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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 5,871 | $1.02M | 0.13% | +558+10.5% | Added |
| WealthTrust Asset Management, LLC | 5,873 | $1.02M | 0.68% | +3+0.1% | Added |
| Sunesis Advisors, LLC | 5,888 | $1.02M | 0.75% | +50+0.9% | Added |
| MBA Advisors LLC | 5,891 | $1.02M | 0.63% | +538+10.1% | Added |
| Cowa, LLC | 9,703 | $1.03M | 0.52% | −129−1.3% | Reduced |
| First City Capital Management, Inc. | 5,970 | $1.03M | 0.58% | −825−12.1% | Reduced |
| Successful Portfolios LLC | 5,927 | $1.03M | 0.56% | +50+0.9% | Added |
| Tranquility Partners, LLC | 5,952 | $1.03M | 0.48% | 00.0% | Unchanged |
| ACG Wealth | 5,954 | $1.03M | 0.15% | +523+9.6% | Added |
| Bridgewater Advisors Inc. | 5,967 | $1.04M | 0.23% | −10.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,994 | $1.04M | 0.11% | −108−1.8% | Reduced |
| Capital Wealth Planning, LLC | 5,995 | $1.04M | 0.02% | +588+10.9% | Added |
| Cornerstone Advisory, LLC | 6,000 | $1.04M | 0.15% | +630+11.7% | Added |
| Proffitt & Goodson Inc | 6,005 | $1.04M | 0.18% | −68−1.1% | Reduced |
| VERITY Wealth Advisors | 6,026 | $1.05M | 0.87% | 00.0% | Unchanged |
| Suncoast Equity Management | 6,050 | $1.05M | 0.13% | +120+2.0% | Added |
| Highland Private Wealth Management | 6,065 | $1.05M | 0.13% | −332−5.2% | Reduced |
| Engineers Gate Manager LP | 6,080 | $1.06M | 0.05% | +2,729+81.4% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,087 | $1.06M | 1.17% | −353−5.5% | Reduced |
| Cadinha & Co LLC | 6,084 | $1.06M | 0.14% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 6,101 | $1.06M | 0.27% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,101 | $1.06M | 0.10% | +6,101 | New |
| Magnolia Capital Management Ltd | 6,108 | $1.06M | 0.84% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,111 | $1.06M | 0.93% | +6,111 | New |
| Trust Co | 6,118 | $1.06M | 0.25% | +17+0.3% | Added |
| Marathon Capital Management | 6,132 | $1.06M | 0.25% | −365−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,138 | $1.07M | 0.24% | +318+5.5% | Added |
| Centaurus Financial, Inc. | 6,144 | $1.07M | 0.08% | −108−1.7% | Reduced |
| Roosevelt Investment Group LLC | 6,149 | $1.07M | 0.06% | −1,190−16.2% | Reduced |
| Poplar Forest Capital LLC | 6,172 | $1.07M | 0.11% | +312+5.3% | Added |
| Glen Eagle Advisors, LLC | 6,180 | $1.07M | 0.28% | +84+1.4% | Added |
| Garrett Investment Advisors LLC | 6,190 | $1.07M | 0.28% | +1,830+42.0% | Added |
| Gradient Investments LLC | 6,211 | $1.08M | 0.03% | −298−4.6% | Reduced |
| Winthrop Advisory Group LLC | 6,187 | $1.08M | 0.22% | +40+0.7% | Added |
| Levin Capital Strategies, L.P. | 6,227 | $1.08M | 0.10% | −250−3.9% | Reduced |
| Franklin Street Advisors Inc | 6,258 | $1.09M | 0.08% | −86−1.4% | Reduced |
| Boston Common Asset Management, LLC | 6,255 | $1.09M | 0.04% | +262+4.4% | Added |
| Atom Investors LP | 6,271 | $1.09M | 0.30% | −1,860−22.9% | Reduced |
| United Bank | 6,284 | $1.09M | 0.13% | −275−4.2% | Reduced |
| Altus Wealth Group LLC | 6,298 | $1.09M | 0.90% | +56+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,304 | $1.09M | 0.27% | −873−12.2% | Reduced |
| Syntal Capital Partners, LLC | 6,313 | $1.10M | 0.47% | −20−0.3% | Reduced |
| SignalPoint Asset Management, LLC | 6,326 | $1.10M | 0.34% | −33−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,349 | $1.10M | 0.32% | +1,628+34.5% | Added |
| KLCM Advisors, Inc. | 6,351 | $1.10M | 0.24% | +1,713+36.9% | Added |
| Royal Capital Wealth Management, LLC | 6,355 | $1.10M | 1.07% | +6,355 | New |
| Sargent Bickham Lagudis LLC | 6,358 | $1.10M | 0.08% | +146+2.4% | Added |
| Stableford Capital II LLC | 6,389 | $1.11M | 0.47% | +597+10.3% | Added |
| Harrison & Co Wealth Management, LLC | 6,374 | $1.11M | 0.93% | +6,374 | New |
