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
- +340 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
- 95
- 1,097 more reduced
41 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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 27,900 | $4.85M | 0.99% | −519−1.8% | Reduced |
| Donaldson Capital Management, LLC | 27,821 | $4.83M | 0.21% | +424+1.5% | Added |
| Grandfield & Dodd, LLC | 27,791 | $4.83M | 0.31% | +21+0.1% | Added |
| Baugh & Associates, LLC | 27,781 | $4.83M | 2.67% | 00.0% | Unchanged |
| MD Financial Management Inc. | 27,743 | $4.82M | 0.12% | +4,212+17.9% | Added |
| Investment Management of Virginia LLC | 27,726 | $4.82M | 0.78% | +1,030+3.9% | Added |
| Lyell Wealth Management, LP | 27,522 | $4.81M | 0.55% | +597+2.2% | Added |
| Hall Capital Management Co Inc | 27,651 | $4.80M | 2.72% | −1,654−5.6% | Reduced |
| Pathstone Family Office, LLC | 27,584 | $4.80M | 0.12% | −3,227−10.5% | Reduced |
| Essex Financial Services, Inc. | 27,556 | $4.79M | 0.47% | −480−1.7% | Reduced |
| Harbour Capital Advisors, LLC | 27,501 | $4.78M | 1.17% | +320+1.2% | Added |
| Confluence Wealth Services, Inc. | 27,503 | $4.78M | 1.54% | +27,503 | New |
| Grimes & Company, Inc. | 27,460 | $4.77M | 0.22% | −608−2.2% | Reduced |
| Trinity Legacy Partners, LLC | 27,441 | $4.77M | 1.62% | +334+1.2% | Added |
| GQG Partners LLC | 27,436 | $4.76M | 0.01% | +23,293+562.2% | Added |
| Beaton Management Co. Inc. | 27,366 | $4.75M | 2.84% | 00.0% | Unchanged |
| Veriti Management LLC | 27,281 | $4.74M | 0.61% | +635+2.4% | Added |
| Twin Capital Management Inc | 27,191 | $4.72M | 0.47% | −2,945−9.8% | Reduced |
| AMG National Trust Bank | 27,103 | $4.71M | 0.14% | −37−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $4.68M | 0.97% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 26,878 | $4.67M | 0.39% | +19,407+259.8% | Added |
| Lincoln National Corp | 26,804 | $4.66M | 0.09% | +1,065+4.1% | Added |
| Westhampton Capital, LLC | 26,761 | $4.65M | 2.85% | +110+0.4% | Added |
| Citizens National Bank Trust Department | 26,722 | $4.64M | 1.76% | −12,992−32.7% | Reduced |
| Mark Stevens | 26,708 | $4.64M | 0.49% | −398−1.5% | Reduced |
| Pensionfund Sabic | 26,700 | $4.64M | 0.87% | 00.0% | Unchanged |
| North Star Asset Management Inc | 26,673 | $4.63M | 0.23% | +90.0% | Added |
| Chatham Capital Group, Inc. | 26,665 | $4.63M | 0.84% | −1,875−6.6% | Reduced |
| Marietta Investment Partners LLC | 26,600 | $4.62M | 0.98% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 26,572 | $4.62M | 0.82% | −150−0.6% | Reduced |
| Spears Abacus Advisors LLC | 26,379 | $4.58M | 0.31% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 26,321 | $4.57M | 2.13% | +456+1.8% | Added |
| Peninsula Asset Management Inc | 26,297 | $4.57M | 2.17% | −406−1.5% | Reduced |
| Diamant Asset Management, Inc. | 26,265 | $4.56M | 3.33% | 00.0% | Unchanged |
| Verity & Verity, LLC | 26,252 | $4.56M | 0.65% | +164+0.6% | Added |
| Sumitomo Life Insurance Co | 26,082 | $4.53M | 0.11% | −801−3.0% | Reduced |
| Edgewood Management LLC | 26,031 | $4.52M | 0.01% | −1,503−5.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,970 | $4.51M | 0.31% | +383+1.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 25,960 | $4.51M | 0.32% | +25,960 | New |
| Security National Bank | 25,955 | $4.51M | 1.02% | −307−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 25,927 | $4.50M | 0.19% | +4,329+20.0% | Added |
| Hamilton Point Investment Advisors, LLC | 25,726 | $4.50M | 1.07% | +422+1.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 25,862 | $4.49M | 0.73% | +15,250+143.7% | Added |
| Vise Technologies, Inc. | 25,818 | $4.49M | 1.21% | +25,818 | New |
| Altium Wealth Management LLC | 25,760 | $4.47M | 0.29% | +1,831+7.7% | Added |
| TRUE Private Wealth Advisors | 25,757 | $4.47M | 0.64% | −100.0% | Reduced |
| Domani Wealth, LLC | 25,743 | $4.47M | 0.88% | +52+0.2% | Added |
| Sciencast Management LP | 25,700 | $4.47M | 0.79% | +16,908+192.3% | Added |
