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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 570 | $99.0K | 0.06% | −2,965−83.9% | Reduced |
| Earnest Partners LLC | 569 | $99.0K | 0.00% | −76−11.8% | Reduced |
| Tucker Asset Management LLC | 578 | $99.8K | 0.03% | +117+25.4% | Added |
| TD Ameritrade Investment Management, LLC | 580 | $101.0K | 0.00% | +237+69.1% | Added |
| Rocky Mountain Advisers, LLC | 600 | $104.0K | 0.12% | 00.0% | Unchanged |
| SBK Financial, Inc. | 600 | $104.0K | 0.08% | +600 | New |
| Professional Financial Advisors, LLC | 609 | $106.0K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 614 | $107.0K | 0.06% | +108+21.3% | Added |
| West Financial Advisors, LLC | 625 | $109.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 632 | $109.0K | 0.07% | +632 | New |
| Rather & Kittrell, Inc. | 677 | $117.0K | 0.10% | +677 | New |
| Lee Financial Co | 682 | $118.0K | 0.02% | −21−3.0% | Reduced |
| Cribstone Capital Management, LLC | 700 | $122.0K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 710 | $123.0K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 712 | $124.0K | 0.02% | −5−0.7% | Reduced |
| Advanced Research Investment Solutions, LLC | 729 | $127.0K | 0.05% | +40+5.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 738 | $127.0K | 0.00% | +337+84.0% | Added |
| Providence Capital Advisors, LLC | 736 | $128.0K | 0.04% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 738 | $128.0K | 0.05% | +30+4.2% | Added |
| AIA Group Ltd | 760 | $132.0K | 0.01% | +760 | New |
| Catalyst Capital Advisors LLC | 765 | $133.0K | 0.01% | −65−7.8% | Reduced |
| Cypress Capital Management LLC (WY) | 774 | $135.0K | 0.11% | −60−7.2% | Reduced |
| Amplius Wealth Advisors, LLC | 796 | $138.0K | 0.02% | +796 | New |
| Antonetti Capital Management LLC | 800 | $139.0K | 0.11% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 825 | $143.0K | 0.02% | +10+1.2% | Added |
| West Bancorporation Inc | 842 | $146.0K | 0.11% | +842 | New |
| Group One Trading, L.P. | 844 | $147.0K | 0.00% | −27,700−97.0% | Reduced |
| Newton One Investments LLC | 848 | $147.0K | 0.10% | +1+0.1% | Added |
| Investors Research Corp | 861 | $150.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 862 | $150.0K | 0.21% | +862 | New |
| Emfo, LLC | 870 | $151.0K | 0.13% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 876 | $152.0K | 0.10% | +876 | New |
| Lumature Wealth Partners, LLC | 894 | $155.0K | 0.06% | −62−6.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 892 | $155.0K | 0.07% | +85+10.5% | Added |
| Miller Wealth Advisors, LLC | 901 | $157.0K | 0.11% | +901 | New |
| Newfound Research LLC | 912 | $158.0K | 0.19% | +148+19.4% | Added |
| Hoertkorn Richard Charles | 930 | $162.0K | 0.07% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 930 | $162.0K | 0.03% | +30+3.3% | Added |
| PFS Partners, LLC | 949 | $164.8K | 0.12% | +949 | New |
| Silvant Capital Management LLC | 971 | $170.0K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,000 | $173.0K | 0.11% | +1,000 | New |
| Ellevest, Inc. | 1,004 | $174.0K | 0.02% | +6+0.6% | Added |
| Strengthening Families & Communities, LLC | 1,007 | $175.0K | 0.13% | +1,007 | New |
| Annapolis Financial Services, LLC | 1,101 | $191.0K | 0.06% | +258+30.6% | Added |
| Operose Advisors LLC | 1,107 | $192.0K | 0.16% | +1,107 | New |
| Pacifica Capital Investments, LLC | 1,153 | $200.0K | 0.06% | +1,153 | New |
| Drive Wealth Management, LLC | 1,160 | $202.0K | 0.18% | +1,160 | New |
| Nelson Capital Management, LLC | 1,170 | $203.0K | 0.04% | +1,170 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,167 | $203.0K | 0.13% | +1,167 | New |
| Sonen Capital LLC | 1,163 | $204.0K | 0.20% | +1,163 | New |
