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 |
|---|---|---|---|---|---|
| QV Investors Inc. | 31,565 | $5.28M | 0.38% | 00.0% | Unchanged |
| M&R Capital Management Inc | 31,625 | $5.29M | 1.13% | +2,195+7.5% | Added |
| Great Lakes Advisors, LLC | 31,713 | $5.31M | 0.09% | −2,034−6.0% | Reduced |
| Ropes Wealth Advisors LLC | 31,767 | $5.32M | 0.91% | −715−2.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,828 | $5.33M | 0.73% | +451+1.4% | Added |
| Aristotle Capital Management, LLC | 31,849 | $5.33M | 0.01% | −1,129−3.4% | Reduced |
| LVW Advisors, LLC | 31,865 | $5.33M | 0.94% | −49−0.2% | Reduced |
| WMS Partners, LLC | 31,869 | $5.33M | 0.73% | +1,682+5.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 31,965 | $5.35M | 1.19% | +31,965 | New |
| Monetary Management Group Inc | 31,975 | $5.35M | 1.42% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 32,010 | $5.36M | 0.54% | −922−2.8% | Reduced |
| Modera Wealth Management, LLC | 32,115 | $5.38M | 0.24% | −9,158−22.2% | Reduced |
| Skba Capital Management LLC | 32,290 | $5.41M | 0.98% | −4,700−12.7% | Reduced |
| BLB&B Advisors, LLC | 32,290 | $5.41M | 0.36% | −949−2.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,328 | $5.41M | 1.86% | +88+0.3% | Added |
| Fred Alger Management, LLC | 32,352 | $5.42M | 0.02% | +2,330+7.8% | Added |
| Trinity Legacy Partners, LLC | 32,463 | $5.43M | 1.83% | +5,022+18.3% | Added |
| Marshall & Sullivan Inc | 32,511 | $5.44M | 3.03% | −901−2.7% | Reduced |
| Concentric Wealth Management, LLC | 32,511 | $5.44M | 1.57% | +264+0.8% | Added |
| First Interstate Bank | 32,515 | $5.44M | 0.51% | +8,799+37.1% | Added |
| Eagle Global Advisors LLC | 32,563 | $5.45M | 0.34% | 00.0% | Unchanged |
| Harbor Advisory Corp | 32,590 | $5.46M | 2.19% | −911−2.7% | Reduced |
| SP Asset Management | 32,620 | $5.46M | 0.59% | +406+1.3% | Added |
| KMG Fiduciary Partners, LLC | 32,657 | $5.47M | 0.87% | −5,174−13.7% | Reduced |
| First Personal Financial Services | 32,700 | $5.47M | 1.28% | +130.0% | Added |
| High Net Worth Advisory Group LLC | 33,011 | $5.53M | 2.01% | −525−1.6% | Reduced |
| Whitener Capital Management, Inc. | 33,111 | $5.54M | 2.08% | +1,132+3.5% | Added |
| TD Private Client Wealth LLC | 33,116 | $5.54M | 0.24% | −8,809−21.0% | Reduced |
| City Holding Co | 33,205 | $5.56M | 0.90% | −70−0.2% | Reduced |
| Garland Capital Management Inc | 33,327 | $5.58M | 3.69% | +830+2.6% | Added |
| Hallmark Capital Management Inc | 33,343 | $5.58M | 0.47% | +345+1.0% | Added |
| Eastover Investment Advisors LLC | 33,483 | $5.60M | 2.96% | +3,357+11.1% | Added |
| Asset Management Group, Inc. | 33,586 | $5.62M | 1.18% | +345+1.0% | Added |
| Telemus Capital, LLC | 33,611 | $5.63M | 0.49% | +808+2.5% | Added |
| Ayrshire Capital Management LLC | 33,733 | $5.65M | 3.33% | +250+0.7% | Added |
| Costello Asset Management, INC | 33,752 | $5.65M | 3.88% | −1,958−5.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 33,850 | $5.67M | 0.83% | −1,685−4.7% | Reduced |
| Diversified Trust Co | 33,889 | $5.67M | 0.20% | +847+2.6% | Added |
| Hartford Financial Management Inc. | 33,933 | $5.68M | 1.37% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 34,064 | $5.70M | 2.19% | −559−1.6% | Reduced |
| Family Capital Trust Co | 34,069 | $5.70M | 1.85% | +170+0.5% | Added |
| Mendel Money Management | 34,089 | $5.71M | 2.79% | +3,182+10.3% | Added |
| Financial Architects, Inc | 34,214 | $5.73M | 0.82% | −539−1.6% | Reduced |
| Fundamentun, LLC | 34,236 | $5.73M | 0.95% | +1,350+4.1% | Added |
| BKD Wealth Advisors, LLC | 34,399 | $5.76M | 0.24% | +110+0.3% | Added |
| American Trust | 34,420 | $5.76M | 0.39% | +13,334+63.2% | Added |
| Jackson Hole Capital Partners, LLC | 34,682 | $5.80M | 1.67% | +623+1.8% | Added |
| Investment House LLC | 34,911 | $5.84M | 0.43% | −30−0.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.86M | 1.71% | 00.0% | Unchanged |
| Lavaca Capital LLC | 35,106 | $5.88M | 2.52% | +2,084+6.3% | Added |
