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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 16,796 | $2.81M | 1.63% | −307−1.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 16,778 | $2.81M | 0.32% | −1,757−9.5% | Reduced |
| USA Financial Portformulas Corp | 16,779 | $2.81M | 3.00% | +549+3.4% | Added |
| First Foundation Advisors | 16,772 | $2.81M | 0.10% | +127+0.8% | Added |
| Basepoint Wealth LLC | 16,719 | $2.80M | 2.58% | +13+0.1% | Added |
| CFO4Life Group, LLC | 16,704 | $2.80M | 0.59% | −173−1.0% | Reduced |
| Keystone Financial Group | 16,667 | $2.79M | 0.47% | +218+1.3% | Added |
| Howard Financial Services, Ltd. | 16,624 | $2.78M | 0.83% | −2,102−11.2% | Reduced |
| Ami Investment Management Inc | 16,627 | $2.78M | 1.25% | +113+0.7% | Added |
| Lee Danner & Bass Inc | 16,600 | $2.78M | 0.24% | −1,855−10.1% | Reduced |
| Regal Investment Advisors LLC | 16,548 | $2.77M | 0.25% | +467+2.9% | Added |
| Athena Investment Management | 16,549 | $2.77M | 2.15% | +16,549 | New |
| Eads & Heald Wealth Management | 16,543 | $2.77M | 1.28% | −173−1.0% | Reduced |
| TBH Global Asset Management, LLC | 16,538 | $2.77M | 0.59% | −136−0.8% | Reduced |
| L.M. Kohn & Company | 16,525 | $2.77M | 1.07% | +16,525 | New |
| Synergy Financial Management, LLC | 16,523 | $2.77M | 0.67% | +136+0.8% | Added |
| Ameritas Advisory Services, LLC | 16,510 | $2.76M | 0.10% | +397+2.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 16,410 | $2.75M | 0.08% | −3,432−17.3% | Reduced |
| CPWM, LLC | 16,391 | $2.74M | 0.20% | +3,405+26.2% | Added |
| Zhang Financial LLC | 16,387 | $2.74M | 0.46% | +830+5.3% | Added |
| Winton Group Ltd | 16,374 | $2.74M | 0.14% | +8,180+99.8% | Added |
| Orion Portfolio Solutions, LLC | 16,360 | $2.74M | 0.10% | −155−0.9% | Reduced |
| Inlet Private Wealth, LLC | 16,313 | $2.73M | 0.68% | +70.0% | Added |
| Northstar Asset Management LLC | 16,287 | $2.73M | 0.70% | +25+0.2% | Added |
| Valmark Advisers, Inc. | 16,265 | $2.72M | 0.05% | +160+1.0% | Added |
| Claro Advisors LLC | 15,669 | $2.72M | 0.98% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 16,195 | $2.71M | 0.33% | +505+3.2% | Added |
| Cozad Asset Management Inc | 16,158 | $2.71M | 0.38% | +1,603+11.0% | Added |
| ARGI Investment Services, LLC | 15,930 | $2.67M | 0.08% | +6,098+62.0% | Added |
| TFG Advisers LLC | 15,860 | $2.65M | 1.22% | −84−0.5% | Reduced |
| E Fund Management Co., Ltd. | 15,859 | $2.65M | 0.09% | −193−1.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,808 | $2.65M | 1.23% | −1,250−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,722 | $2.63M | 0.23% | +507+3.3% | Added |
| BerganKDV Wealth Management, LLC | 15,705 | $2.63M | 0.28% | −63−0.4% | Reduced |
| 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 |
| Decatur Capital Management, Inc. | 15,634 | $2.62M | 1.52% | +1,563+11.1% | Added |
| Benjamin Edwards Inc | 15,581 | $2.61M | 0.76% | +2,622+20.2% | Added |
| LVM Capital Management Ltd | 15,554 | $2.60M | 0.34% | +374+2.5% | Added |
| ICA Group Wealth Management, LLC | 15,694 | $2.60M | 0.49% | +15,694 | New |
| Smith, Moore & Co. | 15,511 | $2.60M | 0.35% | −68−0.4% | Reduced |
| Grandview Asset Management LLC | 15,502 | $2.60M | 1.10% | +394+2.6% | Added |
| Fieldpoint Private Securities, LLC | 15,493 | $2.59M | 0.53% | −507−3.2% | Reduced |
| 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 |
| Investment Advisory Services Inc | 15,470 | $2.59M | 1.44% | +100+0.7% | Added |
