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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 4,880 | $848.0K | 0.22% | −123−2.5% | Reduced |
| Covenant Partners, LLC | 4,883 | $848.0K | 0.31% | +8+0.2% | Added |
| Wedmont Private Capital | 4,868 | $848.0K | 0.26% | +4,868 | New |
| Greenwich Wealth Management LLC | 4,889 | $849.0K | 0.07% | −71−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,892 | $850.0K | 0.16% | +1,164+31.2% | Added |
| Ironvine Capital Partners, LLC | 4,900 | $851.0K | 0.09% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 4,903 | $851.7K | 0.82% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,908 | $853.0K | 0.54% | −256−5.0% | Reduced |
| PDS Planning, Inc | 4,913 | $854.0K | 0.16% | +19+0.4% | Added |
| Proficio Capital Partners LLC | 4,919 | $855.0K | 0.12% | +133+2.8% | Added |
| Continuum Advisory, LLC | 4,934 | $857.0K | 0.19% | +134+2.8% | Added |
| LBMC Investment Advisors, LLC | 4,955 | $861.0K | 0.07% | +793+19.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 4,957 | $861.0K | 0.69% | +4,957 | New |
| Prelude Capital Management, LLC | 4,962 | $862.0K | 0.04% | +4,962 | New |
| Banco Santander, S.A. | 4,969 | $864.0K | 0.00% | +586+13.4% | Added |
| Waddell & Associates, LLC | 4,991 | $867.0K | 0.14% | +88+1.8% | Added |
| Key Financial Inc | 4,995 | $868.0K | 0.43% | +29+0.6% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $868.5K | 0.70% | +5,000 | New |
| P.A.W. Capital Corp | 5,000 | $869.0K | 0.80% | −500−9.1% | Reduced |
| Childress Capital Advisors, LLC | 5,008 | $870.0K | 0.36% | −1,424−22.1% | Reduced |
| One Capital Management, LLC | 5,025 | $872.0K | 0.07% | −167−3.2% | Reduced |
| Larson Financial Group LLC | 5,017 | $872.0K | 0.14% | +1,913+61.6% | Added |
| MJP Associates Inc | 5,062 | $876.0K | 0.26% | +488+10.7% | Added |
| Perritt Capital Management Inc | 5,053 | $878.0K | 0.45% | −15−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 5,058 | $879.0K | 0.42% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5,078 | $882.0K | 0.19% | −100−1.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,080 | $882.0K | 0.47% | +20.0% | Added |
| Alliance Wealth Advisors, LLC | 5,095 | $885.0K | 0.72% | −3−0.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 5,100 | $886.0K | 0.32% | 00.0% | Unchanged |
| Michael B. Yongue | 5,115 | $889.0K | 0.59% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,118 | $889.0K | 0.46% | +60+1.2% | Added |
| Opus Capital Group, LLC | 5,131 | $891.0K | 0.18% | +4+0.1% | Added |
| Colonial River Wealth Management, LLC | 5,137 | $892.0K | 0.48% | +5,137 | New |
| Seven Springs Wealth Group, LLC | 5,142 | $893.0K | 0.41% | −81−1.6% | Reduced |
| Alta Wealth Advisors LLC | 5,142 | $893.0K | 0.55% | 00.0% | Unchanged |
| HM Capital Management, LLC | 5,143 | $893.0K | 0.34% | +5,143 | New |
| Goepper Burkhardt LLC | 5,154 | $895.0K | 0.53% | +26+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,214 | $895.0K | 0.01% | +1,940+59.3% | Added |
| Cooper Financial Group | 5,160 | $896.0K | 0.34% | −2,214−30.0% | Reduced |
| Buckley Wealth Management, LLC | 5,165 | $897.0K | 0.26% | −16−0.3% | Reduced |
| Wedgewood Investors Inc | 5,190 | $902.0K | 1.06% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 5,192 | $902.0K | 0.42% | +105+2.1% | Added |
| Proquility Private Wealth Partners, LLC | 5,361 | $903.0K | 0.32% | −656−10.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,200 | $903.0K | 0.20% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,197 | $903.0K | 0.47% | +30+0.6% | Added |
| Montis Financial, LLC | 5,222 | $907.0K | 0.66% | −57−1.1% | Reduced |
| Dodge & Cox | 5,225 | $908.0K | 0.00% | −150−2.8% | Reduced |
| Infusive Asset Management Inc. | 5,232 | $909.0K | 0.32% | −128−2.4% | Reduced |
