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
- +340 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
- 95
- 1,097 more reduced
41 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Truehand, Inc | 13,395 | $2.33M | 1.36% | −2,075−13.4% | Reduced |
| Stockman Wealth Management, Inc. | 13,403 | $2.33M | 0.48% | −395−2.9% | Reduced |
| Cypress Capital, LLC | 13,507 | $2.35M | 0.27% | +1,484+12.3% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,528 | $2.35M | 1.47% | −677−4.8% | Reduced |
| Laidlaw Wealth Management LLC | 13,528 | $2.35M | 0.38% | +13,528 | New |
| Capital Counsel LLC | 13,574 | $2.36M | 0.10% | −95−0.7% | Reduced |
| Summit Financial Group Inc | 13,614 | $2.37M | 0.77% | +343+2.6% | Added |
| Highlander Capital Management, LLC | 13,624 | $2.37M | 1.10% | 00.0% | Unchanged |
| Mechanics Financial Corp | 13,628 | $2.37M | 1.12% | +13,628 | New |
| Beacon Financial Group | 13,691 | $2.37M | 0.31% | −10−0.1% | Reduced |
| Aspen Investment Management Inc | 13,645 | $2.37M | 1.17% | +251+1.9% | Added |
| Regent Investment Management LLC | 13,659 | $2.37M | 0.52% | +80+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 13,666 | $2.37M | 1.39% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 13,699 | $2.38M | 0.96% | +9,809+252.2% | Added |
| Verdence Capital Advisors LLC | 13,726 | $2.38M | 0.28% | −2,987−17.9% | Reduced |
| Joel Isaacson & Co., LLC | 13,725 | $2.38M | 0.16% | −67−0.5% | Reduced |
| Security National Bank of So Dak | 13,732 | $2.38M | 1.61% | +140+1.0% | Added |
| Home Federal Bank of Tennessee | 13,755 | $2.39M | 0.79% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 13,763 | $2.39M | 0.10% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 13,764 | $2.39M | 1.98% | +13,764 | New |
| IHT Wealth Management, LLC | 13,784 | $2.39M | 0.18% | −507−3.5% | Reduced |
| Saybrook Capital | 13,792 | $2.40M | 0.60% | 00.0% | Unchanged |
| Selway Asset Management | 13,805 | $2.40M | 1.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13,807 | $2.40M | 0.53% | +50.0% | Added |
| Cito Capital Group, LLC | 13,721 | $2.40M | 1.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 13,821 | $2.40M | 0.68% | −80−0.6% | Reduced |
| AdvisorNet Financial, Inc | 13,844 | $2.40M | 0.15% | +412+3.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 13,940 | $2.41M | 0.23% | −950−6.4% | Reduced |
| Stonebridge Capital Advisors LLC | 13,881 | $2.41M | 0.27% | +467+3.5% | Added |
| Cox Capital Mgt LLC | 13,887 | $2.41M | 1.43% | −598−4.1% | Reduced |
| Bank of the West | 13,892 | $2.41M | 0.23% | −1,037−6.9% | Reduced |
| Wealth Alliance | 13,901 | $2.42M | 0.49% | −3,453−19.9% | Reduced |
| 6 Meridian | 13,926 | $2.42M | 0.18% | −140−1.0% | Reduced |
| Oxler Private Wealth LLC | 13,978 | $2.43M | 1.01% | −138−1.0% | Reduced |
| Leisure Capital Management | 13,975 | $2.43M | 1.12% | +434+3.2% | Added |
| Jupiter Wealth Management LLC | 14,000 | $2.43M | 1.26% | −4,000−22.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 14,000 | $2.43M | 0.74% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 17,824 | $2.43M | 0.72% | −3,310−15.7% | Reduced |
| Mitchell Capital Management Co | 14,028 | $2.44M | 0.49% | +272+2.0% | Added |
| Acropolis Investment Management, LLC | 14,040 | $2.44M | 0.22% | +2,324+19.8% | Added |
| Agate Pass Investment Management, LLC | 14,053 | $2.44M | 1.52% | +14,053 | New |
| Decatur Capital Management, Inc. | 14,071 | $2.44M | 1.45% | −159−1.1% | Reduced |
| Barings LLC | 14,073 | $2.44M | 0.06% | −1,784−11.3% | Reduced |
| CNB Bank | 14,082 | $2.45M | 1.34% | −298−2.1% | Reduced |
| ZWJ Investment Counsel Inc | 14,116 | $2.45M | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,118 | $2.45M | 0.19% | +323+2.3% | Added |
| Arbor Capital Management Inc | 14,114 | $2.45M | 1.74% | +14,114 | New |
| Kavar Capital Partners Group, LLC | 14,177 | $2.46M | 0.51% | +1,430+11.2% | Added |
| Legacy CG, LLC | 14,216 | $2.47M | 1.49% | +14,216 | New |
