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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 39,367 | $6.84M | 0.24% | +1,962+5.2% | Added |
| American Portfolios Advisors | 39,801 | $6.91M | 0.23% | +3,278+9.0% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.91M | 0.74% | 00.0% | Unchanged |
| NTV Asset Management LLC | 39,911 | $6.93M | 1.15% | −685−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 41,289 | $6.93M | 0.43% | +8,792+27.1% | Added |
| TownSquare Capital, LLC | 39,937 | $6.94M | 0.17% | +6,868+20.8% | Added |
| Private Trust Co NA | 39,982 | $6.95M | 0.96% | −3,522−8.1% | Reduced |
| Bislett Management, LLC | 40,000 | $6.95M | 3.34% | −10,000−20.0% | Reduced |
| Northwest & Ethical Investments L.P. | 39,999 | $6.95M | 0.21% | +5,570+16.2% | Added |
| Oak Harvest Investment Services | 40,048 | $6.96M | 1.73% | +3,364+9.2% | Added |
| Gotham Asset Management, LLC | 40,100 | $6.97M | 0.22% | −3,674−8.4% | Reduced |
| DeDora Capital, Inc. | 23,315 | $6.99M | 5.24% | +20,131+632.3% | Added |
| Tufton Capital Management | 40,287 | $7.00M | 1.07% | −466−1.1% | Reduced |
| Keeler Thomas Management LLC | 40,320 | $7.00M | 3.03% | +2,896+7.7% | Added |
| Stokes Family Office, LLC | 40,449 | $7.03M | 0.87% | +549+1.4% | Added |
| River Wealth Advisors LLC | 40,465 | $7.03M | 1.09% | +1,043+2.6% | Added |
| Hills Bank & Trust Co | 40,537 | $7.04M | 0.97% | −928−2.2% | Reduced |
| Roundview Capital LLC | 40,541 | $7.04M | 0.70% | +554+1.4% | Added |
| Somerville Kurt F | 40,620 | $7.05M | 0.98% | −843−2.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 40,534 | $7.06M | 1.13% | −23,368−36.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,833 | $7.09M | 2.09% | +129+0.3% | Added |
| Foyston, Gordon, & Payne Inc | 40,879 | $7.10M | 1.66% | −761−1.8% | Reduced |
| Whalerock Point Partners, LLC | 40,879 | $7.10M | 2.43% | +480+1.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $7.12M | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 41,057 | $7.13M | 0.61% | +41,057 | New |
| Van Strum & Towne Inc. | 41,105 | $7.14M | 2.59% | +1,370+3.4% | Added |
| Wetherby Asset Management Inc | 41,132 | $7.14M | 0.40% | −67−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 41,150 | $7.15M | 1.26% | −108−0.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 41,171 | $7.15M | 0.58% | +5,019+13.9% | Added |
| Kinneret Advisory, LLC | 40,955 | $7.16M | 0.74% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 41,271 | $7.17M | 0.50% | −182−0.4% | Reduced |
| Modera Wealth Management, LLC | 41,273 | $7.17M | 0.27% | +23,679+134.6% | Added |
| Bogart Wealth, LLC | 41,293 | $7.17M | 0.65% | +1,933+4.9% | Added |
| Lountzis Asset Management, LLC | 41,084 | $7.18M | 4.10% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 41,520 | $7.21M | 0.04% | −130−0.3% | Reduced |
| Allied Investment Advisors, LLC | 41,912 | $7.28M | 2.49% | +1,070+2.6% | Added |
| TD Private Client Wealth LLC | 41,925 | $7.28M | 0.30% | −16,024−27.7% | Reduced |
| Ar Asset Management Inc | 42,009 | $7.30M | 1.85% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 42,154 | $7.32M | 1.35% | −30.0% | Reduced |
| Landscape Capital Management, L.L.C. | 42,175 | $7.33M | 1.03% | +42,175 | New |
| Avantax Planning Partners, Inc. | 42,230 | $7.34M | 0.30% | +2,235+5.6% | Added |
| Trustmark National Bank Trust Department | 42,316 | $7.35M | 0.56% | −1,845−4.2% | Reduced |
| Moneta Group Investment Advisors LLC | 42,473 | $7.38M | 0.30% | −623−1.4% | Reduced |
| CBOE Vest Financial, LLC | 42,508 | $7.38M | 1.61% | +8,979+26.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 42,866 | $7.45M | 0.34% | +42,866 | New |
| Northwest Bancshares, Inc. | 42,875 | $7.45M | 1.46% | −1,467−3.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 43,084 | $7.48M | 3.04% | +1,276+3.1% | Added |
| Wedbush Securities Inc | 43,114 | $7.49M | 0.32% | +246+0.6% | Added |
| Hancock Whitney Corp | 43,198 | $7.50M | 0.24% | +5,048+13.2% | Added |
