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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 23,859 | $4.14M | 0.37% | +468+2.0% | Added |
| Heritage Trust Co | 23,832 | $4.14M | 0.53% | +4,568+23.7% | Added |
| Cohen Lawrence B | 23,792 | $4.13M | 1.61% | −4,862−17.0% | Reduced |
| Essex LLC | 23,756 | $4.13M | 1.10% | +747+3.2% | Added |
| Empirical Finance, LLC | 23,755 | $4.13M | 0.49% | +6,337+36.4% | Added |
| Dorsey & Whitney Trust CO LLC | 23,760 | $4.12M | 0.35% | +2,163+10.0% | Added |
| Northeast Financial Consultants Inc | 23,726 | $4.12M | 0.25% | +20+0.1% | Added |
| First Interstate Bank | 23,716 | $4.12M | 0.40% | +249+1.1% | Added |
| Cornerstone Wealth Group, LLC | 23,694 | $4.12M | 0.70% | +818+3.6% | Added |
| Thompson Investment Management, Inc. | 23,679 | $4.11M | 0.58% | −425−1.8% | Reduced |
| Trexquant Investment LP | 23,626 | $4.10M | 0.25% | +23,626 | New |
| Guardian Capital LP | 23,617 | $4.10M | 0.08% | +1,800+8.3% | Added |
| Pictet North America Advisors SA | 23,602 | $4.10M | 0.40% | +1,175+5.2% | Added |
| V Wealth Advisors LLC | 23,552 | $4.09M | 0.60% | +397+1.7% | Added |
| Riverbridge Partners LLC | 23,534 | $4.09M | 0.04% | −1,251−5.0% | Reduced |
| Keating Investment Counselors Inc | 23,158 | $4.02M | 1.78% | −250−1.1% | Reduced |
| Peloton Wealth Strategists | 23,055 | $4.00M | 1.61% | −1,600−6.5% | Reduced |
| NEXT Financial Group, Inc | 23,024 | $4.00M | 0.26% | +1,189+5.4% | Added |
| Strategic Financial Services, Inc, | 23,036 | $4.00M | 0.30% | −345−1.5% | Reduced |
| GSB Wealth Management, LLC | 23,037 | $4.00M | 1.15% | +19,427+538.1% | Added |
| Ledyard National Bank | 23,002 | $4.00M | 0.38% | −690−2.9% | Reduced |
| United Fire Group Inc | 23,000 | $4.00M | 1.88% | 00.0% | Unchanged |
| IBM Retirement Fund | 22,989 | $3.99M | 0.50% | −15,951−41.0% | Reduced |
| Stratos Wealth Advisors, LLC | 22,968 | $3.99M | 0.29% | +300+1.3% | Added |
| Magnetar Financial LLC | 22,898 | $3.98M | 0.04% | +22,898 | New |
| Anchor Investment Management, LLC | 22,847 | $3.97M | 0.49% | −405−1.7% | Reduced |
| Axxcess Wealth Management, LLC | 22,715 | $3.95M | 0.30% | +22,715 | New |
| Resources Investment Advisors, LLC. | 22,648 | $3.94M | 0.15% | +46+0.2% | Added |
| Signaturefd, LLC | 22,554 | $3.92M | 0.12% | +1,700+8.2% | Added |
| Jag Capital Management, LLC | 22,465 | $3.90M | 0.30% | −345−1.5% | Reduced |
| Notis-McConarty Edward | 22,354 | $3.88M | 1.29% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 22,351 | $3.88M | 0.42% | +1,982+9.7% | Added |
| Financial Advisory Partners, LLC | 22,345 | $3.88M | 1.42% | +22,345 | New |
| Texas Yale Capital Corp. | 22,311 | $3.88M | 0.20% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 22,307 | $3.88M | 2.27% | +53+0.2% | Added |
| Siena Capital LLC | 22,276 | $3.87M | 2.22% | +22,276 | New |
| Harbor Investment Advisory, LLC | 22,255 | $3.87M | 0.49% | −417−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 22,251 | $3.87M | 0.49% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,198 | $3.86M | 2.52% | −37−0.2% | Reduced |
| Garrison Asset Management, LLC | 22,182 | $3.85M | 2.10% | −15−0.1% | Reduced |
| Journey Advisory Group, LLC | 22,179 | $3.85M | 1.06% | +929+4.4% | Added |
| IFP Advisors, Inc | 22,194 | $3.85M | 0.08% | −379−1.7% | Reduced |
| Enterprise Bank & Trust Co | 22,169 | $3.85M | 1.35% | +228+1.0% | Added |
| Inscription Capital, LLC | 22,025 | $3.85M | 1.05% | +2,187+11.0% | Added |
| NovaPoint Capital, LLC | 22,103 | $3.84M | 1.38% | +2,000+9.9% | Added |
| NorthRock Partners, LLC | 22,086 | $3.84M | 0.29% | +7,905+55.7% | Added |
| Smith Shellnut Wilson LLC | 22,047 | $3.83M | 1.90% | +472+2.2% | Added |
| St. James Investment Advisors, LLC | 21,889 | $3.83M | 2.83% | +21,889 | New |
| Thomasville National Bank | 22,001 | $3.82M | 0.37% | −1,255−5.4% | Reduced |
| Adirondack Trust Co | 21,988 | $3.82M | 1.82% | −480−2.1% | Reduced |