| Signet Investment Advisory Group, Inc. | 14,235 | $2.47M | 1.41% | +488+3.5% | Added |
| Rehmann Capital Advisory Group | 14,238 | $2.47M | 0.23% | −239,155−94.4% | Reduced |
| Lindenwold Advisors | 14,267 | $2.48M | 1.45% | +14,267 | New |
| Taylor Hoffman Wealth Management | 14,287 | $2.48M | 0.94% | +2,065+16.9% | Added |
| Studio Investment Management LLC | 14,301 | $2.48M | 0.89% | −3,012−17.4% | Reduced |
| Diversified Portfolios, Inc. | 14,308 | $2.48M | 0.60% | +12,007+521.8% | Added |
| Brendel Financial Advisors LLC | 14,308 | $2.48M | 1.29% | +14,308 | New |
| Moore Capital Management, LP | 14,342 | $2.49M | 0.06% | −14,532−50.3% | Reduced |
| West Oak Capital, LLC | 14,389 | $2.50M | 0.92% | +60+0.4% | Added |
| PDT Partners, LLC | 14,400 | $2.50M | 0.19% | +14,400 | New |
| Rothschild Investment Corp | 14,408 | $2.50M | 0.19% | 00.0% | Unchanged |
| Montecito Bank & Trust | 14,445 | $2.51M | 0.44% | +170+1.2% | Added |
| LCNB Corp | 14,460 | $2.51M | 1.15% | +72+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 14,497 | $2.52M | 0.66% | +41+0.3% | Added |
| Cozad Asset Management Inc | 14,555 | $2.53M | 0.36% | −119−0.8% | Reduced |
| Parkside Financial Bank & Trust | 14,565 | $2.53M | 0.62% | +794+5.8% | Added |
| Grove Bank & Trust | 14,569 | $2.53M | 0.48% | +481+3.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,795 | $2.53M | 1.22% | +1,189+8.7% | Added |
| Stone Point Wealth LLC | 14,597 | $2.53M | 2.05% | +14,597 | New |
| Liberty Capital Management, Inc. | 14,658 | $2.55M | 0.69% | −1,426−8.9% | Reduced |
| AIMZ Investment Advisors, LLC | 14,686 | $2.55M | 0.99% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 14,687 | $2.55M | 0.03% | +111+0.8% | Added |
| Baldwin Investment Management, LLC | 14,717 | $2.56M | 0.67% | −300−2.0% | Reduced |
| Autumn Glory Partners, LLC | 14,711 | $2.56M | 1.07% | +14,711 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.61M | 0.67% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,003 | $2.61M | 0.38% | −100−0.7% | Reduced |
| Lee Capital Holdings LLC | 15,000 | $2.61M | 1.37% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,055 | $2.62M | 0.25% | +378+2.6% | Added |
| Elmwood Wealth Management, Inc. | 15,066 | $2.62M | 1.25% | +15,066 | New |
| Grandview Asset Management LLC | 15,108 | $2.62M | 1.06% | +15,108 | New |
| RFG Advisory, LLC | 15,121 | $2.63M | 0.18% | −62−0.4% | Reduced |
| LVM Capital Management Ltd | 15,180 | $2.64M | 0.35% | +1,540+11.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,215 | $2.64M | 0.22% | −226−1.5% | Reduced |
| Mystic Asset Management, Inc. | 15,259 | $2.65M | 1.25% | +15,259 | New |
| Family Legacy, Inc. | 15,290 | $2.66M | 1.09% | −46−0.3% | Reduced |
| Members Capital Advisors Inc | 15,327 | $2.66M | 1.37% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 15,370 | $2.67M | 1.46% | −91−0.6% | Reduced |
| VeraBank, N.A. | 15,399 | $2.67M | 1.35% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 15,400 | $2.67M | 0.77% | +1,200+8.5% | Added |
| DCM Advisors, LLC | 15,406 | $2.68M | 0.79% | +9,192+147.9% | Added |
| Zhang Financial LLC | 15,557 | $2.70M | 0.48% | +10,071+183.6% | Added |
| Outfitter Financial LLC | 15,565 | $2.70M | 1.98% | +20+0.1% | Added |
| Smith, Moore & Co. | 15,579 | $2.71M | 0.38% | +910+6.2% | Added |
| Jacobi Capital Management LLC | 15,615 | $2.71M | 0.32% | +265+1.7% | Added |
| Claro Advisors LLC | 15,669 | $2.72M | 0.98% | +625+4.2% | Added |
| Wisconsin Capital Management LLC | 15,685 | $2.73M | 1.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,690 | $2.73M | 0.33% | +1,983+14.5% | Added |
| BerganKDV Wealth Management, LLC | 15,768 | $2.74M | 0.29% | +164+1.1% | Added |
| Legacy Capital Partners, Inc. | 15,823 | $2.75M | 0.89% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,811 | $2.75M | 1.20% | +1,702+12.1% | Added |
| Becker Capital Management Inc | 15,813 | $2.75M | 0.11% | +2,148+15.7% | Added |