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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 8,531 | $1.48M | 0.21% | +7+0.1% | Added |
| Resource Management, LLC | 8,515 | $1.48M | 0.15% | 00.0% | Unchanged |
| True North Advisors, LLC | 8,516 | $1.48M | 0.25% | +49+0.6% | Added |
| SRB Corp | 8,495 | $1.48M | 0.08% | −2,384−21.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,484 | $1.47M | 0.55% | −298−3.4% | Reduced |
| Archford Capital Strategies, LLC | 8,468 | $1.47M | 0.34% | +114+1.4% | Added |
| Arcadia Investment Management Corp | 8,446 | $1.47M | 0.25% | +294+3.6% | Added |
| Clean Yield Group | 8,437 | $1.47M | 0.49% | −70−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 8,435 | $1.47M | 0.20% | +443+5.5% | Added |
| Clark Capital Management Group, Inc. | 8,429 | $1.46M | 0.02% | +1,370+19.4% | Added |
| Edge Capital Group, LLC | 8,408 | $1.46M | 0.10% | −140−1.6% | Reduced |
| Visionary Wealth Advisors | 8,410 | $1.46M | 0.12% | +232+2.8% | Added |
| Lederer & Associates Investment Counsel | 8,396 | $1.46M | 0.85% | +863+11.5% | Added |
| MBB Public Markets I LLC | 8,386 | $1.46M | 0.03% | +8,386 | New |
| Credit Agricole S A | 8,385 | $1.46M | 0.05% | −901−9.7% | Reduced |
| CoreFirst Bank & Trust | 8,383 | $1.46M | 0.94% | −30−0.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 8,378 | $1.46M | 0.85% | +8,378 | New |
| McNamara Financial Services, Inc. | 8,331 | $1.45M | 0.38% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 8,307 | $1.44M | 0.71% | −525−5.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,288 | $1.44M | 0.40% | +1,846+28.7% | Added |
| DF Dent & Co Inc | 8,273 | $1.44M | 0.01% | +75+0.9% | Added |
| Blueprint Investment Partners LLC | 8,267 | $1.44M | 0.35% | +2,422+41.4% | Added |
| Perigon Wealth Management, LLC | 8,263 | $1.44M | 0.10% | +887+12.0% | Added |
| Knuff & Co LLC | 8,253 | $1.43M | 0.44% | −1,754−17.5% | Reduced |
| Quent Capital, LLC | 8,244 | $1.43M | 0.30% | +8,244 | New |
| Jmac Enterprises LLC | 8,330 | $1.43M | 0.34% | +8,330 | New |
| NTB Financial Corp | 8,231 | $1.43M | 1.00% | +8,231 | New |
| Winton Group Ltd | 8,194 | $1.42M | 0.09% | −12,723−60.8% | Reduced |
| Charles Schwab Trust Co | 8,155 | $1.42M | 0.23% | +406+5.2% | Added |
| Lake Street Financial LLC | 8,128 | $1.41M | 0.25% | +3,047+60.0% | Added |
| Wall Street Access Asset Management, LLC | 9,801 | $1.41M | 0.75% | −1,098−10.1% | Reduced |
| Main Street Financial Solutions, LLC | 8,112 | $1.41M | 0.20% | +930+12.9% | Added |
| Segment Wealth Management, LLC | 8,086 | $1.41M | 0.15% | +1,803+28.7% | Added |
| AXS Investments LLC | 8,076 | $1.40M | 0.33% | +8,076 | New |
| Davidson Trust Co | 8,063 | $1.40M | 0.96% | −225−2.7% | Reduced |
| Nicolet Bankshares Inc | 8,055 | $1.40M | 0.31% | +15+0.2% | Added |
| Rosenbaum Jay D. | 8,029 | $1.40M | 2.05% | −1,212−13.1% | Reduced |
| Chicago Partners Investment Group LLC | 8,355 | $1.39M | 0.10% | −167−2.0% | Reduced |
| Meitav Dash Investments Ltd | 8,182 | $1.39M | 0.02% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 7,983 | $1.39M | 0.25% | −20−0.2% | Reduced |
| Allen Investment Management LLC | 7,961 | $1.38M | 0.02% | +5,000+168.9% | Added |
| Coastal Investment Advisors, Inc. | 7,955 | $1.38M | 0.30% | −190−2.3% | Reduced |
| Pantheon Investment Group, LLC | 7,910 | $1.38M | 1.08% | −643−7.5% | Reduced |
| Greytown Advisors Inc. | 7,860 | $1.37M | 0.58% | −419−5.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 7,900 | $1.37M | 0.00% | −52,400−86.9% | Reduced |
| Sargent Investment Group, LLC | 7,899 | $1.37M | 0.31% | −298−3.6% | Reduced |
| OmniStar Financial Group, Inc. | 7,878 | $1.37M | 1.40% | +463+6.2% | Added |
| Capital Investment Advisory Services, LLC | 7,859 | $1.36M | 0.16% | +94+1.2% | Added |
| Madden Securities Corp | 7,844 | $1.36M | 0.64% | −325−4.0% | Reduced |
