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 |
|---|---|---|---|---|---|
| Cooper/Haims Advisors, LLC | 3,432 | $596.0K | 0.37% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,447 | $599.0K | 0.09% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 3,451 | $599.0K | 0.09% | +94+2.8% | Added |
| Arkadios Wealth Advisors | 3,448 | $599.0K | 0.08% | +212+6.6% | Added |
| RTD Financial Advisors, Inc. | 3,448 | $599.0K | 0.08% | +3,448 | New |
| KWB Wealth | 3,451 | $600.0K | 0.10% | +2,021+141.3% | Added |
| Versant Capital Management, Inc | 3,460 | $601.0K | 0.20% | −10−0.3% | Reduced |
| Wealthspan Partners, LLC | 3,459 | $601.0K | 0.53% | +3,459 | New |
| Alphasimplex Group, LLC | 3,470 | $603.0K | 1.03% | −4,057−53.9% | Reduced |
| Andesa Financial Management Inc. | 3,472 | $603.0K | 0.30% | +72+2.1% | Added |
| Silverlake Wealth Management LLC | 3,474 | $603.5K | 0.32% | +3,474 | New |
| Thomas White International Ltd | 3,495 | $607.0K | 0.10% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 8,418 | $610.0K | 0.21% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,500 | $612.0K | 0.16% | −5,038−59.0% | Reduced |
| Carolinas Wealth Consulting LLC | 3,499 | $612.0K | 0.13% | −50−1.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 3,523 | $612.0K | 0.34% | 00.0% | Unchanged |
| Optas, LLC | 3,518 | $612.0K | 0.17% | +33+0.9% | Added |
| Semmax Financial Advisors Inc. | 3,530 | $613.0K | 0.23% | −979−21.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,530 | $613.0K | 0.16% | −85−2.4% | Reduced |
| Security Financial Services, INC. | 3,526 | $613.0K | 0.20% | +3,526 | New |
| Covenant Asset Management, LLC | 3,543 | $615.0K | 0.17% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 3,540 | $615.0K | 0.63% | +3,540 | New |
| Cubic Asset Management, LLC | 3,561 | $619.0K | 0.14% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 3,573 | $621.0K | 0.74% | +8+0.2% | Added |
| Financial Strategies Group, Inc. | 3,575 | $621.0K | 0.25% | +559+18.5% | Added |
| Souders Financial Advisors | 3,578 | $622.0K | 0.18% | −266−6.9% | Reduced |
| Tanaka Capital Management Inc | 3,586 | $623.0K | 1.18% | −189−5.0% | Reduced |
| Broadleaf Partners, LLC | 3,584 | $623.0K | 0.19% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 3,592 | $624.0K | 0.21% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,601 | $625.6K | 0.41% | +3,601 | New |
| AllSquare Wealth Management LLC | 3,612 | $627.0K | 0.37% | −372−9.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,620 | $629.0K | 0.08% | −170−4.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,631 | $629.0K | 0.12% | −21−0.6% | Reduced |
| Cabot Wealth Management Inc | 3,629 | $630.0K | 0.08% | +35+1.0% | Added |
| Sigma Investment Counselors Inc | 3,634 | $631.0K | 0.04% | −31−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,637 | $632.0K | 0.12% | +28+0.8% | Added |
| Oxford Financial Group Ltd | 3,656 | $635.0K | 0.07% | +26+0.7% | Added |
| Summit Trail Advisors, LLC | 3,636 | $635.0K | 0.04% | +293+8.8% | Added |
| Sax Wealth Advisors, LLC | 3,668 | $637.0K | 0.13% | +1,859+102.8% | Added |
| SNS Financial Group, LLC | 3,676 | $638.0K | 0.07% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,672 | $638.0K | 0.24% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,674 | $638.0K | 0.28% | +325+9.7% | Added |
| Loveless Wealth Management LLC | 3,677 | $639.0K | 0.35% | +395+12.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,690 | $641.0K | 0.15% | −14−0.4% | Reduced |
| Bank of Stockton | 3,699 | $643.0K | 0.19% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $644.0K | 0.29% | −250−6.3% | Reduced |
| Midwest Professional Planners, LTD. | 3,714 | $645.0K | 0.31% | +194+5.5% | Added |
| Capital Investment Services of America, Inc. | 3,720 | $646.0K | 0.06% | −1,000−21.2% | Reduced |
| Waterfront Wealth Inc. | 3,720 | $646.0K | 0.26% | −16−0.4% | Reduced |
