0.5% | Reduced |
| Legacy Capital Partners, Inc. | 15,823 | $2.38M | 0.86% | −700−4.2% | Reduced |
| Regal Investment Advisors LLC | 15,779 | $2.37M | 0.23% | +1,486+10.4% | Added |
| Focus Financial Network, Inc. | 15,775 | $2.37M | 0.32% | +744+4.9% | Added |
| Fieldpoint Private Securities, LLC | 15,735 | $2.37M | 0.52% | +202+1.3% | Added |
| Wisconsin Capital Management LLC | 15,685 | $2.36M | 0.97% | −300−1.9% | Reduced |
| BerganKDV Wealth Management, LLC | 15,604 | $2.35M | 0.27% | +10.0% | Added |
| First Business Financial Services, Inc. | 15,604 | $2.35M | 0.27% | +5,159+49.4% | Added |
| Outfitter Financial LLC | 15,545 | $2.34M | 1.84% | −50.0% | Reduced |
| Truehand, Inc | 15,470 | $2.33M | 1.38% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 15,461 | $2.33M | 1.42% | −199−1.3% | Reduced |
| Kinloch Capital, LLC | 15,456 | $2.33M | 1.64% | +1,162+8.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,441 | $2.32M | 0.19% | +66+0.4% | Added |
| VeraBank, N.A. | 15,399 | $2.32M | 1.31% | −90−0.6% | Reduced |
| Mitchell Sinkler & Starr | 15,360 | $2.31M | 2.09% | −705−4.4% | Reduced |
| Jacobi Capital Management LLC | 15,350 | $2.31M | 0.29% | +491+3.3% | Added |
| Autus Asset Management, LLC | 15,342 | $2.31M | 0.25% | −3,326−17.8% | Reduced |
| Members Capital Advisors Inc | 15,327 | $2.31M | 1.25% | +1,933+14.4% | Added |
| Resonant Capital Advisors, LLC | 15,273 | $2.30M | 0.40% | +2,015+15.2% | Added |
| Varma Mutual Pension Insurance Co | 15,257 | $2.29M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 15,240 | $2.29M | 0.11% | +11,075+265.9% | Added |
| RFG Advisory, LLC | 15,183 | $2.28M | 0.19% | +1,327+9.6% | Added |
| Synergy Financial Management, LLC | 15,132 | $2.28M | 0.53% | +12,943+591.3% | Added |
| Navellier & Associates Inc | 15,103 | $2.27M | 0.34% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 15,076 | $2.27M | 0.07% | −262−1.7% | Reduced |
| Claro Advisors LLC | 15,044 | $2.26M | 0.95% | +986+7.0% | Added |
| Baldwin Investment Management, LLC | 15,017 | $2.26M | 0.39% | +1,099+7.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.26M | 0.62% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $2.26M | 1.18% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 14,993 | $2.25M | 0.16% | +498+3.4% | Added |
| Bank of the West | 14,929 | $2.25M | 0.23% | −755−4.8% | Reduced |
| Wellington Shields Capital Management, LLC | 14,927 | $2.25M | 0.31% | −11,397−43.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 14,890 | $2.24M | 0.28% | −120−0.8% | Reduced |
| NorthRock Partners, LLC | 14,181 | $2.23M | 0.18% | +114+0.8% | Added |
| Csenge Advisory Group | 14,652 | $2.21M | 0.19% | +382+2.7% | Added |
| AIMZ Investment Advisors, LLC | 14,686 | $2.21M | 1.00% | −183−1.2% | Reduced |
| Kovack Advisors, Inc. | 14,677 | $2.21M | 0.24% | +3,729+34.1% | Added |
| Cozad Asset Management Inc | 14,674 | $2.21M | 0.34% | −215−1.4% | Reduced |
| Smith, Moore & Co. | 14,669 | $2.21M | 0.34% | −214−1.4% | Reduced |
| Duff & Phelps Investment Management Co | 14,576 | $2.19M | 0.03% | −324−2.2% | Reduced |
| Cox Capital Mgt LLC | 14,485 | $2.18M | 1.47% | +102+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 14,456 | $2.17M | 0.62% | +146+1.0% | Added |
| Rothschild Investment Corp | 14,408 | $2.17M | 0.18% | −3,814−20.9% | Reduced |
| LCNB Corp | 14,388 | $2.16M | 1.09% | −40−0.3% | Reduced |
| CNB Bank | 14,380 | $2.16M | 1.30% | +1,134+8.6% | Added |
