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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 2,527 | $439.0K | 0.14% | +5+0.2% | Added |
| True Link Financial Advisors, LLC | 2,009 | $440.0K | 0.06% | −171−7.8% | Reduced |
| Samalin Investment Counsel, LLC | 2,535 | $440.0K | 0.26% | +90+3.7% | Added |
| Willner & Heller, LLC | 2,927 | $440.0K | 0.59% | +2,927 | New |
| Ackerman Capital Advisors, LLC | 2,540 | $441.0K | 0.10% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,545 | $442.0K | 0.30% | −130−4.9% | Reduced |
| January Capital Advisors LLC | 2,542 | $442.0K | 0.35% | +2,542 | New |
| D.B. Root & Company, LLC | 2,551 | $443.0K | 0.16% | −19−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,551 | $443.0K | 0.07% | +141+5.9% | Added |
| Thrive Wealth Management, LLC | 2,553 | $443.0K | 0.15% | +2,553 | New |
| Beaird Harris Wealth Management, LLC | 2,548 | $443.0K | 0.16% | +2,548 | New |
| LGT Fund Management Co Ltd. | 2,550 | $443.0K | 0.13% | +2,550 | New |
| One + One Wealth Management, LLC | 2,555 | $444.0K | 0.31% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,561 | $445.0K | 0.03% | +307+13.6% | Added |
| BCJ Capital Management, LLC | 2,562 | $445.0K | 0.04% | +784+44.1% | Added |
| Sweet Financial Partners, LLC | 2,562 | $445.0K | 0.18% | +2,562 | New |
| United Bank | 2,570 | $446.0K | 0.24% | −12−0.5% | Reduced |
| MONECO Advisors, LLC | 2,543 | $446.0K | 0.17% | −17−0.7% | Reduced |
| Single Point Partners, LLC | 2,574 | $447.0K | 0.12% | +2,574 | New |
| Quest Capital Management Inc | 2,580 | $448.0K | 0.08% | −5−0.2% | Reduced |
| XTX Topco Ltd | 2,593 | $450.0K | 0.25% | −2,847−52.3% | Reduced |
| Bell Bank | 2,590 | $450.0K | 0.05% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,592 | $450.0K | 0.09% | +10.0% | Added |
| Hamilton Capital, LLC | 2,590 | $450.0K | 0.04% | +135+5.5% | Added |
| Norwood Financial Corp | 2,594 | $450.0K | 0.62% | +2,594 | New |
| Mma Asset Management LLC | 2,600 | $452.0K | 0.32% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,617 | $454.0K | 0.11% | +80+3.2% | Added |
| DSC Advisors, L.P. | 2,617 | $455.0K | 0.53% | −398−13.2% | Reduced |
| Investors Financial Group, LLC | 2,619 | $455.0K | 0.21% | −18−0.7% | Reduced |
| Trinity Financial Advisors LLC | 2,620 | $455.0K | 0.27% | 00.0% | Unchanged |
| TSFG, LLC | 2,624 | $456.0K | 0.16% | 00.0% | Unchanged |
| Centric Wealth Management | 2,633 | $457.0K | 0.15% | +263+11.1% | Added |
| Annandale Capital, LLC | 2,631 | $457.0K | 0.20% | +2,631 | New |
| Lumbard & Kellner, LLC | 2,640 | $458.0K | 0.17% | 00.0% | Unchanged |
| Keel Point, LLC | 2,641 | $459.0K | 0.07% | +205+8.4% | Added |
| Orion Capital Management LLC | 2,655 | $461.0K | 0.26% | −100−3.6% | Reduced |
| Theory Financial LLC | 2,655 | $461.0K | 0.30% | +2,655 | New |
| Gouws Capital LLC | 2,655 | $461.0K | 0.37% | +2,655 | New |
| Buffington Mohr McNeal | 2,658 | $462.0K | 0.08% | +101+3.9% | Added |
| Brand Asset Management Group, Inc. | 2,667 | $463.0K | 0.21% | −50−1.8% | Reduced |
| Rowland & Co Investment Counsel | 2,667 | $463.3K | 0.10% | −305−10.3% | Reduced |
| Family Firm, Inc. | 2,670 | $464.0K | 0.12% | −121−4.3% | Reduced |
| Summit Financial Strategies, Inc. | 2,669 | $464.0K | 0.09% | +15+0.6% | Added |
| apricus wealth, LLC | 2,675 | $465.0K | 0.41% | +2,675 | New |
| Mezzasalma Advisors, LLC | 2,691 | $467.0K | 0.25% | −433−13.9% | Reduced |
| Steward Financial Group LLC | 2,697 | $468.0K | 0.43% | +2,697 | New |
| Evanson Asset Management, LLC | 2,699 | $469.0K | 0.04% | −200−6.9% | Reduced |
| Financial Advisors, LLC | 2,713 | $471.0K | 0.14% | −69−2.5% | Reduced |
| Premier Asset Management LLC | 2,719 | $472.0K | 0.08% | −191−6.6% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,719 | $472.0K | 0.08% | −32−1.2% | Reduced |
