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, Q1 2022
Institutional positions in PepsiCo Inc as of Mar 31, 2022. 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
- 3,031
- +31 vs. Q4 2021
- Shares held
- 997.7M
- −5.41M (−0.5%) vs. Q4 2021
- Total value
- $166.6B
- −$7.44B (−4.3%) vs. Q4 2021
- New holders
- 152
- 1,271 more added
- Sold out
- 121
- 1,221 more reduced
40 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marion Wealth Management | 4,055 | $679.0K | 0.33% | +46+1.1% | Added |
| Wade Financial Advisory, Inc | 4,076 | $682.0K | 0.29% | −12,957−76.1% | Reduced |
| Cooper Financial Group | 4,077 | $682.0K | 0.26% | −1,083−21.0% | Reduced |
| Capital Wealth Planning, LLC | 4,087 | $684.0K | 0.01% | −1,908−31.8% | Reduced |
| SOL Capital Management CO | 4,085 | $684.0K | 0.12% | −600−12.8% | Reduced |
| Cranbrook Wealth Management, LLC | 4,087 | $684.0K | 0.15% | +5+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 4,084 | $684.0K | 0.20% | +36+0.9% | Added |
| Guardian Wealth Advisors, LLC | 4,084 | $684.0K | 0.56% | +61+1.5% | Added |
| Aft, Forsyth & Company, Inc. | 4,095 | $685.0K | 0.44% | −5−0.1% | Reduced |
| Gables Capital Management Inc. | 4,090 | $685.0K | 0.43% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,090 | $685.0K | 0.33% | +3,618+766.5% | Added |
| Summitry LLC | 4,105 | $687.0K | 0.04% | −33−0.8% | Reduced |
| Stephens Consulting, LLC | 4,105 | $687.1K | 0.57% | +1,293+46.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,063 | $688.0K | 0.01% | −1,151−22.1% | Reduced |
| Midwest Professional Planners, LTD. | 4,110 | $688.0K | 0.34% | +396+10.7% | Added |
| First Financial Corp | 4,129 | $692.0K | 0.42% | −20−0.5% | Reduced |
| American Investment Services, Inc. | 4,151 | $695.0K | 0.15% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,161 | $696.0K | 0.40% | −976−19.0% | Reduced |
| Eudaimonia Advisors LLC | 4,161 | $696.0K | 0.40% | −41−1.0% | Reduced |
| Shepherd Financial Partners LLC | 4,149 | $697.0K | 0.12% | +929+28.9% | Added |
| Wealth Architects, LLC | 4,167 | $698.0K | 0.12% | −20.0% | Reduced |
| Capital Investment Counsel, Inc | 4,179 | $699.0K | 0.15% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,192 | $700.0K | 0.43% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,186 | $701.0K | 0.20% | +5+0.1% | Added |
| First Bank & Trust | 4,201 | $703.0K | 0.22% | −4,992−54.3% | Reduced |
| Menard Financial Group LLC | 4,210 | $705.0K | 0.69% | −101−2.3% | Reduced |
| Infusive Asset Management Inc. | 4,217 | $706.0K | 0.34% | −1,015−19.4% | Reduced |
| Verus Financial Partners, Inc. | 4,078 | $707.0K | 0.10% | −103−2.5% | Reduced |
| Rock Point Advisors, LLC | 4,231 | $708.0K | 0.21% | −90−2.1% | Reduced |
| Vivaldi Capital Management, LLC | 4,088 | $710.0K | 0.18% | +74+1.8% | Added |
| D L Carlson Investment Group Inc | 4,250 | $711.0K | 0.12% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 4,250 | $711.0K | 0.07% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,254 | $712.0K | 0.12% | +2,545+148.9% | Added |
| Guinness Atkinson Asset Management Inc | 4,265 | $714.0K | 0.34% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 4,278 | $716.0K | 0.52% | 00.0% | Unchanged |
| Solstein Capital, LLC | 4,288 | $718.0K | 0.47% | −66−1.5% | Reduced |
| SOA Wealth Advisors, LLC. | 4,292 | $718.0K | 0.18% | −45−1.0% | Reduced |
| Vicus Capital | 4,289 | $718.0K | 0.07% | +39+0.9% | Added |
| First International Bank & Trust | 4,310 | $721.0K | 0.25% | −19−0.4% | Reduced |
| Pallas Capital Advisors LLC | 4,202 | $722.0K | 0.09% | −36−0.8% | Reduced |
| First Community Trust NA | 4,346 | $727.0K | 0.69% | +63+1.5% | Added |
| Black Diamond Financial, LLC | 4,351 | $728.0K | 0.23% | +10.0% | Added |
| Bay Rivers Group | 4,369 | $731.0K | 0.53% | +77+1.8% | Added |
| TD Capital Management LLC | 4,377 | $733.0K | 0.09% | +2,221+103.0% | Added |
| Comerica Securities,inc. | 4,383 | $734.0K | 0.05% | −319−6.8% | Reduced |
| Trust Co of Kansas | 4,385 | $734.0K | 0.39% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,392 | $735.0K | 0.10% | +448+11.4% | Added |
