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 |
|---|---|---|---|---|---|
| Fragasso Group Inc. | 9,380 | $1.63M | 0.19% | −1,253−11.8% | Reduced |
| Triton Wealth Management, PLLC | 9,252 | $1.63M | 0.84% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9,383 | $1.63M | 0.51% | −38−0.4% | Reduced |
| Piscataqua Savings Bank | 9,382 | $1.63M | 1.28% | −156−1.6% | Reduced |
| Martin & Co Inc | 9,385 | $1.63M | 0.37% | −35−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 9,393 | $1.63M | 0.11% | −764−7.5% | Reduced |
| Ergoteles LLC | 9,395 | $1.63M | 0.06% | +2,243+31.4% | Added |
| Intersect Capital LLC | 9,434 | $1.64M | 0.30% | +404+4.5% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.64M | 0.15% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 9,472 | $1.65M | 0.45% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 9,477 | $1.65M | 0.87% | −142−1.5% | Reduced |
| Engine No. 1 LLC | 9,478 | $1.65M | 0.34% | +2,031+27.3% | Added |
| Marcum Wealth, LLC | 9,529 | $1.66M | 0.23% | −954−9.1% | Reduced |
| Valley Brook Capital Group | 9,541 | $1.66M | 1.43% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 9,542 | $1.66M | 0.08% | +3,499+57.9% | Added |
| Independent Financial Group, LLC | 9,554 | $1.66M | 0.14% | +214+2.3% | Added |
| Loudon Investment Management, LLC | 9,564 | $1.66M | 1.06% | −150−1.5% | Reduced |
| Perpetual Investment Management Ltd | 9,565 | $1.66M | 0.19% | −900−8.6% | Reduced |
| Connectus Wealth, LLC | 9,571 | $1.66M | 0.06% | +9,571 | New |
| Loomis Sayles & Co L P | 9,593 | $1.67M | 0.00% | −1,365−12.5% | Reduced |
| Pflug Koory, LLC | 9,594 | $1.67M | 0.84% | +76+0.8% | Added |
| Hudson Value Partners, LLC | 9,594 | $1.67M | 0.81% | +100+1.1% | Added |
| First Command Bank | 11,089 | $1.67M | 0.29% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 9,617 | $1.67M | 0.85% | −331−3.3% | Reduced |
| Cambridge Advisors Inc. | 9,638 | $1.67M | 0.38% | −75−0.8% | Reduced |
| Boltwood Capital Management | 9,676 | $1.68M | 0.62% | −51−0.5% | Reduced |
| Assetmark, Inc | 9,702 | $1.69M | 0.01% | −22,781−70.1% | Reduced |
| Lionsbridge Wealth Management LLC | 9,722 | $1.69M | 1.81% | −202−2.0% | Reduced |
| Financial Advisory Group | 9,723 | $1.69M | 0.33% | +20.0% | Added |
| Wolff Wiese Magana LLC | 9,743 | $1.69M | 1.09% | +525+5.7% | Added |
| Citizens Business Bank | 9,744 | $1.69M | 0.21% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,762 | $1.70M | 0.15% | +1,022+11.7% | Added |
| Strategic Blueprint, LLC | 9,761 | $1.70M | 0.21% | +2,273+30.4% | Added |
| Foster Dykema Cabot & Co Inc | 9,774 | $1.70M | 0.19% | −60−0.6% | Reduced |
| Level Four Advisory Services, LLC | 9,783 | $1.70M | 0.13% | +2,886+41.8% | Added |
| Sunflower Bank, N.A. | 9,821 | $1.71M | 0.23% | −242−2.4% | Reduced |
| ARGI Investment Services, LLC | 9,832 | $1.71M | 0.05% | +713+7.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,839 | $1.71M | 0.64% | +9,839 | New |
| Silicon Valley Community Foundation | 9,852 | $1.71M | 0.11% | +9,852 | New |
| Ahl Investment Management, Inc. | 9,867 | $1.71M | 1.56% | +9,867 | New |
| Peterson Financial Group, Inc. | 9,888 | $1.72M | 1.40% | +9,888 | New |
| Schaper Benz & Wise Investment Counsel Inc | 9,933 | $1.73M | 0.14% | −117−1.2% | Reduced |
| Calamos Wealth Management LLC | 9,959 | $1.73M | 0.13% | −165−1.6% | Reduced |
| Lifeworks Advisors, LLC | 10,043 | $1.75M | 1.39% | +10,043 | New |
| Qtron Investments LLC | 10,106 | $1.76M | 0.40% | +3,745+58.9% | Added |
| Advisor OS, LLC | 10,117 | $1.76M | 0.36% | +478+5.0% | Added |
| Congress Wealth Management LLC | 10,145 | $1.76M | 0.04% | +10,145 | New |
| Jump Financial, LLC | 10,170 | $1.77M | 0.11% | +10,170 | New |
| Kore Private Wealth LLC | 10,179 | $1.77M | 0.22% | −3,830−27.3% | Reduced |
| KCS Wealth Advisory | 10,213 | $1.77M | 0.71% | +3,507+52.3% | Added |