| Running Point Capital Advisors, LLC | 1,175 | $204.0K | 0.12% | +1,175 | New |
| W Advisors, LLC | 1,178 | $205.0K | 0.15% | +1,178 | New |
| Marotta Asset Management | 1,191 | $206.9K | 0.05% | +1,191 | New |
| BancFirst Trust & Investment Management | 1,190 | $207.0K | 0.16% | +1,190 | New |
| Advisors Management Group Inc | 1,198 | $208.0K | 0.06% | +1,198 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,200 | $208.0K | 0.07% | +1,200 | New |
| MinichMacGregor Wealth Management, LLC | 1,198 | $208.0K | 0.06% | +1,198 | New |
| Karn, Couzens & Associates, Inc. | 1,197 | $208.0K | 0.14% | +1,197 | New |
| Carroll Investors, Inc | 1,206 | $208.0K | 0.12% | +1,206 | New |
| Piershale Financial Group, Inc. | 1,209 | $210.0K | 0.08% | +1,209 | New |
| Bridgeworth, LLC | 1,207 | $210.0K | 0.05% | +1,207 | New |
| Titus Wealth Management | 1,211 | $210.0K | 0.09% | +1,211 | New |
| tru Independence LLC | 1,207 | $210.0K | 0.06% | +1,207 | New |
| Hummer Financial Advisory Services Inc | 1,200 | $210.0K | 0.18% | +1,200 | New |
| Bluesphere Advisors, LLC | 1,209 | $210.0K | 0.17% | +1,209 | New |
| Golden State Equity Partners | 1,212 | $211.0K | 0.11% | −302−19.9% | Reduced |
| Aufman Associates Inc | 1,216 | $211.0K | 0.16% | +1,216 | New |
| BCS Wealth Management | 1,219 | $212.0K | 0.08% | +1,219 | New |
| Capital Financial Planning, LLC | 1,225 | $213.0K | 0.07% | −283−18.8% | Reduced |
| Vantage Consulting Group Inc | 1,226 | $213.0K | 0.06% | +1,226 | New |
| Syntax Advisors, LLC | 1,226 | $213.0K | 0.16% | +1,226 | New |
| Options Solutions, LLC | 1,231 | $214.0K | 0.19% | +1,231 | New |
| FIDELIS iM, LLC | 1,232 | $214.0K | 0.12% | +1,232 | New |
| Syverson Strege & Co | 1,242 | $216.0K | 0.16% | +97+8.5% | Added |
| TruWealth Advisors, LLC | 1,242 | $216.0K | 0.02% | +1,242 | New |
| TriaGen Wealth Management LLC | 1,243 | $216.0K | 0.11% | +1,243 | New |
| HFR Wealth Management, LLC | 1,244 | $216.0K | 0.05% | +1,244 | New |
| Warner Financial, Inc | 1,241 | $216.0K | 0.18% | +1,241 | New |
| Vista Capital Partners, Inc. | 1,248 | $217.0K | 0.03% | +1,248 | New |
| Biechele Royce Advisors | 1,248 | $217.0K | 0.09% | +1,248 | New |
| Seldon Capital LP | 1,249 | $217.0K | 0.14% | +1,249 | New |
| Riverwater Partners LLC | 1,249 | $217.0K | 0.19% | +1,249 | New |
| JTC Employer Solutions Trusteee Ltd | 1,255 | $218.0K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,256 | $218.0K | 0.06% | +1,256 | New |
| Grant/GrossMendelsohn, LLC | 1,261 | $219.0K | 0.17% | +2+0.2% | Added |
| Ade, LLC | 1,258 | $219.0K | 0.19% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 1,269 | $220.0K | 0.02% | −346−21.4% | Reduced |
| Freedom Day Solutions, LLC | 1,265 | $220.0K | 0.09% | +1,265 | New |
| Nova R Wealth, Inc. | 1,266 | $220.0K | 0.18% | +1,266 | New |
| Coury Firm Asset Management LLC | 1,274 | $221.0K | 0.17% | +1,274 | New |
| Financial Perspectives, Inc | 1,277 | $221.8K | 0.10% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,277 | $222.0K | 0.05% | +1,255+5,704.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,280 | $222.0K | 0.04% | +1,280 | New |
| Fusion Capital, LLC | 1,278 | $222.0K | 0.11% | +1,278 | New |
| New Jersey Better Educational Savings Trust | 1,282 | $223.0K | 0.49% | −520−28.9% | Reduced |
| Platte River Wealth Advisors, LLC | 1,280 | $223.0K | 0.08% | −515−28.7% | Reduced |
| Congress Asset Management Co | 1,283 | $223.0K | 0.00% | −428−25.0% | Reduced |
| Howard Wealth Management, LLC | 1,290 | $224.0K | 0.12% | +1,290 | New |
| Wealth Advisors of Iowa, LLC | 1,289 | $224.0K | 0.12% | +1,289 | New |
| Range Financial Group LLC | 1,291 | $224.0K | 0.15% | +1,291 | New |