| Timber Creek Capital Management LLC | 7,837 | $1.36M | 0.41% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,835 | $1.36M | 0.12% | +80+1.0% | Added |
| 1620 Investment Advisors, Inc. | 7,786 | $1.35M | 1.51% | +7,786 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,785 | $1.35M | 0.07% | +556+7.7% | Added |
| Investment Partners, Ltd. | 7,771 | $1.35M | 0.55% | +594+8.3% | Added |
| Gratus Capital LLC | 7,759 | $1.35M | 0.13% | −174−2.2% | Reduced |
| Asset Allocation & Management Company, LLC | 7,755 | $1.35M | 0.46% | +7,755 | New |
| Gries Financial LLC | 7,744 | $1.34M | 0.55% | −5,712−42.4% | Reduced |
| Bluefin Capital Management, LLC | 7,700 | $1.34M | 0.11% | +5,100+196.2% | Added |
| Optimum Investment Advisors | 7,679 | $1.33M | 0.52% | +138+1.8% | Added |
| Signet Financial Management, LLC | 7,655 | $1.33M | 0.20% | +80+1.1% | Added |
| RSM US Wealth Management LLC | 7,633 | $1.33M | 0.06% | +20.0% | Added |
| WealthShield Partners, LLC | 7,616 | $1.32M | 0.22% | +6,021+377.5% | Added |
| Alterity Financial Group, LLC | 7,575 | $1.32M | 1.42% | +7,575 | New |
| Ferris Capital, LLC | 7,566 | $1.31M | 0.29% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 7,541 | $1.31M | 0.19% | −13−0.2% | Reduced |
| Smith Anglin Financial, LLC | 7,532 | $1.31M | 0.22% | −584−7.2% | Reduced |
| Annex Advisory Services, LLC | 7,517 | $1.31M | 0.09% | +698+10.2% | Added |
| Intrua Financial, LLC | 7,490 | $1.30M | 0.23% | −134−1.8% | Reduced |
| Old Port Advisors | 7,478 | $1.30M | 0.44% | −10−0.1% | Reduced |
| International Assets Investment Management, LLC | 7,474 | $1.30M | 0.23% | −24,422−76.6% | Reduced |
| Regatta Capital Group, LLC | 7,467 | $1.30M | 0.45% | +7,467 | New |
| Longfellow Investment Management Co LLC | 7,460 | $1.30M | 0.21% | −1,185−13.7% | Reduced |
| Powers Advisory Group, LLC | 7,463 | $1.30M | 0.91% | +7,463 | New |
| Moser Wealth Advisors, LLC | 7,450 | $1.29M | 0.78% | +623+9.1% | Added |
| Acima Private Wealth, LLC | 7,446 | $1.29M | 0.56% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,431 | $1.29M | 0.47% | 00.0% | Unchanged |
| MEMBERS Trust Co | 7,419 | $1.29M | 0.04% | +226+3.1% | Added |
| Mill Capital Management, LLC | 7,422 | $1.29M | 0.13% | +7,422 | New |
| Bruderman Asset Management, LLC | 7,424 | $1.29M | 0.98% | −10,961−59.6% | Reduced |
| Glassman Wealth Services | 7,396 | $1.28M | 0.24% | −745−9.2% | Reduced |
| Gyon Technologies Capital Management, LP | 7,354 | $1.28M | 0.24% | +4,615+168.5% | Added |
| Wrapmanager Inc | 7,346 | $1.28M | 0.32% | −1,296−15.0% | Reduced |
| Arden Trust Co | 7,334 | $1.27M | 0.22% | −497−6.3% | Reduced |
| Concord Wealth Partners | 7,311 | $1.27M | 0.31% | +5,199+246.2% | Added |
| CoreCap Advisors, LLC | 7,294 | $1.27M | 0.08% | +7,294 | New |
| Hudock, Inc. | 7,293 | $1.27M | 0.36% | +412+6.0% | Added |
| Somerset Group LLC | 7,275 | $1.26M | 0.85% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 7,267 | $1.26M | 1.02% | +7,267 | New |
| Pacitti Group Inc. | 7,253 | $1.26M | 0.82% | −230−3.1% | Reduced |
| Sage Mountain Advisors LLC | 7,240 | $1.26M | 0.15% | −905−11.1% | Reduced |
| Perennial Investment Advisors, LLC | 7,224 | $1.25M | 0.39% | +8+0.1% | Added |
| Triad Financial Advisors, Inc. | 7,216 | $1.25M | 0.74% | +7,216 | New |
| FinTrust Capital Advisors, LLC | 7,214 | $1.25M | 0.30% | +1,019+16.4% | Added |
| IVC Wealth Advisors LLC | 7,199 | $1.25M | 0.81% | −455−5.9% | Reduced |
| Quad-Cities Investment Group, LLC | 7,171 | $1.25M | 0.78% | −26−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,143 | $1.24M | 0.63% | −90−1.2% | Reduced |
| Lee Johnson Capital Management, LLC | 7,134 | $1.24M | 1.02% | +7,134 | New |
| Widmann Financial Services, Inc. | 7,127 | $1.24M | 1.02% | +7,127 | New |
| Sageworth Trust Co of South Dakota | 7,123 | $1.24M | 1.90% | +7,123 | New |
| Abacus Planning Group, Inc. | 7,113 | $1.24M | 0.33% | +688+10.7% | Added |