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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 48,692 | $8.46M | 1.26% | +408+0.8% | Added |
| Ironwood Investment Counsel, LLC | 48,727 | $8.46M | 1.93% | +728+1.5% | Added |
| Hantz Financial Services, Inc. | 48,881 | $8.49M | 0.24% | +2,447+5.3% | Added |
| Pictet Bank & Trust Ltd | 49,023 | $8.52M | 4.39% | +9,910+25.3% | Added |
| Tompkins Financial Corp | 49,034 | $8.52M | 1.51% | +283+0.6% | Added |
| Essex Investment Management Co LLC | 49,251 | $8.55M | 0.98% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 49,487 | $8.60M | 0.92% | −232−0.5% | Reduced |
| Iowa State Bank | 49,512 | $8.60M | 2.02% | +3,965+8.7% | Added |
| Taurus Asset Management, LLC | 49,566 | $8.61M | 0.81% | −204−0.4% | Reduced |
| Holloway Wealth Management, LLC | – | $8.64M | 2.47% | – | – |
| Private Asset Management Inc | 49,725 | $8.64M | 1.06% | −529−1.1% | Reduced |
| South State Corp. | 49,854 | $8.66M | 0.67% | +93+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 49,881 | $8.66M | 1.35% | −750−1.5% | Reduced |
| Brookstone Capital Management | 50,111 | $8.72M | 0.15% | −832−1.6% | Reduced |
| First National Bank & Trust Co of Newtown | 50,537 | $8.78M | 1.69% | −330−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 50,957 | $8.85M | 0.65% | +2,151+4.4% | Added |
| Toth Financial Advisory Corp | 50,997 | $8.86M | 1.21% | −655−1.3% | Reduced |
| Spire Wealth Management | 51,078 | $8.87M | 0.20% | +8,453+19.8% | Added |
| Webster Bank, N. A. | 51,134 | $8.88M | 0.92% | −1,292−2.5% | Reduced |
| Mengis Capital Management, Inc. | 51,548 | $8.95M | 1.68% | +51+0.1% | Added |
| Socorro Asset Management LP | 51,627 | $8.97M | 2.56% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 51,646 | $8.97M | 0.31% | +2,375+4.8% | Added |
| Private Capital Management LLC | 51,902 | $9.02M | 3.11% | +1,268+2.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 52,084 | $9.05M | 1.73% | −5,312−9.3% | Reduced |
| Lowell Blake & Associates Inc. | 52,162 | $9.06M | 3.56% | +4,253+8.9% | Added |
| HB Wealth Management, LLC | 52,242 | $9.07M | 0.18% | +52,242 | New |
| Laurel Wealth Advisors, Inc. | 52,562 | $9.13M | 0.71% | +8,556+19.4% | Added |
| Steel Peak Wealth Management LLC | 52,592 | $9.14M | 0.55% | +25,477+94.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 52,624 | $9.14M | 0.58% | −1,600−3.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 52,841 | $9.18M | 4.38% | −265−0.5% | Reduced |
| Headinvest, LLC | 52,942 | $9.20M | 1.63% | −1,410−2.6% | Reduced |
| Parsons Capital Management Inc | 53,036 | $9.21M | 0.66% | −217−0.4% | Reduced |
| WoodTrust Financial Corp | 53,078 | $9.22M | 1.91% | +1,948+3.8% | Added |
| Hutner Capital Management Inc | 53,138 | $9.23M | 5.39% | −267−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 53,268 | $9.25M | 0.25% | +33,323+167.1% | Added |
| Ci Investments Inc. | 53,362 | $9.27M | 0.03% | −203,348−79.2% | Reduced |
| Buckhead Capital Management LLC | 53,421 | $9.28M | 1.96% | −3,585−6.3% | Reduced |
| Moreno Evelyn V | 53,617 | $9.31M | 1.86% | +3,047+6.0% | Added |
| Patten & Patten Inc | 53,801 | $9.35M | 0.65% | −702−1.3% | Reduced |
| First Nebraska Trust Co | 53,833 | $9.35M | 1.12% | −1,174−2.1% | Reduced |
| Regentatlantic Capital LLC | 54,037 | $9.39M | 0.26% | +2,928+5.7% | Added |
| Ameritas Investment Partners, Inc. | 54,085 | $9.39M | 0.32% | +140.0% | Added |
| Panagora Asset Management Inc | 54,121 | $9.40M | 0.05% | +20,486+60.9% | Added |
| Core Alternative Capital | 59,276 | $9.40M | 1.89% | −2,243−3.6% | Reduced |
| Horizon Investments, LLC | 54,188 | $9.41M | 0.28% | +9,087+20.1% | Added |
| Ossiam | 54,259 | $9.43M | 0.25% | +40,957+307.9% | Added |
| Novare Capital Management LLC | 54,322 | $9.44M | 0.96% | −86−0.2% | Reduced |
| Fulcrum Capital LLC | 54,359 | $9.44M | 2.05% | +2,222+4.3% | Added |
| M. Kraus & Co | 55,259 | $9.60M | 3.06% | +155+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 55,381 | $9.62M | 0.22% | −297−0.5% | Reduced |
