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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 1,800 | $313.0K | 0.07% | −4,053−69.2% | Reduced |
| Legacy Advisors, LLC | 1,804 | $313.0K | 0.11% | −214−10.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,807 | $313.0K | 0.11% | +57+3.3% | Added |
| Diligent Investors, LLC | 1,801 | $313.0K | 0.09% | +34+1.9% | Added |
| Ritter Daniher Financial Advisory, LLC | 1,799 | $313.0K | 0.21% | +125+7.5% | Added |
| Orgel Wealth Management, LLC | 1,806 | $314.0K | 0.03% | −2−0.1% | Reduced |
| Armbruster Capital Management, Inc. | 1,820 | $316.0K | 0.07% | +45+2.5% | Added |
| Merriman Wealth Management, LLC | 1,819 | $316.0K | 0.02% | +132+7.8% | Added |
| Sierra Capital LLC | 1,817 | $316.0K | 0.05% | +544+42.7% | Added |
| Woodard & Co Asset Management Group Inc | 1,826 | $317.0K | 0.15% | −120−6.2% | Reduced |
| German American Bancorp, Inc. | 1,831 | $318.0K | 0.04% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,834 | $318.6K | 0.09% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 1,834 | $319.0K | 0.02% | +113+6.6% | Added |
| Heron Financial Group, LLC | 1,858 | $320.0K | 0.17% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,845 | $320.0K | 0.08% | +1,845 | New |
| JSF Financial, LLC | 1,846 | $321.0K | 0.16% | −134−6.8% | Reduced |
| Lathrop Investment Management Corp | 1,849 | $321.0K | 0.06% | −72−3.7% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,850 | $321.0K | 0.19% | +1,850 | New |
| Hollencrest Capital Management | 1,853 | $322.0K | 0.03% | +100+5.7% | Added |
| Grant Street Asset Management, Inc. | 1,851 | $322.0K | 0.17% | +276+17.5% | Added |
| Cordasco Financial Network | 1,851 | $322.0K | 0.20% | +361+24.2% | Added |
| Paragon Private Wealth Management, LLC | 1,852 | $322.0K | 0.29% | +1,852 | New |
| Holistic Financial Partners | 1,860 | $323.0K | 0.19% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,857 | $323.0K | 0.14% | +1,857 | New |
| Blume Capital Management, Inc. | 1,870 | $325.0K | 0.11% | −156−7.7% | Reduced |
| Prentice Wealth Management LLC | 1,882 | $325.0K | 0.15% | −42−2.2% | Reduced |
| Wellspring Financial Advisors, LLC | 1,877 | $326.0K | 0.09% | +67+3.7% | Added |
| O'Brien Greene & Co. Inc | 1,875 | $326.0K | 0.11% | +120+6.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,880 | $327.0K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,881 | $327.0K | 0.05% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 1,883 | $327.0K | 0.36% | +1,883 | New |
| Ironwood Financial, llc | 1,892 | $329.0K | 0.09% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,904 | $330.0K | 0.11% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 1,900 | $330.0K | 0.05% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,904 | $331.0K | 0.35% | +1,904 | New |
| Atticus Wealth Management, LLC | 1,910 | $332.0K | 0.13% | −480−20.1% | Reduced |
| Towerpoint Wealth, LLC | 1,910 | $332.0K | 0.16% | −34−1.7% | Reduced |
| Sand Hill Global Advisors, LLC | 1,911 | $332.0K | 0.02% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,912 | $332.0K | 0.06% | +3+0.2% | Added |
| Scholtz & Company, LLC | 1,930 | $335.0K | 0.11% | −45−2.3% | Reduced |
| Benchmark Wealth Management, LLC | 1,931 | $335.0K | 0.22% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,934 | $336.0K | 0.10% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,945 | $338.0K | 0.20% | −66−3.3% | Reduced |
| Penn Davis McFarland Inc | 1,944 | $338.0K | 0.06% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,943 | $338.0K | 0.20% | +27+1.4% | Added |
| Financial Planning & Information Services, Inc. | 1,949 | $339.0K | 0.08% | 00.0% | Unchanged |
| Bank Hapoalim BM | 1,958 | $340.0K | 0.03% | −747−27.6% | Reduced |
| Ahrens Investment Partners LLC | 1,962 | $341.0K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,963 | $341.0K | 0.27% | +1,963 | New |