| Pettee Investors, Inc. | 25,730 | $4.47M | 1.87% | +94+0.4% | Added |
| Apollon Wealth Management, LLC | 25,719 | $4.47M | 0.36% | +9,641+60.0% | Added |
| Peterson Wealth Management | 25,694 | $4.46M | 2.98% | +384+1.5% | Added |
| Reynders McVeigh Capital Management, LLC | 25,672 | $4.46M | 0.25% | −493−1.9% | Reduced |
| Shufro Rose & Co LLC | 25,645 | $4.46M | 0.32% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 25,649 | $4.46M | 3.85% | +25,649 | New |
| Moloney Securities Asset Management, LLC | 25,642 | $4.45M | 0.76% | −60.0% | Reduced |
| Burney Co | 25,639 | $4.45M | 0.19% | +49+0.2% | Added |
| Union Heritage Capital, LLC | 25,595 | $4.45M | 2.08% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 25,595 | $4.45M | 2.16% | +165+0.6% | Added |
| Coastline Trust Co | 25,586 | $4.45M | 0.51% | −668−2.5% | Reduced |
| Pegasus Partners Ltd. | 25,346 | $4.40M | 0.77% | −998−3.8% | Reduced |
| Paradigm Financial Partners, LLC | 25,332 | $4.40M | 0.92% | +1,276+5.3% | Added |
| Addison Capital Co | 25,213 | $4.38M | 1.96% | −720−2.8% | Reduced |
| Hixon Zuercher, LLC | 25,209 | $4.38M | 2.20% | +825+3.4% | Added |
| Bank of New Hampshire | 25,180 | $4.37M | 1.06% | −1,134−4.3% | Reduced |
| Capricorn Fund Managers Ltd | 25,177 | $4.37M | 1.23% | +25,177 | New |
| Laurel Wealth Advisors LLC | 25,140 | $4.37M | 0.91% | −180−0.7% | Reduced |
| Hodges Capital Management Inc. | 25,037 | $4.35M | 0.32% | +60+0.2% | Added |
| Parallel Advisors, LLC | 25,035 | $4.35M | 0.16% | +1,574+6.7% | Added |
| Viking Fund Management LLC | 25,000 | $4.34M | 1.14% | +1,000+4.2% | Added |
| Azzad Asset Management Inc | 24,980 | $4.34M | 0.58% | +765+3.2% | Added |
| Naples Global Advisors, LLC | 24,967 | $4.34M | 0.50% | −1,150−4.4% | Reduced |
| RBA Wealth Management, LLC | 24,868 | $4.32M | 2.04% | +24,868 | New |
| Searle & Co. | 24,850 | $4.32M | 1.57% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 24,826 | $4.31M | 0.23% | +24,826 | New |
| Equitable Holdings, Inc. | 24,793 | $4.31M | 0.07% | +1,612+7.0% | Added |
| Hayek Kallen Investment Management | 24,776 | $4.30M | 1.53% | +322+1.3% | Added |
| Delta Capital Management LLC | 24,737 | $4.30M | 2.40% | +25+0.1% | Added |
| Avidian Wealth Solutions, LLC | 24,674 | $4.29M | 0.27% | +2,651+12.0% | Added |
| Atlas Brown,Inc. | 24,653 | $4.28M | 1.66% | +450+1.9% | Added |
| Belpointe Asset Management LLC | 24,599 | $4.27M | 0.27% | +421+1.7% | Added |
| Kistler-Tiffany Companies, LLC | 24,551 | $4.26M | 0.83% | +482+2.0% | Added |
| Rafferty Asset Management, LLC | 24,483 | $4.25M | 0.02% | −2,844−10.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 24,464 | $4.25M | 0.55% | −11,300−31.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,404 | $4.24M | 0.24% | +219+0.9% | Added |
| Schulhoff & Co Inc | 24,323 | $4.22M | 1.74% | −47−0.2% | Reduced |
| Bangor Savings Bank | 24,290 | $4.22M | 0.40% | +841+3.6% | Added |
| Cadence Bank NA | 24,265 | $4.21M | 1.15% | −293−1.2% | Reduced |
| Plancorp, LLC | 24,235 | $4.21M | 0.27% | −512−2.1% | Reduced |
| Exeter Financial, LLC | 24,092 | $4.20M | 2.30% | +51+0.2% | Added |
| Integrated Wealth Concepts LLC | 24,151 | $4.20M | 0.12% | +1,407+6.2% | Added |
| Financial & Tax Architects, LLC | 24,146 | $4.19M | 1.71% | +778+3.3% | Added |
| Cheviot Value Management, LLC | 24,127 | $4.19M | 0.98% | −573−2.3% | Reduced |
| Broderick Brian C | 24,068 | $4.18M | 1.01% | +895+3.9% | Added |
| Mathes Company, Inc. | 24,056 | $4.18M | 1.44% | −450−1.8% | Reduced |
| Elk River Wealth Management, LLC | 23,881 | $4.17M | 0.95% | +123+0.5% | Added |
| American Money Management, LLC | 24,020 | $4.17M | 1.08% | −71−0.3% | Reduced |
| Institutional & Family Asset Management, LLC | 24,012 | $4.17M | 0.65% | −2,287−8.7% | Reduced |
| Full Sail Capital, LLC | 24,296 | $4.16M | 0.37% | +235+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 23,950 | $4.16M | 0.97% | +85+0.4% | Added |
| Spring Capital Management, LLC | 23,886 | $4.15M | 3.29% | +23,886 | New |