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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 6,676 | $1.12M | 0.38% | +205+3.2% | Added |
| Brown Capital Management LLC | 6,680 | $1.12M | 0.01% | −81−1.2% | Reduced |
| Tobam | 6,679 | $1.12M | 0.06% | +2,400+56.1% | Added |
| Hudock, Inc. | 6,688 | $1.12M | 0.31% | −605−8.3% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,686 | $1.12M | 1.71% | +50+0.8% | Added |
| Legacy Private Trust Co. | 6,700 | $1.12M | 0.09% | +20+0.3% | Added |
| Doheny Asset Management | 6,710 | $1.12M | 0.82% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6,734 | $1.13M | 0.30% | −242−3.5% | Reduced |
| Tevis Investment Management | 6,717 | $1.13M | 1.02% | +79+1.2% | Added |
| Virtue Capital Management, LLC | 6,758 | $1.13M | 0.18% | +1,444+27.2% | Added |
| LCM Capital Management Inc | 6,781 | $1.14M | 0.92% | +214+3.3% | Added |
| Phocas Financial Corp. | 6,799 | $1.14M | 0.14% | −159−2.3% | Reduced |
| Jump Financial, LLC | 6,808 | $1.14M | 0.05% | −3,362−33.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 6,712 | $1.14M | 0.80% | −92−1.4% | Reduced |
| UMA Financial Services, Inc. | 6,591 | $1.15M | 0.30% | +10.0% | Added |
| Carl P. Sherr & Co., LLC | 6,878 | $1.15M | 0.78% | −200−2.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,882 | $1.15M | 0.73% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 6,881 | $1.15M | 0.06% | +5,448+380.2% | Added |
| Summit Asset Management, LLC | 6,901 | $1.16M | 0.33% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 6,904 | $1.16M | 0.79% | +145+2.1% | Added |
| CRA Financial Services, LLC | 6,909 | $1.16M | 0.35% | +20.0% | Added |
| Alaethes Wealth LLC | 6,909 | $1.16M | 0.73% | +14+0.2% | Added |
| Cross Staff Investments Inc | 6,920 | $1.16M | 1.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,940 | $1.16M | 0.06% | −693−9.1% | Reduced |
| MTM Investment Management, LLC | 6,948 | $1.16M | 0.56% | +13+0.2% | Added |
| KC Investment Advisors, LLC | 6,987 | $1.17M | 0.81% | +139+2.0% | Added |
| Nadler Financial Group, Inc. | 6,996 | $1.17M | 0.18% | −545−7.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,994 | $1.17M | 0.12% | +1,000+16.7% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.17M | 0.44% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 7,006 | $1.17M | 1.05% | +895+14.6% | Added |
| IVC Wealth Advisors LLC | 7,053 | $1.18M | 0.78% | −146−2.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 7,053 | $1.18M | 0.39% | +6+0.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,059 | $1.18M | 0.75% | +484+7.4% | Added |
| First Commonwealth Financial Corp | 7,064 | $1.18M | 0.38% | +335+5.0% | Added |
| Wells Trecaso Financial Group, LLC | 7,086 | $1.19M | 0.53% | +219+3.2% | Added |
| Boston Common Asset Management, LLC | 7,085 | $1.19M | 0.05% | +830+13.3% | Added |
| Abacus Planning Group, Inc. | 7,117 | $1.19M | 0.32% | +4+0.1% | Added |
| Widmann Financial Services, Inc. | 7,127 | $1.19M | 1.06% | 00.0% | Unchanged |
| Summit Global Investments | 7,138 | $1.20M | 0.09% | +3,943+123.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,938 | $1.20M | 0.21% | −33,596−82.9% | Reduced |
| Quad-Cities Investment Group, LLC | 7,173 | $1.20M | 0.77% | +20.0% | Added |
| OmniStar Financial Group, Inc. | 7,181 | $1.20M | 1.19% | −697−8.8% | Reduced |
| MEMBERS Trust Co | 7,190 | $1.20M | 0.04% | −229−3.1% | Reduced |
| Quent Capital, LLC | 7,193 | $1.20M | 0.22% | −1,051−12.7% | Reduced |
| AlphaStar Capital Management, LLC | 7,196 | $1.20M | 0.10% | +428+6.3% | Added |
| Triad Financial Advisors, Inc. | 7,227 | $1.21M | 0.65% | +11+0.2% | Added |
| SFMG, LLC | 7,261 | $1.22M | 0.12% | +456+6.7% | Added |
| Twelve Points Wealth Management LLC | 7,265 | $1.22M | 0.91% | −20.0% | Reduced |
| Somerset Group LLC | 7,275 | $1.22M | 0.87% | 00.0% | Unchanged |
| Highview Capital Management LLC | 7,281 | $1.22M | 0.78% | +3,988+121.1% | Added |
