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
- +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 | 3,421 | $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 |
|---|---|---|---|---|---|
| PFS Investments Inc. | 1,295 | $225.0K | 0.00% | +1,295 | New |
| Corundum Group, Inc. | 1,298 | $225.0K | 0.15% | +1,298 | New |
| Brightworth | 1,297 | $225.0K | 0.02% | +1,297 | New |
| FLC Capital Advisors | 1,293 | $225.0K | 0.06% | +1,293 | New |
| PRW Wealth Management LLC | 1,298 | $225.0K | 0.10% | +1,298 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 1,303 | $226.0K | 0.18% | +1,303 | New |
| Meridian Financial, LLC | 1,302 | $226.1K | 0.21% | +1,302 | New |
| Pennsylvania Capital Management Inc | 1,309 | $227.0K | 0.08% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,309 | $227.0K | 0.09% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,309 | $227.0K | 0.10% | +1,309 | New |
| Osterweis Capital Management Inc | 1,311 | $228.0K | 0.01% | +1,311 | New |
| High Falls Advisors, Inc | 1,310 | $228.0K | 0.06% | +1,310 | New |
| Sage Private Wealth Group, LLC | 1,321 | $229.0K | 0.28% | +7+0.5% | Added |
| Arvest Trust Co N A | 1,318 | $229.0K | 0.01% | +1,318 | New |
| Blue Barn Wealth, LLC | 1,318 | $229.0K | 0.15% | +1,318 | New |
| 360 Financial, Inc. | 1,324 | $230.0K | 0.10% | +1,324 | New |
| Wealthquest Corp | 1,334 | $231.0K | 0.04% | −87−6.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,328 | $231.0K | 0.08% | +1,328 | New |
| Laffer Tengler Investments | 1,334 | $231.7K | 0.07% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,335 | $232.0K | 0.08% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,000 | $232.0K | 0.16% | −338−25.3% | Reduced |
| Manchester Financial Inc | 1,340 | $233.0K | 0.08% | +2+0.1% | Added |
| Sepio Capital, LP | 1,349 | $234.0K | 0.02% | +1,349 | New |
| Birinyi Associates Inc | 1,350 | $235.0K | 0.07% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,352 | $235.0K | 0.15% | 00.0% | Unchanged |
| Amarillo National Bank | 1,355 | $235.0K | 0.05% | +1,355 | New |
| Hill Island Financial LLC | 1,351 | $235.0K | 0.08% | +1,351 | New |
| Red Wave Investments LLC | 1,360 | $236.0K | 0.08% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,358 | $236.0K | 0.06% | +1,358 | New |
| Financial Partners Group, Inc | 1,358 | $236.0K | 0.05% | +1,358 | New |
| Flaharty Asset Management, LLC | 1,362 | $237.0K | 0.04% | −176−11.4% | Reduced |
| Keebeck Wealth Management, LLC | 1,360 | $238.0K | 0.04% | −662−32.7% | Reduced |
| Sawyer & Company, Inc | 1,372 | $238.0K | 0.10% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,372 | $238.0K | 0.11% | +1,372 | New |
| Dimension Capital Management LLC | 1,375 | $239.0K | 0.04% | −15−1.1% | Reduced |
| Sentinel Trust Co Lba | 1,376 | $239.0K | 0.03% | +1,376 | New |
| WSFS Capital Management, LLC | 1,379 | $240.0K | 0.09% | +8+0.6% | Added |
| Occidental Asset Management, LLC | 1,387 | $241.0K | 0.06% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,386 | $241.0K | 0.14% | +300+27.6% | Added |
| Ignite Planners, LLC | 1,384 | $241.0K | 0.16% | +1,384 | New |
| J. L. Bainbridge & Co., Inc. | 1,392 | $242.0K | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,395 | $242.0K | 0.08% | +1,395 | New |
| Peddock Capital Advisors, LLC | 1,400 | $243.0K | 0.08% | −175−11.1% | Reduced |
| Provident Trust Co | 1,400 | $243.0K | 0.00% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,398 | $243.0K | 0.03% | −2−0.1% | Reduced |
| Acas, LLC | 1,400 | $243.0K | 0.36% | 00.0% | Unchanged |
| MRJ Capital Inc | 1,400 | $243.0K | 0.14% | +1,400 | New |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $243.0K | 0.06% | +1,400 | New |
| Long Run Wealth Advisors, LLC | 1,405 | $243.0K | 0.08% | +1,405 | New |
| Vance Wealth, Inc. | 1,400 | $243.0K | 0.24% | +1,400 | New |