| Resolute Financial, LLC | 2,731 | $474.0K | 0.35% | +2,731 | New |
| Veracity Capital LLC | 2,734 | $475.0K | 0.19% | +28+1.0% | Added |
| Stephenson National Bank & Trust | 2,753 | $478.0K | 0.28% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,754 | $478.0K | 0.23% | +232+9.2% | Added |
| Private Wealth Advisors | 2,757 | $479.0K | 0.15% | −215−7.2% | Reduced |
| Foundations Investment Advisors, LLC | 2,754 | $479.0K | 0.02% | +681+32.9% | Added |
| Brown, Lisle/Cummings, Inc. | 2,762 | $479.8K | 0.24% | +2,762 | New |
| Eubel Brady & Suttman Asset Management Inc | 2,767 | $481.0K | 0.09% | +4+0.1% | Added |
| Clear Creek Financial Management, LLC | 2,772 | $482.0K | 0.07% | −61−2.2% | Reduced |
| Howard Capital Management Group, LLC | 2,772 | $482.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,777 | $482.0K | 0.07% | +95+3.5% | Added |
| Southland Equity Partners LLC | 2,779 | $482.7K | 0.20% | +3+0.1% | Added |
| Renasant Bank | 2,787 | $484.0K | 0.33% | −237−7.8% | Reduced |
| Dravo Bay LLC | 2,825 | $484.0K | 0.42% | +2,825 | New |
| Johnson Financial Group, LLC | 2,793 | $485.0K | 0.08% | −204−6.8% | Reduced |
| Baker Boyer National Bank | 2,790 | $485.0K | 0.22% | +2,790 | New |
| FSB Premier Wealth Management, Inc. | 2,803 | $486.0K | 0.20% | +68+2.5% | Added |
| Liberty Wealth Management LLC | 2,807 | $487.0K | 0.18% | −707−20.1% | Reduced |
| PCG Wealth Advisors, LLC | 2,806 | $487.0K | 0.34% | +2,806 | New |
| Stephens Consulting, LLC | 2,812 | $488.5K | 0.41% | +2,812 | New |
| Aaron Wealth Advisors | 2,825 | $490.0K | 0.14% | −111−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 2,820 | $490.0K | 0.06% | −59−2.0% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $490.0K | 0.14% | 00.0% | Unchanged |
| Lipe & Dalton | 2,822 | $490.0K | 0.23% | +155+5.8% | Added |
| EverSource Wealth Advisors, LLC | 2,823 | $490.0K | 0.14% | +2,823 | New |
| Oldfather Financial Services, LLC | 2,955 | $491.0K | 0.26% | +73+2.5% | Added |
| Accurate Wealth Management, LLC | 2,950 | $491.0K | 0.40% | +115+4.1% | Added |
| Baker Avenue Asset Management, LP | 2,825 | $491.0K | 0.03% | +2,825 | New |
| Wayfinding Financial, LLC | 2,899 | $491.0K | 0.39% | +2,899 | New |
| Carson Advisory Inc. | 2,827 | $491.0K | 0.50% | +2,827 | New |
| Voya Financial Advisors, Inc. | 2,848 | $492.0K | 0.06% | −1,105−28.0% | Reduced |
| Sunburst Financial Group, LLC | 2,835 | $492.0K | 0.25% | +357+14.4% | Added |
| Pointe Capital Management LLC | 2,840 | $493.0K | 0.31% | −29−1.0% | Reduced |
| Financial Management Network Inc | 2,847 | $493.0K | 0.23% | −8−0.3% | Reduced |
| Sageworth Trust Co | 2,841 | $494.0K | 0.04% | −7,129−71.5% | Reduced |
| Monticello Wealth Management, LLC | 2,844 | $494.0K | 0.04% | +1,351+90.5% | Added |
| 180 Wealth Advisors, LLC | 2,841 | $495.0K | 0.11% | −50−1.7% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 2,860 | $497.0K | 0.16% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,860 | $497.0K | 0.05% | +238+9.1% | Added |
| Riverview Capital Advisers, LLC | 2,881 | $500.5K | 0.22% | +2,881 | New |
| Innova Wealth Partners | 2,892 | $502.0K | 0.36% | −75−2.5% | Reduced |
| Frisch Financial Group, Inc. | 3,047 | $502.0K | 0.16% | +160+5.5% | Added |
| CMG Global Holdings, LLC | 2,888 | $502.0K | 0.32% | +91+3.3% | Added |
| ERTS Wealth Advisors, LLC | 2,888 | $503.0K | 0.12% | −62−2.1% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,898 | $503.0K | 0.12% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,898 | $503.0K | 0.14% | +2,898 | New |
| Inspirion Wealth Advisors, LLC | 2,917 | $507.0K | 0.11% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,931 | $507.0K | 0.41% | +161+5.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,924 | $508.0K | 0.03% | −236−7.5% | Reduced |
| Winfield Associates, Inc. | 2,925 | $508.0K | 0.17% | 00.0% | Unchanged |