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 |
|---|---|---|---|---|---|
| West Branch Capital LLC | 12,112 | $2.10M | 0.90% | +270+2.3% | Added |
| Monarch Capital Management Inc | 12,113 | $2.10M | 0.54% | +500+4.3% | Added |
| Tiedemann Advisors, LLC | 12,045 | $2.10M | 0.10% | −30.0% | Reduced |
| Providence Wealth Advisors, LLC | 11,963 | $2.09M | 1.32% | +20.0% | Added |
| Allen Capital Group, LLC | 12,022 | $2.09M | 0.29% | −21−0.2% | Reduced |
| Canton Hathaway, LLC | 11,942 | $2.07M | 0.56% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 11,917 | $2.07M | 0.44% | +1,042+9.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,898 | $2.07M | 1.53% | −259−2.1% | Reduced |
| 44 Wealth Management LLC | 11,865 | $2.06M | 0.72% | −9,637−44.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,815 | $2.05M | 0.19% | −88−0.7% | Reduced |
| McRae Capital Management Inc | 11,811 | $2.05M | 0.43% | −20−0.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 11,784 | $2.05M | 0.68% | −40.0% | Reduced |
| American National Bank | 11,760 | $2.04M | 0.40% | −657−5.3% | Reduced |
| Asset Advisors Investment Management, LLC | 11,750 | $2.04M | 0.21% | −10−0.1% | Reduced |
| Accel Wealth Management | 11,752 | $2.04M | 1.00% | +1,289+12.3% | Added |
| Founders Capital Management | 11,715 | $2.04M | 1.30% | −266−2.2% | Reduced |
| Poehling Capital Management, LLC | 11,661 | $2.03M | 0.65% | −275−2.3% | Reduced |
| Security National Bank of Sioux City Iowa | 11,649 | $2.02M | 1.39% | −29−0.2% | Reduced |
| Financial Partners Capital Management LLC | 11,623 | $2.02M | 0.36% | +138+1.2% | Added |
| JFS Wealth Advisors, LLC | 11,566 | $2.01M | 0.19% | +426+3.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,718 | $2.01M | 0.85% | −184−1.5% | Reduced |
| Means Investment Co., Inc. | 11,561 | $2.01M | 0.36% | +161+1.4% | Added |
| Detalus Advisors, LLC | 11,538 | $2.00M | 0.96% | 00.0% | Unchanged |
| Forte Capital LLC | 11,538 | $2.00M | 0.25% | +829+7.7% | Added |
| Relyea Zuckerberg Hanson LLC | 11,469 | $2.00M | 0.72% | +103+0.9% | Added |
| Fort Pitt Capital Group, LLC | 11,479 | $1.99M | 0.07% | +3,872+50.9% | Added |
| Manchester Capital Management LLC | 11,476 | $1.99M | 0.26% | +100+0.9% | Added |
| First Command Financial Services, Inc. | 11,466 | $1.99M | 0.29% | +377+3.4% | Added |
| Tower View Investment Management & Research LLC | 11,416 | $1.98M | 1.01% | +14+0.1% | Added |
| RKL Wealth Management LLC | 11,410 | $1.98M | 0.24% | +48+0.4% | Added |
| Berkshire Bank | 11,390 | $1.98M | 0.44% | +108+1.0% | Added |
| Bar Harbor Trust Services | 11,379 | $1.98M | 0.53% | −80−0.7% | Reduced |
| Citadel Advisors LLC | 11,347 | $1.97M | 0.00% | −85,165−88.2% | Reduced |
| Oarsman Capital, Inc. | 11,308 | $1.96M | 0.77% | −934−7.6% | Reduced |
| HBK Investments L P | 11,273 | $1.96M | 0.04% | +11,273 | New |
| DAGCO, Inc. | 11,255 | $1.96M | 0.77% | −75−0.7% | Reduced |
| CPWM, LLC | 12,986 | $1.95M | 0.15% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 11,215 | $1.95M | 0.39% | +56+0.5% | Added |
| Wealthcare Advisory Partners LLC | 11,209 | $1.95M | 0.12% | +1,205+12.0% | Added |
| Banco de Sabadell, S.A | 11,179 | $1.95M | 1.09% | +1,588+16.6% | Added |
| Cutler Group LP | 11,193 | $1.94M | 0.13% | +4,197+60.0% | Added |
| Western Wealth Management, LLC | 11,179 | $1.94M | 0.19% | +11,179 | New |
| H. L. Ormond & Company, LLC | 11,286 | $1.94M | 2.28% | +11,286 | New |
| Godshalk Welsh Capital Management, Inc. | 11,150 | $1.94M | 1.10% | 00.0% | Unchanged |
| Pitcairn Co | 11,137 | $1.94M | 0.12% | −27−0.2% | Reduced |
| SJS Investment Consulting Inc. | 11,138 | $1.94M | 0.58% | +11,138 | New |
| Indiana Trust & Investment Management CO | 11,115 | $1.93M | 0.89% | −292−2.6% | Reduced |
| StoneX Group Inc. | 11,017 | $1.93M | 0.22% | +3,002+37.5% | Added |
| Wintrust Investments LLC | 11,055 | $1.92M | 0.18% | −198−1.8% | Reduced |
