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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 5,165 | $897.0K | 0.26% | −16−0.3% | Reduced |
| Cooper Financial Group | 5,160 | $896.0K | 0.34% | −2,214−30.0% | Reduced |
| Goepper Burkhardt LLC | 5,154 | $895.0K | 0.53% | +26+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,214 | $895.0K | 0.01% | +1,940+59.3% | Added |
| Seven Springs Wealth Group, LLC | 5,142 | $893.0K | 0.41% | −81−1.6% | Reduced |
| Alta Wealth Advisors LLC | 5,142 | $893.0K | 0.55% | 00.0% | Unchanged |
| HM Capital Management, LLC | 5,143 | $893.0K | 0.34% | +5,143 | New |
| Colonial River Wealth Management, LLC | 5,137 | $892.0K | 0.48% | +5,137 | New |
| Opus Capital Group, LLC | 5,131 | $891.0K | 0.18% | +4+0.1% | Added |
| Michael B. Yongue | 5,115 | $889.0K | 0.59% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 5,118 | $889.0K | 0.46% | +60+1.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,100 | $886.0K | 0.32% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 5,095 | $885.0K | 0.72% | −3−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 5,078 | $882.0K | 0.19% | −100−1.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,080 | $882.0K | 0.47% | +20.0% | Added |
| Jeppson Wealth Management, LLC | 5,058 | $879.0K | 0.42% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 5,053 | $878.0K | 0.45% | −15−0.3% | Reduced |
| MJP Associates Inc | 5,062 | $876.0K | 0.26% | +488+10.7% | Added |
| One Capital Management, LLC | 5,025 | $872.0K | 0.07% | −167−3.2% | Reduced |
| Larson Financial Group LLC | 5,017 | $872.0K | 0.14% | +1,913+61.6% | Added |
| Childress Capital Advisors, LLC | 5,008 | $870.0K | 0.36% | −1,424−22.1% | Reduced |
| P.A.W. Capital Corp | 5,000 | $869.0K | 0.80% | −500−9.1% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $868.5K | 0.70% | +5,000 | New |
| Key Financial Inc | 4,995 | $868.0K | 0.43% | +29+0.6% | Added |
| Waddell & Associates, LLC | 4,991 | $867.0K | 0.14% | +88+1.8% | Added |
| Banco Santander, S.A. | 4,969 | $864.0K | 0.00% | +586+13.4% | Added |
| Prelude Capital Management, LLC | 4,962 | $862.0K | 0.04% | +4,962 | New |
| LBMC Investment Advisors, LLC | 4,955 | $861.0K | 0.07% | +793+19.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 4,957 | $861.0K | 0.69% | +4,957 | New |
| Continuum Advisory, LLC | 4,934 | $857.0K | 0.19% | +134+2.8% | Added |
| Proficio Capital Partners LLC | 4,919 | $855.0K | 0.12% | +133+2.8% | Added |
| PDS Planning, Inc | 4,913 | $854.0K | 0.16% | +19+0.4% | Added |
| Ridgewood Investments LLC | 4,908 | $853.0K | 0.54% | −256−5.0% | Reduced |
| Silphium Asset Management Ltd | 4,903 | $851.7K | 0.82% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 4,900 | $851.0K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,892 | $850.0K | 0.16% | +1,164+31.2% | Added |
| Greenwich Wealth Management LLC | 4,889 | $849.0K | 0.07% | −71−1.4% | Reduced |
| Univest Financial Corp | 4,880 | $848.0K | 0.22% | −123−2.5% | Reduced |
| Covenant Partners, LLC | 4,883 | $848.0K | 0.31% | +8+0.2% | Added |
| Wedmont Private Capital | 4,868 | $848.0K | 0.26% | +4,868 | New |
| Weatherly Asset Management L. P. | 4,868 | $846.0K | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,866 | $845.0K | 0.72% | +100+2.1% | Added |
| Perennial Advisors, LLC | 4,857 | $844.0K | 0.23% | +1,002+26.0% | Added |
| Geller Advisors LLC | 4,827 | $843.0K | 0.16% | +10.0% | Added |
| St. Louis Trust Co | 4,850 | $842.0K | 0.18% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 4,805 | $835.0K | 0.58% | −1,050−17.9% | Reduced |
| WealthBridge Capital Management, LLC | 4,807 | $835.0K | 0.31% | −39−0.8% | Reduced |
| Retirement Income Solutions, Inc | 4,805 | $835.0K | 0.22% | +108+2.3% | Added |
| Quantamental Technologies LLC | 4,809 | $835.0K | 0.42% | +4,809 | New |