| Sompo Asset Management Co., Ltd. | 14,374 | $2.16M | 0.50% | +60+0.4% | Added |
| West Oak Capital, LLC | 14,329 | $2.15M | 0.84% | +110+0.8% | Added |
| IHT Wealth Management, LLC | 14,291 | $2.15M | 0.17% | −8,185−36.4% | Reduced |
| Montecito Bank & Trust | 14,275 | $2.15M | 0.42% | −713−4.8% | Reduced |
| Decatur Capital Management, Inc. | 14,230 | $2.14M | 1.41% | −16,762−54.1% | Reduced |
| TCI Wealth Advisors, Inc. | 14,217 | $2.14M | 0.34% | −350−2.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 14,205 | $2.14M | 1.39% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 14,200 | $2.14M | 0.69% | +2,800+24.6% | Added |
| Capital International Sarl | 14,176 | $2.13M | 0.19% | +2,595+22.4% | Added |
| Independence Bank of Kentucky | 14,156 | $2.13M | 0.92% | +350+2.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 14,153 | $2.13M | 0.05% | +5,173+57.6% | Added |
| Oxler Private Wealth LLC | 14,116 | $2.12M | 0.94% | −33−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 14,116 | $2.12M | 0.12% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 14,109 | $2.12M | 1.03% | +561+4.1% | Added |
| Grove Bank & Trust | 14,088 | $2.12M | 0.45% | +48+0.3% | Added |
| 6 Meridian | 14,066 | $2.12M | 0.17% | +1,413+11.2% | Added |
| Kore Private Wealth LLC | 14,009 | $2.11M | 0.22% | +181+1.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 14,000 | $2.11M | 0.69% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,958 | $2.10M | 0.20% | +1,315+10.4% | Added |
| Sterling Investment Advisors, Ltd. | 13,901 | $2.09M | 0.62% | +44+0.3% | Added |
| Beacon Financial Group | 13,701 | $2.09M | 0.29% | +1,671+13.9% | Added |
| Selway Asset Management | 13,805 | $2.08M | 1.13% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13,802 | $2.08M | 0.51% | +799+6.1% | Added |
| Stockman Wealth Management, Inc. | 13,798 | $2.08M | 0.46% | −54−0.4% | Reduced |
| Clarius Group, LLC | 13,795 | $2.08M | 0.19% | +561+4.2% | Added |
| Saybrook Capital | 13,792 | $2.07M | 0.57% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,792 | $2.07M | 0.16% | +33+0.2% | Added |
| Parkside Financial Bank & Trust | 13,771 | $2.07M | 0.61% | +1,177+9.3% | Added |
| Dana Investment Advisors, Inc. | 13,763 | $2.07M | 0.09% | +119+0.9% | Added |
| Home Federal Bank of Tennessee | 13,755 | $2.07M | 0.75% | −70−0.5% | Reduced |
| Mitchell Capital Management Co | 13,756 | $2.07M | 0.46% | +406+3.0% | Added |
| Signet Investment Advisory Group, Inc. | 13,747 | $2.07M | 1.30% | +866+6.7% | Added |
| Cito Capital Group, LLC | 13,721 | $2.06M | 0.97% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 13,722 | $2.06M | 0.77% | +110+0.8% | Added |
| Covington Investment Advisors Inc. | 13,707 | $2.06M | 0.44% | +35+0.3% | Added |
| Quadrant Capital Group LLC | 13,707 | $2.06M | 0.29% | +1,641+13.6% | Added |
| Capital Counsel LLC | 13,669 | $2.06M | 0.10% | +33+0.2% | Added |
| Becker Capital Management Inc | 13,665 | $2.06M | 0.09% | −60−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,666 | $2.06M | 1.33% | +180+1.3% | Added |
| LVM Capital Management Ltd | 13,640 | $2.05M | 0.31% | −10.0% | Reduced |
| Highlander Capital Management, LLC | 13,624 | $2.05M | 1.04% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 13,606 | $2.05M | 1.10% | +13,606 | New |
| Leelyn Smith, LLC | 13,589 | $2.04M | 0.59% | +137+1.0% | Added |
| Security National Bank of So Dak | 13,592 | $2.04M | 1.56% | +1,687+14.2% | Added |