PEPSICO INC (PEP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
168
Reporting holders
$471.6M
Reported value
0.0%
Calls
0.0%
Puts
-3,257
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $67.2M | 529,950 | 0.90% | 32q | +3.7%+$2.4M |
| ROCKLAND TRUST CO | $46.5M | 367,153 | 1.78% | 32q | +2.6%+$1.2M |
| MassMutual Private Wealth & Trust, FSB | $18.9M | 149,520 | 0.50% | 32q | +1.8%+$331.9K |
| CapWealth Advisors, LLC | $15.5M | 122,304 | 1.17% | 32q | +1.7%+$262.3K |
| ARGENT CAPITAL MANAGEMENT LLC | $14.2M | 112,147 | 0.45% | 32q | -4.0%-$587.0K |
| Farther Finance Advisors, LLC | $11.8M | 92,818 | 0.08% | 16q | +6.8%+$747.3K |
| Adams Asset Advisors, LLC | $11.1M | 87,385 | 1.12% | 32q | +96.0%+$5.4M |
| Sound Income Strategies, LLC | $10.4M | 80,931 | 0.46% | 32q | HELD |
| Violich Capital Management, Inc. | $8.8M | 69,154 | 0.95% | 32q | -2.5%-$222.4K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $8.2M | 65,000 | 1.56% | 32q | HELD |
| TOMPKINS FINANCIAL CORP | $8.0M | 63,455 | 0.57% | 31q | -1.4%-$112.3K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $7.9M | 62,385 | 1.33% | 32q | -3.1%-$255.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $7.7M | 61,141 | 0.56% | 32q | +1.1%+$84.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $7.6M | 60,004 | 0.66% | 20q | +2.3%+$168.0K |
| Allen Mooney & Barnes Investment Advisors LLC | $6.7M | 53,081 | 1.00% | 19q | +1.3%+$84.6K |
| Bath Savings Trust Co | $6.6M | 52,353 | 0.69% | 32q | -9.4%-$687.8K |
| TOTH FINANCIAL ADVISORY CORP | $6.6M | 52,205 | 0.66% | 32q | -15.5%-$1.2M |
| Stokes Capital Advisors, LLC | $6.6M | 52,173 | 1.45% | 32q | +1.4%+$90.2K |
| Kennon-Green & Company, LLC | $5.9M | 46,449 | 4.51% | 16q | +19.1%+$944.7K |
| GAMMA Investing LLC | $5.9M | 46,194 | 0.20% | 12q | -9.8%-$633.6K |
| CYPRESS ASSET MANAGEMENT INC/TX | $5.8M | 45,822 | 1.15% | 32q | -2.0%-$117.2K |
| Valeo Financial Advisors, LLC | $5.8M | 45,398 | 0.12% | 32q | +1.0%+$54.5K |
| PARK NATIONAL CORP /OH/ | $5.3M | 41,896 | 0.14% | 32q | +1.8%+$96.1K |
| HF Advisory Group, LLC | $5.2M | 41,151 | 1.55% | 9q | +59.2%+$1.9M |
| Martin Capital Partners, LLC | $5.2M | 40,919 | 1.86% | 32q | +0.9%+$47.5K |
| Pacifica Partners Inc. | $5.2M | 41,078 | 1.55% | 13q | +4.0%+$199.5K |
| Apella Capital, LLC | $4.8M | 39,086 | 0.06% | 26q | +16.8%+$695.6K |
| DLK Investment Management, LLC | $4.8M | 37,930 | 1.75% | 12q | +5.4%+$245.3K |
| TILIA FIDUCIARY PARTNERS, INC. | $4.8M | 37,606 | 1.10% | new | NEW |
| EASTERN BANK | $4.6M | 36,427 | 0.07% | 32q | -8.5%-$426.7K |
| YHB Investment Advisors, Inc. | $4.5M | 35,475 | 0.28% | 32q | -16.4%-$879.6K |
