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, Q2 2022
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,018
- +35 vs. Q1 2022
- Shares held
- 994.3M
- +6.02M (+0.6%) vs. Q1 2022
- Total value
- $165.9B
- +$909.3M (+0.6%) vs. Q1 2022
- New holders
- 123
- 1,311 more added
- Sold out
- 88
- 1,164 more reduced
48 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 43,229 | $7.21M | 0.59% | +21,674+100.6% | Added |
| Lafayette Investments, Inc. | 42,954 | $7.16M | 2.07% | −682−1.6% | Reduced |
| Kinneret Advisory, LLC | 42,799 | $7.13M | 0.93% | +907+2.2% | Added |
| Whalerock Point Partners, LLC | 42,634 | $7.11M | 3.00% | +176+0.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 42,620 | $7.10M | 0.84% | −390−0.9% | Reduced |
| Middleton & Co Inc | 42,507 | $7.08M | 0.91% | −628−1.5% | Reduced |
| Gotham Asset Management, LLC | 42,437 | $7.07M | 0.23% | +2,926+7.4% | Added |
| Community Bank & Trust, Waco, Texas | 42,386 | $7.06M | 2.34% | +268+0.6% | Added |
| Spinnaker Trust | 42,352 | $7.06M | 0.54% | −186−0.4% | Reduced |
| Howland Capital Management LLC | 42,306 | $7.05M | 0.43% | +2,656+6.7% | Added |
| Ar Asset Management Inc | 42,009 | $7.00M | 1.98% | 00.0% | Unchanged |
| Viking Fund Management LLC | 42,000 | $7.00M | 1.62% | +15,000+55.6% | Added |
| Trustmark National Bank Trust Department | 41,944 | $6.99M | 0.63% | +406+1.0% | Added |
| Hancock Whitney Corp | 41,932 | $6.99M | 0.28% | −186−0.4% | Reduced |
| Van Strum & Towne Inc. | 41,924 | $6.99M | 2.98% | +649+1.6% | Added |
| River Wealth Advisors LLC | 41,830 | $6.97M | 1.29% | +390+0.9% | Added |
| Roundview Capital LLC | 41,754 | $6.96M | 0.83% | −50.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 41,666 | $6.94M | 0.34% | −2,976−6.7% | Reduced |
| CWM, LLC | 41,625 | $6.94M | 0.05% | −12,743−23.4% | Reduced |
| Citizens National Bank Trust Department | 41,582 | $6.93M | 1.99% | +15,235+57.8% | Added |
| American Portfolios Advisors | 41,564 | $6.93M | 0.28% | −8,303−16.7% | Reduced |
| Essex Investment Management Co LLC | 41,484 | $6.91M | 1.12% | −2,788−6.3% | Reduced |
| Keeler Thomas Management LLC | 41,381 | $6.90M | 3.44% | +1,244+3.1% | Added |
| Wedbush Securities Inc | 41,329 | $6.89M | 0.38% | +422+1.0% | Added |
| Westfield Capital Management Co LP | 41,167 | $6.86M | 0.05% | +527+1.3% | Added |
| Baker Ellis Asset Management LLC | 41,143 | $6.86M | 1.43% | −327−0.8% | Reduced |
| Rafferty Asset Management, LLC | 41,096 | $6.85M | 0.06% | +487+1.2% | Added |
| Lountzis Asset Management, LLC | 41,041 | $6.84M | 4.58% | −200.0% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 41,000 | $6.83M | 0.07% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 40,972 | $6.83M | 0.75% | −3,562−8.0% | Reduced |
| Socorro Asset Management LP | 40,937 | $6.82M | 2.42% | −11,290−21.6% | Reduced |
| Pacific Global Investment Management CO | 40,836 | $6.81M | 1.60% | −1,035−2.5% | Reduced |
| Motco | 40,416 | $6.74M | 0.51% | −6,087−13.1% | Reduced |
| Toroso Investments, LLC | 40,418 | $6.74M | 0.25% | −2,253−5.3% | Reduced |
| Kestra Private Wealth Services, LLC | 40,089 | $6.68M | 0.38% | −4,245−9.6% | Reduced |
| Stokes Family Office, LLC | 40,061 | $6.68M | 0.91% | +462+1.2% | Added |
| Destination Wealth Management | 40,027 | $6.67M | 0.27% | +653+1.7% | Added |
| Cumberland Partners Ltd | 40,030 | $6.67M | 0.64% | +11,325+39.5% | Added |
| Opus Investment Management Inc | 40,000 | $6.67M | 1.44% | −5,000−11.1% | Reduced |
| NTV Asset Management LLC | 39,925 | $6.65M | 1.30% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 39,800 | $6.63M | 0.83% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 39,782 | $6.63M | 0.19% | −32,987−45.3% | Reduced |
| Hills Bank & Trust Co | 39,629 | $6.60M | 1.07% | −113−0.3% | Reduced |
| Icon Wealth Partners, LLC | 39,484 | $6.58M | 0.79% | −87−0.2% | Reduced |
| Private Wealth Partners, LLC | 39,312 | $6.55M | 0.76% | −1,428−3.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 39,127 | $6.52M | 0.37% | +12,879+49.1% | Added |
| L & S Advisors Inc | 38,836 | $6.47M | 1.08% | +36,087+1,312.7% | Added |