| Private Capital Group, LLC | 4,412 | $738.0K | 0.17% | −28−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 4,417 | $739.0K | 0.29% | +2,429+122.2% | Added |
| BancorpSouth Bank | 4,420 | $740.0K | 0.09% | −40,161−90.1% | Reduced |
| Lloyd Park, LLC | 4,427 | $741.0K | 0.82% | +27+0.6% | Added |
| Waycross Partners, LLC | 4,433 | $742.0K | 0.43% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,337 | $744.0K | 0.10% | +330+8.2% | Added |
| RDA Financial Network | 4,450 | $745.0K | 0.31% | +76+1.7% | Added |
| ACG Wealth | 4,456 | $746.0K | 0.14% | −1,498−25.2% | Reduced |
| Solidarilty Wealth, LLC | 4,347 | $752.0K | 0.42% | +4,347 | New |
| Iron Financial, LLC | 4,524 | $757.0K | 0.35% | +4,524 | New |
| Truepoint, Inc. | 4,535 | $759.0K | 0.04% | −2,000−30.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,535 | $759.0K | 0.28% | −110−2.4% | Reduced |
| Indie Asset Partners, LLC | 4,535 | $759.0K | 0.57% | −33−0.7% | Reduced |
| Bowling Portfolio Management LLC | 4,536 | $759.0K | 0.16% | +224+5.2% | Added |
| Compton Wealth Advisory Group, LLC | 4,532 | $759.0K | 0.29% | +651+16.8% | Added |
| Meridian Investment Counsel Inc. | 4,540 | $760.0K | 0.26% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 4,552 | $761.0K | 0.24% | +10.0% | Added |
| Capstone Triton Financial Group, LLC | 4,352 | $761.0K | 0.53% | +498+12.9% | Added |
| First National Bank | 4,559 | $763.0K | 0.70% | −50−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 4,565 | $764.0K | 0.10% | −37,610−89.2% | Reduced |
| Laraway Financial Inc | 4,580 | $767.0K | 0.70% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 4,589 | $768.0K | 0.60% | −368−7.4% | Reduced |
| Pecaut & Co. | 4,600 | $770.0K | 0.37% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,604 | $771.0K | 0.31% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 4,607 | $771.0K | 0.48% | +1,536+50.0% | Added |
| MSH Capital Advisors LLC | 4,607 | $771.2K | 0.32% | +318+7.4% | Added |
| DFPG Investments, LLC | 4,528 | $772.0K | 0.30% | −31−0.7% | Reduced |
| San Luis Wealth Advisors LLC | 4,445 | $772.0K | 0.38% | +4,445 | New |
| Prentiss Smith & Co Inc | 4,625 | $774.0K | 0.46% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,629 | $775.0K | 0.31% | −254−5.2% | Reduced |
| Klingman & Associates, LLC | 4,628 | $775.0K | 0.07% | −169−3.5% | Reduced |
| Miller Investment Management, LP | 4,631 | $775.0K | 0.12% | 00.0% | Unchanged |
| Dodge & Cox | 4,675 | $783.0K | 0.00% | −550−10.5% | Reduced |
| RMB Capital Management, LLC | 4,689 | $785.0K | 0.02% | −83−1.7% | Reduced |
| Retirement Income Solutions, Inc | 4,699 | $786.0K | 0.22% | −106−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 4,708 | $788.0K | 0.40% | +73+1.6% | Added |
| Well Done, LLC | 4,712 | $789.0K | 0.16% | +6+0.1% | Added |
| Proficio Capital Partners LLC | 4,717 | $790.0K | 0.12% | −202−4.1% | Reduced |
| Bluestein R H & Co | 4,737 | $793.0K | 0.03% | +100+2.2% | Added |
| Legacy Bridge, LLC | 4,772 | $799.0K | 0.47% | −425−8.2% | Reduced |
| Stewart & Patten Co LLC | 4,793 | $802.0K | 0.13% | −1,065−18.2% | Reduced |
| Allegheny Financial Group LTD | 4,799 | $803.0K | 0.34% | +26+0.5% | Added |
| Davis-Rea Ltd. | 21,282 | $804.0K | 0.42% | +10,853+104.1% | Added |
| Summit Place Financial Advisors, LLC | 4,805 | $804.0K | 0.54% | 00.0% | Unchanged |
| First American Trust, FSB | 4,817 | $806.0K | 0.11% | +398+9.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,820 | $807.0K | 0.49% | +221+4.8% | Added |
| Cornerstone National Bank & Trust Co | 4,838 | $809.8K | 0.36% | +164+3.5% | Added |
| Alliance Wealth Advisors, LLC | 4,842 | $810.0K | 0.67% | −253−5.0% | Reduced |
| Great Diamond Partners, LLC | 4,847 | $811.0K | 0.23% | +131+2.8% | Added |
| Greenwich Wealth Management LLC | 4,853 | $812.0K | 0.08% | −36−0.7% | Reduced |
| St. Louis Trust Co | 4,850 | $812.0K | 0.17% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,866 | $814.0K | 0.69% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 4,888 | $818.0K | 0.16% | −190−3.7% | Reduced |