| SPRING CAPITAL MANAGEMENT, LLC | $4.3M | 33,584 | 2.04% | 20q | +5.0%+$202.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $4.2M | 33,453 | 0.05% | 32q | -14.9%-$740.4K |
| VALLEY WEALTH MANAGERS, INC. | $4.1M | 32,147 | 0.23% | 32q | +1.8%+$73.0K |
| Avidian Wealth Enterprises, LLC | $4.0M | 31,657 | 0.11% | 31q | -2.0%-$83.6K |
| ALKEME WEALTH, LLC | $4.0M | 31,299 | 1.50% | 32q | -9.7%-$425.7K |
| Venture Visionary Partners LLC | $3.9M | 31,084 | 0.10% | 28q | +0.9%+$36.0K |
| Bill Few Associates, Inc. | $3.8M | 29,798 | 0.78% | 20q | +1.4%+$53.7K |
| Atlas Brown,Inc. | $3.1M | 24,430 | 0.82% | 32q | +0.6%+$17.9K |
| AMERICAN NATIONAL BANK & TRUST | $3.0M | 23,346 | 0.27% | 32q | -1.9%-$58.0K |
| Wealth Enhancement Trust Services, Inc. | $2.7M | 21,198 | 0.29% | 4q | -67.2%-$5.5M |
| Horrell Capital Management, Inc. | $2.6M | 20,352 | 1.37% | 32q | -4.1%-$109.7K |
| Bangor Savings Bank | $2.5M | 19,742 | 0.19% | 32q | -4.5%-$118.6K |
| ANB BANK | $2.3M | 18,338 | 0.83% | 8q | HELD |
| Iowa State Bank | $2.3M | 18,242 | 0.39% | 32q | -42.7%-$1.7M |
| HALL LAURIE J TRUSTEE | $2.3M | 18,151 | 0.73% | 30q | -2.3%-$54.7K |
| Bell Asset Management Ltd | $2.3M | 17,892 | 0.82% | new | NEW |
| Coastline Trust Co | $2.2M | 17,713 | 0.21% | 32q | -7.8%-$190.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.2M | 17,276 | 0.18% | 32q | +10.5%+$207.9K |
| CHAPIN DAVIS, INC. | $2.0M | 16,104 | 0.39% | 16q | -17.2%-$422.6K |
| Cadent Capital Advisors, LLC | $2.0M | 15,682 | 0.43% | 24q | -6.0%-$127.1K |
| AVITY INVESTMENT MANAGEMENT INC. | $2.0M | 15,424 | 0.12% | 32q | +1.3%+$25.3K |
| ARMSTRONG HENRY H ASSOCIATES INC | $1.9M | 15,339 | 0.17% | 32q | -4.9%-$101.0K |
| ATWOOD & PALMER INC | $1.9M | 15,016 | 0.10% | 32q | +15.4%+$253.4K |
| Ridgewood Investments LLC | $1.9M | 14,959 | 0.70% | 9q | +7.0%+$123.4K |
| Lincoln Capital LLC | $1.7M | 13,766 | 0.31% | 32q | -8.2%-$155.1K |
| Grove Bank & Trust | $1.6M | 12,686 | 0.16% | 32q | -1.2%-$18.9K |
| Wedmont Private Capital | $1.6M | 12,496 | 0.04% | 20q | +8.0%+$118.8K |
| Peoples Bank/KS | $1.6M | 12,500 | 1.54% | 13q | +3.9%+$59.3K |
| DAVIDSON TRUST CO | $1.6M | 12,407 | 0.62% | 28q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.6M | 12,348 | 0.10% | 32q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $1.5M | 12,155 | 0.31% | 25q | -5.3%-$85.7K |
| Partnership Wealth Management, LLC | $1.5M | 11,973 | 1.08% | 12q | HELD |
| Everhart Financial Group, Inc. | $1.3M | 10,422 | 0.08% | 24q | -17.2%-$274.2K |
| Dickmeyer Boyce Financial Management, Inc. | $1.2M | 9,810 | 0.64% | 3q | -3.7%-$47.8K |
