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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 7,097 | $1.23M | 0.02% | +28+0.4% | Added |
| Ascent Wealth Partners, LLC | 7,092 | $1.23M | 0.22% | −3,227−31.3% | Reduced |
| Trustcore Financial Services, LLC | 7,082 | $1.23M | 0.14% | −4,541−39.1% | Reduced |
| IMS Capital Management | 7,079 | $1.23M | 0.63% | +2,640+59.5% | Added |
| Carl P. Sherr & Co., LLC | 7,078 | $1.23M | 0.74% | +7,078 | New |
| Woodward Diversified Capital, LLC | 7,072 | $1.23M | 0.72% | +450+6.8% | Added |
| Brooktree Capital Management | 7,065 | $1.23M | 0.75% | −200−2.8% | Reduced |
| JBJ Investment Partners, LLC | 7,060 | $1.23M | 0.25% | −2,085−22.8% | Reduced |
| New England Research & Management, Inc. | 7,060 | $1.23M | 0.59% | −50−0.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 7,047 | $1.22M | 0.42% | +7,047 | New |
| Meridian Wealth Advisors, LLC | 7,040 | $1.22M | 0.30% | 00.0% | Unchanged |
| Markston International LLC | 7,011 | $1.22M | 1.23% | −832−10.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.22M | 0.42% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,993 | $1.22M | 0.23% | −75−1.1% | Reduced |
| Atlas Private Wealth Management | 6,993 | $1.22M | 0.68% | +2,450+53.9% | Added |
| Hexagon Capital Partners LLC | 6,976 | $1.21M | 0.32% | +2,069+42.2% | Added |
| Phocas Financial Corp. | 6,958 | $1.21M | 0.15% | −483−6.5% | Reduced |
| MTM Investment Management, LLC | 6,935 | $1.21M | 0.57% | −85−1.2% | Reduced |
| Pinnacle Bancorp, Inc. | 6,922 | $1.20M | 0.42% | +46+0.7% | Added |
| Cross Staff Investments Inc | 6,920 | $1.20M | 1.08% | +6,920 | New |
| Congress Park Capital LLC | 6,913 | $1.20M | 0.59% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,907 | $1.20M | 0.36% | +72+1.1% | Added |
| Summit Asset Management, LLC | 6,901 | $1.20M | 0.34% | +51+0.7% | Added |
| Alaethes Wealth LLC | 6,895 | $1.20M | 0.75% | −181−2.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,882 | $1.20M | 0.74% | −50−0.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,867 | $1.19M | 0.52% | +20+0.3% | Added |
| KC Investment Advisors, LLC | 6,848 | $1.19M | 0.80% | +499+7.9% | Added |
| AlphaStar Capital Management, LLC | 6,768 | $1.19M | 0.09% | +416+6.5% | Added |
| Symphony Financial, Ltd. Co. | 6,860 | $1.19M | 0.33% | +1,239+22.0% | Added |
| Heartland Bank & Trust Co | 6,827 | $1.19M | 0.88% | +6,827 | New |
| SFMG, LLC | 6,805 | $1.18M | 0.12% | +957+16.4% | Added |
| Financial Advisory Service, Inc. | 6,798 | $1.18M | 0.11% | +2,125+45.5% | Added |
| Manhattan West Asset Management, LLC | 6,790 | $1.18M | 0.71% | +6,790 | New |
| GraniteShares Advisors LLC | 6,779 | $1.18M | 0.54% | +6,779 | New |
| Patron Partners Advisors, LLC | 6,759 | $1.17M | 0.77% | +501+8.0% | Added |
| Zullo Investment Group, Inc. | 6,757 | $1.17M | 0.60% | +6,757 | New |
| Donoghue Forlines LLC | 6,755 | $1.17M | 0.20% | −410−5.7% | Reduced |
| Philadelphia Trust Co | 6,749 | $1.17M | 0.08% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,741 | $1.17M | 0.39% | −62−0.9% | Reduced |
| Winning Points Advisors, LLC | 8,900 | $1.17M | 0.85% | +6,700+304.5% | Added |
| Roman Butler Fullerton & Co | 6,728 | $1.17M | 0.52% | −325−4.6% | Reduced |
| First Commonwealth Financial Corp | 6,729 | $1.17M | 0.38% | +30.0% | Added |
| Wunderlich Capital Managemnt | 6,728 | $1.17M | 0.52% | +188+2.9% | Added |
| Brown Capital Management LLC | 6,761 | $1.17M | 0.01% | −5−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,714 | $1.17M | 0.23% | −7,660−53.3% | Reduced |
| Doheny Asset Management | 6,710 | $1.17M | 0.82% | −365−5.2% | Reduced |
| Clear Perspective Advisors, LLC | 6,710 | $1.17M | 0.35% | −164−2.4% | Reduced |
| Brown Miller Wealth Management, LLC | 6,692 | $1.16M | 0.66% | −265−3.8% | Reduced |
| Corsicana & Co. | 6,691 | $1.16M | 0.70% | +50+0.8% | Added |
