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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 22,179 | $3.85M | 1.06% | +929+4.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,198 | $3.86M | 2.52% | −37−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,251 | $3.87M | 0.49% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22,255 | $3.87M | 0.49% | −417−1.8% | Reduced |
| Siena Capital LLC | 22,276 | $3.87M | 2.22% | +22,276 | New |
| Brooks, Moore & Associates, Inc. | 22,307 | $3.88M | 2.27% | +53+0.2% | Added |
| Texas Yale Capital Corp. | 22,311 | $3.88M | 0.20% | 00.0% | Unchanged |
| Financial Advisory Partners, LLC | 22,345 | $3.88M | 1.42% | +22,345 | New |
| Notis-McConarty Edward | 22,354 | $3.88M | 1.29% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 22,351 | $3.88M | 0.42% | +1,982+9.7% | Added |
| Jag Capital Management, LLC | 22,465 | $3.90M | 0.30% | −345−1.5% | Reduced |
| Signaturefd, LLC | 22,554 | $3.92M | 0.12% | +1,700+8.2% | Added |
| Resources Investment Advisors, LLC. | 22,648 | $3.94M | 0.15% | +46+0.2% | Added |
| Axxcess Wealth Management, LLC | 22,715 | $3.95M | 0.30% | +22,715 | New |
| Anchor Investment Management, LLC | 22,847 | $3.97M | 0.49% | −405−1.7% | Reduced |
| Magnetar Financial LLC | 22,898 | $3.98M | 0.04% | +22,898 | New |
| Stratos Wealth Advisors, LLC | 22,968 | $3.99M | 0.29% | +300+1.3% | Added |
| IBM Retirement Fund | 22,989 | $3.99M | 0.50% | −15,951−41.0% | Reduced |
| Ledyard National Bank | 23,002 | $4.00M | 0.38% | −690−2.9% | Reduced |
| United Fire Group Inc | 23,000 | $4.00M | 1.88% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 23,036 | $4.00M | 0.30% | −345−1.5% | Reduced |
| GSB Wealth Management, LLC | 23,037 | $4.00M | 1.15% | +19,427+538.1% | Added |
| NEXT Financial Group, Inc | 23,024 | $4.00M | 0.26% | +1,189+5.4% | Added |
| Peloton Wealth Strategists | 23,055 | $4.00M | 1.61% | −1,600−6.5% | Reduced |
| Keating Investment Counselors Inc | 23,158 | $4.02M | 1.78% | −250−1.1% | Reduced |
| Riverbridge Partners LLC | 23,534 | $4.09M | 0.04% | −1,251−5.0% | Reduced |
| V Wealth Advisors LLC | 23,552 | $4.09M | 0.60% | +397+1.7% | Added |
| Pictet North America Advisors SA | 23,602 | $4.10M | 0.40% | +1,175+5.2% | Added |
| Guardian Capital LP | 23,617 | $4.10M | 0.08% | +1,800+8.3% | Added |
| Trexquant Investment LP | 23,626 | $4.10M | 0.25% | +23,626 | New |
| Thompson Investment Management, Inc. | 23,679 | $4.11M | 0.58% | −425−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 23,694 | $4.12M | 0.70% | +818+3.6% | Added |
| First Interstate Bank | 23,716 | $4.12M | 0.40% | +249+1.1% | Added |
| Northeast Financial Consultants Inc | 23,726 | $4.12M | 0.25% | +20+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 23,760 | $4.12M | 0.35% | +2,163+10.0% | Added |
| Empirical Finance, LLC | 23,755 | $4.13M | 0.49% | +6,337+36.4% | Added |
| Essex LLC | 23,756 | $4.13M | 1.10% | +747+3.2% | Added |
| Cohen Lawrence B | 23,792 | $4.13M | 1.61% | −4,862−17.0% | Reduced |
| Heritage Trust Co | 23,832 | $4.14M | 0.53% | +4,568+23.7% | Added |
| Transcend Wealth Collective, LLC | 23,859 | $4.14M | 0.37% | +468+2.0% | Added |
| Spring Capital Management, LLC | 23,886 | $4.15M | 3.29% | +23,886 | New |
| Ipswich Investment Management Co., Inc. | 23,950 | $4.16M | 0.97% | +85+0.4% | Added |
| Full Sail Capital, LLC | 24,296 | $4.16M | 0.37% | +235+1.0% | Added |
| Institutional & Family Asset Management, LLC | 24,012 | $4.17M | 0.65% | −2,287−8.7% | Reduced |
| American Money Management, LLC | 24,020 | $4.17M | 1.08% | −71−0.3% | Reduced |
| Elk River Wealth Management, LLC | 23,881 | $4.17M | 0.95% | +123+0.5% | Added |
| Mathes Company, Inc. | 24,056 | $4.18M | 1.44% | −450−1.8% | Reduced |
| Broderick Brian C | 24,068 | $4.18M | 1.01% | +895+3.9% | Added |
| Cheviot Value Management, LLC | 24,127 | $4.19M | 0.98% | −573−2.3% | Reduced |
