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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3,448 | $577.0K | 0.18% | −12−0.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,418 | $579.0K | 0.16% | −112−3.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 3,459 | $579.0K | 0.16% | +1,101+46.7% | Added |
| DT Investment Partners, LLC | 3,462 | $579.0K | 0.07% | +3,462 | New |
| RTD Financial Advisors, Inc. | 3,467 | $580.0K | 0.08% | +19+0.6% | Added |
| D'Orazio & Associates, Inc. | 3,465 | $580.0K | 0.14% | +506+17.1% | Added |
| Nauset Wealth Management. LLC | 3,471 | $581.0K | 0.46% | +1,282+58.6% | Added |
| Bickling Financial Services, Inc. | 3,474 | $582.0K | 0.30% | −277−7.4% | Reduced |
| Thomas White International Ltd | 3,495 | $585.0K | 0.10% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,500 | $586.0K | 0.17% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,513 | $588.0K | 0.01% | +3,513 | New |
| Corton Capital Inc. | 3,515 | $588.0K | 0.25% | +3,515 | New |
| Hurlow Wealth Management Group, Inc. | 3,516 | $589.0K | 0.36% | −424−10.8% | Reduced |
| ETF Store, Inc. | 3,383 | $591.0K | 0.46% | −25−0.7% | Reduced |
| Silverlake Wealth Management LLC | 3,534 | $591.6K | 0.34% | +60+1.7% | Added |
| Financial Management Professionals, Inc. | 3,539 | $592.0K | 0.13% | +509+16.8% | Added |
| Financial Council Asset Management Inc | 3,544 | $593.0K | 0.72% | −29−0.8% | Reduced |
| Covenant Asset Management, LLC | 3,543 | $593.0K | 0.18% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 3,540 | $593.0K | 0.61% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,561 | $596.0K | 0.14% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,560 | $596.0K | 0.05% | +172+5.1% | Added |
| SNS Financial Group, LLC | 3,576 | $599.0K | 0.07% | −100−2.7% | Reduced |
| Loveless Wealth Management LLC | 3,587 | $600.0K | 0.34% | −90−2.4% | Reduced |
| KWB Wealth | 3,451 | $600.0K | 0.10% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,586 | $600.3K | 0.15% | +526+17.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,600 | $603.0K | 0.08% | −20−0.6% | Reduced |
| Souders Financial Advisors | 3,609 | $604.0K | 0.17% | +31+0.9% | Added |
| AllSquare Wealth Management LLC | 3,614 | $605.0K | 0.36% | +2+0.1% | Added |
| WFA Asset Management Corp | 3,624 | $606.5K | 0.40% | +23+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 3,624 | $606.6K | 0.15% | −66−1.8% | Reduced |
| Cabot Wealth Management Inc | 3,629 | $607.0K | 0.08% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 3,628 | $607.3K | 0.17% | −538−12.9% | Reduced |
| Aveo Capital Partners, LLC | 3,632 | $608.0K | 0.11% | −843−18.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,631 | $608.0K | 0.12% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,636 | $609.0K | 0.10% | −563−13.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,650 | $611.0K | 0.23% | +260+7.7% | Added |
| Arthur M. Cohen & Associates, LLC | 3,655 | $612.0K | 0.13% | −1,860−33.7% | Reduced |
| Kowal Investment Group, LLC | 3,657 | $612.0K | 0.19% | +725+24.7% | Added |
| Capstone Financial Advisors, Inc. | 3,666 | $614.0K | 0.04% | −106−2.8% | Reduced |
| Sax Wealth Advisors, LLC | 3,668 | $614.0K | 0.15% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,617 | $614.0K | 0.31% | +3,617 | New |
| Fairview Capital Investment Management, LLC | 3,677 | $615.0K | 0.04% | −50−1.3% | Reduced |
| Uncommon Cents Investing LLC | 3,672 | $615.0K | 0.22% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,682 | $616.0K | 0.05% | −223−5.7% | Reduced |
| Personal Cfo Solutions, LLC | 3,680 | $616.0K | 0.12% | +43+1.2% | Added |
| Broadleaf Partners, LLC | 3,684 | $617.0K | 0.21% | +100+2.8% | Added |
| First Dallas Securities Inc. | 3,687 | $617.0K | 0.35% | +517+16.3% | Added |
| Kraft Asset Management, LLC | 3,684 | $617.0K | 0.64% | +3,684 | New |
| Guardian Wealth Advisors, LLC | 3,700 | $619.0K | 0.27% | −38−1.0% | Reduced |
