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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,058 | $2.96M | 1.30% | −650−3.7% | Reduced |
| Wade Financial Advisory, Inc | 17,033 | $2.96M | 1.54% | +14,902+699.3% | Added |
| Resonant Capital Advisors, LLC | 16,915 | $2.96M | 0.44% | +1,642+10.8% | Added |
| Moseley Investment Management Inc | 16,941 | $2.94M | 1.34% | −292−1.7% | Reduced |
| Brookmont Capital Management | 16,915 | $2.94M | 1.55% | −740−4.2% | Reduced |
| CFO4Life Group, LLC | 16,877 | $2.93M | 0.61% | −1,435−7.8% | Reduced |
| Delta Financial Advisors LLC | 16,842 | $2.93M | 1.19% | +78+0.5% | Added |
| Americana Partners, LLC | 16,831 | $2.92M | 0.53% | +7,783+86.0% | Added |
| Symmetry Partners, LLC | 16,790 | $2.92M | 0.19% | −2,279−12.0% | Reduced |
| Kinloch Capital, LLC | 16,743 | $2.91M | 1.80% | +1,287+8.3% | Added |
| Balasa Dinverno & Foltz LLC | 16,738 | $2.91M | 0.19% | +1,745+11.6% | Added |
| Eads & Heald Wealth Management | 16,716 | $2.90M | 1.26% | −109−0.6% | Reduced |
| Basepoint Wealth LLC | 16,706 | $2.90M | 2.84% | +16,706 | New |
| TBH Global Asset Management, LLC | 16,674 | $2.90M | 0.60% | −220−1.3% | Reduced |
| First Foundation Advisors | 16,645 | $2.89M | 0.10% | +245+1.5% | Added |
| S.E.E.D. Planning Group LLC | 16,577 | $2.88M | 1.25% | −731−4.2% | Reduced |
| Vident Investment Advisory, LLC | 16,579 | $2.88M | 0.07% | +246+1.5% | Added |
| Capital Asset Advisory Services LLC | 16,424 | $2.87M | 0.30% | −250−1.5% | Reduced |
| Ami Investment Management Inc | 16,514 | $2.87M | 1.18% | −66−0.4% | Reduced |
| Orion Portfolio Solutions, LLC | 16,515 | $2.87M | 0.10% | +248+1.5% | Added |
| Seven Eight Capital, LP | 16,517 | $2.87M | 0.51% | +16,517 | New |
| Keystone Financial Group | 16,449 | $2.86M | 0.47% | −15−0.1% | Reduced |
| Synergy Financial Management, LLC | 16,387 | $2.85M | 0.68% | +1,255+8.3% | Added |
| Ashton Thomas Private Wealth, LLC | 16,386 | $2.85M | 0.28% | +8,302+102.7% | Added |
| Inlet Private Wealth, LLC | 16,306 | $2.83M | 0.69% | 00.0% | Unchanged |
| Phraction Management LLC | 16,266 | $2.83M | 1.71% | +16,266 | New |
| Northstar Asset Management LLC | 16,262 | $2.83M | 0.66% | +75+0.5% | Added |
| Aries Wealth Management | 16,249 | $2.82M | 1.08% | +279+1.7% | Added |
| USA Financial Portformulas Corp | 16,230 | $2.82M | 2.42% | +8,797+118.4% | Added |
| Virginia Wealth Management Group, Inc. | 16,169 | $2.81M | 2.53% | +16,169 | New |
| Ameritas Advisory Services, LLC | 16,113 | $2.80M | 0.10% | +16,113 | New |
| Valmark Advisers, Inc. | 16,105 | $2.80M | 0.05% | +94+0.6% | Added |
| We Are One Seven, LLC | 16,105 | $2.80M | 0.29% | +6,402+66.0% | Added |
| Regal Investment Advisors LLC | 16,081 | $2.79M | 0.25% | +302+1.9% | Added |
| E Fund Management Co., Ltd. | 16,052 | $2.79M | 0.10% | −70−0.4% | Reduced |
| Fieldpoint Private Securities, LLC | 16,000 | $2.78M | 0.54% | +265+1.7% | Added |
| Autus Asset Management, LLC | 15,964 | $2.77M | 0.28% | +622+4.1% | Added |
| TFG Advisers LLC | 15,944 | $2.77M | 1.21% | −257−1.6% | Reduced |
| Plimoth Trust Co LLC | 15,850 | $2.75M | 0.70% | −3,099−16.4% | Reduced |
| First United Bank Trust | 15,827 | $2.75M | 1.02% | −20−0.1% | Reduced |
| Legacy Capital Partners, Inc. | 15,823 | $2.75M | 0.89% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,811 | $2.75M | 1.20% | +1,702+12.1% | Added |
| Becker Capital Management Inc | 15,813 | $2.75M | 0.11% | +2,148+15.7% | Added |
| BerganKDV Wealth Management, LLC | 15,768 | $2.74M | 0.29% | +164+1.1% | Added |
| Quadrant Capital Group LLC | 15,690 | $2.73M | 0.33% | +1,983+14.5% | Added |
| Wisconsin Capital Management LLC | 15,685 | $2.73M | 1.12% | 00.0% | Unchanged |
| Claro Advisors LLC | 15,669 | $2.72M | 0.98% | +625+4.2% | Added |
| Jacobi Capital Management LLC | 15,615 | $2.71M | 0.32% | +265+1.7% | Added |
| Smith, Moore & Co. | 15,579 | $2.71M | 0.38% | +910+6.2% | Added |
