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 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 42,175 | $7.33M | 1.03% | +42,175 | New |
| Pacific Global Investment Management CO | 42,154 | $7.32M | 1.35% | −30.0% | Reduced |
| Ar Asset Management Inc | 42,009 | $7.30M | 1.85% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 41,925 | $7.28M | 0.30% | −16,024−27.7% | Reduced |
| Allied Investment Advisors, LLC | 41,912 | $7.28M | 2.49% | +1,070+2.6% | Added |
| Westfield Capital Management Co LP | 41,520 | $7.21M | 0.04% | −130−0.3% | Reduced |
| Lountzis Asset Management, LLC | 41,084 | $7.18M | 4.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41,293 | $7.17M | 0.65% | +1,933+4.9% | Added |
| B. Riley Wealth Management, Inc. | 41,271 | $7.17M | 0.50% | −182−0.4% | Reduced |
| Modera Wealth Management, LLC | 41,273 | $7.17M | 0.27% | +23,679+134.6% | Added |
| Kinneret Advisory, LLC | 40,955 | $7.16M | 0.74% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 41,171 | $7.15M | 0.58% | +5,019+13.9% | Added |
| Baker Ellis Asset Management LLC | 41,150 | $7.15M | 1.26% | −108−0.3% | Reduced |
| Wetherby Asset Management Inc | 41,132 | $7.14M | 0.40% | −67−0.2% | Reduced |
| Van Strum & Towne Inc. | 41,105 | $7.14M | 2.59% | +1,370+3.4% | Added |
| Desjardins Global Asset Management Inc. | 41,057 | $7.13M | 0.61% | +41,057 | New |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $7.12M | 0.06% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 40,879 | $7.10M | 2.43% | +480+1.2% | Added |
| Foyston, Gordon, & Payne Inc | 40,879 | $7.10M | 1.66% | −761−1.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,833 | $7.09M | 2.09% | +129+0.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 40,534 | $7.06M | 1.13% | −23,368−36.6% | Reduced |
| Somerville Kurt F | 40,620 | $7.05M | 0.98% | −843−2.0% | Reduced |
| Roundview Capital LLC | 40,541 | $7.04M | 0.70% | +554+1.4% | Added |
| Hills Bank & Trust Co | 40,537 | $7.04M | 0.97% | −928−2.2% | Reduced |
| River Wealth Advisors LLC | 40,465 | $7.03M | 1.09% | +1,043+2.6% | Added |
| Stokes Family Office, LLC | 40,449 | $7.03M | 0.87% | +549+1.4% | Added |
| Keeler Thomas Management LLC | 40,320 | $7.00M | 3.03% | +2,896+7.7% | Added |
| Tufton Capital Management | 40,287 | $7.00M | 1.07% | −466−1.1% | Reduced |
| DeDora Capital, Inc. | 23,315 | $6.99M | 5.24% | +20,131+632.3% | Added |
| Gotham Asset Management, LLC | 40,100 | $6.97M | 0.22% | −3,674−8.4% | Reduced |
| Oak Harvest Investment Services | 40,048 | $6.96M | 1.73% | +3,364+9.2% | Added |
| Northwest & Ethical Investments L.P. | 39,999 | $6.95M | 0.21% | +5,570+16.2% | Added |
| Bislett Management, LLC | 40,000 | $6.95M | 3.34% | −10,000−20.0% | Reduced |
| Private Trust Co NA | 39,982 | $6.95M | 0.96% | −3,522−8.1% | Reduced |
| TownSquare Capital, LLC | 39,937 | $6.94M | 0.17% | +6,868+20.8% | Added |
| NTV Asset Management LLC | 39,911 | $6.93M | 1.15% | −685−1.7% | Reduced |
| Great Valley Advisor Group, Inc. | 41,289 | $6.93M | 0.43% | +8,792+27.1% | Added |
| American Assets Investment Management, LLC | 39,800 | $6.91M | 0.74% | 00.0% | Unchanged |
| American Portfolios Advisors | 39,801 | $6.91M | 0.23% | +3,278+9.0% | Added |
| Destination Wealth Management | 39,367 | $6.84M | 0.24% | +1,962+5.2% | Added |
| Squarepoint Ops LLC | 39,274 | $6.82M | 0.03% | −128,685−76.6% | Reduced |
| Cambridge Trust Co | 39,126 | $6.80M | 0.22% | −539−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 42,002 | $6.79M | 1.41% | +19,761+88.8% | Added |
| Howland Capital Management LLC | 39,071 | $6.79M | 0.34% | −10,284−20.8% | Reduced |
| Private Wealth Partners, LLC | 38,967 | $6.77M | 0.57% | −1,141−2.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 38,901 | $6.76M | 0.20% | −12,854−24.8% | Reduced |
| Albion Financial Group | 38,856 | $6.75M | 0.53% | −602−1.5% | Reduced |
| Trust Co of Oklahoma | 38,792 | $6.74M | 2.28% | −1,031−2.6% | Reduced |
| Icon Wealth Partners, LLC | 38,765 | $6.73M | 0.68% | −575−1.5% | Reduced |
