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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 4,101 | $712.0K | 0.55% | +517+14.4% | Added |
| Addison Advisors LLC | 4,133 | $718.0K | 0.44% | +1,138+38.0% | Added |
| Summitry LLC | 4,138 | $719.0K | 0.04% | +4,138 | New |
| Clearview Wealth Advisors LLC | 4,142 | $720.0K | 0.44% | −400−8.8% | Reduced |
| American Investment Services, Inc. | 4,151 | $721.0K | 0.16% | −694−14.3% | Reduced |
| First Financial Corp | 4,149 | $721.0K | 0.44% | −63−1.5% | Reduced |
| Northstar Asset Management Inc | 4,166 | $723.7K | 0.18% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,169 | $724.0K | 0.13% | +287+7.4% | Added |
| Exane Derivatives | 4,169 | $724.2K | 0.18% | −2,821−40.4% | Reduced |
| Verus Financial Partners, Inc. | 4,181 | $726.0K | 0.10% | −164−3.8% | Reduced |
| McIlrath & Eck, LLC | 4,181 | $726.0K | 0.20% | −214−4.9% | Reduced |
| Capital Investment Counsel, Inc | 4,179 | $726.0K | 0.14% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,192 | $727.0K | 0.46% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 4,194 | $729.0K | 0.07% | +891+27.0% | Added |
| Bremer Bank National Association | 4,199 | $730.0K | 0.12% | +12+0.3% | Added |
| Eudaimonia Advisors LLC | 4,202 | $730.0K | 0.43% | +4,202 | New |
| Horizon Kinetics Asset Management LLC | 4,212 | $732.0K | 0.02% | −3−0.1% | Reduced |
| C2C Wealth Management, LLC | 4,222 | $733.0K | 0.11% | +4,222 | New |
| Lindbrook Capital, LLC | 4,224 | $734.0K | 0.11% | +1,802+74.4% | Added |
| Pallas Capital Advisors LLC | 4,238 | $738.0K | 0.09% | −1,318−23.7% | Reduced |
| D L Carlson Investment Group Inc | 4,250 | $738.0K | 0.12% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 4,250 | $738.0K | 0.08% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 4,265 | $741.0K | 0.32% | −282−6.2% | Reduced |
| Traphagen Investment Advisors LLC | 4,268 | $741.4K | 0.12% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 4,278 | $743.0K | 0.51% | −5,400−55.8% | Reduced |
| Tobam | 4,279 | $743.0K | 0.03% | −297−6.5% | Reduced |
| First Community Trust NA | 4,283 | $744.0K | 0.61% | +4,283 | New |
| MSH Capital Advisors LLC | 4,289 | $745.0K | 0.33% | +4,289 | New |
| Bay Rivers Group | 4,292 | $746.0K | 0.46% | −134−3.0% | Reduced |
| Thrive Capital Management, LLC | 4,302 | $747.0K | 0.49% | −5,820−57.5% | Reduced |
| Mather Group, LLC. | 4,300 | $747.0K | 0.01% | +107+2.6% | Added |
| Vicus Capital | 4,250 | $747.0K | 0.08% | +4,250 | New |
| Menard Financial Group LLC | 4,311 | $749.0K | 0.61% | −450−9.5% | Reduced |
| Bowling Portfolio Management LLC | 4,312 | $749.0K | 0.16% | −28−0.6% | Reduced |
| SOA Wealth Advisors, LLC. | 4,337 | $749.0K | 0.18% | +10.0% | Added |
| Rock Point Advisors, LLC | 4,321 | $751.0K | 0.21% | −50−1.1% | Reduced |
| First International Bank & Trust | 4,329 | $752.0K | 0.26% | +4,329 | New |
| Arbor Wealth Management, LLC | 4,345 | $755.0K | 0.17% | 00.0% | Unchanged |
| Solstein Capital, LLC | 4,354 | $756.0K | 0.46% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 4,350 | $756.0K | 0.25% | +143+3.4% | Added |
| Colton Groome Financial Advisors, LLC | 4,355 | $757.0K | 0.31% | +60+1.4% | Added |
| Measured Wealth Private Client Group, LLC | 4,361 | $758.0K | 0.27% | +156+3.7% | Added |
| RDA Financial Network | 4,374 | $760.0K | 0.31% | +656+17.6% | Added |
| Trust Co of Kansas | 4,385 | $762.0K | 0.40% | −12−0.3% | Reduced |
| Flow Traders U.S. LLC | 4,399 | $764.0K | 0.04% | +4,399 | New |
| Lloyd Park, LLC | 4,400 | $764.0K | 0.61% | +4,400 | New |
| First American Trust, FSB | 4,419 | $768.0K | 0.10% | −18−0.4% | Reduced |
| Waycross Partners, LLC | 4,433 | $770.0K | 0.44% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 4,456 | $774.0K | 0.11% | +999+28.9% | Added |
| Private Capital Group, LLC | 4,440 | $776.0K | 0.16% | −74−1.6% | Reduced |
