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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 20,500 | $3.56M | 2.86% | +20,500 | New |
| Pinnacle Wealth Planning Services, Inc. | 20,498 | $3.56M | 0.72% | +657+3.3% | Added |
| Hotaling Investment Management, LLC | 20,434 | $3.55M | 1.23% | +207+1.0% | Added |
| All Terrain Financial Advisors, LLC | 20,432 | $3.55M | 1.51% | −1,509−6.9% | Reduced |
| Duncker Streett & Co Inc | 20,398 | $3.54M | 0.61% | −30−0.1% | Reduced |
| Leavell Investment Management, Inc. | 20,224 | $3.54M | 0.24% | +36+0.2% | Added |
| Asset Dedication, LLC | 20,361 | $3.53M | 0.43% | +1,678+9.0% | Added |
| Sawtooth Solutions, LLC | 20,268 | $3.52M | 0.39% | +8,228+68.3% | Added |
| Northstar Advisory Group, LLC | 20,250 | $3.52M | 2.08% | +20,250 | New |
| J. W. Coons Advisors, LLC | 20,226 | $3.51M | 1.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 20,192 | $3.51M | 0.01% | −552−2.7% | Reduced |
| King Wealth | 20,137 | $3.50M | 0.65% | −627−3.0% | Reduced |
| Cadent Capital Advisors, LLC | 20,119 | $3.50M | 1.54% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,002 | $3.48M | 0.25% | −2,806−12.3% | Reduced |
| Waldron Private Wealth LLC | 19,870 | $3.47M | 0.17% | +63+0.3% | Added |
| Hoey Investments, Inc | 19,971 | $3.47M | 0.91% | −310−1.5% | Reduced |
| Cape Ann Savings Bank | 19,921 | $3.46M | 2.08% | −322−1.6% | Reduced |
| Martin Capital Partners, LLC | 19,897 | $3.46M | 1.63% | +79+0.4% | Added |
| Puzo Michael J | 19,861 | $3.45M | 0.97% | −118−0.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 19,842 | $3.45M | 0.10% | +5,689+40.2% | Added |
| Bull Street Advisors, LLC | 19,819 | $3.44M | 1.64% | −150−0.8% | Reduced |
| Stonnington Group, LLC | 19,779 | $3.44M | 0.74% | +2,711+15.9% | Added |
| CAPROCK Group, Inc. | 19,635 | $3.43M | 0.28% | −1,937−9.0% | Reduced |
| Fairhaven Wealth Management, LLC | 19,717 | $3.42M | 1.34% | +276+1.4% | Added |
| JB Capital LLC | 19,704 | $3.42M | 0.34% | +708+3.7% | Added |
| Patten Group, Inc. | 19,681 | $3.42M | 0.91% | +52+0.3% | Added |
| Cottage Street Advisors LLC | 19,633 | $3.41M | 1.93% | +54+0.3% | Added |
| Cullinan Associates Inc | 19,621 | $3.41M | 0.17% | +956+5.1% | Added |
| Princeton Global Asset Management LLC | 19,612 | $3.41M | 0.95% | +12+0.1% | Added |
| Abbot Financial Management, Inc. | 19,577 | $3.40M | 1.52% | −571−2.8% | Reduced |
| Essex Savings Bank | 19,523 | $3.39M | 1.15% | −25−0.1% | Reduced |
| Pensionfund DSM Netherlands | 19,500 | $3.39M | 0.39% | 00.0% | Unchanged |
| Alta Capital Management LLC | 19,440 | $3.38M | 0.17% | +1,068+5.8% | Added |
| Integrated Advisors Network LLC | 19,433 | $3.38M | 0.20% | +1,581+8.9% | Added |
| Connable Office Inc | 19,429 | $3.38M | 0.43% | −1,983−9.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 19,363 | $3.36M | 0.25% | −1,028−5.0% | Reduced |
| CWS Financial Advisors, LLC | 19,321 | $3.36M | 1.18% | +19,321 | New |
| Oak Asset Management, LLC | 19,266 | $3.35M | 1.28% | −125−0.6% | Reduced |
| Merit Financial Group, LLC | 19,201 | $3.33M | 0.33% | −216−1.1% | Reduced |
| BSW Wealth Partners | 19,196 | $3.33M | 0.84% | +296+1.6% | Added |
| Boyd Watterson Asset Management LLC | 19,150 | $3.33M | 1.11% | +479+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 18,967 | $3.29M | 1.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 18,906 | $3.28M | 0.09% | +3,830+25.4% | Added |
| Paradigm Financial Advisors, LLC | 18,837 | $3.27M | 0.72% | −267−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 18,834 | $3.27M | 0.53% | +1,709+10.0% | Added |
| Baxter Bros Inc | 18,802 | $3.27M | 0.47% | −117−0.6% | Reduced |
| Teza Capital Management LLC | 18,771 | $3.26M | 0.87% | +18,771 | New |
| Minot Wealth Management LLC | 18,733 | $3.25M | 0.63% | −38−0.2% | Reduced |
| Howard Financial Services, Ltd. | 18,726 | $3.25M | 0.99% | −219−1.2% | Reduced |
| Phoenix Wealth Advisors | 18,717 | $3.25M | 2.45% | −930−4.7% | Reduced |
