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
- 3,030
- +30 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
- 151
- 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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 13,501 | $2.26M | 0.15% | +152+1.1% | Added |
| Diversified Portfolios, Inc. | 13,508 | $2.26M | 0.54% | −800−5.6% | Reduced |
| MidWestOne Financial Group, Inc. | 13,529 | $2.26M | 0.49% | +477+3.7% | Added |
| HBW Advisory Services LLC | 13,560 | $2.27M | 0.80% | −16,299−54.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,566 | $2.27M | 1.44% | −100−0.7% | Reduced |
| Regent Investment Management LLC | 13,569 | $2.27M | 0.53% | −90−0.7% | Reduced |
| Summit Financial Group Inc | 13,584 | $2.27M | 0.77% | −30−0.2% | Reduced |
| Ritholtz Wealth Management | 13,597 | $2.28M | 0.15% | +876+6.9% | Added |
| Compagnie Lombard Odier SCmA | 13,597 | $2.28M | 0.05% | +6,500+91.6% | Added |
| Independence Bank of Kentucky | 13,605 | $2.28M | 0.90% | +284+2.1% | Added |
| Mechanics Financial Corp | 13,628 | $2.28M | 1.17% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 13,679 | $2.29M | 0.09% | +2,200+19.2% | Added |
| Home Federal Bank of Tennessee | 13,705 | $2.29M | 0.79% | −50−0.4% | Reduced |
| Beacon Financial Group | 13,627 | $2.29M | 0.31% | −64−0.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,703 | $2.29M | 2.08% | +351+2.6% | Added |
| Studio Investment Management LLC | 13,720 | $2.30M | 0.76% | −581−4.1% | Reduced |
| Cito Capital Group, LLC | 13,721 | $2.30M | 1.05% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 13,734 | $2.30M | 0.60% | +456+3.4% | Added |
| Finer Wealth Management, Inc. | 13,761 | $2.30M | 1.88% | −30.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,777 | $2.31M | 0.65% | −44−0.3% | Reduced |
| Saybrook Capital | 13,792 | $2.31M | 0.62% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,812 | $2.31M | 0.81% | +8,804+175.8% | Added |
| Insight Inv LLC | 13,821 | $2.31M | 2.10% | +1,197+9.5% | Added |
| Aspen Investment Management Inc | 13,839 | $2.32M | 1.21% | +194+1.4% | Added |
| Rothschild Investment Corp | 13,911 | $2.33M | 0.18% | −497−3.4% | Reduced |
| Security National Bank of So Dak | 13,925 | $2.33M | 1.62% | +193+1.4% | Added |
| Tandem Capital Management Corp | 13,545 | $2.33M | 1.61% | +300+2.3% | Added |
| Checchi Capital Advisers, LLC | 13,935 | $2.33M | 0.24% | +949+7.3% | Added |
| ZWJ Investment Counsel Inc | 13,966 | $2.34M | 0.12% | −150−1.1% | Reduced |
| Hunter Associates Investment Management LLC | 14,000 | $2.34M | 0.75% | −1,400−9.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 14,000 | $2.34M | 1.41% | −235−1.7% | Reduced |
| Jupiter Wealth Management LLC | 14,000 | $2.34M | 1.47% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 14,014 | $2.35M | 0.06% | +14,014 | New |
| IHT Wealth Management, LLC | 14,043 | $2.35M | 0.18% | +259+1.9% | Added |
| Joel Isaacson & Co., LLC | 13,828 | $2.36M | 0.17% | +103+0.8% | Added |
| EPG Wealth Management LLC | 14,094 | $2.36M | 0.82% | +1,438+11.4% | Added |
| Oxler Private Wealth LLC | 14,155 | $2.37M | 1.07% | +177+1.3% | Added |
| West Oak Capital, LLC | 14,159 | $2.37M | 1.07% | −230−1.6% | Reduced |
| Taylor Hoffman Wealth Management | 14,179 | $2.37M | 0.95% | −108−0.8% | Reduced |
| CNB Bank | 14,249 | $2.38M | 1.34% | +167+1.2% | Added |
| Leisure Capital Management | 14,250 | $2.38M | 1.21% | +275+2.0% | Added |
| Dana Investment Advisors, Inc. | 14,263 | $2.39M | 0.11% | +500+3.6% | Added |
| Tectonic Advisors LLC | 14,288 | $2.39M | 0.41% | +1,126+8.6% | Added |
| Lindenwold Advisors | 14,301 | $2.39M | 1.47% | +34+0.2% | Added |
| Rehmann Capital Advisory Group | 14,328 | $2.40M | 0.23% | +90+0.6% | Added |
| Barings LLC | 14,370 | $2.40M | 0.07% | +297+2.1% | Added |
| Montecito Bank & Trust | 14,379 | $2.41M | 0.45% | −66−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 14,503 | $2.43M | 1.00% | −183−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 14,532 | $2.43M | 0.67% | +35+0.2% | Added |