| Financial & Tax Architects, LLC | 24,146 | $4.19M | 1.71% | +778+3.3% | Added |
| Integrated Wealth Concepts LLC | 24,151 | $4.20M | 0.12% | +1,407+6.2% | Added |
| Exeter Financial, LLC | 24,092 | $4.20M | 2.30% | +51+0.2% | Added |
| Plancorp, LLC | 24,235 | $4.21M | 0.27% | −512−2.1% | Reduced |
| Cadence Bank NA | 24,265 | $4.21M | 1.15% | −293−1.2% | Reduced |
| Bangor Savings Bank | 24,290 | $4.22M | 0.40% | +841+3.6% | Added |
| Schulhoff & Co Inc | 24,323 | $4.22M | 1.74% | −47−0.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,404 | $4.24M | 0.24% | +219+0.9% | Added |
| Te Ahumairangi Investment Management Ltd | 24,464 | $4.25M | 0.55% | −11,300−31.6% | Reduced |
| Rafferty Asset Management, LLC | 24,483 | $4.25M | 0.02% | −2,844−10.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 24,551 | $4.26M | 0.83% | +482+2.0% | Added |
| Belpointe Asset Management LLC | 24,599 | $4.27M | 0.27% | +421+1.7% | Added |
| Atlas Brown,Inc. | 24,653 | $4.28M | 1.66% | +450+1.9% | Added |
| Avidian Wealth Solutions, LLC | 24,674 | $4.29M | 0.27% | +2,651+12.0% | Added |
| Delta Capital Management LLC | 24,737 | $4.30M | 2.40% | +25+0.1% | Added |
| Hayek Kallen Investment Management | 24,776 | $4.30M | 1.53% | +322+1.3% | Added |
| Equitable Holdings, Inc. | 24,793 | $4.31M | 0.07% | +1,612+7.0% | Added |
| Quadrature Capital Ltd | 24,826 | $4.31M | 0.23% | +24,826 | New |
| Searle & Co. | 24,850 | $4.32M | 1.57% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 24,868 | $4.32M | 2.04% | +24,868 | New |
| Naples Global Advisors, LLC | 24,967 | $4.34M | 0.50% | −1,150−4.4% | Reduced |
| Azzad Asset Management Inc | 24,980 | $4.34M | 0.58% | +765+3.2% | Added |
| Viking Fund Management LLC | 25,000 | $4.34M | 1.14% | +1,000+4.2% | Added |
| Hodges Capital Management Inc. | 25,037 | $4.35M | 0.32% | +60+0.2% | Added |
| Parallel Advisors, LLC | 25,035 | $4.35M | 0.16% | +1,574+6.7% | Added |
| Laurel Wealth Advisors LLC | 25,140 | $4.37M | 0.91% | −180−0.7% | Reduced |
| Capricorn Fund Managers Ltd | 25,177 | $4.37M | 1.23% | +25,177 | New |
| Bank of New Hampshire | 25,180 | $4.37M | 1.06% | −1,134−4.3% | Reduced |
| Hixon Zuercher, LLC | 25,209 | $4.38M | 2.20% | +825+3.4% | Added |
| Addison Capital Co | 25,213 | $4.38M | 1.96% | −720−2.8% | Reduced |
| Paradigm Financial Partners, LLC | 25,332 | $4.40M | 0.92% | +1,276+5.3% | Added |
| Pegasus Partners Ltd. | 25,346 | $4.40M | 0.77% | −998−3.8% | Reduced |
| Coastline Trust Co | 25,586 | $4.45M | 0.51% | −668−2.5% | Reduced |
| Union Heritage Capital, LLC | 25,595 | $4.45M | 2.08% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 25,595 | $4.45M | 2.16% | +165+0.6% | Added |
| Moloney Securities Asset Management, LLC | 25,642 | $4.45M | 0.76% | −60.0% | Reduced |
| Burney Co | 25,639 | $4.45M | 0.19% | +49+0.2% | Added |
| Shufro Rose & Co LLC | 25,645 | $4.46M | 0.32% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 25,649 | $4.46M | 3.85% | +25,649 | New |
| Reynders McVeigh Capital Management, LLC | 25,672 | $4.46M | 0.25% | −493−1.9% | Reduced |
| Peterson Wealth Management | 25,694 | $4.46M | 2.98% | +384+1.5% | Added |
| Apollon Wealth Management, LLC | 25,719 | $4.47M | 0.36% | +9,641+60.0% | Added |
| Pettee Investors, Inc. | 25,730 | $4.47M | 1.87% | +94+0.4% | Added |
| Domani Wealth, LLC | 25,743 | $4.47M | 0.88% | +52+0.2% | Added |
| Sciencast Management LP | 25,700 | $4.47M | 0.79% | +16,908+192.3% | Added |
| TRUE Private Wealth Advisors | 25,757 | $4.47M | 0.64% | −100.0% | Reduced |
| Altium Wealth Management LLC | 25,760 | $4.47M | 0.29% | +1,831+7.7% | Added |
| Vise Technologies, Inc. | 25,818 | $4.49M | 1.21% | +25,818 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 25,862 | $4.49M | 0.73% | +15,250+143.7% | Added |
| Hamilton Point Investment Advisors, LLC | 25,726 | $4.50M | 1.07% | +422+1.7% | Added |
| Freestone Capital Holdings, LLC | 25,927 | $4.50M | 0.19% | +4,329+20.0% | Added |