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 |
|---|---|---|---|---|---|
| Winning Points Advisors, LLC | 8,900 | $1.17M | 0.85% | +6,700+304.5% | Added |
| Chesapeake Wealth Management | 6,741 | $1.17M | 0.39% | −62−0.9% | Reduced |
| Philadelphia Trust Co | 6,749 | $1.17M | 0.08% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 6,755 | $1.17M | 0.20% | −410−5.7% | Reduced |
| Patron Partners Advisors, LLC | 6,759 | $1.17M | 0.77% | +501+8.0% | Added |
| Zullo Investment Group, Inc. | 6,757 | $1.17M | 0.60% | +6,757 | New |
| GraniteShares Advisors LLC | 6,779 | $1.18M | 0.54% | +6,779 | New |
| Manhattan West Asset Management, LLC | 6,790 | $1.18M | 0.71% | +6,790 | New |
| Financial Advisory Service, Inc. | 6,798 | $1.18M | 0.11% | +2,125+45.5% | Added |
| SFMG, LLC | 6,805 | $1.18M | 0.12% | +957+16.4% | Added |
| Heartland Bank & Trust Co | 6,827 | $1.19M | 0.88% | +6,827 | New |
| Symphony Financial, Ltd. Co. | 6,860 | $1.19M | 0.33% | +1,239+22.0% | Added |
| AlphaStar Capital Management, LLC | 6,768 | $1.19M | 0.09% | +416+6.5% | Added |
| KC Investment Advisors, LLC | 6,848 | $1.19M | 0.80% | +499+7.9% | Added |
| Wells Trecaso Financial Group, LLC | 6,867 | $1.19M | 0.52% | +20+0.3% | Added |
| Silicon Hills Wealth Management, LLC | 6,882 | $1.20M | 0.74% | −50−0.7% | Reduced |
| Alaethes Wealth LLC | 6,895 | $1.20M | 0.75% | −181−2.6% | Reduced |
| Summit Asset Management, LLC | 6,901 | $1.20M | 0.34% | +51+0.7% | Added |
| CRA Financial Services, LLC | 6,907 | $1.20M | 0.36% | +72+1.1% | Added |
| Congress Park Capital LLC | 6,913 | $1.20M | 0.59% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6,922 | $1.20M | 0.42% | +46+0.7% | Added |
| Cross Staff Investments Inc | 6,920 | $1.20M | 1.08% | +6,920 | New |
| MTM Investment Management, LLC | 6,935 | $1.21M | 0.57% | −85−1.2% | Reduced |
| Phocas Financial Corp. | 6,958 | $1.21M | 0.15% | −483−6.5% | Reduced |
| Hexagon Capital Partners LLC | 6,976 | $1.21M | 0.32% | +2,069+42.2% | Added |
| Live Oak Private Wealth LLC | 6,993 | $1.22M | 0.23% | −75−1.1% | Reduced |
| Atlas Private Wealth Management | 6,993 | $1.22M | 0.68% | +2,450+53.9% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.22M | 0.42% | 00.0% | Unchanged |
| Markston International LLC | 7,011 | $1.22M | 1.23% | −832−10.6% | Reduced |
| Meridian Wealth Advisors, LLC | 7,040 | $1.22M | 0.30% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 7,047 | $1.22M | 0.42% | +7,047 | New |
| JBJ Investment Partners, LLC | 7,060 | $1.23M | 0.25% | −2,085−22.8% | Reduced |
| New England Research & Management, Inc. | 7,060 | $1.23M | 0.59% | −50−0.7% | Reduced |
| Brooktree Capital Management | 7,065 | $1.23M | 0.75% | −200−2.8% | Reduced |
| Woodward Diversified Capital, LLC | 7,072 | $1.23M | 0.72% | +450+6.8% | Added |
| Trustcore Financial Services, LLC | 7,082 | $1.23M | 0.14% | −4,541−39.1% | Reduced |
| IMS Capital Management | 7,079 | $1.23M | 0.63% | +2,640+59.5% | Added |
| Carl P. Sherr & Co., LLC | 7,078 | $1.23M | 0.74% | +7,078 | New |
| Ascent Wealth Partners, LLC | 7,092 | $1.23M | 0.22% | −3,227−31.3% | Reduced |
| Compagnie Lombard Odier SCmA | 7,097 | $1.23M | 0.02% | +28+0.4% | Added |
| Abacus Planning Group, Inc. | 7,113 | $1.24M | 0.33% | +688+10.7% | Added |
| Sageworth Trust Co of South Dakota | 7,123 | $1.24M | 1.90% | +7,123 | New |
| Widmann Financial Services, Inc. | 7,127 | $1.24M | 1.02% | +7,127 | New |
| Lee Johnson Capital Management, LLC | 7,134 | $1.24M | 1.02% | +7,134 | New |
| Carmichael Hill & Associates, Inc. | 7,143 | $1.24M | 0.63% | −90−1.2% | Reduced |
| Quad-Cities Investment Group, LLC | 7,171 | $1.25M | 0.78% | −26−0.4% | Reduced |
| IVC Wealth Advisors LLC | 7,199 | $1.25M | 0.81% | −455−5.9% | Reduced |
| FinTrust Capital Advisors, LLC | 7,214 | $1.25M | 0.30% | +1,019+16.4% | Added |
| Triad Financial Advisors, Inc. | 7,216 | $1.25M | 0.74% | +7,216 | New |
