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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 31,371 | $5.45M | 0.17% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,377 | $5.45M | 0.74% | −175−0.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 31,396 | $5.45M | 1.81% | +73+0.2% | Added |
| Stokes Capital Advisors, LLC | 31,456 | $5.46M | 1.63% | −1,083−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 31,490 | $5.47M | 4.31% | +120+0.4% | Added |
| QV Investors Inc. | 31,565 | $5.48M | 0.38% | −4,810−13.2% | Reduced |
| Castleview Partners, LLC | 958,473 | $5.52M | 0.05% | +958,473 | New |
| Reliant Investment Management, LLC | 31,848 | $5.53M | 2.28% | +202+0.6% | Added |
| LVW Advisors, LLC | 31,914 | $5.54M | 0.94% | −1,456−4.4% | Reduced |
| SP Asset Management | 32,214 | $5.55M | 0.56% | −663−2.0% | Reduced |
| Monetary Management Group Inc | 31,975 | $5.55M | 1.37% | +1,950+6.5% | Added |
| Whitener Capital Management, Inc. | 31,979 | $5.55M | 1.99% | +5,300+19.9% | Added |
| Money Concepts Capital Corp | 32,036 | $5.57M | 0.47% | +32,036 | New |
| Goelzer Investment Management, Inc. | 32,193 | $5.59M | 0.46% | −1,973−5.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,240 | $5.60M | 1.84% | −124−0.4% | Reduced |
| Concentric Wealth Management, LLC | 32,247 | $5.60M | 1.58% | +380+1.2% | Added |
| Equitable Trust Co | 32,415 | $5.63M | 0.35% | +1,543+5.0% | Added |
| Ropes Wealth Advisors LLC | 32,482 | $5.64M | 0.99% | +91+0.3% | Added |
| Garland Capital Management Inc | 32,497 | $5.64M | 3.89% | −2,950−8.3% | Reduced |
| Dorchester Wealth Management Co | 32,545 | $5.65M | 1.12% | −945−2.8% | Reduced |
| Eagle Global Advisors LLC | 32,563 | $5.66M | 0.36% | −445−1.3% | Reduced |
| Lavaca Capital LLC | 33,022 | $5.67M | 2.51% | −5,992−15.4% | Reduced |
| Sunbelt Securities, Inc. | 32,980 | $5.67M | 0.92% | +210+0.6% | Added |
| First Personal Financial Services | 32,687 | $5.68M | 1.27% | +120+0.4% | Added |
| Telemus Capital, LLC | 32,803 | $5.70M | 0.46% | −554−1.7% | Reduced |
| Aevitas Wealth Management, Inc. | 32,812 | $5.70M | 3.40% | −1,047−3.1% | Reduced |
| Fundamentun, LLC | 32,886 | $5.71M | 0.90% | +1,867+6.0% | Added |
| Deseret Mutual Benefit Administrators | 32,913 | $5.72M | 0.96% | −1,027−3.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 32,932 | $5.72M | 0.45% | −702−2.1% | Reduced |
| Peoples Financial Services Corp. | 32,955 | $5.72M | 2.23% | −450−1.3% | Reduced |
| Aristotle Capital Management, LLC | 32,978 | $5.73M | 0.01% | −1,631−4.7% | Reduced |
| Hallmark Capital Management Inc | 32,998 | $5.73M | 0.46% | −114−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 32,814 | $5.74M | 0.49% | +20,759+172.2% | Added |
| Moody National Bank Trust Division | 33,025 | $5.74M | 0.17% | −87,204−72.5% | Reduced |
| Diversified Trust Co | 33,042 | $5.74M | 0.19% | +4,223+14.7% | Added |
| GYL Financial Synergies, LLC | 33,193 | $5.77M | 1.56% | +1,063+3.3% | Added |
| BLB&B Advisors, LLC | 33,239 | $5.77M | 0.38% | −4,557−12.1% | Reduced |
| Asset Management Group, Inc. | 33,241 | $5.77M | 1.13% | −2,038−5.8% | Reduced |
| Bragg Financial Advisors, Inc | 38,406 | $5.78M | 0.37% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 33,412 | $5.80M | 2.80% | +327+1.0% | Added |
| Ayrshire Capital Management LLC | 33,483 | $5.82M | 2.95% | −87−0.3% | Reduced |
| Harbor Advisory Corp | 33,501 | $5.82M | 2.36% | +100+0.3% | Added |
| High Net Worth Advisory Group LLC | 33,536 | $5.83M | 2.03% | +33,536 | New |
| Benjamin F. Edwards & Company, Inc. | 33,665 | $5.85M | 0.26% | +1,081+3.3% | Added |
| Great Lakes Advisors, LLC | 33,747 | $5.86M | 0.09% | −1,051−3.0% | Reduced |
| Venture Visionary Partners LLC | 33,562 | $5.87M | 0.38% | +1,206+3.7% | Added |
| Family Capital Trust Co | 33,899 | $5.89M | 1.65% | +340+1.0% | Added |
| Hartford Financial Management Inc. | 33,933 | $5.89M | 1.37% | −181−0.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,059 | $5.92M | 1.85% | −836−2.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 34,099 | $5.92M | 0.34% | +6,809+25.0% | Added |