| Orrstown Financial Services Inc | 6,370 | $1.11M | 1.69% | −1,334−17.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,338 | $1.11M | 0.64% | −40−0.6% | Reduced |
| Hancock Whitney Investment Services Inc. | 6,408 | $1.11M | 0.19% | +6,408 | New |
| Hollow Brook Wealth Management LLC | 6,396 | $1.11M | 0.57% | +1,089+20.5% | Added |
| Norris Perne & French LLP | 6,401 | $1.11M | 0.09% | −83−1.3% | Reduced |
| Bray Capital Advisors | 6,405 | $1.11M | 0.27% | −48−0.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,443 | $1.12M | 0.44% | −117−1.8% | Reduced |
| Mattern Wealth Management LLC | 6,443 | $1.12M | 0.33% | −10.0% | Reduced |
| Peachtree Investment Partners, LLC | 6,462 | $1.12M | 0.47% | +2,762+74.6% | Added |
| Ellis Investment Partners, LLC | 6,474 | $1.12M | 0.26% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6,471 | $1.12M | 0.37% | +381+6.3% | Added |
| Berger Financial Group, Inc | 6,483 | $1.13M | 0.15% | +1,057+19.5% | Added |
| Pinebridge Investments, L.P. | 6,499 | $1.13M | 0.01% | −873−11.8% | Reduced |
| Reik & Co., LLC | 6,504 | $1.13M | 0.27% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 6,510 | $1.13M | 0.31% | +3,954+154.7% | Added |
| Meritage Portfolio Management | 6,510 | $1.13M | 0.06% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,521 | $1.13M | 0.24% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,518 | $1.13M | 0.11% | +167+2.6% | Added |
| American State Bank (Iowa) | 6,519 | $1.13M | 0.78% | −310−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,530 | $1.13M | 0.08% | +220+3.5% | Added |
| Truepoint, Inc. | 6,535 | $1.14M | 0.05% | +489+8.1% | Added |
| Laurion Capital Management LP | 6,532 | $1.14M | 0.02% | +5,870+886.7% | Added |
| Nations Financial Group Inc, | 6,540 | $1.14M | 0.15% | +222+3.5% | Added |
| Graypoint LLC | 6,539 | $1.14M | 0.12% | +403+6.6% | Added |
| Retirement Planning Co of New England, Inc. | 6,546 | $1.14M | 0.55% | +6,546 | New |
| LCM Capital Management Inc | 6,567 | $1.14M | 0.88% | +237+3.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,575 | $1.14M | 0.73% | +230+3.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,804 | $1.15M | 0.73% | +6,804 | New |
| Claar Advisors LLC | 6,600 | $1.15M | 0.33% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 6,600 | $1.15M | 0.25% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6,590 | $1.15M | 0.30% | +10.0% | Added |
| 55I, LLC | 6,600 | $1.15M | 0.03% | −212−3.1% | Reduced |
| Insight Advisors, LLC | 6,607 | $1.15M | 0.34% | −17−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 6,611 | $1.15M | 0.29% | +441+7.1% | Added |
| Castle Rock Wealth Management, LLC | 6,608 | $1.15M | 0.47% | +354+5.7% | Added |
| Red Cedar Investment Management, LLC | 6,629 | $1.15M | 0.14% | 00.0% | Unchanged |
| Tevis Investment Management | 6,638 | $1.15M | 1.00% | +6,638 | New |
| Bassett Hargrove Investment Counsel, LLC | 6,636 | $1.15M | 1.66% | −45−0.7% | Reduced |
| McMorgan & Co LLC | 6,639 | $1.15M | 0.20% | +1,835+38.2% | Added |
| Garrett Wealth Advisory Group, LLC | 6,641 | $1.15M | 0.56% | −25−0.4% | Reduced |
| Bivin & Associates, Inc. | 6,674 | $1.16M | 1.01% | +6,674 | New |
| Legacy Private Trust Co. | 6,680 | $1.16M | 0.09% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 6,692 | $1.16M | 0.66% | −265−3.8% | Reduced |
| Corsicana & Co. | 6,691 | $1.16M | 0.70% | +50+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 6,714 | $1.17M | 0.23% | −7,660−53.3% | Reduced |
| Doheny Asset Management | 6,710 | $1.17M | 0.82% | −365−5.2% | Reduced |
| Clear Perspective Advisors, LLC | 6,710 | $1.17M | 0.35% | −164−2.4% | Reduced |
| Brown Capital Management LLC | 6,761 | $1.17M | 0.01% | −5−0.1% | Reduced |
| Roman Butler Fullerton & Co | 6,728 | $1.17M | 0.52% | −325−4.6% | Reduced |
| First Commonwealth Financial Corp | 6,729 | $1.17M | 0.38% | +30.0% | Added |
| Wunderlich Capital Managemnt | 6,728 | $1.17M | 0.52% | +188+2.9% | Added |