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 |
|---|---|---|---|---|---|
| APCM Wealth Management for Individuals | 2,924 | $508.0K | 0.09% | +400+15.8% | Added |
| BMS Financial Advisors, LLC | 2,927 | $508.0K | 0.32% | +2,927 | New |
| Warren Averett Asset Management, LLC | 3,020 | $509.0K | 0.04% | −3,828−55.9% | Reduced |
| Mosaic Advisors LLC | 2,929 | $509.0K | 0.37% | −2,156−42.4% | Reduced |
| Sterling Financial Planning, Inc. | 2,931 | $509.0K | 0.32% | −120−3.9% | Reduced |
| Kowal Investment Group, LLC | 2,932 | $509.0K | 0.15% | +384+15.1% | Added |
| Paulson Wealth Management Inc. | 2,944 | $511.0K | 0.23% | −1,357−31.6% | Reduced |
| Sanford Advisory Services, LLC | 2,940 | $511.0K | 0.12% | 00.0% | Unchanged |
| Financial Planners of Cleveland, Inc. | 3,089 | $511.0K | 0.21% | +3,089 | New |
| Aua Capital Management, LLC | 2,955 | $513.0K | 0.30% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 2,956 | $513.0K | 0.16% | +2,956 | New |
| D'Orazio & Associates, Inc. | 2,959 | $514.0K | 0.12% | +464+18.6% | Added |
| Spinnaker Investment Group, LLC | 2,943 | $516.0K | 0.18% | +2,943 | New |
| Paradigm Capital Management, LLC | 2,980 | $518.0K | 0.51% | +2,980 | New |
| Cherry Creek Investment Advisors, Inc. | 2,987 | $519.0K | 0.32% | +6+0.2% | Added |
| Prosperity Consulting Group, LLC | 2,957 | $519.0K | 0.39% | +2,957 | New |
| BDO Wealth Advisors, LLC | 2,999 | $521.0K | 0.06% | −1,229−29.1% | Reduced |
| Alethea Capital Management, LLC | 3,000 | $521.0K | 0.45% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 3,003 | $522.0K | 0.19% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,007 | $522.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 3,025 | $525.0K | 0.30% | 00.0% | Unchanged |
| Vivid Financial Management, Inc. | 3,024 | $525.0K | 0.20% | +598+24.6% | Added |
| CVA Family Office, LLC | 3,020 | $525.0K | 0.13% | +1,836+155.1% | Added |
| Cedar Brook Financial Partners, LLC | 3,027 | $526.0K | 0.13% | −284−8.6% | Reduced |
| Financial Management Professionals, Inc. | 3,030 | $526.0K | 0.11% | +23+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 3,035 | $527.0K | 0.20% | −700−18.7% | Reduced |
| Tortoise Investment Management, LLC | 3,036 | $527.0K | 0.10% | +52+1.7% | Added |
| Opes Wealth Management LLC | 3,031 | $527.0K | 0.16% | +452+17.5% | Added |
| Traynor Capital Management, Inc. | 3,042 | $528.0K | 0.06% | −12−0.4% | Reduced |
| Merrion Investment Management Co, LLC | 3,045 | $528.0K | 0.39% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 3,038 | $528.0K | 0.42% | +3,038 | New |
| Good Life Advisors, LLC | 3,044 | $529.0K | 0.06% | −101−3.2% | Reduced |
| Delta Investment Management, LLC | 3,053 | $530.0K | 0.15% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,051 | $530.0K | 0.16% | +291+10.5% | Added |
| Morris Capital Advisors, LLC | 3,055 | $531.0K | 0.39% | −188−5.8% | Reduced |
| Tradewinds Capital Management, LLC | 3,057 | $531.0K | 0.08% | −179−5.5% | Reduced |
| Private Portfolio Partners LLC | 3,060 | $531.7K | 0.14% | +184+6.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,062 | $532.0K | 0.03% | −12,841−80.7% | Reduced |
| Marco Investment Management LLC | 3,061 | $532.0K | 0.05% | −39−1.3% | Reduced |
| South Street Advisors LLC | 3,065 | $532.0K | 0.09% | 00.0% | Unchanged |
| TFC Financial Management | 3,070 | $533.0K | 0.16% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,069 | $533.0K | 0.07% | +782+34.2% | Added |
| NCM Capital Management, LLC | 3,071 | $533.0K | 0.47% | +3,071 | New |
| Tillar-Wenstrup Advisors, LLC | 3,076 | $534.0K | 0.25% | +3,076 | New |
| LexAurum Advisors, LLC | 3,093 | $537.0K | 0.17% | −314−9.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,092 | $537.0K | 0.19% | −89−2.8% | Reduced |
| Burton Enright Welch | 3,094 | $537.4K | 0.36% | +3,094 | New |
| Hurlow Wealth Management Group, Inc. | 3,940 | $538.0K | 0.42% | +364+10.2% | Added |
| Garner Asset Management Corp | 3,100 | $539.0K | 0.23% | 00.0% | Unchanged |