| Woodmont Investment Counsel LLC | 38,723 | $6.73M | 0.86% | −101−0.3% | Reduced |
| Toroso Investments, LLC | 38,616 | $6.71M | 0.21% | −2,090−5.1% | Reduced |
| Duality Advisers, LP | 38,576 | $6.70M | 0.73% | +38,576 | New |
| First Trust Bank, Ltd. | 38,500 | $6.69M | 8.38% | 00.0% | Unchanged |
| Seeyond | 38,433 | $6.68M | 0.62% | −118−0.3% | Reduced |
| Caldwell Trust Co | 38,305 | $6.65M | 0.77% | +98+0.3% | Added |
| Cypress Capital Group | 38,088 | $6.62M | 0.83% | −3,679−8.8% | Reduced |
| Boston Research & Management Inc | 37,948 | $6.59M | 1.80% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 37,863 | $6.58M | 1.99% | +2,116+5.9% | Added |
| KMG Fiduciary Partners, LLC | 37,831 | $6.57M | 1.02% | −11,008−22.5% | Reduced |
| Marietta Wealth Management, LLC | 37,552 | $6.52M | 1.31% | +575+1.6% | Added |
| Roberts Glore & Co Inc | 37,465 | $6.51M | 1.71% | −495−1.3% | Reduced |
| Buckingham Capital Management, Inc. | 37,354 | $6.49M | 1.01% | −3,856−9.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 37,125 | $6.45M | 0.64% | −1,940−5.0% | Reduced |
| Skba Capital Management LLC | 36,990 | $6.43M | 1.21% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 36,851 | $6.40M | 1.12% | +841+2.3% | Added |
| Schnieders Capital Management LLC | 36,807 | $6.39M | 1.50% | −100−0.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 36,784 | $6.39M | 0.69% | −525−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 36,659 | $6.37M | 0.59% | +635+1.8% | Added |
| Spectrum Management Group, LLC | 36,591 | $6.36M | 0.91% | +243+0.7% | Added |
| ExodusPoint Capital Management, LP | 36,384 | $6.32M | 0.08% | −13,819−27.5% | Reduced |
| Perkins Coie Trust Co | 36,094 | $6.27M | 1.84% | +1,634+4.7% | Added |
| Pavion Blue Capital, LLC | 36,037 | $6.26M | 3.63% | −196−0.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 42,141 | $6.25M | 0.15% | −14,032−25.0% | Reduced |
| Principal Street Partners, LLC | 35,837 | $6.23M | 1.50% | +629+1.8% | Added |
| L & S Advisors Inc | 35,792 | $6.22M | 0.67% | +460+1.3% | Added |
| Costello Asset Management, INC | 35,710 | $6.20M | 3.79% | −1,480−4.0% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 35,638 | $6.19M | 1.82% | −180−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 35,535 | $6.17M | 0.83% | −870−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 35,403 | $6.15M | 0.67% | −32−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.13M | 1.82% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 35,258 | $6.13M | 1.14% | +1,234+3.6% | Added |
| ARS Wealth Advisors Group, LLC | 35,156 | $6.11M | 1.03% | +2,378+7.3% | Added |
| Investment House LLC | 34,941 | $6.07M | 0.39% | −1,400−3.9% | Reduced |
| Financial Architects, Inc | 34,753 | $6.04M | 0.82% | −229−0.7% | Reduced |
| Prudential PLC | 34,670 | $6.02M | 0.08% | +32,989+1,962.5% | Added |
| Hall Laurie J Trustee | 34,623 | $6.01M | 2.13% | −140−0.4% | Reduced |
| Surevest, LLC | 34,400 | $5.98M | 1.42% | −1,938−5.3% | Reduced |
| Hennessy Advisors Inc | 34,300 | $5.96M | 0.34% | −800−2.3% | Reduced |
| BKD Wealth Advisors, LLC | 34,289 | $5.96M | 0.25% | −2,947−7.9% | Reduced |
| Chicago Trust Co NA | 34,231 | $5.95M | 1.18% | −720−2.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 34,099 | $5.92M | 0.34% | +6,809+25.0% | Added |
| Jackson Hole Capital Partners, LLC | 34,059 | $5.92M | 1.85% | −836−2.4% | Reduced |
| Hartford Financial Management Inc. | 33,933 | $5.89M | 1.37% | −181−0.5% | Reduced |
| Family Capital Trust Co | 33,899 | $5.89M | 1.65% | +340+1.0% | Added |
| Venture Visionary Partners LLC | 33,562 | $5.87M | 0.38% | +1,206+3.7% | Added |
| Great Lakes Advisors, LLC | 33,747 | $5.86M | 0.09% | −1,051−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 33,665 | $5.85M | 0.26% | +1,081+3.3% | Added |
| High Net Worth Advisory Group LLC | 33,536 | $5.83M | 2.03% | +33,536 | New |
| Harbor Advisory Corp | 33,501 | $5.82M | 2.36% | +100+0.3% | Added |
| Ayrshire Capital Management LLC | 33,483 | $5.82M | 2.95% | −87−0.3% | Reduced |