| Tufton Capital Management | 38,783 | $6.46M | 1.21% | −465−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 38,173 | $6.36M | 0.56% | −468−1.2% | Reduced |
| Principal Street Partners, LLC | 37,735 | $6.29M | 1.63% | +371+1.0% | Added |
| JGP Wealth Management, LLC | 36,838 | $6.29M | 1.27% | +451+1.2% | Added |
| Ibex Wealth Advisors | 37,461 | $6.24M | 1.44% | +1,183+3.3% | Added |
| Dorchester Wealth Management Co | 37,365 | $6.23M | 1.24% | +4,865+15.0% | Added |
| Tudor Investment Corp Et Al | 37,312 | $6.22M | 0.18% | +37,312 | New |
| Ferguson Wellman Capital Management, Inc | 37,246 | $6.21M | 0.23% | −910−2.4% | Reduced |
| Mattern Capital Management, LLC | 37,158 | $6.19M | 1.22% | −58−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 37,133 | $6.19M | 1.16% | −1,006−2.6% | Reduced |
| Marietta Wealth Management, LLC | 37,135 | $6.19M | 1.50% | −633−1.7% | Reduced |
| Schnieders Capital Management LLC | 36,789 | $6.13M | 1.83% | −100−0.3% | Reduced |
| Somerville Kurt F | 36,625 | $6.10M | 1.16% | +297+0.8% | Added |
| Hennessy Advisors Inc | 36,500 | $6.08M | 0.36% | 00.0% | Unchanged |
| Albion Financial Group | 36,446 | $6.07M | 0.60% | +54+0.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 36,434 | $6.07M | 0.66% | −350−1.0% | Reduced |
| Desjardins Global Asset Management Inc. | 36,398 | $6.07M | 0.80% | −12,173−25.1% | Reduced |
| Cambridge Trust Co | 36,288 | $6.05M | 0.26% | −1,089−2.9% | Reduced |
| Bridge Creek Capital Management LLC | 36,212 | $6.04M | 2.46% | −1,615−4.3% | Reduced |
| Bell Asset Management Ltd | 36,030 | $6.00M | 1.18% | −4,065−10.1% | Reduced |
| Lavaca Capital LLC | 34,925 | $6.00M | 3.03% | −181−0.5% | Reduced |
| SeaCrest Wealth Management, LLC | 35,900 | $5.98M | 0.75% | +8,960+33.3% | Added |
| Robertson Stephens Wealth Management, LLC | 35,767 | $5.96M | 0.59% | −405−1.1% | Reduced |
| Cypress Capital Group | 35,651 | $5.94M | 0.91% | −3,220−8.3% | Reduced |
| Chicago Trust Co NA | 35,600 | $5.93M | 1.50% | +194+0.5% | Added |
| Perkins Coie Trust Co | 35,567 | $5.93M | 2.16% | +150.0% | Added |
| Pavion Blue Capital, LLC | 35,446 | $5.91M | 3.99% | −343−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 35,408 | $5.90M | 2.39% | −582−1.6% | Reduced |
| Venture Visionary Partners LLC | 35,379 | $5.90M | 0.45% | −437−1.2% | Reduced |
| SS&H Financial Advisors, Inc. | 35,299 | $5.88M | 2.72% | −1,350−3.7% | Reduced |
| Roberts Glore & Co Inc | 35,274 | $5.88M | 1.96% | −1,122−3.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 35,242 | $5.87M | 1.50% | +3,277+10.3% | Added |
| Diversified Trust Co | 35,013 | $5.83M | 0.24% | +1,124+3.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.83M | 2.00% | 00.0% | Unchanged |
| Fundamentun, LLC | 34,974 | $5.83M | 1.10% | +738+2.2% | Added |
| BKD Wealth Advisors, LLC | 34,933 | $5.82M | 0.24% | +534+1.6% | Added |
| Investment House LLC | 34,886 | $5.81M | 0.51% | −25−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 34,887 | $5.81M | 2.28% | +2,559+7.9% | Added |
| Reliant Investment Management, LLC | 34,878 | $5.81M | 4.08% | +3,415+10.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 34,824 | $5.80M | 1.36% | +4,969+16.6% | Added |
| Northwest & Ethical Investments L.P. | 34,713 | $5.79M | 0.22% | −2,494−6.7% | Reduced |
| Eastover Investment Advisors LLC | 34,618 | $5.77M | 3.52% | +1,135+3.4% | Added |
| Choate Investment Advisors | 34,582 | $5.76M | 0.35% | +5,068+17.2% | Added |
| Ossiam | 34,392 | $5.73M | 0.17% | −20,079−36.9% | Reduced |
| Costello Asset Management, INC | 34,396 | $5.73M | 4.96% | +644+1.9% | Added |
| Duality Advisers, LP | 34,385 | $5.73M | 0.56% | +34,385 | New |
| Paloma Partners Management Co | 34,300 | $5.72M | 0.57% | +31,491+1,121.1% | Added |
| Asset Management Group, Inc. | 34,076 | $5.68M | 1.36% | +490+1.5% | Added |
| Nicola Wealth Management Ltd. | 34,000 | $5.67M | 0.54% | −53,000−60.9% | Reduced |
| Hall Laurie J Trustee | 33,921 | $5.65M | 2.64% | −143−0.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 33,869 | $5.64M | 1.76% | −813−2.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 33,743 | $5.62M | 0.97% | −107−0.3% | Reduced |
| Family Capital Trust Co | 33,716 | $5.62M | 2.23% | −353−1.0% | Reduced |