| Outfitter Financial LLC | 15,565 | $2.70M | 1.98% | +20+0.1% | Added |
| Zhang Financial LLC | 15,557 | $2.70M | 0.48% | +10,071+183.6% | Added |
| DCM Advisors, LLC | 15,406 | $2.68M | 0.79% | +9,192+147.9% | Added |
| VeraBank, N.A. | 15,399 | $2.67M | 1.35% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 15,400 | $2.67M | 0.77% | +1,200+8.5% | Added |
| Investment Advisory Services Inc | 15,370 | $2.67M | 1.46% | −91−0.6% | Reduced |
| Family Legacy, Inc. | 15,290 | $2.66M | 1.09% | −46−0.3% | Reduced |
| Members Capital Advisors Inc | 15,327 | $2.66M | 1.37% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 15,259 | $2.65M | 1.25% | +15,259 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,215 | $2.64M | 0.22% | −226−1.5% | Reduced |
| LVM Capital Management Ltd | 15,180 | $2.64M | 0.35% | +1,540+11.3% | Added |
| RFG Advisory, LLC | 15,121 | $2.63M | 0.18% | −62−0.4% | Reduced |
| Grandview Asset Management LLC | 15,108 | $2.62M | 1.06% | +15,108 | New |
| Elmwood Wealth Management, Inc. | 15,066 | $2.62M | 1.25% | +15,066 | New |
| Kovack Advisors, Inc. | 15,055 | $2.62M | 0.25% | +378+2.6% | Added |
| Navellier & Associates Inc | 15,003 | $2.61M | 0.38% | −100−0.7% | Reduced |
| Lee Capital Holdings LLC | 15,000 | $2.61M | 1.37% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.61M | 0.67% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 14,717 | $2.56M | 0.67% | −300−2.0% | Reduced |
| Autumn Glory Partners, LLC | 14,711 | $2.56M | 1.07% | +14,711 | New |
| AIMZ Investment Advisors, LLC | 14,686 | $2.55M | 0.99% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 14,687 | $2.55M | 0.03% | +111+0.8% | Added |
| Liberty Capital Management, Inc. | 14,658 | $2.55M | 0.69% | −1,426−8.9% | Reduced |
| Stone Point Wealth LLC | 14,597 | $2.53M | 2.05% | +14,597 | New |
| Grove Bank & Trust | 14,569 | $2.53M | 0.48% | +481+3.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,795 | $2.53M | 1.22% | +1,189+8.7% | Added |
| Parkside Financial Bank & Trust | 14,565 | $2.53M | 0.62% | +794+5.8% | Added |
| Cozad Asset Management Inc | 14,555 | $2.53M | 0.36% | −119−0.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 14,497 | $2.52M | 0.66% | +41+0.3% | Added |
| LCNB Corp | 14,460 | $2.51M | 1.15% | +72+0.5% | Added |
| Montecito Bank & Trust | 14,445 | $2.51M | 0.44% | +170+1.2% | Added |
| Rothschild Investment Corp | 14,408 | $2.50M | 0.19% | 00.0% | Unchanged |
| PDT Partners, LLC | 14,400 | $2.50M | 0.19% | +14,400 | New |
| West Oak Capital, LLC | 14,389 | $2.50M | 0.92% | +60+0.4% | Added |
| Moore Capital Management, LP | 14,342 | $2.49M | 0.06% | −14,532−50.3% | Reduced |
| Diversified Portfolios, Inc. | 14,308 | $2.48M | 0.60% | +12,007+521.8% | Added |
| Brendel Financial Advisors LLC | 14,308 | $2.48M | 1.29% | +14,308 | New |
| Studio Investment Management LLC | 14,301 | $2.48M | 0.89% | −3,012−17.4% | Reduced |
| Taylor Hoffman Wealth Management | 14,287 | $2.48M | 0.94% | +2,065+16.9% | Added |
| Lindenwold Advisors | 14,267 | $2.48M | 1.45% | +14,267 | New |
| Rehmann Capital Advisory Group | 14,238 | $2.47M | 0.23% | −239,155−94.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,235 | $2.47M | 1.41% | +488+3.5% | Added |
| Legacy CG, LLC | 14,216 | $2.47M | 1.49% | +14,216 | New |
| Kavar Capital Partners Group, LLC | 14,177 | $2.46M | 0.51% | +1,430+11.2% | Added |
| ZWJ Investment Counsel Inc | 14,116 | $2.45M | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 14,118 | $2.45M | 0.19% | +323+2.3% | Added |
| Arbor Capital Management Inc | 14,114 | $2.45M | 1.74% | +14,114 | New |
| CNB Bank | 14,082 | $2.45M | 1.34% | −298−2.1% | Reduced |
| Barings LLC | 14,073 | $2.44M | 0.06% | −1,784−11.3% | Reduced |
| Decatur Capital Management, Inc. | 14,071 | $2.44M | 1.45% | −159−1.1% | Reduced |
| Agate Pass Investment Management, LLC | 14,053 | $2.44M | 1.52% | +14,053 | New |