| Aveo Capital Partners, LLC | 4,475 | $777.0K | 0.14% | +70+1.6% | Added |
| Missouri Trust & Investment Co | 4,483 | $779.0K | 0.45% | +4,483 | New |
| Old North State Trust, LLC | 4,491 | $780.0K | 0.56% | +205+4.8% | Added |
| Reuter James Wealth Management, LLC | 4,506 | $783.0K | 0.30% | +4,506 | New |
| Hanson & Doremus Investment Management | 4,511 | $784.0K | 0.17% | +193+4.5% | Added |
| Verity Asset Management, Inc. | 4,513 | $784.0K | 0.46% | +197+4.6% | Added |
| Sterling Investment Counsel, LLC | 4,527 | $786.0K | 0.53% | +4,527 | New |
| Meridian Investment Counsel Inc. | 4,540 | $789.0K | 0.26% | +1,154+34.1% | Added |
| WealthTrust Axiom LLC | 4,551 | $790.0K | 0.25% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,568 | $793.0K | 0.58% | −450−9.0% | Reduced |
| DFPG Investments, LLC | 4,559 | $793.0K | 0.33% | −14−0.3% | Reduced |
| Millennium Management LLC | 4,585 | $796.0K | 0.00% | −460,740−99.0% | Reduced |
| Laraway Financial Inc | 4,580 | $796.0K | 0.71% | +4,580 | New |
| HWG Holdings LP | 4,596 | $798.0K | 0.37% | +4,596 | New |
| Cerro Pacific Wealth Advisors LLC | 4,599 | $799.0K | 0.51% | −977−17.5% | Reduced |
| Circle Wealth Management, LLC | 4,600 | $799.0K | 0.10% | −493−9.7% | Reduced |
| Pecaut & Co. | 4,600 | $799.0K | 0.41% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,604 | $800.0K | 0.32% | 00.0% | Unchanged |
| First National Bank | 4,609 | $801.0K | 0.70% | +53+1.2% | Added |
| Prentiss Smith & Co Inc | 4,625 | $803.0K | 0.38% | 00.0% | Unchanged |
| Miller Investment Management, LP | 4,631 | $804.0K | 0.12% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 4,635 | $805.0K | 0.47% | −1,014−18.0% | Reduced |
| Keudell/Morrison Wealth Management | 4,633 | $805.0K | 0.32% | −691−13.0% | Reduced |
| Bluestein R H & Co | 4,637 | $805.0K | 0.03% | −530−10.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,645 | $807.0K | 0.27% | +184+4.1% | Added |
| KB Financial Partners, LLC | 4,647 | $807.0K | 0.23% | +1,996+75.3% | Added |
| Tyler-Stone Wealth Management | 4,647 | $807.0K | 0.43% | +4,647 | New |
| Resurgent Financial Advisors LLC | 4,659 | $809.0K | 0.67% | +4,659 | New |
| Cornerstone National Bank & Trust Co | 4,674 | $811.9K | 0.36% | −334−6.7% | Reduced |
| SOL Capital Management CO | 4,685 | $814.0K | 0.15% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,708 | $817.0K | 0.00% | +2,352+99.8% | Added |
| Well Done, LLC | 4,706 | $817.0K | 0.17% | +2,576+120.9% | Added |
| Great Diamond Partners, LLC | 4,716 | $819.0K | 0.21% | −3,766−44.4% | Reduced |
| Strategy Asset Managers LLC | 4,722 | $820.0K | 0.21% | −1,506−24.2% | Reduced |
| Virtu Financial LLC | 4,731 | $822.0K | 0.08% | +4,731 | New |
| Comerica Securities,inc. | 4,702 | $823.0K | 0.05% | −1,138−19.5% | Reduced |
| Emerald Advisors, LLC | 4,739 | $823.0K | 0.20% | +2,464+108.3% | Added |
| Allegheny Financial Group LTD | 4,773 | $829.0K | 0.33% | −599−11.2% | Reduced |
| RMB Capital Management, LLC | 4,772 | $829.0K | 0.03% | −344−6.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 4,780 | $830.0K | 0.42% | −400−7.7% | Reduced |
| Klingman & Associates, LLC | 4,797 | $833.0K | 0.07% | +261+5.8% | Added |
| Summit Place Financial Advisors, LLC | 4,805 | $835.0K | 0.58% | −1,050−17.9% | Reduced |
| WealthBridge Capital Management, LLC | 4,807 | $835.0K | 0.31% | −39−0.8% | Reduced |
| Retirement Income Solutions, Inc | 4,805 | $835.0K | 0.22% | +108+2.3% | Added |
| Quantamental Technologies LLC | 4,809 | $835.0K | 0.42% | +4,809 | New |
| St. Louis Trust Co | 4,850 | $842.0K | 0.18% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,827 | $843.0K | 0.16% | +10.0% | Added |
| Perennial Advisors, LLC | 4,857 | $844.0K | 0.23% | +1,002+26.0% | Added |
| Signature Wealth Management Partners, LLC | 4,866 | $845.0K | 0.72% | +100+2.1% | Added |
| Weatherly Asset Management L. P. | 4,868 | $846.0K | 0.09% | 00.0% | Unchanged |