| Zullo Investment Group, Inc. | 7,292 | $1.22M | 0.63% | +535+7.9% | Added |
| 55I, LLC | 7,297 | $1.22M | 0.03% | +697+10.6% | Added |
| Perennial Investment Advisors, LLC | 7,307 | $1.23M | 0.39% | +83+1.1% | Added |
| Clear Street Markets LLC | 7,357 | $1.23M | 0.37% | +1,999+37.3% | Added |
| Wall Street Access Asset Management, LLC | 7,369 | $1.23M | 0.68% | −2,432−24.8% | Reduced |
| Castle Rock Wealth Management, LLC | 7,121 | $1.23M | 0.57% | +513+7.8% | Added |
| Lineweaver Wealth Advisors, LLC | 7,372 | $1.23M | 0.35% | +1,023+16.1% | Added |
| Old Mission Investment Co LLC | 7,391 | $1.24M | 0.46% | −40−0.5% | Reduced |
| Old Port Advisors | 7,319 | $1.24M | 0.42% | −159−2.1% | Reduced |
| Acima Private Wealth, LLC | 7,446 | $1.25M | 0.58% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,452 | $1.25M | 0.12% | −307−4.0% | Reduced |
| Nations Financial Group Inc, | 7,477 | $1.25M | 0.15% | +937+14.3% | Added |
| Pacitti Group Inc. | 7,494 | $1.25M | 0.83% | +241+3.3% | Added |
| True North Advisors, LLC | 7,501 | $1.25M | 0.34% | −1,015−11.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,506 | $1.26M | 0.06% | −279−3.6% | Reduced |
| Powers Advisory Group, LLC | 7,508 | $1.26M | 0.87% | +45+0.6% | Added |
| Carmichael Hill & Associates, Inc. | 7,509 | $1.26M | 0.63% | +366+5.1% | Added |
| Lee Johnson Capital Management, LLC | 7,551 | $1.26M | 1.13% | +417+5.8% | Added |
| Optimum Investment Advisors | 7,564 | $1.27M | 0.53% | −115−1.5% | Reduced |
| Ferris Capital, LLC | 7,566 | $1.27M | 0.29% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,572 | $1.27M | 0.35% | −716−8.6% | Reduced |
| Pinnacle Bancorp, Inc. | 7,587 | $1.27M | 0.44% | +665+9.6% | Added |
| Hilltop Holdings Inc. | 7,599 | $1.27M | 0.14% | −1,162−13.3% | Reduced |
| Signet Financial Management, LLC | 7,612 | $1.27M | 0.21% | −43−0.6% | Reduced |
| Buckley Wealth Management, LLC | 7,611 | $1.27M | 0.34% | +2,446+47.4% | Added |
| Woodward Diversified Capital, LLC | 7,621 | $1.28M | 0.83% | +549+7.8% | Added |
| Regatta Capital Group, LLC | 7,652 | $1.28M | 0.44% | +185+2.5% | Added |
| Continuum Advisory, LLC | 7,458 | $1.28M | 0.24% | +2,524+51.2% | Added |
| Davidson Trust Co | 7,655 | $1.28M | 0.95% | −408−5.1% | Reduced |
| Investment Partners, Ltd. | 7,666 | $1.28M | 0.54% | −105−1.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,663 | $1.28M | 1.02% | +7,663 | New |
| Concord Wealth Partners | 7,686 | $1.29M | 0.33% | +375+5.1% | Added |
| DF Dent & Co Inc | 7,703 | $1.29M | 0.01% | −570−6.9% | Reduced |
| Annex Advisory Services, LLC | 7,711 | $1.29M | 0.09% | +194+2.6% | Added |
| International Assets Investment Management, LLC | 7,715 | $1.29M | 0.23% | +241+3.2% | Added |
| Timber Creek Capital Management LLC | 7,725 | $1.29M | 0.39% | −112−1.4% | Reduced |
| Asset Allocation & Management Company, LLC | 7,755 | $1.30M | 0.47% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 7,815 | $1.31M | 0.30% | +283+3.8% | Added |
| Bank of Nova Scotia Trust Co | 7,837 | $1.31M | 0.11% | −1,449−15.6% | Reduced |
| Heartland Bank & Trust Co | 7,842 | $1.31M | 1.00% | +1,015+14.9% | Added |
| Sargent Investment Group, LLC | 7,859 | $1.31M | 0.33% | −40−0.5% | Reduced |
| Monterey Private Wealth, Inc. | 7,871 | $1.32M | 0.64% | −436−5.2% | Reduced |
| Buckingham Strategic Partners | 7,893 | $1.32M | 0.13% | +7,893 | New |
| Autumn Glory Partners, LLC | 7,927 | $1.33M | 0.77% | −6,784−46.1% | Reduced |
| Blackhawk Capital Partners LLC. | 7,966 | $1.33M | 0.91% | −720−8.3% | Reduced |
| Clark Capital Management Group, Inc. | 7,975 | $1.33M | 0.01% | −454−5.4% | Reduced |
| Rosenbaum Jay D. | 7,975 | $1.33M | 2.11% | −54−0.7% | Reduced |
| Arlington Partners LLC | 7,986 | $1.34M | 0.38% | −2,706−25.3% | Reduced |
| Coastal Investment Advisors, Inc. | 8,007 | $1.34M | 0.27% | +52+0.7% | Added |
| Columbia Trust Co 01012016 | 7,807 | $1.34M | 0.63% | +1,596+25.7% | Added |