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 |
|---|---|---|---|---|---|
| Carl Stuart Investment Advisor, Inc | 1,520 | $264.0K | 0.19% | +1,520 | New |
| Sage Investment Advisers LLC | 1,521 | $264.0K | 0.34% | +1,521 | New |
| Northeast Financial Group, Inc. | 1,527 | $265.3K | 0.16% | +14+0.9% | Added |
| HighMark Wealth Management LLC | 1,531 | $266.0K | 0.17% | −2−0.1% | Reduced |
| Lenox Wealth Advisors, LLC | 1,530 | $266.0K | 0.03% | +60+4.1% | Added |
| Planning Center, Inc. | 1,521 | $267.0K | 0.21% | +1,521 | New |
| Clearwater Capital Advisors, LLC | 1,541 | $268.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,545 | $268.0K | 0.10% | +1,545 | New |
| Revolve Wealth Partners, LLC | 1,543 | $268.0K | 0.08% | +1,543 | New |
| FirstPurpose Wealth LLC | 1,545 | $268.0K | 0.17% | +1,545 | New |
| Empirical Asset Management, LLC | 1,540 | $268.0K | 0.26% | +1,540 | New |
| Kercheville Advisors, LLC | 1,550 | $269.0K | 0.12% | +1,550 | New |
| Financial Connections Group, Inc. | 1,554 | $269.0K | 0.26% | +1,554 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 1,555 | $270.0K | 0.09% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,555 | $271.0K | 0.05% | −21−1.3% | Reduced |
| Fortress Wealth Group, LLC | 1,578 | $271.0K | 0.20% | +10+0.6% | Added |
| Cohen Investment Advisors LLC | 1,558 | $271.0K | 0.19% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,560 | $271.0K | 0.20% | +1,560 | New |
| Avestar Capital, LLC | 1,565 | $273.0K | 0.05% | +70+4.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,577 | $274.0K | 0.21% | +1,577 | New |
| Legacy Financial Strategies, LLC | 1,585 | $275.0K | 0.12% | −10,737−87.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,582 | $275.0K | 0.09% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,591 | $276.0K | 0.17% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $276.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,596 | $277.0K | 0.04% | −358−18.3% | Reduced |
| IMA Wealth, Inc. | 1,592 | $277.0K | 0.06% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 1,595 | $277.0K | 0.04% | +111+7.5% | Added |
| Financial Engines Advisors L.L.C. | 1,592 | $278.0K | 0.00% | −1,964−55.2% | Reduced |
| Wilkinson Global Asset Management LLC | 1,603 | $278.0K | 0.02% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,601 | $278.0K | 0.25% | +1,601 | New |
| Pettinga Financial Advisors, LLC | 1,608 | $279.0K | 0.07% | −275−14.6% | Reduced |
| American Financial Advisors, LLC | 1,606 | $279.0K | 0.04% | +5+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 1,592 | $279.0K | 0.15% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,605 | $279.0K | 0.22% | +195+13.8% | Added |
| Collective Family Office LLC | 1,612 | $280.0K | 0.11% | +15+0.9% | Added |
| Starfox Financial Services, LLC | 1,600 | $280.0K | 0.24% | +1,600 | New |
| Green Square Capital Advisors LLC | 1,624 | $282.0K | 0.06% | −217−11.8% | Reduced |
| Gray Wealth Management Inc. | 1,621 | $282.0K | 0.14% | −216−11.8% | Reduced |
| London Co of Virginia | 1,625 | $282.0K | 0.00% | 00.0% | Unchanged |
| Campbell Wealth Management | 1,632 | $283.0K | 0.03% | −80−4.7% | Reduced |
| Hedeker Wealth, LLC | 1,630 | $283.0K | 0.08% | −81−4.7% | Reduced |
| Vanguard Capital Wealth Advisors | 1,630 | $283.0K | 0.20% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,631 | $283.0K | 0.07% | +200+14.0% | Added |
| Firestone Capital Management | 1,634 | $284.0K | 0.09% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,640 | $285.0K | 0.07% | +1+0.1% | Added |
| Financial Consulate, Inc | 1,648 | $286.0K | 0.10% | −7−0.4% | Reduced |
| Calton & Associates, Inc. | 1,654 | $287.0K | 0.08% | −640−27.9% | Reduced |
| Sage Rhino Capital LLC | 1,651 | $287.0K | 0.08% | +23+1.4% | Added |
