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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; 3,420 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, Q4 2021

Institutional positions in PepsiCo Inc as of Dec 31, 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
3,040
+341 vs. Q3 2021
Shares held
1.00B
+9.57M (+1.0%) vs. Q3 2021
Total value
$174.1B
+$24.6B (+16.5%) vs. Q3 2021
New holders
435
1,135 more added
Sold out
94
1,097 more reduced

42 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 3,040 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ4 2021: $174.1B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2021.

Institutions holding PEP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.225$00.00%+198+733.3%Added
James Investment Research Inc7$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.5$1.00K0.03%00.0%Unchanged
Karlinski Andrew C7$1.00K0.00%+7New
McDonald Partners LLC9$1.59K0.00%−27,100−100.0%Reduced
Absolute Capital Management, LLC9$1.59K0.00%+9New
Strategic Wealth Management Inc11$2.00K0.00%00.0%Unchanged
Goodwin Investment Advisory20$3.00K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC17$3.00K0.00%00.0%Unchanged
Aquire Wealth Advisors, LLC20$3.00K0.00%+20New
CarsonAllaria Wealth Management, Ltd.25$4.00K0.00%+25New
Lowe Wealth Advisors, LLC28$5.00K0.00%00.0%Unchanged
Robbins Farley LLC29$5.00K0.00%00.0%Unchanged
Ravenstone Capital Management Inc.40$6.95K0.00%−27−40.3%Reduced
Beutel, Goodman & Co Ltd.50$8.00K0.00%00.0%Unchanged
Cedar Wealth Management, LLC48$8.00K0.00%00.0%Unchanged
Wealthstreet Investment Advisors, LLC44$8.00K0.20%00.0%Unchanged
Avion Wealth60$10.0K0.00%00.0%Unchanged
Smith Group Asset Management, LLC60$10.0K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.55$10.0K0.00%+1+1.9%Added
Robinson Value Management, Ltd.70$12.0K0.01%00.0%Unchanged
Eukles Asset Management69$12.0K0.01%+69New
Castle Financial & Retirement Planning Associates, Inc.75$13.0K0.04%+75New
Maryland Capital Advisors Inc.75$13.0K0.01%+75New
FSC Wealth Advisors, LLC78$14.0K0.01%+78New
Bourgeon Capital Management LLC86$15.0K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.89$15.0K0.01%00.0%Unchanged
Investment Research & Advisory Group, Inc.88$15.0K0.01%00.0%Unchanged
RGT Wealth Advisors, LLC87$15.0K0.00%+87New
United Community Bank90$15.6K0.02%+90New
Delos Wealth Advisors, LLC93$16.0K0.02%+93New
Raleigh Capital Management Inc.93$16.0K0.02%+93New
Nicholas Company, Inc.100$17.0K0.00%00.0%Unchanged
Activest Wealth Management98$17.0K0.01%00.0%Unchanged
Shore Point Advisors, LLC101$17.0K0.01%+101New
Moisand Fitzgerald Tamayo, LLC105$18.0K0.01%−47−30.9%Reduced
Fure Financial Corp111$19.0K0.01%00.0%Unchanged
PYA Waltman Capital, LLC108$19.0K0.01%+108New
Sandy Cove Advisors, LLC107$19.0K0.02%+107New
Laurel Wealth Planning LLC117$20.0K0.02%00.0%Unchanged
RE Dickinson Investment Advisors, LLC114$20.0K0.02%+114New
Family CFO Inc125$22.0K0.02%+125New
PSI Advisors, LLC131$23.0K0.01%+5+4.0%Added
Crewe Advisors LLC144$25.0K0.01%+23+19.0%Added
Pacifica Partners Inc.150$26.0K0.02%00.0%Unchanged
