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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 6,298 | $1.09M | 0.90% | +56+0.9% | Added |
| United Bank | 6,284 | $1.09M | 0.13% | −275−4.2% | Reduced |
| Atom Investors LP | 6,271 | $1.09M | 0.30% | −1,860−22.9% | Reduced |
| Franklin Street Advisors Inc | 6,258 | $1.09M | 0.08% | −86−1.4% | Reduced |
| Boston Common Asset Management, LLC | 6,255 | $1.09M | 0.04% | +262+4.4% | Added |
| Levin Capital Strategies, L.P. | 6,227 | $1.08M | 0.10% | −250−3.9% | Reduced |
| Winthrop Advisory Group LLC | 6,187 | $1.08M | 0.22% | +40+0.7% | Added |
| Gradient Investments LLC | 6,211 | $1.08M | 0.03% | −298−4.6% | Reduced |
| Garrett Investment Advisors LLC | 6,190 | $1.07M | 0.28% | +1,830+42.0% | Added |
| Glen Eagle Advisors, LLC | 6,180 | $1.07M | 0.28% | +84+1.4% | Added |
| Poplar Forest Capital LLC | 6,172 | $1.07M | 0.11% | +312+5.3% | Added |
| Roosevelt Investment Group LLC | 6,149 | $1.07M | 0.06% | −1,190−16.2% | Reduced |
| Centaurus Financial, Inc. | 6,144 | $1.07M | 0.08% | −108−1.7% | Reduced |
| Legacy Financial Advisors, Inc. | 6,138 | $1.07M | 0.24% | +318+5.5% | Added |
| Marathon Capital Management | 6,132 | $1.06M | 0.25% | −365−5.6% | Reduced |
| Trust Co | 6,118 | $1.06M | 0.25% | +17+0.3% | Added |
| Richwood Investment Advisors, LLC | 6,111 | $1.06M | 0.93% | +6,111 | New |
| Magnolia Capital Management Ltd | 6,108 | $1.06M | 0.84% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 6,101 | $1.06M | 0.27% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,101 | $1.06M | 0.10% | +6,101 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,087 | $1.06M | 1.17% | −353−5.5% | Reduced |
| Cadinha & Co LLC | 6,084 | $1.06M | 0.14% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,080 | $1.06M | 0.05% | +2,729+81.4% | Added |
| Highland Private Wealth Management | 6,065 | $1.05M | 0.13% | −332−5.2% | Reduced |
| Suncoast Equity Management | 6,050 | $1.05M | 0.13% | +120+2.0% | Added |
| VERITY Wealth Advisors | 6,026 | $1.05M | 0.87% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6,005 | $1.04M | 0.18% | −68−1.1% | Reduced |
| Cornerstone Advisory, LLC | 6,000 | $1.04M | 0.15% | +630+11.7% | Added |
| Edgemoor Investment Advisors, Inc. | 5,994 | $1.04M | 0.11% | −108−1.8% | Reduced |
| Capital Wealth Planning, LLC | 5,995 | $1.04M | 0.02% | +588+10.9% | Added |
| Bridgewater Advisors Inc. | 5,967 | $1.04M | 0.23% | −10.0% | Reduced |
| Tranquility Partners, LLC | 5,952 | $1.03M | 0.48% | 00.0% | Unchanged |
| ACG Wealth | 5,954 | $1.03M | 0.15% | +523+9.6% | Added |
| First City Capital Management, Inc. | 5,970 | $1.03M | 0.58% | −825−12.1% | Reduced |
| Successful Portfolios LLC | 5,927 | $1.03M | 0.56% | +50+0.9% | Added |
| Cowa, LLC | 9,703 | $1.03M | 0.52% | −129−1.3% | Reduced |
| Sunesis Advisors, LLC | 5,888 | $1.02M | 0.75% | +50+0.9% | Added |
| MBA Advisors LLC | 5,891 | $1.02M | 0.63% | +538+10.1% | Added |
| WealthTrust Asset Management, LLC | 5,873 | $1.02M | 0.68% | +3+0.1% | Added |
| First Heartland Consultants, Inc. | 5,871 | $1.02M | 0.13% | +558+10.5% | Added |
| Stewart & Patten Co LLC | 5,858 | $1.02M | 0.15% | −105−1.8% | Reduced |
| Stonegate Investment Group, LLC | 5,845 | $1.01M | 0.04% | +5,845 | New |
| Global Trust Asset Management, LLC | 5,837 | $1.01M | 0.40% | 00.0% | Unchanged |
| Weik Capital Management | 5,840 | $1.01M | 0.38% | +95+1.7% | Added |
| Campbell Capital Management Inc | 5,821 | $1.01M | 0.42% | −290−4.7% | Reduced |
| Capital One Financial Corp | 5,812 | $1.01M | 0.12% | +50+0.9% | Added |
| Integrated Investment Consultants, LLC | 5,805 | $1.01M | 0.27% | +355+6.5% | Added |
| Cable Hill Partners, LLC | 5,786 | $1.00M | 0.21% | +331+6.1% | Added |
| Adamsbrown Wealth Consultants LLC | 5,784 | $1.00M | 0.91% | +5,784 | New |