| HC Financial Advisors Inc | 11,043 | $1.92M | 1.07% | −48−0.4% | Reduced |
| Holderness Investments Co | 11,044 | $1.92M | 0.57% | +84+0.8% | Added |
| Global Retirement Partners, LLC | 11,034 | $1.92M | 1.48% | −27−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 11,012 | $1.91M | 0.87% | +198+1.8% | Added |
| Nicholas Hoffman & Company, LLC. | 11,008 | $1.91M | 0.06% | +48+0.4% | Added |
| Lawson Kroeker Investment Management Inc | 10,973 | $1.91M | 0.59% | −275−2.4% | Reduced |
| Garrison Point Advisors, LLC | 10,935 | $1.90M | 1.26% | 00.0% | Unchanged |
| JT Stratford LLC | 10,921 | $1.90M | 0.52% | +1,876+20.7% | Added |
| Vista Investment Management | 10,915 | $1.90M | 1.03% | +50.0% | Added |
| Ellsworth Advisors, LLC | 10,908 | $1.90M | 0.70% | +321+3.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,864 | $1.89M | 0.31% | +166+1.6% | Added |
| Gould Asset Management LLC | 10,858 | $1.89M | 0.53% | +493+4.8% | Added |
| First Farmers & Merchants Bank / Trust | 10,830 | $1.88M | 1.87% | +10,830 | New |
| Crawford Investment Counsel Inc | 10,801 | $1.88M | 0.04% | −461−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,784 | $1.87M | 0.54% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 10,777 | $1.87M | 0.04% | −2,540−19.1% | Reduced |
| Field & Main Bank | 10,720 | $1.86M | 1.07% | +255+2.4% | Added |
| HGK Asset Management Inc | 10,711 | $1.86M | 0.58% | −130−1.2% | Reduced |
| Blue Square Asset Management, LLC | 10,710 | $1.86M | 1.15% | +28+0.3% | Added |
| Arlington Partners LLC | 10,692 | $1.86M | 0.50% | −1,724−13.9% | Reduced |
| Dakota Wealth Management | 10,694 | $1.86M | 0.20% | −327−3.0% | Reduced |
| Tempus Wealth Planning, LLC | 10,689 | $1.86M | 1.00% | −14−0.1% | Reduced |
| BFSG, LLC | 10,692 | $1.86M | 0.26% | +170+1.6% | Added |
| Norway Savings Bank | 10,607 | $1.84M | 0.81% | −496−4.5% | Reduced |
| Windsor Group LTD | 10,625 | $1.84M | 0.34% | −1,059−9.1% | Reduced |
| Hemenway Trust Co LLC | 10,594 | $1.84M | 0.17% | +42+0.4% | Added |
| Delta Asset Management LLC | 10,569 | $1.84M | 0.16% | −125−1.2% | Reduced |
| Ascension Asset Management LLC | 10,555 | $1.83M | 1.09% | −150−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 10,545 | $1.83M | 0.14% | +290+2.8% | Added |
| Archer Investment Corp | 10,543 | $1.83M | 0.62% | −247−2.3% | Reduced |
| Davis-Rea Ltd. | 10,429 | $1.82M | 0.85% | −985−8.6% | Reduced |
| Forum Financial Management, LP | 10,497 | $1.82M | 0.09% | +10,497 | New |
| XML Financial, LLC | 10,468 | $1.82M | 0.22% | +521+5.2% | Added |
| New Potomac Partners, LLC | 10,455 | $1.82M | 1.18% | +1,395+15.4% | Added |
| Center for Financial Planning, Inc. | 10,395 | $1.81M | 0.37% | −186−1.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.80M | 0.71% | +5,400+109.1% | Added |
| Arete Wealth Advisors, LLC | 10,360 | $1.79M | 0.15% | +1,197+13.1% | Added |
| Eliot Finkel Investment Counsel, LLC | 10,285 | $1.79M | 1.05% | −290−2.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 10,260 | $1.78M | 0.10% | −275−2.6% | Reduced |
| Radnor Capital Management, LLC | 10,245 | $1.78M | 0.44% | +10,245 | New |
| Nwam LLC | 10,223 | $1.78M | 0.14% | +1,854+22.2% | Added |
| KCS Wealth Advisory | 10,213 | $1.77M | 0.71% | +3,507+52.3% | Added |
| Kore Private Wealth LLC | 10,179 | $1.77M | 0.22% | −3,830−27.3% | Reduced |
| Jump Financial, LLC | 10,170 | $1.77M | 0.11% | +10,170 | New |
| Congress Wealth Management LLC | 10,145 | $1.76M | 0.04% | +10,145 | New |
| Advisor OS, LLC | 10,117 | $1.76M | 0.36% | +478+5.0% | Added |
| Qtron Investments LLC | 10,106 | $1.76M | 0.40% | +3,745+58.9% | Added |
| Lifeworks Advisors, LLC | 10,043 | $1.75M | 1.39% | +10,043 | New |
| Calamos Wealth Management LLC | 9,959 | $1.73M | 0.13% | −165−1.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 9,933 | $1.73M | 0.14% | −117−1.2% | Reduced |
| Peterson Financial Group, Inc. | 9,888 | $1.72M | 1.40% | +9,888 | New |