| Mitchell Capital Management Co | 14,555 | $2.44M | 0.55% | +527+3.8% | Added |
| Selway Asset Management | 14,605 | $2.44M | 1.18% | +800+5.8% | Added |
| Liberty Capital Management, Inc. | 14,613 | $2.45M | 0.71% | −45−0.3% | Reduced |
| Clarius Group, LLC | 14,118 | $2.45M | 0.19% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 14,707 | $2.46M | 0.03% | +20+0.1% | Added |
| Agate Pass Investment Management, LLC | 14,740 | $2.47M | 1.54% | +687+4.9% | Added |
| RFG Advisory, LLC | 14,768 | $2.47M | 0.16% | −353−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 14,786 | $2.48M | 0.53% | +609+4.3% | Added |
| Baldwin Investment Management, LLC | 14,817 | $2.48M | 0.69% | +100+0.7% | Added |
| AdvisorNet Financial, Inc | 14,859 | $2.49M | 0.16% | +1,015+7.3% | Added |
| Red Door Wealth Management, LLC | 14,869 | $2.49M | 0.83% | +2,178+17.2% | Added |
| Elmwood Wealth Management, Inc. | 14,871 | $2.49M | 1.28% | −195−1.3% | Reduced |
| Navellier & Associates Inc | 14,903 | $2.49M | 0.42% | −100−0.7% | Reduced |
| Csenge Advisory Group | 14,977 | $2.51M | 0.20% | +707+5.0% | Added |
| Wealth Alliance Advisory Group, LLC | 14,997 | $2.51M | 1.09% | −814−5.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.51M | 0.69% | 00.0% | Unchanged |
| Lee Capital Holdings LLC | 15,000 | $2.51M | 1.43% | 00.0% | Unchanged |
| LCNB Corp | 15,160 | $2.54M | 1.19% | +700+4.8% | Added |
| Acropolis Investment Management, LLC | 15,156 | $2.54M | 0.23% | +1,116+7.9% | Added |
| Kovack Advisors, Inc. | 15,186 | $2.54M | 0.26% | +131+0.9% | Added |
| Vickerman Investment Advisors, Inc. | 14,912 | $2.54M | 1.13% | +1,213+8.9% | Added |
| Thoroughbred Financial Services, LLC | 15,198 | $2.54M | 0.42% | +8,677+133.1% | Added |
| Family Legacy, Inc. | 15,271 | $2.56M | 1.07% | −19−0.1% | Reduced |
| Plimoth Trust Co LLC | 15,324 | $2.56M | 0.68% | −526−3.3% | Reduced |
| First United Bank Trust | 15,332 | $2.57M | 1.01% | −495−3.1% | Reduced |
| VeraBank, N.A. | 15,336 | $2.57M | 1.33% | −63−0.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,335 | $2.57M | 1.16% | +540+3.6% | Added |
| Nvest Financial, LLC | 15,344 | $2.57M | 2.11% | +15,344 | New |
| Mystic Asset Management, Inc. | 15,349 | $2.57M | 1.38% | +90+0.6% | Added |
| Outfitter Financial LLC | 15,405 | $2.58M | 1.97% | −160−1.0% | Reduced |
| Oak Associates, Ltd | 15,414 | $2.58M | 0.16% | −3,290−17.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,413 | $2.58M | 0.20% | +2,705+21.3% | Added |
| Moseley Investment Management Inc | 15,424 | $2.58M | 1.40% | −1,517−9.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 15,431 | $2.58M | 0.17% | −1,307−7.8% | Reduced |
| Investment Advisory Services Inc | 15,470 | $2.59M | 1.44% | +100+0.7% | Added |
| Vise Technologies, Inc. | 15,480 | $2.59M | 0.97% | −10,338−40.0% | Reduced |
| Power Corp of Canada | 15,478 | $2.59M | 0.22% | +15,478 | New |
| Fieldpoint Private Securities, LLC | 15,493 | $2.59M | 0.53% | −507−3.2% | Reduced |
| Grandview Asset Management LLC | 15,502 | $2.60M | 1.10% | +394+2.6% | Added |
| Smith, Moore & Co. | 15,511 | $2.60M | 0.35% | −68−0.4% | Reduced |
| ICA Group Wealth Management, LLC | 15,694 | $2.60M | 0.49% | +15,694 | New |
| LVM Capital Management Ltd | 15,554 | $2.60M | 0.34% | +374+2.5% | Added |
| Benjamin Edwards Inc | 15,581 | $2.61M | 0.76% | +2,622+20.2% | Added |
| Decatur Capital Management, Inc. | 15,634 | $2.62M | 1.52% | +1,563+11.1% | Added |
| Becker Capital Management Inc | 15,680 | $2.63M | 0.11% | −133−0.8% | Reduced |
| Wisconsin Capital Management LLC | 15,685 | $2.63M | 1.27% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15,705 | $2.63M | 0.28% | −63−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,722 | $2.63M | 0.23% | +507+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,808 | $2.65M | 1.23% | −1,250−7.3% | Reduced |
| E Fund Management Co., Ltd. | 15,859 | $2.65M | 0.09% | −193−1.2% | Reduced |
| TFG Advisers LLC | 15,860 | $2.65M | 1.22% | −84−0.5% | Reduced |