| St. Clair Advisors, LLC | 5,772 | $1.00M | 0.58% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,766 | $1.00M | 0.09% | −122−2.1% | Reduced |
| Latitude Advisors, LLC | 5,759 | $1.00M | 0.28% | −171−2.9% | Reduced |
| Wolff Financial Management LLC | 5,759 | $1.00M | 0.38% | +5,759 | New |
| Clarus Group, Inc. | 6,191 | $989.0K | 0.67% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 5,676 | $986.0K | 0.17% | −885−13.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,674 | $986.0K | 0.50% | −31−0.5% | Reduced |
| Empowered Funds, LLC | 5,676 | $986.0K | 0.11% | +903+18.9% | Added |
| Legacy Wealth Asset Management, LLC | 5,669 | $985.0K | 0.33% | +359+6.8% | Added |
| Carlson Capital Management | 5,641 | $980.0K | 0.09% | −56−1.0% | Reduced |
| Bourne Lent Asset Management Inc | 5,625 | $977.0K | 0.26% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5,620 | $976.0K | 0.11% | +119+2.2% | Added |
| Waypoint Capital Advisors, LLC | 5,609 | $974.0K | 0.67% | +5,609 | New |
| Barber Financial Group, Inc. | 5,589 | $971.0K | 0.12% | +66+1.2% | Added |
| Gilman Hill Asset Management, LLC | 5,575 | $968.0K | 0.22% | +63+1.1% | Added |
| Shulman DeMeo Asset Management LLC | 5,574 | $968.0K | 0.25% | +76+1.4% | Added |
| Elgethun Capital Management | 5,618 | $965.0K | 0.34% | +39+0.7% | Added |
| Roof Eidam & Maycock | 5,553 | $965.0K | 0.33% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,539 | $962.0K | 0.22% | +7+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 5,515 | $958.0K | 0.18% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 5,513 | $958.0K | 0.44% | +14+0.3% | Added |
| Baystate Wealth Management LLC | 5,500 | $955.0K | 0.09% | +114+2.1% | Added |
| Gilbert & Cook, Inc. | 5,485 | $953.0K | 0.15% | +617+12.7% | Added |
| Teamwork Financial Advisors, LLC | 5,469 | $950.0K | 0.17% | −215−3.8% | Reduced |
| Advisory Alpha, LLC | 5,471 | $950.0K | 0.06% | +1,537+39.1% | Added |
| Herold Advisors, Inc. | 5,465 | $949.0K | 0.37% | +495+10.0% | Added |
| FORA Capital, LLC | 5,451 | $947.0K | 0.37% | +5,451 | New |
| Peoples Bank | 5,447 | $946.0K | 0.47% | −93−1.7% | Reduced |
| Day & Ennis, LLC | 5,434 | $944.0K | 0.31% | +41+0.8% | Added |
| Cardiff Park Advisors, LLC | 5,419 | $941.0K | 0.12% | +5,419 | New |
| Cottonwood Capital Advisors, LLC | 5,399 | $938.0K | 0.73% | +5,399 | New |
| Lester Murray Antman dba SimplyRich | 5,391 | $936.0K | 0.31% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 6,211 | $934.0K | 0.49% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 5,364 | $932.0K | 0.10% | −415−7.2% | Reduced |
| Clear Street Markets LLC | 5,358 | $931.0K | 0.08% | −4,383−45.0% | Reduced |
| Virtue Capital Management, LLC | 5,314 | $923.0K | 0.14% | −636−10.7% | Reduced |
| Van Hulzen Asset Management, LLC | 5,310 | $922.0K | 0.10% | −300−5.3% | Reduced |
| Lion Street Advisors, LLC | 5,309 | $921.0K | 0.45% | +7+0.1% | Added |
| Pinnacle Financial Group, LLC | 5,274 | $916.0K | 0.71% | +5,274 | New |
| Curated Wealth Partners LLC | 5,250 | $914.0K | 0.30% | +25+0.5% | Added |
| 9258 Wealth Management, LLC | 5,259 | $914.0K | 0.21% | +152+3.0% | Added |
| Westchester Capital Management, Inc. | 5,246 | $911.0K | 0.23% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 5,240 | $910.0K | 0.05% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 5,232 | $909.0K | 0.32% | −128−2.4% | Reduced |
| Dodge & Cox | 5,225 | $908.0K | 0.00% | −150−2.8% | Reduced |
| Montis Financial, LLC | 5,222 | $907.0K | 0.66% | −57−1.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,361 | $903.0K | 0.32% | −656−10.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,200 | $903.0K | 0.20% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,197 | $903.0K | 0.47% | +30+0.6% | Added |
| Wedgewood Investors Inc | 5,190 | $902.0K | 1.06% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 5,192 | $902.0K | 0.42% | +105+2.1% | Added |