| Horizon Investment Services, LLC | 1,660 | $288.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,657 | $288.0K | 0.14% | +61+3.8% | Added |
| Camelot Portfolios, LLC | 1,661 | $289.0K | 0.12% | +3+0.2% | Added |
| Keystone Financial Services | 1,670 | $290.0K | 0.15% | +1,670 | New |
| Lokken Investment Group LLC | 1,678 | $291.0K | 0.21% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,678 | $291.0K | 0.07% | +12+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,679 | $291.0K | 0.02% | +1,668+15,163.6% | Added |
| MKT Advisors LLC | 1,715 | $291.0K | 0.23% | +1,715 | New |
| Kenfarb & Co. | 1,677 | $291.0K | 0.21% | +1,677 | New |
| Wallace Capital Management Inc. | 1,689 | $293.0K | 0.04% | +100+6.3% | Added |
| Kelly Financial Services LLC | 1,691 | $293.7K | 0.13% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,693 | $294.0K | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,695 | $294.0K | 0.20% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,694 | $294.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 1,700 | $295.0K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,709 | $297.0K | 0.05% | −1,028−37.6% | Reduced |
| First National Corp | 1,708 | $297.0K | 0.07% | −2−0.1% | Reduced |
| Rock Creek Group, LP | 1,713 | $298.0K | 0.04% | −4−0.2% | Reduced |
| Navis Wealth Advisors, LLC | 1,716 | $298.0K | 0.25% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,714 | $298.0K | 0.07% | +31+1.8% | Added |
| Crescent Capital Consulting, LLC | 1,727 | $299.0K | 0.05% | +4+0.2% | Added |
| DMG Group, LLC | 1,766 | $299.0K | 0.26% | +1,766 | New |
| Key Client Fiduciary Advisors, LLC | 1,727 | $300.0K | 0.25% | +1,727 | New |
| Main Street Research LLC | 1,734 | $301.0K | 0.02% | −700−28.8% | Reduced |
| Spreng Capital Management, Inc. | 1,735 | $301.0K | 0.17% | −41−2.3% | Reduced |
| CCG Wealth Management, LLC | 1,741 | $302.0K | 0.16% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,737 | $302.0K | 0.04% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,738 | $302.0K | 0.05% | +1+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 1,743 | $303.0K | 0.08% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,745 | $303.0K | 0.09% | +244+16.3% | Added |
| Wealth Management Associates, Inc. | 1,748 | $303.6K | 0.16% | −6−0.3% | Reduced |
| MAS Advisors LLC | 1,760 | $304.0K | 0.22% | +1,760 | New |
| TCWP LLC | 1,751 | $304.0K | 0.06% | +1,751 | New |
| First Citizens Financial Corp | 1,755 | $305.0K | 0.22% | 00.0% | Unchanged |
| Cortland Associates Inc | 1,754 | $305.0K | 0.03% | +35+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,755 | $305.0K | 0.07% | +60+3.5% | Added |
| Fingerlakes Wealth Management, Inc. | 1,745 | $305.0K | 0.34% | +1,745 | New |
| BigSur Wealth Management LLC | 1,750 | $306.0K | 0.12% | 00.0% | Unchanged |
| Unionview, LLC | 1,759 | $306.0K | 0.29% | +1,759 | New |
| Pin Oak Investment Advisors Inc | 1,773 | $308.0K | 0.31% | −195−9.9% | Reduced |
| Kalos Management, Inc. | 1,974 | $308.0K | 0.08% | +94+5.0% | Added |
| Capital City Trust Co | 1,774 | $308.0K | 0.09% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,774 | $308.0K | 0.12% | +82+4.8% | Added |
| Security Asset Management | 1,781 | $309.0K | 0.12% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,779 | $309.0K | 0.07% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,776 | $309.0K | 0.04% | +1,776 | New |
| One Charles Private Wealth Services, LLC | 1,784 | $310.0K | 0.18% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,789 | $311.0K | 0.04% | +1,789 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,791 | $311.0K | 0.10% | +1,791 | New |
| O'Rourke & Company, Inc | 1,790 | $311.0K | 0.21% | +1,790 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,797 | $312.0K | 0.19% | −28−1.5% | Reduced |
| Centerpoint Advisors, LLC | 1,795 | $312.0K | 0.14% | 00.0% | Unchanged |