| Perennial Investment Advisors, LLC | 7,224 | $1.25M | 0.39% | +8+0.1% | Added |
| Sage Mountain Advisors LLC | 7,240 | $1.26M | 0.15% | −905−11.1% | Reduced |
| Pacitti Group Inc. | 7,253 | $1.26M | 0.82% | −230−3.1% | Reduced |
| Twelve Points Wealth Management LLC | 7,267 | $1.26M | 1.02% | +7,267 | New |
| Somerset Group LLC | 7,275 | $1.26M | 0.85% | 00.0% | Unchanged |
| Hudock, Inc. | 7,293 | $1.27M | 0.36% | +412+6.0% | Added |
| CoreCap Advisors, LLC | 7,294 | $1.27M | 0.08% | +7,294 | New |
| Concord Wealth Partners | 7,311 | $1.27M | 0.31% | +5,199+246.2% | Added |
| Arden Trust Co | 7,334 | $1.27M | 0.22% | −497−6.3% | Reduced |
| Wrapmanager Inc | 7,346 | $1.28M | 0.32% | −1,296−15.0% | Reduced |
| Gyon Technologies Capital Management, LP | 7,354 | $1.28M | 0.24% | +4,615+168.5% | Added |
| Glassman Wealth Services | 7,396 | $1.28M | 0.24% | −745−9.2% | Reduced |
| Bruderman Asset Management, LLC | 7,424 | $1.29M | 0.98% | −10,961−59.6% | Reduced |
| MEMBERS Trust Co | 7,419 | $1.29M | 0.04% | +226+3.1% | Added |
| Mill Capital Management, LLC | 7,422 | $1.29M | 0.13% | +7,422 | New |
| Old Mission Investment Co LLC | 7,431 | $1.29M | 0.47% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 7,446 | $1.29M | 0.56% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 7,450 | $1.29M | 0.78% | +623+9.1% | Added |
| Longfellow Investment Management Co LLC | 7,460 | $1.30M | 0.21% | −1,185−13.7% | Reduced |
| Powers Advisory Group, LLC | 7,463 | $1.30M | 0.91% | +7,463 | New |
| Regatta Capital Group, LLC | 7,467 | $1.30M | 0.45% | +7,467 | New |
| International Assets Investment Management, LLC | 7,474 | $1.30M | 0.23% | −24,422−76.6% | Reduced |
| Old Port Advisors | 7,478 | $1.30M | 0.44% | −10−0.1% | Reduced |
| Intrua Financial, LLC | 7,490 | $1.30M | 0.23% | −134−1.8% | Reduced |
| Annex Advisory Services, LLC | 7,517 | $1.31M | 0.09% | +698+10.2% | Added |
| Smith Anglin Financial, LLC | 7,532 | $1.31M | 0.22% | −584−7.2% | Reduced |
| Nadler Financial Group, Inc. | 7,541 | $1.31M | 0.19% | −13−0.2% | Reduced |
| Ferris Capital, LLC | 7,566 | $1.31M | 0.29% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 7,575 | $1.32M | 1.42% | +7,575 | New |
| WealthShield Partners, LLC | 7,616 | $1.32M | 0.22% | +6,021+377.5% | Added |
| RSM US Wealth Management LLC | 7,633 | $1.33M | 0.06% | +20.0% | Added |
| Signet Financial Management, LLC | 7,655 | $1.33M | 0.20% | +80+1.1% | Added |
| Optimum Investment Advisors | 7,679 | $1.33M | 0.52% | +138+1.8% | Added |
| Bluefin Capital Management, LLC | 7,700 | $1.34M | 0.11% | +5,100+196.2% | Added |
| Gries Financial LLC | 7,744 | $1.34M | 0.55% | −5,712−42.4% | Reduced |
| Asset Allocation & Management Company, LLC | 7,755 | $1.35M | 0.46% | +7,755 | New |
| Gratus Capital LLC | 7,759 | $1.35M | 0.13% | −174−2.2% | Reduced |
| Investment Partners, Ltd. | 7,771 | $1.35M | 0.55% | +594+8.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,785 | $1.35M | 0.07% | +556+7.7% | Added |
| 1620 Investment Advisors, Inc. | 7,786 | $1.35M | 1.51% | +7,786 | New |
| Timber Creek Capital Management LLC | 7,837 | $1.36M | 0.41% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,835 | $1.36M | 0.12% | +80+1.0% | Added |
| Madden Securities Corp | 7,844 | $1.36M | 0.64% | −325−4.0% | Reduced |
| Capital Investment Advisory Services, LLC | 7,859 | $1.36M | 0.16% | +94+1.2% | Added |
| OmniStar Financial Group, Inc. | 7,878 | $1.37M | 1.40% | +463+6.2% | Added |
| Caisse de Depot Et Placement du Quebec | 7,900 | $1.37M | 0.00% | −52,400−86.9% | Reduced |
| Sargent Investment Group, LLC | 7,899 | $1.37M | 0.31% | −298−3.6% | Reduced |
| Greytown Advisors Inc. | 7,860 | $1.37M | 0.58% | −419−5.1% | Reduced |
| Pantheon Investment Group, LLC | 7,910 | $1.38M | 1.08% | −643−7.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,955 | $1.38M | 0.30% | −190−2.3% | Reduced |
| Allen Investment Management LLC | 7,961 | $1.38M | 0.02% | +5,000+168.9% | Added |