| Eagle Harbor Asset Management Inc | 1,399 | $243.0K | 0.32% | +1,399 | New |
| Crew Capital Management, Ltd. | 1,404 | $244.0K | 0.21% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,407 | $244.0K | 0.01% | +1,407 | New |
| Opal Wealth Advisors, LLC | 1,404 | $244.0K | 0.15% | +1,404 | New |
| Investment Advisory Group, LLC | 1,449 | $244.0K | 0.16% | +1,449 | New |
| Aprio Wealth Management, LLC | 1,413 | $245.0K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,414 | $245.6K | 0.09% | +1,414 | New |
| Santori & Peters | 1,419 | $246.0K | 0.13% | +4+0.3% | Added |
| Madison Wealth Partners, Inc | 1,418 | $246.0K | 0.12% | +9+0.6% | Added |
| Fiducient Advisors LLC | 1,415 | $247.0K | 0.07% | −3,079−68.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,421 | $247.0K | 0.09% | +296+26.3% | Added |
| CJM Wealth Advisers, Ltd. | 1,423 | $247.2K | 0.18% | +1,423 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $248.0K | 0.04% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,433 | $249.0K | 0.01% | +1,433 | New |
| Twin Focus Capital Partners, LLC | 1,433 | $249.0K | 0.05% | +1,433 | New |
| Bridgecreek Investment Management, LLC | 1,440 | $250.0K | 0.03% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 1,445 | $251.0K | 0.07% | −387−21.1% | Reduced |
| Barry Investment Advisors, LLC | 1,436 | $251.0K | 0.07% | +9+0.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 1,443 | $251.0K | 0.11% | +1,443 | New |
| Ategra Capital Management, LLC | 1,445 | $251.0K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,449 | $251.7K | 0.04% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,448 | $252.0K | 0.07% | −90−5.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,450 | $252.0K | 0.00% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,457 | $253.0K | 0.15% | +1,457 | New |
| First National Bank of Mount Dora, Trust Investment Services | 1,461 | $254.0K | 0.07% | +1,461 | New |
| Koss-Olinger Consulting, LLC | 1,460 | $254.0K | 0.04% | +1,460 | New |
| Redmont Wealth Advisors LLC | 1,460 | $254.0K | 0.28% | +1,460 | New |
| Claret Asset Management Corp | 1,468 | $255.0K | 0.05% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,467 | $255.0K | 0.18% | +12+0.8% | Added |
| Retirement Guys Formula LLC | 1,467 | $255.0K | 0.20% | +1,467 | New |
| Brown Advisory Securities, LLC | 1,468 | $256.0K | 0.11% | −532−26.6% | Reduced |
| Polaris Wealth Advisory Group, LLC | 1,480 | $257.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 1,479 | $257.0K | 0.09% | −24−1.6% | Reduced |
| Maxele Advisors, LLC | 1,484 | $257.8K | 0.30% | +1,484 | New |
| Adams Chetwood Wealth Management LLC | 1,488 | $258.0K | 0.18% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 1,487 | $258.0K | 0.27% | +1,487 | New |
| Colorado Capital Management, Inc. | 1,494 | $259.0K | 0.17% | −11−0.7% | Reduced |
| TAP Consulting, LLC | 1,499 | $260.0K | 0.06% | +1,499 | New |
| Chronos Wealth Management, LLC | 1,500 | $261.0K | 0.16% | −25−1.6% | Reduced |
| Montag & Caldwell, LLC | 1,500 | $261.0K | 0.03% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,500 | $261.0K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,502 | $261.0K | 0.07% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,502 | $261.0K | 0.13% | +1,502 | New |
| Capital Management Corp | 1,509 | $262.0K | 0.05% | +140+10.2% | Added |
| Horizon Family Wealth, Inc. | 1,512 | $262.0K | 0.27% | +1,512 | New |
| Hayden Royal, LLC | 1,504 | $263.0K | 0.62% | −67−4.3% | Reduced |
| Trellis Advisors, LLC | 1,511 | $263.0K | 0.12% | −19−1.2% | Reduced |
| Freedman Financial Associates, Inc. | 1,511 | $263.0K | 0.18% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,521 | $264.0K | 0.11% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,521 | $264.0K | 0.02% | +1,521 | New |