| Balasa Dinverno & Foltz LLC | 15,431 | $2.58M | 0.17% | −1,307−7.8% | Reduced |
| Moseley Investment Management Inc | 15,424 | $2.58M | 1.40% | −1,517−9.0% | 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 |
| Outfitter Financial LLC | 15,405 | $2.58M | 1.97% | −160−1.0% | Reduced |
| Mystic Asset Management, Inc. | 15,349 | $2.57M | 1.38% | +90+0.6% | Added |
| Nvest Financial, LLC | 15,344 | $2.57M | 2.11% | +15,344 | New |
| 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 |
| Plimoth Trust Co LLC | 15,324 | $2.56M | 0.68% | −526−3.3% | Reduced |
| Family Legacy, Inc. | 15,271 | $2.56M | 1.07% | −19−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 15,198 | $2.54M | 0.42% | +8,677+133.1% | 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 |
| 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 |
| Lee Capital Holdings LLC | 15,000 | $2.51M | 1.43% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.51M | 0.69% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 14,997 | $2.51M | 1.09% | −814−5.1% | Reduced |
| Csenge Advisory Group | 14,977 | $2.51M | 0.20% | +707+5.0% | Added |
| Navellier & Associates Inc | 14,903 | $2.49M | 0.42% | −100−0.7% | Reduced |
| Elmwood Wealth Management, Inc. | 14,871 | $2.49M | 1.28% | −195−1.3% | Reduced |
| Red Door Wealth Management, LLC | 14,869 | $2.49M | 0.83% | +2,178+17.2% | Added |
| AdvisorNet Financial, Inc | 14,859 | $2.49M | 0.16% | +1,015+7.3% | Added |
| Baldwin Investment Management, LLC | 14,817 | $2.48M | 0.69% | +100+0.7% | Added |
| Kavar Capital Partners Group, LLC | 14,786 | $2.48M | 0.53% | +609+4.3% | Added |
| RFG Advisory, LLC | 14,768 | $2.47M | 0.16% | −353−2.3% | Reduced |
| Agate Pass Investment Management, LLC | 14,740 | $2.47M | 1.54% | +687+4.9% | Added |
| Duff & Phelps Investment Management Co | 14,707 | $2.46M | 0.03% | +20+0.1% | Added |
| Clarius Group, LLC | 14,118 | $2.45M | 0.19% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 14,613 | $2.45M | 0.71% | −45−0.3% | Reduced |
| Selway Asset Management | 14,605 | $2.44M | 1.18% | +800+5.8% | Added |
| Mitchell Capital Management Co | 14,555 | $2.44M | 0.55% | +527+3.8% | Added |
| Dumont & Blake Investment Advisors LLC | 14,532 | $2.43M | 0.67% | +35+0.2% | Added |
| AIMZ Investment Advisors, LLC | 14,503 | $2.43M | 1.00% | −183−1.2% | Reduced |
| Montecito Bank & Trust | 14,379 | $2.41M | 0.45% | −66−0.5% | Reduced |
| Barings LLC | 14,370 | $2.40M | 0.07% | +297+2.1% | Added |
| Rehmann Capital Advisory Group | 14,328 | $2.40M | 0.23% | +90+0.6% | Added |
| Lindenwold Advisors | 14,301 | $2.39M | 1.47% | +34+0.2% | Added |
| Tectonic Advisors LLC | 14,288 | $2.39M | 0.41% | +1,126+8.6% | Added |
| Dana Investment Advisors, Inc. | 14,263 | $2.39M | 0.11% | +500+3.6% | Added |
| 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 |
| Taylor Hoffman Wealth Management | 14,179 | $2.37M | 0.95% | −108−0.8% | Reduced |
| West Oak Capital, LLC | 14,159 | $2.37M | 1.07% | −230−1.6% | Reduced |
| Oxler Private Wealth LLC | 14,155 | $2.37M | 1.07% | +177+1.3% | Added |
| EPG Wealth Management LLC | 14,094 | $2.36M | 0.82% | +1,438+11.4% | Added |
| Joel Isaacson & Co., LLC | 13,828 | $2.36M | 0.17% | +103+0.8% | Added |
| IHT Wealth Management, LLC | 14,043 | $2.35M | 0.18% | +259+1.9% | Added |
| Capital Fund Management S.A. | 14,014 | $2.35M | 0.06% | +14,014 | New |
| 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 |