| Lesa Sroufe & Co | 3,727 | $647.0K | 0.65% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 3,727 | $647.0K | 0.04% | +113+3.1% | Added |
| Gryphon Financial Partners LLC | 3,727 | $648.0K | 0.13% | +218+6.2% | Added |
| Guardian Wealth Advisors, LLC | 3,738 | $649.0K | 0.28% | +3,738 | New |
| RiverFront Investment Group, LLC | 3,740 | $650.0K | 0.02% | +1,340+55.8% | Added |
| Saturna Capital CORP | 3,750 | $651.0K | 0.01% | −232,050−98.4% | Reduced |
| Bickling Financial Services, Inc. | 3,751 | $652.0K | 0.32% | +285+8.2% | Added |
| Cedrus LLC | 3,755 | $652.4K | 0.63% | +3,755 | New |
| Capstone Financial Advisors, Inc. | 3,772 | $655.0K | 0.05% | +10.0% | Added |
| Sanders Morris Harris LLC | 3,815 | $657.0K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,783 | $657.0K | 0.37% | +70+1.9% | Added |
| Patriot Investment Management Inc. | 3,785 | $657.0K | 0.06% | +98+2.7% | Added |
| Compass Capital Management, Inc | 3,788 | $658.0K | 0.04% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,801 | $660.0K | 0.07% | −1,000−20.8% | Reduced |
| Apriem Advisors | 3,799 | $660.0K | 0.09% | −180−4.5% | Reduced |
| Brasada Capital Management, LP | 3,759 | $660.0K | 0.13% | +3,759 | New |
| Intelligent Financial Strategies | 3,807 | $661.0K | 0.59% | +3,807 | New |
| Ridgecrest Wealth Partners, LLC | 3,817 | $663.0K | 0.32% | +98+2.6% | Added |
| Capstone Triton Financial Group, LLC | 3,854 | $665.0K | 1.34% | +447+13.1% | Added |
| Pendal Group Limited | 3,842 | $667.0K | 0.01% | −8,326−68.4% | Reduced |
| Rice Partnership, LLC | 3,840 | $667.0K | 0.19% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,840 | $667.0K | 0.28% | +68+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,882 | $674.0K | 0.03% | −1,888−32.7% | Reduced |
| Atlantic Trust, LLC | 3,879 | $674.0K | 0.40% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 3,881 | $674.0K | 0.29% | +436+12.7% | Added |
| Morris Financial Concepts, Inc. | 3,883 | $674.0K | 0.56% | +3,883 | New |
| Karpas Strategies, LLC | 3,907 | $679.0K | 0.22% | +124+3.3% | Added |
| Wharton Business Group, LLC | 3,919 | $681.0K | 0.04% | +3,919 | New |
| Almanack Investment Partners, LLC. | 3,905 | $683.0K | 0.06% | +52+1.3% | Added |
| CWA Asset Management Group, LLC | 3,933 | $683.0K | 0.05% | +738+23.1% | Added |
| Mason Investment Advisory Services, Inc. | 3,932 | $683.0K | 0.06% | −960−19.6% | Reduced |
| Harvest Investment Services, LLC | 3,938 | $684.0K | 0.29% | −293−6.9% | Reduced |
| JNBA Financial Advisors | 3,944 | $685.0K | 0.08% | −49−1.2% | Reduced |
| Sound Income Strategies, LLC | 3,956 | $687.0K | 0.08% | +9+0.2% | Added |
| Summit Financial, LLC | 3,951 | $690.5K | 0.05% | +107+2.8% | Added |
| Orca Investment Management, LLC | 3,980 | $691.0K | 0.57% | −117−2.9% | Reduced |
| Harvey Capital Management Inc | 3,995 | $693.0K | 0.21% | −100−2.4% | Reduced |
| Hutchinson Capital Management | 3,988 | $693.0K | 0.15% | +22+0.6% | Added |
| Cahaba Wealth Management, Inc. | 4,007 | $696.0K | 0.09% | −94−2.3% | Reduced |
| Marion Wealth Management | 4,009 | $696.0K | 0.33% | +4,009 | New |
| Vivaldi Capital Management, LLC | 4,014 | $697.0K | 0.16% | +9+0.2% | Added |
| Guardian Wealth Advisors, LLC | 4,023 | $699.0K | 0.56% | +19+0.5% | Added |
| Fort Sheridan Advisors LLC | 4,025 | $699.0K | 0.20% | +1,620+67.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,038 | $701.0K | 0.17% | −269−6.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,048 | $703.0K | 0.19% | +94+2.4% | Added |
| Sippican Capital Advisors | 4,060 | $705.0K | 0.60% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,062 | $706.0K | 0.43% | +484+13.5% | Added |
| First National Bank Sioux Falls | 4,076 | $708.0K | 0.76% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,082 | $709.0K | 0.15% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 4,090 | $710.0K | 0.42% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 4,100 | $712.0K | 0.37% | −124−2.9% | Reduced |