| CFM Wealth Partners LLC | 22,010 | $3.81M | 0.85% | 00.0% | Unchanged |
| Boit C F David | 21,900 | $3.80M | 2.41% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 21,898 | $3.80M | 1.70% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 21,894 | $3.80M | 0.67% | −1,982−8.3% | Reduced |
| Focus Financial Network, Inc. | 21,720 | $3.80M | 0.56% | +5,945+37.7% | Added |
| NewSquare Capital LLC | 21,831 | $3.79M | 0.40% | +2,216+11.3% | Added |
| Wellington Shields Capital Management, LLC | 21,826 | $3.79M | 0.49% | +6,899+46.2% | Added |
| Capital Insight Partners, LLC | 21,789 | $3.79M | 0.77% | +757+3.6% | Added |
| Triangle Securities Wealth Management | 21,773 | $3.78M | 1.18% | −184−0.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 21,756 | $3.78M | 0.03% | −991−4.4% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.78M | 0.97% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 21,727 | $3.77M | 0.15% | −1,094−4.8% | Reduced |
| Bill Few Associates, Inc. | 21,686 | $3.77M | 1.95% | +21,686 | New |
| Family Management Corp | 21,659 | $3.76M | 0.98% | +140+0.7% | Added |
| Heritage Way Advisors, LLC | 21,648 | $3.76M | 1.41% | −509−2.3% | Reduced |
| Johnson Financial Group, Inc. | 21,536 | $3.74M | 0.24% | −880−3.9% | Reduced |
| Cumberland Partners Ltd | 21,487 | $3.73M | 0.26% | +4,875+29.3% | Added |
| Wolverine Trading, LLC | 21,607 | $3.73M | 0.05% | −47,302−68.6% | Reduced |
| PFG Advisors | 21,469 | $3.73M | 0.38% | +36+0.2% | Added |
| Xcel Wealth Management, LLC | 21,458 | $3.73M | 0.96% | +26+0.1% | Added |
| Asio Capital, LLC | 21,425 | $3.72M | 1.16% | +403+1.9% | Added |
| Fairfield, Bush & Co. | 21,417 | $3.72M | 1.79% | −1,968−8.4% | Reduced |
| Estabrook Capital Management | 21,378 | $3.71M | 0.53% | −663−3.0% | Reduced |
| Ascent Group, LLC | 21,259 | $3.70M | 0.47% | +21,259 | New |
| HAP Trading, LLC | 21,319 | $3.70M | 0.26% | +10,852+103.7% | Added |
| Cutter & CO Brokerage, Inc. | 21,278 | $3.70M | 1.01% | +390+1.9% | Added |
| Bristlecone Advisors, LLC | 21,243 | $3.69M | 0.44% | +22+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 21,238 | $3.69M | 1.32% | +440+2.1% | Added |
| Aspiriant, LLC | 21,236 | $3.69M | 0.20% | +1,922+10.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 21,151 | $3.67M | 0.81% | +100+0.5% | Added |
| Lake Street Advisors Group, LLC | 21,127 | $3.67M | 0.23% | +8,350+65.4% | Added |
| Biltmore Family Office, LLC | 21,007 | $3.67M | 0.70% | +3,139+17.6% | Added |
| Procyon Private Wealth Partners, LLC | 21,094 | $3.66M | 0.78% | −1,730−7.6% | Reduced |
| American Trust | 21,086 | $3.66M | 0.28% | +21,086 | New |
| Evergreen Capital Management LLC | 21,018 | $3.65M | 0.15% | +14+0.1% | Added |
| RB Capital Management, LLC | 21,017 | $3.65M | 1.14% | +578+2.8% | Added |
| Physicians Financial Services, Inc. | 20,960 | $3.64M | 1.35% | −275−1.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 20,911 | $3.63M | 1.65% | −42−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 20,872 | $3.63M | 0.31% | −1,044−4.8% | Reduced |
| Shoker Investment Counsel, Inc. | 20,820 | $3.62M | 1.66% | −367−1.7% | Reduced |
| Northstar Group, Inc. | 20,810 | $3.61M | 0.86% | −71−0.3% | Reduced |
| United Capital Management of KS, Inc. | 20,773 | $3.61M | 1.35% | +525+2.6% | Added |
| Farmers National Bank | 20,665 | $3.59M | 1.19% | −976−4.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 20,637 | $3.59M | 0.49% | +1,150+5.9% | Added |
| Somerset Trust Co | 20,647 | $3.59M | 1.31% | +691+3.5% | Added |
| Watchman Group, Inc. | 20,636 | $3.58M | 1.88% | +35+0.2% | Added |
| Country Club Trust Company, n.a. | 20,733 | $3.58M | 0.28% | +98+0.5% | Added |
| Independent Investors Inc | 20,596 | $3.58M | 0.76% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 20,579 | $3.58M | 0.44% | −843−3.9% | Reduced |
| Alpha Omega Wealth Management LLC | 20,482 | $3.57M | 0.55% | −64−0.3% | Reduced |