| Echo Street Capital Management LLC | 1,969 | $342.0K | 0.00% | −6,162−75.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 1,966 | $342.0K | 0.07% | −14−0.7% | Reduced |
| Howard Capital Management Inc. | 1,968 | $342.0K | 0.04% | +1,968 | New |
| State of Wyoming | 1,972 | $343.0K | 0.16% | −53−2.6% | Reduced |
| Millennium Capital Advisors, LLC | 1,980 | $344.0K | 0.27% | +1,980 | New |
| Berkeley Capital Partners, LLC | 1,988 | $345.0K | 0.14% | −24−1.2% | Reduced |
| Vision Capital Management, Inc. | 1,991 | $346.0K | 0.05% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,993 | $346.0K | 0.09% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,995 | $347.0K | 0.24% | +1,995 | New |
| Port Capital LLC | 2,009 | $349.0K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,006 | $349.0K | 0.20% | +750+59.7% | Added |
| James Hambro & Partners | 2,010 | $350.0K | 0.02% | 00.0% | Unchanged |
| Meridian Management Co | 2,015 | $350.0K | 0.10% | +140+7.5% | Added |
| Kolinsky Wealth Management, LLC | 2,013 | $350.0K | 0.32% | +2,013 | New |
| Rockwood Wealth Management, LLC | 2,016 | $350.2K | 0.16% | +2,016 | New |
| Signature Estate & Investment Advisors LLC | 2,020 | $351.0K | 0.02% | −767−27.5% | Reduced |
| TCG Advisory Services, LLC | 2,019 | $351.0K | 0.08% | +207+11.4% | Added |
| Cassia Capital Partners, LLC | 2,024 | $352.0K | 0.24% | +2,024 | New |
| Resource Planning Group | 2,030 | $353.0K | 0.24% | −2,917−59.0% | Reduced |
| LifeSteps Financial, Inc. | 2,030 | $353.0K | 0.25% | −250−11.0% | Reduced |
| Slow Capital, Inc. | 2,033 | $353.0K | 0.06% | −52−2.5% | Reduced |
| Warwick Investment Management, Inc. | 2,030 | $353.0K | 0.18% | +2,030 | New |
| Atwater Malick LLC | 2,036 | $354.0K | 0.16% | −10−0.5% | Reduced |
| CenterStar Asset Management, LLC | – | $354.0K | 0.27% | – | New |
| Beacon Financial Advisory LLC | 2,043 | $355.0K | 0.16% | +81+4.1% | Added |
| Paragon Capital Management Ltd | 2,050 | $356.0K | 0.06% | −125−5.7% | Reduced |
| Shikiar Asset Management Inc | 2,050 | $356.0K | 0.09% | 00.0% | Unchanged |
| Lake Point Wealth Management | 2,057 | $357.0K | 0.16% | 00.0% | Unchanged |
| Insight Folios Inc | 2,054 | $357.0K | 0.17% | +272+15.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,057 | $357.0K | 0.34% | +2,057 | New |
| Affinity Capital Advisors, LLC | 2,069 | $359.0K | 0.11% | 00.0% | Unchanged |
| City State Bank | 2,065 | $359.0K | 0.22% | +2,065 | New |
| Northwest Wealth Management, LLC | 2,073 | $360.0K | 0.17% | +50+2.5% | Added |
| HT Partners LLC | 2,078 | $361.0K | 0.11% | −170−7.6% | Reduced |
| Curi Capital | 2,080 | $361.0K | 0.06% | +2+0.1% | Added |
| Overbrook Management Corp | 2,081 | $361.0K | 0.07% | +650+45.4% | Added |
| Elm Advisors, LLC | 2,085 | $362.0K | 0.20% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,084 | $362.0K | 0.17% | +526+33.8% | Added |
| Echo45 Advisors LLC | 2,084 | $362.0K | 0.29% | +2,084 | New |
| Tennessee Valley Asset Management Partners | 2,091 | $363.0K | 0.12% | +9+0.4% | Added |
| Meridian Wealth Partners, LLC | 2,087 | $363.0K | 0.07% | +109+5.5% | Added |
| LWM Advisory Services, LLC | 2,092 | $363.0K | 0.45% | +2,092 | New |
| Secure Asset Management, LLC | 2,098 | $364.0K | 0.15% | −798−27.6% | Reduced |
| Austin Private Wealth, LLC | 2,104 | $365.0K | 0.07% | +9+0.4% | Added |
| Titleist Asset Management, Ltd. | 2,121 | $368.0K | 0.07% | +2,121 | New |
| Biltmore Capital Advisors LLC | 2,123 | $369.0K | 0.06% | +46+2.2% | Added |
| Commons Capital, LLC | 2,123 | $369.0K | 0.37% | +2,123 | New |
| Rede Wealth, LLC | 2,131 | $370.0K | 0.19% | −200−8.6% | Reduced |
| Willow Creek Wealth Management Inc. | 2,134 | $371.0K | 0.08% | +24+1.1% | Added |
| Warther Private Wealth, LLC | 2,147 | $371.0K | 0.28% | +250+13.2% | Added |
| Magnus Financial Group LLC | 2,153 | $374.0K | 0.07% | +10+0.5% | Added |