| Legacy Private Trust Co. | 6,680 | $1.16M | 0.09% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 6,674 | $1.16M | 1.01% | +6,674 | New |
| Garrett Wealth Advisory Group, LLC | 6,641 | $1.15M | 0.56% | −25−0.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,636 | $1.15M | 1.66% | −45−0.7% | Reduced |
| McMorgan & Co LLC | 6,639 | $1.15M | 0.20% | +1,835+38.2% | Added |
| Red Cedar Investment Management, LLC | 6,629 | $1.15M | 0.14% | 00.0% | Unchanged |
| Tevis Investment Management | 6,638 | $1.15M | 1.00% | +6,638 | New |
| Castle Rock Wealth Management, LLC | 6,608 | $1.15M | 0.47% | +354+5.7% | Added |
| Paradigm Asset Management Co LLC | 6,611 | $1.15M | 0.29% | +441+7.1% | Added |
| Insight Advisors, LLC | 6,607 | $1.15M | 0.34% | −17−0.3% | Reduced |
| UMA Financial Services, Inc. | 6,590 | $1.15M | 0.30% | +10.0% | Added |
| 55I, LLC | 6,600 | $1.15M | 0.03% | −212−3.1% | Reduced |
| Claar Advisors LLC | 6,600 | $1.15M | 0.33% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 6,600 | $1.15M | 0.25% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 6,804 | $1.15M | 0.73% | +6,804 | New |
| Mitchell & Pahl Private Wealth, LLC | 6,575 | $1.14M | 0.73% | +230+3.6% | Added |
| LCM Capital Management Inc | 6,567 | $1.14M | 0.88% | +237+3.7% | Added |
| Retirement Planning Co of New England, Inc. | 6,546 | $1.14M | 0.55% | +6,546 | New |
| Nations Financial Group Inc, | 6,540 | $1.14M | 0.15% | +222+3.5% | Added |
| Graypoint LLC | 6,539 | $1.14M | 0.12% | +403+6.6% | Added |
| Truepoint, Inc. | 6,535 | $1.14M | 0.05% | +489+8.1% | Added |
| Laurion Capital Management LP | 6,532 | $1.14M | 0.02% | +5,870+886.7% | Added |
| Fukoku Mutual Life Insurance Co | 6,530 | $1.13M | 0.08% | +220+3.5% | Added |
| American State Bank (Iowa) | 6,519 | $1.13M | 0.78% | −310−4.5% | Reduced |
| Thoroughbred Financial Services, LLC | 6,521 | $1.13M | 0.24% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,518 | $1.13M | 0.11% | +167+2.6% | Added |
| Meritage Portfolio Management | 6,510 | $1.13M | 0.06% | 00.0% | Unchanged |
| Reik & Co., LLC | 6,504 | $1.13M | 0.27% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 6,510 | $1.13M | 0.31% | +3,954+154.7% | Added |
| Pinebridge Investments, L.P. | 6,499 | $1.13M | 0.01% | −873−11.8% | Reduced |
| Berger Financial Group, Inc | 6,483 | $1.13M | 0.15% | +1,057+19.5% | Added |
| Sutton Wealth Advisors Inc. | 6,471 | $1.12M | 0.37% | +381+6.3% | Added |
| Ellis Investment Partners, LLC | 6,474 | $1.12M | 0.26% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 6,462 | $1.12M | 0.47% | +2,762+74.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,443 | $1.12M | 0.44% | −117−1.8% | Reduced |
| Mattern Wealth Management LLC | 6,443 | $1.12M | 0.33% | −10.0% | Reduced |
| Bray Capital Advisors | 6,405 | $1.11M | 0.27% | −48−0.7% | Reduced |
| Norris Perne & French LLP | 6,401 | $1.11M | 0.09% | −83−1.3% | Reduced |
| Hollow Brook Wealth Management LLC | 6,396 | $1.11M | 0.57% | +1,089+20.5% | Added |
| Hancock Whitney Investment Services Inc. | 6,408 | $1.11M | 0.19% | +6,408 | New |
| Orrstown Financial Services Inc | 6,370 | $1.11M | 1.69% | −1,334−17.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,338 | $1.11M | 0.64% | −40−0.6% | Reduced |
| Stableford Capital II LLC | 6,389 | $1.11M | 0.47% | +597+10.3% | Added |
| Harrison & Co Wealth Management, LLC | 6,374 | $1.11M | 0.93% | +6,374 | New |
| Sargent Bickham Lagudis LLC | 6,358 | $1.10M | 0.08% | +146+2.4% | Added |
| Royal Capital Wealth Management, LLC | 6,355 | $1.10M | 1.07% | +6,355 | New |
| KLCM Advisors, Inc. | 6,351 | $1.10M | 0.24% | +1,713+36.9% | Added |
| Lineweaver Wealth Advisors, LLC | 6,349 | $1.10M | 0.32% | +1,628+34.5% | Added |
| SignalPoint Asset Management, LLC | 6,326 | $1.10M | 0.34% | −33−0.5% | Reduced |
| Syntal Capital Partners, LLC | 6,313 | $1.10M | 0.47% | −20−0.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,304 | $1.09M | 0.27% | −873−12.2% | Reduced |