| Diversified, LLC | 3,124 | $543.0K | 0.23% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,125 | $543.0K | 0.06% | +40+1.3% | Added |
| Prestige Wealth Management Group LLC | 3,130 | $544.0K | 0.13% | +99+3.3% | Added |
| Ballast Advisors LLC | 3,143 | $546.0K | 0.21% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,148 | $547.0K | 0.09% | +181+6.1% | Added |
| 626 Financial, LLC | 3,163 | $549.0K | 0.34% | +3,163 | New |
| Planning Directions Inc | 3,169 | $551.0K | 0.37% | −60−1.9% | Reduced |
| First Dallas Securities Inc. | 3,170 | $551.0K | 0.36% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,172 | $551.0K | 0.04% | +3,172 | New |
| Capital Market Strategies LLC | 3,172 | $551.0K | 0.45% | +3,172 | New |
| Summit Global Investments | 3,195 | $555.0K | 0.04% | −205−6.0% | Reduced |
| Perfromance Wealth Partners, LLC | 3,202 | $556.0K | 0.02% | +3,202 | New |
| Ironwood Investment Management LLC | 3,204 | $557.0K | 0.28% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,220 | $561.0K | 0.10% | +28+0.9% | Added |
| F3Logic, LLC | 3,231 | $562.0K | 0.07% | +3,231 | New |
| Intelligence Driven Advisers, LLC | 3,300 | $565.0K | 0.10% | +300+10.0% | Added |
| Evernest Financial Advisors, LLC | 3,375 | $565.9K | 0.29% | +3,375 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 3,260 | $566.0K | 0.16% | −20−0.6% | Reduced |
| ETF Store, Inc. | 3,408 | $566.0K | 0.43% | +3,408 | New |
| Alesco Advisors LLC | 3,269 | $568.0K | 0.02% | 00.0% | Unchanged |
| LifePro Asset Management | 3,268 | $568.0K | 0.17% | +292+9.8% | Added |
| Fort Point Capital Partners LLC | 3,276 | $569.0K | 0.08% | −69−2.1% | Reduced |
| Vectors Research Management, LLC | 3,273 | $569.0K | 0.12% | +98+3.1% | Added |
| HNP Capital LLC | 3,273 | $569.0K | 0.13% | +98+3.1% | Added |
| Landaas & Co | 3,282 | $570.0K | 0.30% | −43−1.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,291 | $572.0K | 0.30% | −433−11.6% | Reduced |
| Highview Capital Management LLC | 3,293 | $572.0K | 0.37% | +3,293 | New |
| Birchcreek Wealth Management, LLC | 3,298 | $573.0K | 0.50% | +13+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 3,307 | $574.0K | 0.53% | +3,307 | New |
| Ontario Teachers Pension Plan Board | 3,312 | $575.0K | 0.01% | −2,302−41.0% | Reduced |
| Eqis Capital Management, Inc. | 3,315 | $576.0K | 0.04% | −117−3.4% | Reduced |
| Convergence Investment Partners, LLC | 3,334 | $579.0K | 0.29% | −128−3.7% | Reduced |
| NewEdge Wealth, LLC | 3,347 | $581.0K | 0.02% | +69+2.1% | Added |
| Wealth Effects LLC | 3,342 | $581.0K | 0.24% | +3,342 | New |
| Five Oceans Advisors | 3,354 | $583.0K | 0.51% | +578+20.8% | Added |
| Royal Harbor Partners, LLC | 3,354 | $583.0K | 0.37% | +1,217+56.9% | Added |
| Aspire Private Capital, LLC | 3,367 | $585.0K | 0.18% | −49−1.4% | Reduced |
| Soltis Investment Advisors LLC | 3,374 | $586.0K | 0.08% | −206−5.8% | Reduced |
| Connecticut Wealth Management, LLC | 3,388 | $588.0K | 0.05% | −191−5.3% | Reduced |
| Ssi Investment Management LLC | 3,382 | $588.0K | 0.03% | −5−0.1% | Reduced |
| Johanson Financial Advisors, Inc. | 3,385 | $588.0K | 0.18% | +40+1.2% | Added |
| Abacus Wealth Partners, LLC | 3,390 | $588.9K | 0.21% | +75+2.3% | Added |
| Sovereign Financial Group, Inc. | 3,390 | $589.0K | 0.24% | +242+7.7% | Added |
| Briggs Advisory Group, Inc. | 3,394 | $590.0K | 0.40% | +3,394 | New |
| Probity Advisors, Inc. | 3,404 | $591.0K | 0.12% | −524−13.3% | Reduced |
| Cairn Investment Group, Inc. | 3,402 | $591.0K | 0.41% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 3,407 | $592.0K | 0.40% | +3,407 | New |
| ICICI Prudential Asset Management Co Ltd | 3,412 | $593.0K | 0.07% | +3,412 | New |
| Zevin Asset Management LLC | 3,420 | $594.0K | 0.11% | −91−2.6% | Reduced |
| Institute for Wealth Management, LLC. | 3,420 | $594.0K | 0.10% | +16+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 3,417 | $594.0K | 0.52% | +3,417 | New |