| Chicago Trust Co NA | 35,406 | $5.93M | 1.27% | +1,175+3.4% | Added |
| Perkins Coie Trust Co | 35,552 | $5.95M | 1.85% | −542−1.5% | Reduced |
| Pavion Blue Capital, LLC | 35,789 | $5.99M | 3.51% | −248−0.7% | Reduced |
| Venture Visionary Partners LLC | 35,816 | $5.99M | 0.40% | +2,254+6.7% | Added |
| Aristotle Atlantic Partners, LLC | 35,982 | $6.02M | 0.37% | +1,883+5.5% | Added |
| SevenBridge Financial Group, LLC | 35,990 | $6.02M | 2.11% | −1,873−4.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 36,172 | $6.05M | 0.52% | +3,358+10.2% | Added |
| Panagora Asset Management Inc | 36,189 | $6.06M | 0.03% | −17,932−33.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 36,204 | $6.06M | 1.06% | +1,048+3.0% | Added |
| Ibex Wealth Advisors | 36,278 | $6.07M | 1.16% | +5,114+16.4% | Added |
| Somerville Kurt F | 36,328 | $6.08M | 0.98% | −4,292−10.6% | Reduced |
| Trust Co of Oklahoma | 36,344 | $6.08M | 2.33% | −2,448−6.3% | Reduced |
| Albion Financial Group | 36,392 | $6.09M | 0.52% | −2,464−6.3% | Reduced |
| Roberts Glore & Co Inc | 36,396 | $6.09M | 1.76% | −1,069−2.9% | Reduced |
| Hennessy Advisors Inc | 36,500 | $6.11M | 0.32% | +2,200+6.4% | Added |
| SS&H Financial Advisors, Inc. | 36,649 | $6.13M | 2.40% | +36,649 | New |
| Brewin Dolphin Wealth Management Ltd | 36,784 | $6.16M | 0.69% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 36,889 | $6.17M | 1.47% | +82+0.2% | Added |
| Cambridge Trust Co | 37,377 | $6.22M | 0.22% | −1,749−4.5% | Reduced |
| Northwest & Ethical Investments L.P. | 37,207 | $6.23M | 0.20% | −2,792−7.0% | Reduced |
| Mattern Capital Management, LLC | 37,216 | $6.23M | 1.11% | +365+1.0% | Added |
| Principal Street Partners, LLC | 37,364 | $6.25M | 1.43% | +1,527+4.3% | Added |
| Spectrum Management Group, LLC | 37,440 | $6.27M | 0.99% | +849+2.3% | Added |
| JGP Wealth Management, LLC | 36,387 | $6.30M | 1.16% | +1,129+3.2% | Added |
| Marietta Wealth Management, LLC | 37,768 | $6.32M | 1.32% | +216+0.6% | Added |
| Bridge Creek Capital Management LLC | 37,827 | $6.33M | 2.11% | +29,409+349.4% | Added |
| Private Trust Co NA | 38,084 | $6.38M | 1.00% | −1,898−4.7% | Reduced |
| Buckingham Capital Management, Inc. | 38,139 | $6.38M | 1.05% | +785+2.1% | Added |
| Ferguson Wellman Capital Management, Inc | 38,156 | $6.39M | 0.20% | −745−1.9% | Reduced |
| Caldwell Trust Co | 38,528 | $6.45M | 0.77% | +223+0.6% | Added |
| Spire Wealth Management | 38,556 | $6.45M | 0.17% | −12,522−24.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 38,641 | $6.47M | 0.51% | +19,278+99.6% | Added |
| Cypress Capital Group | 38,871 | $6.51M | 0.81% | +783+2.1% | Added |
| Hudson Bay Capital Management LP | 38,939 | $6.52M | 0.09% | +38,939 | New |
| Foyston, Gordon, & Payne Inc | 39,126 | $6.55M | 1.60% | −1,753−4.3% | Reduced |
| Tufton Capital Management | 39,248 | $6.57M | 1.06% | −1,039−2.6% | Reduced |
| Ci Investments Inc. | 39,286 | $6.58M | 0.02% | −14,076−26.4% | Reduced |
| Destination Wealth Management | 39,374 | $6.59M | 0.24% | +70.0% | Added |
| Gotham Asset Management, LLC | 39,511 | $6.61M | 0.20% | −589−1.5% | Reduced |
| Icon Wealth Partners, LLC | 39,571 | $6.62M | 0.66% | +806+2.1% | Added |
| Stokes Family Office, LLC | 39,599 | $6.63M | 0.88% | −850−2.1% | Reduced |
| Howland Capital Management LLC | 39,650 | $6.64M | 0.36% | +579+1.5% | Added |
| Hills Bank & Trust Co | 39,742 | $6.65M | 0.95% | −795−2.0% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $6.66M | 0.70% | 00.0% | Unchanged |
| NTV Asset Management LLC | 39,925 | $6.68M | 1.12% | +140.0% | Added |
| Money Concepts Capital Corp | 39,948 | $6.69M | 0.38% | +7,912+24.7% | Added |
| Bell Asset Management Ltd | 40,095 | $6.71M | 1.16% | −5,874−12.8% | Reduced |
| Keeler Thomas Management LLC | 40,137 | $6.72M | 3.23% | −183−0.5% | Reduced |
| TownSquare Capital, LLC | 40,251 | $6.74M | 0.17% | +314+0.8% | Added |
| Rafferty Asset Management, LLC | 40,609 | $6.80M | 0.04% | +16,126+65.9% | Added |