| C2C Wealth Management, LLC | 3,552 | $621.0K | 0.11% | −670−15.9% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $621.0K | 0.28% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,719 | $622.0K | 0.39% | −98−2.6% | Reduced |
| Family Management Corp | 3,740 | $626.0K | 0.17% | −17,919−82.7% | Reduced |
| Arkadios Wealth Advisors | 3,749 | $627.0K | 0.08% | +301+8.7% | Added |
| Security Financial Services, INC. | 3,754 | $628.0K | 0.20% | +228+6.5% | Added |
| Harvest Investment Services, LLC | 3,780 | $632.0K | 0.38% | −158−4.0% | Reduced |
| Raleigh Capital Management Inc. | 3,783 | $633.0K | 0.34% | +3,690+3,967.7% | Added |
| Compass Capital Management, Inc | 3,788 | $634.0K | 0.05% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 3,797 | $636.0K | 0.20% | −110−2.8% | Reduced |
| Waterfront Wealth Inc. | 3,694 | $636.0K | 0.23% | −26−0.7% | Reduced |
| Exane Derivatives | 3,804 | $636.7K | 0.18% | −365−8.8% | Reduced |
| Delphia (USA) Inc. | 3,808 | $637.0K | 0.48% | +1,348+54.8% | Added |
| Sanders Morris Harris LLC | 3,815 | $639.0K | 0.12% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,823 | $640.0K | 0.42% | −319−7.7% | Reduced |
| Pendal Group Limited | 3,822 | $640.0K | 0.01% | −20−0.5% | Reduced |
| RiverFront Investment Group, LLC | 3,825 | $640.0K | 0.02% | +85+2.3% | Added |
| Atlantic Trust, LLC | 3,833 | $641.0K | 0.43% | −46−1.2% | Reduced |
| Wealth Advisory Solutions, LLC | 3,831 | $641.0K | 0.13% | +3,831 | New |
| Gryphon Financial Partners LLC | 3,834 | $642.0K | 0.13% | +107+2.9% | Added |
| Rice Partnership, LLC | 3,840 | $643.0K | 0.19% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,842 | $643.0K | 0.40% | +2+0.1% | Added |
| Apriem Advisors | 3,839 | $643.0K | 0.09% | +40+1.1% | Added |
| Capital Investment Services of America, Inc. | 3,720 | $646.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 3,865 | $647.0K | 1.21% | −3,258−45.7% | Reduced |
| First National Bank Sioux Falls | 3,867 | $647.0K | 0.68% | −209−5.1% | Reduced |
| Lesa Sroufe & Co | 3,727 | $647.0K | 0.65% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 3,880 | $649.0K | 0.53% | −100−2.5% | Reduced |
| MQS Management LLC | 3,875 | $649.0K | 0.53% | +3,875 | New |
| Morris Financial Concepts, Inc. | 3,894 | $652.0K | 0.54% | +11+0.3% | Added |
| Disciplined Investments, LLC | 3,909 | $654.0K | 0.27% | +235+6.4% | Added |
| Morris Retirement Advisors, LLC | 3,916 | $655.0K | 0.50% | −185−4.5% | Reduced |
| Traphagen Investment Advisors LLC | 3,917 | $655.6K | 0.11% | −351−8.2% | Reduced |
| Wharton Business Group, LLC | 3,919 | $656.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,919 | $656.0K | 0.04% | +1,358+53.0% | Added |
| Brendel Financial Advisors LLC | 3,964 | $663.0K | 0.36% | −10,344−72.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,967 | $664.0K | 0.24% | −394−9.0% | Reduced |
| Summit Trail Advisors, LLC | 3,976 | $665.0K | 0.05% | +340+9.4% | Added |
| Hutchinson Capital Management | 3,978 | $666.0K | 0.15% | −10−0.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,984 | $667.0K | 0.17% | −54−1.3% | Reduced |
| Cedrus LLC | 3,985 | $667.0K | 0.60% | +230+6.1% | Added |
| Financial Strategies Group, Inc. | 3,994 | $668.0K | 0.27% | +419+11.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 3,977 | $668.0K | 0.09% | +565+16.6% | Added |
| Aspire Private Capital, LLC | 4,007 | $671.0K | 0.21% | +640+19.0% | Added |
| Spartan Planning & Wealth Management | 4,008 | $671.0K | 0.84% | +4,008 | New |
| Tyler-Stone Wealth Management | 4,016 | $672.0K | 0.37% | −631−13.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,972 | $674.0K | 0.45% | −21,988−84.7% | Reduced |
| Fort Sheridan Advisors LLC | 4,025 | $674.0K | 0.20% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,036 | $676.0K | 0.08% | +80+2.0% | Added |
| Sippican Capital Advisors | 4,045 | $677.0K | 0.56% | −15−0.4% | Reduced |
| Three Bridge Wealth Advisors, LLC | 4,047 | $677.0K | 0.19% | +4,047 | New |