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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 19,201 | $3.33M | 0.33% | −216−1.1% | Reduced |
| BSW Wealth Partners | 19,196 | $3.33M | 0.84% | +296+1.6% | Added |
| Oak Asset Management, LLC | 19,266 | $3.35M | 1.28% | −125−0.6% | Reduced |
| CWS Financial Advisors, LLC | 19,321 | $3.36M | 1.18% | +19,321 | New |
| McKinley Carter Wealth Services, Inc. | 19,363 | $3.36M | 0.25% | −1,028−5.0% | Reduced |
| Connable Office Inc | 19,429 | $3.38M | 0.43% | −1,983−9.3% | Reduced |
| Alta Capital Management LLC | 19,440 | $3.38M | 0.17% | +1,068+5.8% | Added |
| Integrated Advisors Network LLC | 19,433 | $3.38M | 0.20% | +1,581+8.9% | Added |
| Pensionfund DSM Netherlands | 19,500 | $3.39M | 0.39% | 00.0% | Unchanged |
| Essex Savings Bank | 19,523 | $3.39M | 1.15% | −25−0.1% | Reduced |
| Abbot Financial Management, Inc. | 19,577 | $3.40M | 1.52% | −571−2.8% | Reduced |
| Princeton Global Asset Management LLC | 19,612 | $3.41M | 0.95% | +12+0.1% | Added |
| Cullinan Associates Inc | 19,621 | $3.41M | 0.17% | +956+5.1% | Added |
| Cottage Street Advisors LLC | 19,633 | $3.41M | 1.93% | +54+0.3% | Added |
| Patten Group, Inc. | 19,681 | $3.42M | 0.91% | +52+0.3% | Added |
| JB Capital LLC | 19,704 | $3.42M | 0.34% | +708+3.7% | Added |
| Fairhaven Wealth Management, LLC | 19,717 | $3.42M | 1.34% | +276+1.4% | Added |
| CAPROCK Group, Inc. | 19,635 | $3.43M | 0.28% | −1,937−9.0% | Reduced |
| Bull Street Advisors, LLC | 19,819 | $3.44M | 1.64% | −150−0.8% | Reduced |
| Stonnington Group, LLC | 19,779 | $3.44M | 0.74% | +2,711+15.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 19,842 | $3.45M | 0.10% | +5,689+40.2% | Added |
| Puzo Michael J | 19,861 | $3.45M | 0.97% | −118−0.6% | Reduced |
| Martin Capital Partners, LLC | 19,897 | $3.46M | 1.63% | +79+0.4% | Added |
| Cape Ann Savings Bank | 19,921 | $3.46M | 2.08% | −322−1.6% | Reduced |
| Hoey Investments, Inc | 19,971 | $3.47M | 0.91% | −310−1.5% | Reduced |
| Waldron Private Wealth LLC | 19,870 | $3.47M | 0.17% | +63+0.3% | Added |
| Dynamic Advisor Solutions LLC | 20,002 | $3.48M | 0.25% | −2,806−12.3% | Reduced |
| Cadent Capital Advisors, LLC | 20,119 | $3.50M | 1.54% | 00.0% | Unchanged |
| King Wealth | 20,137 | $3.50M | 0.65% | −627−3.0% | Reduced |
| Impax Asset Management Group plc | 20,192 | $3.51M | 0.01% | −552−2.7% | Reduced |
| J. W. Coons Advisors, LLC | 20,226 | $3.51M | 1.06% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 20,250 | $3.52M | 2.08% | +20,250 | New |
| Sawtooth Solutions, LLC | 20,268 | $3.52M | 0.39% | +8,228+68.3% | Added |
| Asset Dedication, LLC | 20,361 | $3.53M | 0.43% | +1,678+9.0% | Added |
| Leavell Investment Management, Inc. | 20,224 | $3.54M | 0.24% | +36+0.2% | Added |
| Duncker Streett & Co Inc | 20,398 | $3.54M | 0.61% | −30−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 20,432 | $3.55M | 1.51% | −1,509−6.9% | Reduced |
| Hotaling Investment Management, LLC | 20,434 | $3.55M | 1.23% | +207+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,498 | $3.56M | 0.72% | +657+3.3% | Added |
| Tilia Fiduciary Partners, Inc. | 20,500 | $3.56M | 2.86% | +20,500 | New |
| Alpha Omega Wealth Management LLC | 20,482 | $3.57M | 0.55% | −64−0.3% | Reduced |
| Griffin Asset Management, Inc. | 20,579 | $3.58M | 0.44% | −843−3.9% | Reduced |
| Independent Investors Inc | 20,596 | $3.58M | 0.76% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 20,733 | $3.58M | 0.28% | +98+0.5% | Added |
| Watchman Group, Inc. | 20,636 | $3.58M | 1.88% | +35+0.2% | Added |
| Somerset Trust Co | 20,647 | $3.59M | 1.31% | +691+3.5% | Added |
| Foster Victor Wealth Advisors, LLC | 20,637 | $3.59M | 0.49% | +1,150+5.9% | Added |
| Farmers National Bank | 20,665 | $3.59M | 1.19% | −976−4.5% | Reduced |
| United Capital Management of KS, Inc. | 20,773 | $3.61M | 1.35% | +525+2.6% | Added |