| Montecito Bank & Trust | $1.2M | 9,803 | 0.19% | 31q | HELD |
| Legacy Wealth Asset Management, LLC | $1.2M | 9,711 | 0.27% | 24q | +100.8%+$617.8K |
| GoalVest Advisory LLC | $1.2M | 9,298 | 0.20% | 20q | +5.5%+$61.8K |
| Gerald Baker Financial Group LLC | $1.2M | 9,173 | 0.33% | 3q | +1.6%+$18.2K |
| Legacy Private Trust Co. | $1.2M | 9,086 | 0.06% | 32q | HELD |
| SAPIENT CAPITAL LLC | $1.1M | 8,904 | 0.02% | 12q | -50.2%-$1.1M |
| Bank & Trust Co | $1.1M | 8,898 | 0.71% | 10q | +5.1%+$54.2K |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 8,643 | 0.19% | 4q | +99.3%+$545.8K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.0M | 8,079 | 0.53% | 12q | -3.8%-$40.8K |
| Greenfield Savings Bank | $1.0M | 8,018 | 0.38% | 18q | -0.6%-$6.3K |
| Adelphi Trust Co | $996.3K | 7,862 | 0.66% | 4q | +6.2%+$57.9K |
| Canandaigua National Trust Co of Florida | $981.6K | 7,746 | 0.54% | 8q | +17.7%+$147.9K |
| Emprise Bank | $947.9K | 7,480 | 0.36% | 11q | -0.6%-$5.4K |
| Acropolis Investment Management, LLC | $897.5K | 7,082 | 0.04% | 32q | -56.1%-$1.1M |
| DOLIVER ADVISORS, LP | $886.5K | 6,996 | 0.19% | 19q | -3.6%-$33.3K |
| Investors Research Corp | $876.0K | 6,913 | 0.15% | 31q | -2.9%-$26.4K |
| VISTA INVESTMENT PARTNERS LLC | $867.1K | 6,843 | 0.23% | 12q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $857.3K | 6,765 | 0.61% | 4q | +27.7%+$186.2K |
| Capital Advisors Wealth Management, LLC | $795.5K | 6,277 | 0.09% | 16q | -0.8%-$6.6K |
| Ballew Advisors, Inc | $792.6K | 6,296 | 0.39% | 7q | +0.6%+$4.8K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $789.7K | 6,232 | 0.18% | 16q | +0.6%+$4.4K |
| Bank of New Hampshire | $750.4K | 5,922 | 0.16% | 22q | -6.1%-$48.7K |
| Graves Light Lenhart Wealth, Inc. | $739.7K | 5,837 | 0.07% | 32q | -12.0%-$101.3K |
| Versant Capital Management, Inc | $734.8K | 5,799 | 0.06% | 32q | -11.3%-$94.0K |
| Cambridge Financial Group, LLC | $690.9K | 5,102 | 0.22% | 12q | HELD |
| Exchange Bank | $684.2K | 5,399 | 0.42% | 14q | +13.0%+$78.7K |
| Boltwood Capital Management | $664.0K | 5,240 | 0.15% | 32q | HELD |
| Quintet Private Bank (Europe) S.A. | $651.7K | 5,143 | 0.03% | 16q | +9.1%+$54.5K |
| Vann Equity Management LLC | $635.1K | 5,012 | 0.38% | 3q | -7.9%-$54.6K |
| Gradient Investments LLC | $630.7K | 4,977 | 0.01% | 32q | +69.3%+$258.1K |
| ACIMA PRIVATE WEALTH, LLC | $623.6K | 4,921 | 0.18% | 32q | -5.5%-$36.1K |
| General Partner, Inc. | $610.5K | 4,818 | 0.33% | 16q | -13.5%-$95.0K |
| Castle Rock Wealth Management, LLC | $607.0K | 4,829 | 0.11% | 26q | -23.5%-$186.9K |
| Dorato Capital Management | $607.0K | 4,906 | 0.40% | 4q | -13.0%-$90.7K |
