PEP · Company research
PepsiCo, Inc. (PEP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39395 | 4992134000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5525 | 700128000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1529 | 193755 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4938 | 625743 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1529 | 193755 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74756 | 10122016 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 1840565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2914 | 394534 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3262 | 441675 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SK Wealth Management, LLC | 1867958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2066 | 284539 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Old Mission Investment Co LLC | 2149839 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3641 | 492951 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| InvesTrust | 2050848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17083 | 2313038 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Kestra Investment Management, LLC | 1962449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5124 | 693787 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5705 | 772457 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3516 | 476066 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19394 | 2625948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12556 | 1700060 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cambridge Advisors Inc. | 1633695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6637 | 898650 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cox Capital Mgt LLC | 1748728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2068 | 280007 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5102 | 690868 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 502054 | 67978112 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| F/m Investments LLC | 1834499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10757 | 1456494 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18945 | 2565238 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3656 | 495022 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CFS Investment Advisory Services, LLC | 1845688 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14658 | 2113977 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101160 | 13697064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10493 | 1420 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| American Assets Investment Management, LLC | 1389256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39800 | 5388920 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHUFRO ROSE & CO LLC | 908195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25726 | 3483301 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17385 | 2353983 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KEATING INVESTMENT COUNSELORS INC | 1020580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6440 | 871976 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2147212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 558 | 75553 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SECURED RETIREMENT ADVISORS, LLC | 2012356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4020 | 544316 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Violich Capital Management, Inc. | 1326766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70909 | 9601079 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| W1M Asset Management Ltd | 1767559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7517 | 1017839 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 232457 | 31474678 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First Growth Capital LLC | 2112081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3496 | 473358 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| INDEPENDENT INVESTORS INC | 1121908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8263 | 1118810 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BURKE & HERBERT BANK & TRUST CO | 1101250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12755 | 1727027 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TRB Wealth Management, LLC | 2130988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8067 | 1092272 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5524 | 747950 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89216 | 12079846 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 631671 | 85528253 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 954271 | 129208 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aspire Private Capital, LLC | 1767340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3063 | 414730 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1690 | 228826 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8443 | 1143125 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68262 | 9242626 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20928 | 2833621 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| TOWNSQUARE CAPITAL LLC | 1761755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30248 | 4095579 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20309 | 2749817 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Octavia Wealth Advisors, LLC | 1841259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12025 | 1628522 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| LYELL WEALTH MANAGEMENT, LP | 1686444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7049 | 954435 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ANCHOR CAPITAL ADVISORS LLC | 813933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122835 | 16631792 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VIKING FUND MANAGEMENT LLC | 1169069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139000 | 18820600 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| OneAscent Family Office, LLC | 2055812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2458 | 332789 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4694 | 635568 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8862 | 1199915 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 615 | 83255 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Presper Financial Architects, LLC | 2066674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1921 | 260156 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allen Mooney & Barnes Investment Advisors LLC | 2001461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52413 | 7096759 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1630 | 220702 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambria Investment Management, L.P. | 1529389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6547 | 886464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Miramar Capital, LLC | 1767812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121977 | 16515655 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17915 | 2425691 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| New Capital Management LP | 1696731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52772 | 7145364 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 843348 | 114189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 949012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178738 | 24201154 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6442 | 872280 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16400 | 2220560 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SCHULHOFF & CO INC | 1080197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20704 | 2803321 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Investors Portfolio Services LLC | 2073833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 9449 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rench Wealth Management, Inc. | 1599016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1939 | 262568 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36095779 | 4887470027 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17470 | 2365438 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHICKASAW CAPITAL MANAGEMENT LLC | 1276460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4968 | 673 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14011 | 1897160 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11269 | 1525823 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3286 | 444958 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 315032 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2230562 | 302018095 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farrell Financial LLC | 2031235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1762 | 238614 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.