| Ethic Inc. | 55,628 | $9.66M | 0.75% | +9,521+20.6% | Added |
| Grand Jean Capital Management Inc | 55,725 | $9.68M | 2.41% | +300+0.5% | Added |
| Bowen Hanes & Co Inc | 55,931 | $9.72M | 0.27% | −1,486−2.6% | Reduced |
| Lockheed Martin Investment Management Co | 56,010 | $9.73M | 0.52% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 56,257 | $9.77M | 0.47% | −690−1.2% | Reduced |
| Evoke Wealth, LLC | 55,970 | $9.78M | 0.31% | +270.0% | Added |
| Camden National Bank | 56,441 | $9.80M | 1.72% | −1,176−2.0% | Reduced |
| Tdam USA Inc. | 56,485 | $9.81M | 0.61% | −79−0.1% | Reduced |
| First Citizens Bank & Trust Co | 56,558 | $9.82M | 0.38% | +113+0.2% | Added |
| Close Asset Management Ltd | 56,811 | $9.87M | 0.35% | +170+0.3% | Added |
| Matthew Goff Investment Advisor, LLC | 56,865 | $9.88M | 2.26% | +87+0.2% | Added |
| DuPont Capital Management Corp | 56,935 | $9.89M | 0.35% | −35,927−38.7% | Reduced |
| Aptus Capital Advisors, LLC | 57,045 | $9.91M | 0.34% | +8,189+16.8% | Added |
| Smithfield Trust Co | 57,462 | $9.99M | 0.62% | −164−0.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 57,912 | $10.1M | 0.19% | +4,730+8.9% | Added |
| Boenning & Scattergood, Inc. | 57,975 | $10.1M | 1.61% | −452−0.8% | Reduced |
| Corient Capital Partners, LLC | 57,991 | $10.1M | 0.67% | +1,287+2.3% | Added |
| Narwhal Capital Management | 58,472 | $10.2M | 1.16% | −1,364−2.3% | Reduced |
| New Capital Management LP | 58,631 | $10.2M | 5.29% | 00.0% | Unchanged |
| Farmers Trust Co | 58,829 | $10.2M | 2.10% | −230−0.4% | Reduced |
| BTC Capital Management, Inc. | 59,102 | $10.3M | 1.02% | +2,115+3.7% | Added |
| Advisory Services Network, LLC | 59,446 | $10.3M | 0.30% | +9,260+18.5% | Added |
| Canandaigua National Corp | 59,697 | $10.4M | 1.53% | +1,337+2.3% | Added |
| Bridgeway Capital Management, LLC | 59,725 | $10.4M | 0.19% | −146,975−71.1% | Reduced |
| American Research & Management Co. | 59,919 | $10.4M | 2.25% | −188−0.3% | Reduced |
| Bright Rock Capital Management, LLC | 60,000 | $10.4M | 2.37% | 00.0% | Unchanged |
| Alley Co LLC | 60,089 | $10.4M | 1.66% | +1,028+1.7% | Added |
| McCollum Christoferson Group LLC | 60,323 | $10.5M | 2.36% | +398+0.7% | Added |
| Spearhead Capital Advisors, LLC | 60,433 | $10.5M | 1.27% | +1,437+2.4% | Added |
| Old Point Trust & Financial Services N A | 60,518 | $10.5M | 4.22% | −315−0.5% | Reduced |
| Bath Savings Trust Co | 60,745 | $10.6M | 1.10% | +1,885+3.2% | Added |
| Avantax Advisory Services, Inc. | 60,818 | $10.6M | 0.16% | +4,349+7.7% | Added |
| Pettyjohn, Wood & White, Inc | 60,919 | $10.6M | 2.18% | −696−1.1% | Reduced |
| Charter Trust Co | 61,198 | $10.6M | 0.90% | +100.0% | Added |
| Courier Capital LLC | 61,248 | $10.6M | 0.99% | −1,370−2.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 61,307 | $10.7M | 1.02% | −663−1.1% | Reduced |
| SG Americas Securities, LLC | 61,801 | $10.7M | 0.07% | +33,419+117.7% | Added |
| Abbrea Capital, LLC | 61,490 | $10.7M | 1.45% | +2,021+3.4% | Added |
| Neville Rodie & Shaw Inc | 61,995 | $10.8M | 0.76% | −87−0.1% | Reduced |
| LS Investment Advisors, LLC | 62,221 | $10.8M | 1.63% | −22,189−26.3% | Reduced |
| NBT Bank N A | 62,267 | $10.8M | 1.39% | −823−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 62,460 | $10.8M | 0.24% | −221−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 62,646 | $10.9M | 0.57% | +7,208+13.0% | Added |
| Culbertson A N & Co Inc | 62,731 | $10.9M | 2.05% | −2,334−3.6% | Reduced |
| Cresset Asset Management, LLC | 62,454 | $10.9M | 0.11% | −2,933−4.5% | Reduced |
| Boston Family Office LLC | 62,839 | $10.9M | 0.71% | −506−0.8% | Reduced |
| Pioneer Trust Bank N A | 63,004 | $10.9M | 2.84% | −300.0% | Reduced |
| Schmidt P J Investment Management Inc | 63,078 | $10.9M | 2.19% | −274−0.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 63,234 | $11.0M | 0.98% | +12,788+25.3% | Added |
| SlateStone Wealth, LLC | 63,323 | $11.0M | 2.35% | −706−1.1% | Reduced |