| Northstar Group, Inc. | 20,810 | $3.61M | 0.86% | −71−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 20,820 | $3.62M | 1.66% | −367−1.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 20,872 | $3.63M | 0.31% | −1,044−4.8% | Reduced |
| Graybill Bartz & Assoc Ltd | 20,911 | $3.63M | 1.65% | −42−0.2% | Reduced |
| Physicians Financial Services, Inc. | 20,960 | $3.64M | 1.35% | −275−1.3% | Reduced |
| Evergreen Capital Management LLC | 21,018 | $3.65M | 0.15% | +14+0.1% | Added |
| RB Capital Management, LLC | 21,017 | $3.65M | 1.14% | +578+2.8% | Added |
| American Trust | 21,086 | $3.66M | 0.28% | +21,086 | New |
| Procyon Private Wealth Partners, LLC | 21,094 | $3.66M | 0.78% | −1,730−7.6% | Reduced |
| Biltmore Family Office, LLC | 21,007 | $3.67M | 0.70% | +3,139+17.6% | Added |
| Lake Street Advisors Group, LLC | 21,127 | $3.67M | 0.23% | +8,350+65.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 21,151 | $3.67M | 0.81% | +100+0.5% | Added |
| Shakespeare Wealth Management, Inc. | 21,238 | $3.69M | 1.32% | +440+2.1% | Added |
| Aspiriant, LLC | 21,236 | $3.69M | 0.20% | +1,922+10.0% | Added |
| Bristlecone Advisors, LLC | 21,243 | $3.69M | 0.44% | +22+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 21,278 | $3.70M | 1.01% | +390+1.9% | Added |
| HAP Trading, LLC | 21,319 | $3.70M | 0.26% | +10,852+103.7% | Added |
| Ascent Group, LLC | 21,259 | $3.70M | 0.47% | +21,259 | New |
| Estabrook Capital Management | 21,378 | $3.71M | 0.53% | −663−3.0% | Reduced |
| Fairfield, Bush & Co. | 21,417 | $3.72M | 1.79% | −1,968−8.4% | Reduced |
| Asio Capital, LLC | 21,425 | $3.72M | 1.16% | +403+1.9% | Added |
| Xcel Wealth Management, LLC | 21,458 | $3.73M | 0.96% | +26+0.1% | Added |
| PFG Advisors | 21,469 | $3.73M | 0.38% | +36+0.2% | Added |
| Wolverine Trading, LLC | 21,607 | $3.73M | 0.05% | −47,302−68.6% | Reduced |
| Cumberland Partners Ltd | 21,487 | $3.73M | 0.26% | +4,875+29.3% | Added |
| Johnson Financial Group, Inc. | 21,536 | $3.74M | 0.24% | −880−3.9% | Reduced |
| Heritage Way Advisors, LLC | 21,648 | $3.76M | 1.41% | −509−2.3% | Reduced |
| Family Management Corp | 21,659 | $3.76M | 0.98% | +140+0.7% | Added |
| Bill Few Associates, Inc. | 21,686 | $3.77M | 1.95% | +21,686 | New |
| Beacon Investment Advisory Services, Inc. | 21,727 | $3.77M | 0.15% | −1,094−4.8% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.78M | 0.97% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 21,756 | $3.78M | 0.03% | −991−4.4% | Reduced |
| Triangle Securities Wealth Management | 21,773 | $3.78M | 1.18% | −184−0.8% | Reduced |
| Capital Insight Partners, LLC | 21,789 | $3.79M | 0.77% | +757+3.6% | Added |
| Wellington Shields Capital Management, LLC | 21,826 | $3.79M | 0.49% | +6,899+46.2% | Added |
| NewSquare Capital LLC | 21,831 | $3.79M | 0.40% | +2,216+11.3% | Added |
| Focus Financial Network, Inc. | 21,720 | $3.80M | 0.56% | +5,945+37.7% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,894 | $3.80M | 0.67% | −1,982−8.3% | Reduced |
| Boit C F David | 21,900 | $3.80M | 2.41% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 21,898 | $3.80M | 1.70% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 22,010 | $3.81M | 0.85% | 00.0% | Unchanged |
| Adirondack Trust Co | 21,988 | $3.82M | 1.82% | −480−2.1% | Reduced |
| Thomasville National Bank | 22,001 | $3.82M | 0.37% | −1,255−5.4% | Reduced |
| St. James Investment Advisors, LLC | 21,889 | $3.83M | 2.83% | +21,889 | New |
| Smith Shellnut Wilson LLC | 22,047 | $3.83M | 1.90% | +472+2.2% | Added |
| NorthRock Partners, LLC | 22,086 | $3.84M | 0.29% | +7,905+55.7% | Added |
| NovaPoint Capital, LLC | 22,103 | $3.84M | 1.38% | +2,000+9.9% | Added |
| Inscription Capital, LLC | 22,025 | $3.85M | 1.05% | +2,187+11.0% | Added |
| Enterprise Bank & Trust Co | 22,169 | $3.85M | 1.35% | +228+1.0% | Added |
| IFP Advisors, Inc | 22,194 | $3.85M | 0.08% | −379−1.7% | Reduced |
| Garrison Asset Management, LLC | 22,182 | $3.85M | 2.10% | −15−0.1% | Reduced |