| Park Avenue Securities LLC | 43,418 | $7.54M | 0.13% | +1,861+4.5% | Added |
| Paloma Partners Management Co | 43,430 | $7.54M | 0.24% | +43,430 | New |
| Capital Investment Advisors, LLC | 43,506 | $7.56M | 0.23% | −174−0.4% | Reduced |
| Lafayette Investments, Inc. | 43,562 | $7.57M | 1.89% | +582+1.4% | Added |
| Coldstream Capital Management Inc | 43,590 | $7.57M | 0.24% | +11,655+36.5% | Added |
| First Midwest Bank Trust Division | 43,619 | $7.58M | 0.98% | −811−1.8% | Reduced |
| Spinnaker Trust | 43,743 | $7.60M | 0.49% | −63−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 43,783 | $7.61M | 0.54% | +2,577+6.3% | Added |
| Altfest L J & Co Inc | 43,828 | $7.61M | 1.45% | +4,712+12.0% | Added |
| Mayflower Financial Advisors, LLC | 43,870 | $7.62M | 1.01% | −125−0.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 43,911 | $7.63M | 0.73% | +22,476+104.9% | Added |
| Intrust Bank NA | 44,119 | $7.66M | 0.92% | −739−1.6% | Reduced |
| Middleton & Co Inc | 44,154 | $7.67M | 0.75% | +305+0.7% | Added |
| IndexIQ Advisors LLC | 44,305 | $7.70M | 0.26% | +212+0.5% | Added |
| Palisade Capital Management LLC | 44,473 | $7.72M | 0.16% | −1,962−4.2% | Reduced |
| New England Asset Management Inc | 44,559 | $7.74M | 0.12% | +3,790+9.3% | Added |
| BancorpSouth Bank | 44,581 | $7.75M | 0.97% | +1,369+3.2% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 44,655 | $7.76M | 2.23% | +627+1.4% | Added |
| JustInvest LLC | 44,667 | $7.76M | 0.46% | +17,669+65.4% | Added |
| FRG Family Wealth Advisors LLC | 44,702 | $7.76M | 1.45% | −71−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,888 | $7.80M | 0.31% | +249+0.6% | Added |
| Opus Investment Management Inc | 45,000 | $7.82M | 1.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 45,084 | $7.83M | 0.40% | −7,287−13.9% | Reduced |
| Northcape Wealth Management, LLC | 45,113 | $7.84M | 2.64% | +45,113 | New |
| Parkwood LLC | 45,258 | $7.86M | 1.39% | +198+0.4% | Added |
| Kestra Private Wealth Services, LLC | 45,290 | $7.87M | 0.38% | +5,977+15.2% | Added |
| Chicago Capital, LLC | 45,387 | $7.88M | 0.29% | −41−0.1% | Reduced |
| Blueshift Asset Management, LLC | 45,435 | $7.89M | 0.69% | +7,003+18.2% | Added |
| Valeo Financial Advisors, LLC | 72,877 | $7.90M | 0.43% | −563−0.8% | Reduced |
| Everence Capital Management Inc | 45,529 | $7.91M | 0.59% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 45,612 | $7.92M | 0.15% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 45,704 | $7.94M | 0.69% | −1,685−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 45,745 | $7.95M | 0.14% | +17,092+59.7% | Added |
| Bell Asset Management Ltd | 45,969 | $7.99M | 1.29% | −2,167−4.5% | Reduced |
| Davy Global Fund Management Ltd | 46,545 | $8.09M | 1.24% | −5,282−10.2% | Reduced |
| Old National Bancorp | 46,561 | $8.09M | 0.29% | −1,448−3.0% | Reduced |
| Strategic Advisors LLC | 46,760 | $8.12M | 1.16% | +27,412+141.7% | Added |
| Aigen Investment Management, LP | 48,467 | $8.14M | 0.50% | +48,467 | New |
| Renaissance Investment Group LLC | 46,920 | $8.15M | 1.93% | −598−1.3% | Reduced |
| TRH Financial, LLC | 46,934 | $8.15M | 2.55% | +7,156+18.0% | Added |
| Sigma Planning Corp | 46,989 | $8.16M | 0.23% | +1,597+3.5% | Added |
| Addenda Capital Inc. | 46,969 | $8.20M | 0.35% | −193−0.4% | Reduced |
| Motco | 47,219 | $8.20M | 0.51% | +166+0.4% | Added |
| Frontier Wealth Management LLC | 47,323 | $8.22M | 0.54% | +1,585+3.5% | Added |
| Mitchell Sinkler & Starr | 47,504 | $8.25M | 2.45% | +32,144+209.3% | Added |
| Wills Financial Group, Inc. | 47,698 | $8.29M | 3.28% | +755+1.6% | Added |
| Prospera Financial Services Inc | 47,732 | $8.29M | 0.36% | +3,034+6.8% | Added |
| Grassi Investment Management | 48,000 | $8.34M | 0.84% | 00.0% | Unchanged |
| Churchill Management Corp | 48,352 | $8.40M | 0.12% | −887−1.8% | Reduced |
| Executive Wealth Management, LLC | 48,424 | $8.41M | 0.84% | +1,753+3.8% | Added |
| Papp L Roy & Associates | 48,540 | $8.43M | 0.97% | −166−0.3% | Reduced |