Retirement Group, LLC161$28.0K0.01%+45+38.8%Added
Strategic Asset Management, LLC180$31.0K0.04%00.0%Unchanged
McClarren Financial Advisors, Inc.187$33.0K0.02%+1+0.5%Added
JCIC Asset Management Inc.195$34.0K0.01%00.0%Unchanged
Life Planning Partners, Inc203$35.0K0.04%+203New
Leverty Financial Group, LLC222$38.0K0.03%+222New
Cowen Prime Advisors LLC230$40.0K0.01%00.0%Unchanged
Financial Enhancement Group LLC242$42.0K0.01%00.0%Unchanged
Halpern Financial, Inc.250$43.4K0.02%−3−1.2%Reduced
MBM Wealth Consultants, LLC251$44.0K0.02%−50−16.6%Reduced
PFG Private Wealth Management, LLC258$45.0K0.02%00.0%Unchanged
BCR Wealth Strategies, LLC265$46.0K0.04%+265New
Morton Brown Family Wealth, LLC262$46.0K0.04%+262New
Financial Avengers, Inc.280$49.0K0.03%+2+0.7%Added
Ogorek Anthony Joseph293$50.0K0.02%00.0%Unchanged
Aquatic Capital Management LLC300$52.0K0.10%+300New
Creative Financial Designs Inc323$56.0K0.01%+225+229.6%Added
Masso Torrence Wealth Management Inc.320$56.0K0.04%+320New
Twin Lakes Capital Management, LLC326$57.0K0.03%00.0%Unchanged
Hillsdale Investment Management Inc.335$58.0K0.00%−335−50.0%Reduced
Baron Financial Group, LLC335$58.2K0.03%00.0%Unchanged
Evolution Advisers, Inc.342$59.0K0.04%+342New
Baldrige Asset Management LLC344$60.0K0.02%00.0%Unchanged
Lloyd Advisory Services, LLC.355$62.0K0.03%−593−62.6%Reduced
Simon Quick Advisors, LLC371$64.0K0.02%−124−25.1%Reduced
Rise Advisors, LLC373$64.8K0.06%+373New
DB Wealth Management Group, LLC379$66.0K0.04%00.0%Unchanged
Pacific Center for Financial Services388$67.0K0.03%+78+25.2%Added
Cornerstone Management, Inc.390$67.7K0.02%+390New
Wagner Wealth Management, LLC393$68.0K0.05%+54+15.9%Added
Schubert & Co408$71.0K0.07%+408New
Cedar Mountain Advisors, LLC423$73.0K0.02%+1+0.2%Added
Bellwether Advisors, LLC429$74.0K0.02%−110−20.4%Reduced
Ulland Investment Advisors, LLC428$74.0K0.05%+428New
Johnson Midwest Financial, LLC445$77.0K0.06%00.0%Unchanged
Kozak & Associates, Inc.505$78.0K0.05%+56+12.5%Added
Stonebridge Financial Planning Group, LLC452$78.0K0.04%+2+0.4%Added
Islay Capital Management, LLC450$78.0K0.06%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.453$78.0K0.00%+301+198.0%Added
Dark Forest Capital Management LP449$78.0K0.03%+449New
Itau Unibanco Holding S.A.457$79.0K0.00%+161+54.4%Added
Interactive Financial Advisors343$79.0K0.03%+118+52.4%Added
Level Financial Advisors, Inc.472$82.0K0.06%+472New
Cassady Schiller Wealth Management, LLC472$82.0K0.05%+472New
Bell Investment Advisors, Inc480$83.0K0.02%+105+28.0%Added
Leonteq Securities AG479$83.2K0.00%−4,702−90.8%Reduced
Altshuler Shaham Ltd484$84.0K0.00%−38−7.3%Reduced
Copeland Capital Management, LLC500$87.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC500$87.0K0.05%00.0%Unchanged
Danda Trouve Investment Management, Inc.514$89.0K0.10%−38−6.9%Reduced
PrairieView Partners, LLC512$89.0K0.01%+312+156.0%Added
Raffa Wealth Management, LLC514$89.3K0.03%+19+3.8%Added
Gleason Group, Inc.533$93.0K0.03%00.0%Unchanged
O'Brien Wealth Partners LLC555$95.0K0.03%+555New
Blue Bell Private Wealth Management, LLC553$96.0K0.03%+553New