| Oak Associates, Ltd | 18,704 | $3.25M | 0.17% | −2,084−10.0% | Reduced |
| White Pine Capital LLC | 18,679 | $3.25M | 0.96% | +117+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 18,614 | $3.23M | 0.06% | −3,471−15.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 18,535 | $3.22M | 0.35% | −462−2.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 18,517 | $3.22M | 1.26% | 00.0% | Unchanged |
| S&T Bank | 18,499 | $3.21M | 0.47% | −69−0.4% | Reduced |
| Bank of Hawaii | 18,472 | $3.21M | 0.17% | −416−2.2% | Reduced |
| Lee Danner & Bass Inc | 18,455 | $3.21M | 0.27% | −40−0.2% | Reduced |
| Verition Fund Management LLC | 18,448 | $3.20M | 0.04% | +16,167+708.8% | Added |
| Mission Wealth Management, LP | 18,418 | $3.20M | 0.15% | +442+2.5% | Added |
| Orser Capital Management, LLC | 18,373 | $3.19M | 1.65% | −590−3.1% | Reduced |
| Investmark Advisory Group LLC | 18,344 | $3.19M | 2.98% | +18,344 | New |
| ICW Investment Advisors LLC | 18,323 | $3.18M | 1.78% | +437+2.4% | Added |
| Sowell Financial Services LLC | 18,116 | $3.17M | 0.18% | +466+2.6% | Added |
| Valley National Advisers Inc | 18,197 | $3.16M | 0.58% | −20−0.1% | Reduced |
| Brighton Jones LLC | 18,188 | $3.16M | 0.15% | +536+3.0% | Added |
| CX Institutional | 18,171 | $3.16M | 0.25% | −1,904−9.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 18,198 | $3.15M | 0.15% | +364+2.0% | Added |
| Cordatus Wealth Management LLC | 18,135 | $3.15M | 0.92% | +18,135 | New |
| Benedict Financial Advisors Inc | 18,124 | $3.15M | 0.82% | −215−1.2% | Reduced |
| Harbour Investments, Inc. | 18,112 | $3.15M | 0.19% | −18,979−51.2% | Reduced |
| Smithbridge Asset Management Inc | 18,083 | $3.14M | 0.96% | +514+2.9% | Added |
| Zions Bancorporation, N.A. | 18,062 | $3.14M | 0.28% | −8,448−31.9% | Reduced |
| Harbour Investment Management LLC | 18,058 | $3.14M | 1.43% | −50−0.3% | Reduced |
| YorkBridge Wealth Partners, LLC | 18,047 | $3.13M | 0.70% | −51−0.3% | Reduced |
| Wimmer Associates 1, LLC | 18,007 | $3.13M | 1.68% | −70.0% | Reduced |
| Gs Investments, Inc. | 17,973 | $3.12M | 1.51% | −18−0.1% | Reduced |
| Boston Financial Mangement LLC | 17,883 | $3.11M | 0.11% | −1,026−5.4% | Reduced |
| Ballentine Partners, LLC | 17,850 | $3.10M | 0.09% | +226+1.3% | Added |
| Amussen Hunsaker Associates LLC | 17,844 | $3.09M | 0.73% | +925+5.5% | Added |
| Meridian Wealth Management, LLC | 17,789 | $3.09M | 0.33% | +431+2.5% | Added |
| Stillwater Investment Management, LLC | 17,776 | $3.09M | 0.76% | +50.0% | Added |
| First Business Financial Services, Inc. | 17,777 | $3.09M | 0.33% | +2,173+13.9% | Added |
| Marino, Stram & Associates LLC | 17,771 | $3.09M | 0.95% | +845+5.0% | Added |
| Allworth Financial LP | 17,769 | $3.09M | 0.04% | +1,219+7.4% | Added |
| Pearl River Capital, LLC | 17,745 | $3.08M | 0.83% | +17,745 | New |
| Newman Dignan & Sheerar, Inc. | 17,593 | $3.06M | 0.93% | −116−0.7% | Reduced |
| Armstrong Henry H Associates Inc | 17,568 | $3.05M | 0.32% | −170−1.0% | Reduced |
| Viewpoint Capital Management LLC | 17,493 | $3.04M | 2.20% | +17,493 | New |
| Lincoln Capital LLC | 17,470 | $3.04M | 0.75% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 17,442 | $3.03M | 2.65% | −67−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 17,381 | $3.02M | 0.29% | −88−0.5% | Reduced |
| First Hawaiian Bank | 17,390 | $3.02M | 0.09% | +549+3.3% | Added |
| AllGen Financial Advisors, Inc. | 17,384 | $3.02M | 2.24% | +9,871+131.4% | Added |
| Excalibur Management Corp | 17,324 | $3.01M | 1.21% | −447−2.5% | Reduced |
| ARS Investment Partners, LLC | 17,312 | $3.01M | 0.28% | +10+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 17,308 | $3.01M | 0.04% | +190+1.1% | Added |
| Miracle Mile Advisors, LLC | 17,205 | $2.99M | 0.12% | +1,007+6.2% | Added |
| Citadel Investment Advisory, Inc. | 17,103 | $2.97M | 1.74% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 17,090 | $2.97M | 0.37% | +338+2.0% | Added |