| Klingman & Associates, LLC | 4,797 | $833.0K | 0.07% | +261+5.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,780 | $830.0K | 0.42% | −400−7.7% | Reduced |
| Allegheny Financial Group LTD | 4,773 | $829.0K | 0.33% | −599−11.2% | Reduced |
| RMB Capital Management, LLC | 4,772 | $829.0K | 0.03% | −344−6.7% | Reduced |
| Comerica Securities,inc. | 4,702 | $823.0K | 0.05% | −1,138−19.5% | Reduced |
| Emerald Advisors, LLC | 4,739 | $823.0K | 0.20% | +2,464+108.3% | Added |
| Virtu Financial LLC | 4,731 | $822.0K | 0.08% | +4,731 | New |
| Strategy Asset Managers LLC | 4,722 | $820.0K | 0.21% | −1,506−24.2% | Reduced |
| Great Diamond Partners, LLC | 4,716 | $819.0K | 0.21% | −3,766−44.4% | Reduced |
| Marshall Wace, LLP | 4,708 | $817.0K | 0.00% | +2,352+99.8% | Added |
| Well Done, LLC | 4,706 | $817.0K | 0.17% | +2,576+120.9% | Added |
| SOL Capital Management CO | 4,685 | $814.0K | 0.15% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 4,674 | $811.9K | 0.36% | −334−6.7% | Reduced |
| Resurgent Financial Advisors LLC | 4,659 | $809.0K | 0.67% | +4,659 | New |
| Blue Zone Wealth Advisors, LLC | 4,645 | $807.0K | 0.27% | +184+4.1% | Added |
| KB Financial Partners, LLC | 4,647 | $807.0K | 0.23% | +1,996+75.3% | Added |
| Tyler-Stone Wealth Management | 4,647 | $807.0K | 0.43% | +4,647 | New |
| Lakeview Capital Partners, LLC | 4,635 | $805.0K | 0.47% | −1,014−18.0% | Reduced |
| Keudell/Morrison Wealth Management | 4,633 | $805.0K | 0.32% | −691−13.0% | Reduced |
| Bluestein R H & Co | 4,637 | $805.0K | 0.03% | −530−10.3% | Reduced |
| Miller Investment Management, LP | 4,631 | $804.0K | 0.12% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,625 | $803.0K | 0.38% | 00.0% | Unchanged |
| First National Bank | 4,609 | $801.0K | 0.70% | +53+1.2% | Added |
| Horan Capital Advisors, LLC. | 4,604 | $800.0K | 0.32% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,599 | $799.0K | 0.51% | −977−17.5% | Reduced |
| Circle Wealth Management, LLC | 4,600 | $799.0K | 0.10% | −493−9.7% | Reduced |
| Pecaut & Co. | 4,600 | $799.0K | 0.41% | 00.0% | Unchanged |
| HWG Holdings LP | 4,596 | $798.0K | 0.37% | +4,596 | New |
| Millennium Management LLC | 4,585 | $796.0K | 0.00% | −460,740−99.0% | Reduced |
| Laraway Financial Inc | 4,580 | $796.0K | 0.71% | +4,580 | New |
| Indie Asset Partners, LLC | 4,568 | $793.0K | 0.58% | −450−9.0% | Reduced |
| DFPG Investments, LLC | 4,559 | $793.0K | 0.33% | −14−0.3% | Reduced |
| WealthTrust Axiom LLC | 4,551 | $790.0K | 0.25% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,540 | $789.0K | 0.26% | +1,154+34.1% | Added |
| Sterling Investment Counsel, LLC | 4,527 | $786.0K | 0.53% | +4,527 | New |
| Hanson & Doremus Investment Management | 4,511 | $784.0K | 0.17% | +193+4.5% | Added |
| Verity Asset Management, Inc. | 4,513 | $784.0K | 0.46% | +197+4.6% | Added |
| Reuter James Wealth Management, LLC | 4,506 | $783.0K | 0.30% | +4,506 | New |
| Old North State Trust, LLC | 4,491 | $780.0K | 0.56% | +205+4.8% | Added |
| Missouri Trust & Investment Co | 4,483 | $779.0K | 0.45% | +4,483 | New |
| Aveo Capital Partners, LLC | 4,475 | $777.0K | 0.14% | +70+1.6% | Added |
| Private Capital Group, LLC | 4,440 | $776.0K | 0.16% | −74−1.6% | Reduced |
| Rockbridge Investment Management, LCC | 4,456 | $774.0K | 0.11% | +999+28.9% | Added |
| Waycross Partners, LLC | 4,433 | $770.0K | 0.44% | 00.0% | Unchanged |
| First American Trust, FSB | 4,419 | $768.0K | 0.10% | −18−0.4% | Reduced |
| Flow Traders U.S. LLC | 4,399 | $764.0K | 0.04% | +4,399 | New |
| Lloyd Park, LLC | 4,400 | $764.0K | 0.61% | +4,400 | New |
| Trust Co of Kansas | 4,385 | $762.0K | 0.40% | −12−0.3% | Reduced |
| RDA Financial Network | 4,374 | $760.0K | 0.31% | +656+17.6% | Added |
| Measured Wealth Private Client Group, LLC | 4,361 | $758.0K | 0.27% | +156+3.7% | Added |
| Colton Groome Financial Advisors, LLC | 4,355 | $757.0K | 0.31% | +60+1.4% | Added |