| Nwam LLC | 10,223 | $1.78M | 0.14% | +1,854+22.2% | Added |
| Radnor Capital Management, LLC | 10,245 | $1.78M | 0.44% | +10,245 | New |
| Mountain Pacific Investment Advisers Inc | 10,260 | $1.78M | 0.10% | −275−2.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 10,285 | $1.79M | 1.05% | −290−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 10,360 | $1.79M | 0.15% | +1,197+13.1% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.80M | 0.71% | +5,400+109.1% | Added |
| Center for Financial Planning, Inc. | 10,395 | $1.81M | 0.37% | −186−1.8% | Reduced |
| New Potomac Partners, LLC | 10,455 | $1.82M | 1.18% | +1,395+15.4% | Added |
| XML Financial, LLC | 10,468 | $1.82M | 0.22% | +521+5.2% | Added |
| Davis-Rea Ltd. | 10,429 | $1.82M | 0.85% | −985−8.6% | Reduced |
| Forum Financial Management, LP | 10,497 | $1.82M | 0.09% | +10,497 | New |
| Archer Investment Corp | 10,543 | $1.83M | 0.62% | −247−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 10,545 | $1.83M | 0.14% | +290+2.8% | Added |
| Ascension Asset Management LLC | 10,555 | $1.83M | 1.09% | −150−1.4% | Reduced |
| Delta Asset Management LLC | 10,569 | $1.84M | 0.16% | −125−1.2% | Reduced |
| Hemenway Trust Co LLC | 10,594 | $1.84M | 0.17% | +42+0.4% | Added |
| Windsor Group LTD | 10,625 | $1.84M | 0.34% | −1,059−9.1% | Reduced |
| Norway Savings Bank | 10,607 | $1.84M | 0.81% | −496−4.5% | Reduced |
| Arlington Partners LLC | 10,692 | $1.86M | 0.50% | −1,724−13.9% | Reduced |
| Dakota Wealth Management | 10,694 | $1.86M | 0.20% | −327−3.0% | Reduced |
| Tempus Wealth Planning, LLC | 10,689 | $1.86M | 1.00% | −14−0.1% | Reduced |
| BFSG, LLC | 10,692 | $1.86M | 0.26% | +170+1.6% | Added |
| Blue Square Asset Management, LLC | 10,710 | $1.86M | 1.15% | +28+0.3% | Added |
| HGK Asset Management Inc | 10,711 | $1.86M | 0.58% | −130−1.2% | Reduced |
| Field & Main Bank | 10,720 | $1.86M | 1.07% | +255+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 10,777 | $1.87M | 0.04% | −2,540−19.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,784 | $1.87M | 0.54% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 10,801 | $1.88M | 0.04% | −461−4.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 10,830 | $1.88M | 1.87% | +10,830 | New |
| Gould Asset Management LLC | 10,858 | $1.89M | 0.53% | +493+4.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,864 | $1.89M | 0.31% | +166+1.6% | Added |
| Ellsworth Advisors, LLC | 10,908 | $1.90M | 0.70% | +321+3.0% | Added |
| Vista Investment Management | 10,915 | $1.90M | 1.03% | +50.0% | Added |
| JT Stratford LLC | 10,921 | $1.90M | 0.52% | +1,876+20.7% | Added |
| Garrison Point Advisors, LLC | 10,935 | $1.90M | 1.26% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 10,973 | $1.91M | 0.59% | −275−2.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,008 | $1.91M | 0.06% | +48+0.4% | Added |
| Bigelow Investment Advisors, LLC | 11,012 | $1.91M | 0.87% | +198+1.8% | Added |
| Global Retirement Partners, LLC | 11,034 | $1.92M | 1.48% | −27−0.2% | Reduced |
| HC Financial Advisors Inc | 11,043 | $1.92M | 1.07% | −48−0.4% | Reduced |
| Holderness Investments Co | 11,044 | $1.92M | 0.57% | +84+0.8% | Added |
| Wintrust Investments LLC | 11,055 | $1.92M | 0.18% | −198−1.8% | Reduced |
| StoneX Group Inc. | 11,017 | $1.93M | 0.22% | +3,002+37.5% | Added |
| Indiana Trust & Investment Management CO | 11,115 | $1.93M | 0.89% | −292−2.6% | Reduced |
| Pitcairn Co | 11,137 | $1.94M | 0.12% | −27−0.2% | Reduced |
| SJS Investment Consulting Inc. | 11,138 | $1.94M | 0.58% | +11,138 | New |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.94M | 1.10% | 00.0% | Unchanged |
| H. L. Ormond & Company, LLC | 11,286 | $1.94M | 2.28% | +11,286 | New |
| Western Wealth Management, LLC | 11,179 | $1.94M | 0.19% | +11,179 | New |
| Cutler Group LP | 11,193 | $1.94M | 0.13% | +4,197+60.0% | Added |