| Chicago Trust Co NA | 34,231 | $5.95M | 1.18% | −720−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 34,289 | $5.96M | 0.25% | −2,947−7.9% | Reduced |
| Hennessy Advisors Inc | 34,300 | $5.96M | 0.34% | −800−2.3% | Reduced |
| Surevest, LLC | 34,400 | $5.98M | 1.42% | −1,938−5.3% | Reduced |
| Hall Laurie J Trustee | 34,623 | $6.01M | 2.13% | −140−0.4% | Reduced |
| Prudential PLC | 34,670 | $6.02M | 0.08% | +32,989+1,962.5% | Added |
| Financial Architects, Inc | 34,753 | $6.04M | 0.82% | −229−0.7% | Reduced |
| Investment House LLC | 34,941 | $6.07M | 0.39% | −1,400−3.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 35,156 | $6.11M | 1.03% | +2,378+7.3% | Added |
| JGP Wealth Management, LLC | 35,258 | $6.13M | 1.14% | +1,234+3.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.13M | 1.82% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 35,403 | $6.15M | 0.67% | −32−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 35,535 | $6.17M | 0.83% | −870−2.4% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 35,638 | $6.19M | 1.82% | −180−0.5% | Reduced |
| Costello Asset Management, INC | 35,710 | $6.20M | 3.79% | −1,480−4.0% | Reduced |
| L & S Advisors Inc | 35,792 | $6.22M | 0.67% | +460+1.3% | Added |
| Principal Street Partners, LLC | 35,837 | $6.23M | 1.50% | +629+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 42,141 | $6.25M | 0.15% | −14,032−25.0% | Reduced |
| Pavion Blue Capital, LLC | 36,037 | $6.26M | 3.63% | −196−0.5% | Reduced |
| Perkins Coie Trust Co | 36,094 | $6.27M | 1.84% | +1,634+4.7% | Added |
| ExodusPoint Capital Management, LP | 36,384 | $6.32M | 0.08% | −13,819−27.5% | Reduced |
| Spectrum Management Group, LLC | 36,591 | $6.36M | 0.91% | +243+0.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 36,659 | $6.37M | 0.59% | +635+1.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 36,784 | $6.39M | 0.69% | −525−1.4% | Reduced |
| Schnieders Capital Management LLC | 36,807 | $6.39M | 1.50% | −100−0.3% | Reduced |
| Mattern Capital Management, LLC | 36,851 | $6.40M | 1.12% | +841+2.3% | Added |
| Skba Capital Management LLC | 36,990 | $6.43M | 1.21% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 37,125 | $6.45M | 0.64% | −1,940−5.0% | Reduced |
| Buckingham Capital Management, Inc. | 37,354 | $6.49M | 1.01% | −3,856−9.4% | Reduced |
| Roberts Glore & Co Inc | 37,465 | $6.51M | 1.71% | −495−1.3% | Reduced |
| Marietta Wealth Management, LLC | 37,552 | $6.52M | 1.31% | +575+1.6% | Added |
| KMG Fiduciary Partners, LLC | 37,831 | $6.57M | 1.02% | −11,008−22.5% | Reduced |
| SevenBridge Financial Group, LLC | 37,863 | $6.58M | 1.99% | +2,116+5.9% | Added |
| Boston Research & Management Inc | 37,948 | $6.59M | 1.80% | 00.0% | Unchanged |
| Cypress Capital Group | 38,088 | $6.62M | 0.83% | −3,679−8.8% | Reduced |
| Caldwell Trust Co | 38,305 | $6.65M | 0.77% | +98+0.3% | Added |
| Seeyond | 38,433 | $6.68M | 0.62% | −118−0.3% | Reduced |
| First Trust Bank, Ltd. | 38,500 | $6.69M | 8.38% | 00.0% | Unchanged |
| Duality Advisers, LP | 38,576 | $6.70M | 0.73% | +38,576 | New |
| Toroso Investments, LLC | 38,616 | $6.71M | 0.21% | −2,090−5.1% | Reduced |
| Woodmont Investment Counsel LLC | 38,723 | $6.73M | 0.86% | −101−0.3% | Reduced |
| Icon Wealth Partners, LLC | 38,765 | $6.73M | 0.68% | −575−1.5% | Reduced |
| Trust Co of Oklahoma | 38,792 | $6.74M | 2.28% | −1,031−2.6% | Reduced |
| Albion Financial Group | 38,856 | $6.75M | 0.53% | −602−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 38,901 | $6.76M | 0.20% | −12,854−24.8% | Reduced |
| Private Wealth Partners, LLC | 38,967 | $6.77M | 0.57% | −1,141−2.8% | Reduced |
| Howland Capital Management LLC | 39,071 | $6.79M | 0.34% | −10,284−20.8% | Reduced |
| Coastal Bridge Advisors, LLC | 42,002 | $6.79M | 1.41% | +19,761+88.8% | Added |
| Cambridge Trust Co | 39,126 | $6.80M | 0.22% | −539−1.4% | Reduced |
| Squarepoint Ops LLC | 39,274 | $6.82M | 0.03% | −128,685−76.6% | Reduced |