| Trust Co | $598.7K | 4,725 | 0.05% | 32q | -1.5%-$9.1K |
Showing the largest 100 of 176 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-17 | 2026-09-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-27 | Flavell David | EVP, Gen Counsel & Corp Sec | Sold | 2,900 | $404.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 168 | $471.6M | 3,722,019 | 4 | 63 | 74 | 0.0% |
| Q2 2026 | 3,425 | $166.9B | 1,194,177,223 | 110 | 1,207 | 1,371 | 3.1% |
| Q1 2026 | 3,556 | $174.8B | 1,077,607,055 | 209 | 1,275 | 1,343 | 2.6% |
| Q4 2025 | 3,520 | $159.7B | 1,071,685,470 | 159 | 1,083 | 1,391 | 3.6% |
| Q3 2025 | 3,323 | $153.0B | 1,043,377,004 | 168 | 1,241 | 1,288 | 4.3% |
| Q2 2025 | 3,337 | $143.7B | 1,036,821,471 | 145 | 1,194 | 1,397 | 4.2% |
| Q1 2025 | 3,441 | $158.0B | 1,027,924,079 | 150 | 1,276 | 1,359 | 2.5% |
| Q4 2024 | 3,491 | $161.4B | 1,040,514,004 | 118 | 991 | 1,500 | 2.1% |
| Q3 2024 | 3,360 | $181.4B | 1,042,764,003 | 141 | 1,152 | 1,258 | 2.3% |
| Q2 2024 | 3,329 | $174.8B | 1,039,460,525 | 103 | 1,246 | 1,160 | 1.9% |
| Q1 2024 | 3,381 | $192.6B | 1,080,029,928 | 135 | 1,284 | 1,239 | 1.9% |
| Q4 2023 | 3,354 | $182.1B | 1,052,801,636 | 93 | 1,177 | 1,182 | 1.8% |
| Q3 2023 | 3,198 | $175.1B | 1,010,770,649 | 98 | 1,161 | 1,061 | 2.2% |
| Q2 2023 | 3,223 | $188.7B | 1,004,323,225 | 111 | 1,060 | 1,193 | 1.4% |
| Q1 2023 | 3,177 | $189.2B | 1,022,404,138 | 98 | 1,136 | 1,112 | 2.0% |
| Q4 2022 | 3,197 | $187.6B | 1,019,267,881 | 148 | 1,072 | 1,003 | 2.0% |
| Q3 2022 | 3,008 | $166.6B | 1,001,565,986 | 96 | 1,076 | 980 | 1.8% |
| Q2 2022 | 3,022 | $168.5B | 994,943,640 | 92 | 1,084 | 998 | 1.6% |
| Q1 2022 | 3,035 | $169.9B | 996,224,231 | 106 | 1,051 | 1,078 | 1.9% |
| Q4 2021 | 3,050 | $180.1B | 1,005,563,488 | 145 | 966 | 940 | 3.1% |
| Q3 2021 | 2,739 | $152.8B | 995,127,237 | 75 | 1,008 | 882 | 2.1% |
| Q2 2021 | 2,764 | $149.5B | 992,918,569 | 113 | 1,039 | 925 | 1.7% |
| Q1 2021 | 2,720 | $142.4B | 990,886,109 | 91 | 1,099 | 989 | 1.7% |
| Q4 2020 | 2,727 | $152.2B | 995,786,037 | 93 | 937 | 914 | 1.8% |
| Q3 2020 | 2,533 | $139.7B | 988,088,179 | 83 | 905 | 909 | 2.1% |
| Q2 2020 | 2,514 | $133.8B | 995,298,393 | 107 | 962 | 899 | 1.7% |
| Q1 2020 | 2,482 | $123.1B | 1,007,340,219 | 98 | 876 | 1,011 | 1.7% |
| Q4 2019 | 2,544 | $142.7B | 1,023,981,093 | 69 | 835 | 855 | 1.8% |
| Q3 2019 | 2,340 | $141.2B | 1,014,410,260 | 67 | 829 | 858 | 1.5% |
| Q2 2019 | 2,347 | $137.2B | 1,022,062,124 | 114 | 735 | 945 | 2.4% |
| Q1 2019 | 2,307 | $126.4B | 1,016,543,676 | 103 | 828 | 864 | 1.5% |
| Q4 2018 | 2,272 | $118.0B | 1,052,548,162 | 19 | 35 | 36 | 1.5% |