| Chickasaw Capital Management LLC | 5,240 | $910.0K | 0.05% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 5,246 | $911.0K | 0.23% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,250 | $914.0K | 0.30% | +25+0.5% | Added |
| 9258 Wealth Management, LLC | 5,259 | $914.0K | 0.21% | +152+3.0% | Added |
| Pinnacle Financial Group, LLC | 5,274 | $916.0K | 0.71% | +5,274 | New |
| Lion Street Advisors, LLC | 5,309 | $921.0K | 0.45% | +7+0.1% | Added |
| Van Hulzen Asset Management, LLC | 5,310 | $922.0K | 0.10% | −300−5.3% | Reduced |
| Virtue Capital Management, LLC | 5,314 | $923.0K | 0.14% | −636−10.7% | Reduced |
| Clear Street Markets LLC | 5,358 | $931.0K | 0.08% | −4,383−45.0% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 5,364 | $932.0K | 0.10% | −415−7.2% | Reduced |
| Columbia Trust Co 01012016 | 6,211 | $934.0K | 0.49% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,391 | $936.0K | 0.31% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 5,399 | $938.0K | 0.73% | +5,399 | New |
| Cardiff Park Advisors, LLC | 5,419 | $941.0K | 0.12% | +5,419 | New |
| Day & Ennis, LLC | 5,434 | $944.0K | 0.31% | +41+0.8% | Added |
| Peoples Bank | 5,447 | $946.0K | 0.47% | −93−1.7% | Reduced |
| FORA Capital, LLC | 5,451 | $947.0K | 0.37% | +5,451 | New |
| Herold Advisors, Inc. | 5,465 | $949.0K | 0.37% | +495+10.0% | Added |
| Teamwork Financial Advisors, LLC | 5,469 | $950.0K | 0.17% | −215−3.8% | Reduced |
| Advisory Alpha, LLC | 5,471 | $950.0K | 0.06% | +1,537+39.1% | Added |
| Gilbert & Cook, Inc. | 5,485 | $953.0K | 0.15% | +617+12.7% | Added |
| Baystate Wealth Management LLC | 5,500 | $955.0K | 0.09% | +114+2.1% | Added |
| Arthur M. Cohen & Associates, LLC | 5,515 | $958.0K | 0.18% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 5,513 | $958.0K | 0.44% | +14+0.3% | Added |
| Kingfisher Capital LLC | 5,539 | $962.0K | 0.22% | +7+0.1% | Added |
| Elgethun Capital Management | 5,618 | $965.0K | 0.34% | +39+0.7% | Added |
| Roof Eidam & Maycock | 5,553 | $965.0K | 0.33% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,575 | $968.0K | 0.22% | +63+1.1% | Added |
| Shulman DeMeo Asset Management LLC | 5,574 | $968.0K | 0.25% | +76+1.4% | Added |
| Barber Financial Group, Inc. | 5,589 | $971.0K | 0.12% | +66+1.2% | Added |
| Waypoint Capital Advisors, LLC | 5,609 | $974.0K | 0.67% | +5,609 | New |
| Charter Oak Capital Management, LLC | 5,620 | $976.0K | 0.11% | +119+2.2% | Added |
| Bourne Lent Asset Management Inc | 5,625 | $977.0K | 0.26% | 00.0% | Unchanged |
| Carlson Capital Management | 5,641 | $980.0K | 0.09% | −56−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,669 | $985.0K | 0.33% | +359+6.8% | Added |
| EFG Asset Management (Americas) Corp. | 5,676 | $986.0K | 0.17% | −885−13.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,674 | $986.0K | 0.50% | −31−0.5% | Reduced |
| Empowered Funds, LLC | 5,676 | $986.0K | 0.11% | +903+18.9% | Added |
| Clarus Group, Inc. | 6,191 | $989.0K | 0.67% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,759 | $1.00M | 0.28% | −171−2.9% | Reduced |
| Wolff Financial Management LLC | 5,759 | $1.00M | 0.38% | +5,759 | New |
| Foster Group, Inc. | 5,766 | $1.00M | 0.09% | −122−2.1% | Reduced |
| St. Clair Advisors, LLC | 5,772 | $1.00M | 0.58% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,786 | $1.00M | 0.21% | +331+6.1% | Added |
| Adamsbrown Wealth Consultants LLC | 5,784 | $1.00M | 0.91% | +5,784 | New |
| Integrated Investment Consultants, LLC | 5,805 | $1.01M | 0.27% | +355+6.5% | Added |
| Capital One Financial Corp | 5,812 | $1.01M | 0.12% | +50+0.9% | Added |
| Campbell Capital Management Inc | 5,821 | $1.01M | 0.42% | −290−4.7% | Reduced |
| Global Trust Asset Management, LLC | 5,837 | $1.01M | 0.40% | 00.0% | Unchanged |
| Weik Capital Management | 5,840 | $1.01M | 0.38% | +95+1.7% | Added |
| Stonegate Investment Group, LLC | 5,845 | $1.01M | 0.04% | +5,845 | New |
| Stewart & Patten Co LLC | 5,858 | $1.02M | 0.15% | −105−1.8% | Reduced |