PEP PepsiCo, Inc.
PepsiCo, Inc. (PEP) Institutional Ownership
What the institutions did with PEP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROCKLAND TRUST CO | 367.2K | 27.1% |
| MassMutual Private Wealth & Trust, FSB | 149.5K | 11.0% |
| CapWealth Advisors, LLC | 122.3K | 9.0% |
| ARGENT CAPITAL MANAGEMENT LLC | 112.1K | 8.3% |
| Violich Capital Management, Inc. | 69.2K | 5.1% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 65.0K | 4.8% |
| TOMPKINS FINANCIAL CORP | 63.5K | 4.7% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 61.1K | 4.5% |
| Kennon-Green & Company, LLC | 46.4K | 3.4% |
| PARK NATIONAL CORP /OH/ | 41.9K | 3.1% |
| EASTERN BANK | 36.4K | 2.7% |
| NEVILLE RODIE & SHAW INC | 34.4K | 2.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 33.5K | 2.5% |
| CX Institutional | 24.3K | 1.8% |
| Coastline Trust Co | 17.7K | 1.3% |
| Ridgewood Investments LLC | 15.0K | 1.1% |
| Partnership Wealth Management, LLC | 12.0K | 0.9% |
| Montecito Bank & Trust | 9.8K | 0.7% |
| GoalVest Advisory LLC | 9.3K | 0.7% |
| Adelphi Trust Co | 7.9K | 0.6% |
| DOLIVER ADVISORS, LP | 7.0K | 0.5% |
| Ballew Advisors, Inc | 6.3K | 0.5% |
| Versant Capital Management, Inc | 5.8K | 0.4% |
| Boltwood Capital Management | 5.2K | 0.4% |
| ACIMA PRIVATE WEALTH, LLC | 4.9K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROCKLAND TRUST CO | Increased | 357.8K | 367.2K | +9.4K |
| Kennon-Green & Company, LLC | Increased | 39.0K | 46.4K | +7.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 39.3K | 33.5K | -5.8K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 116.8K | 112.1K | -4.6K |
| EASTERN BANK | Reduced | 39.8K | 36.4K | -3.4K |
| MassMutual Private Wealth & Trust, FSB | Increased | 146.9K | 149.5K | +2.6K |
| Central Pacific Bank - Trust Division | Reduced | 2.6K | 456 | -2.2K |
| CapWealth Advisors, LLC | Increased | 120.2K | 122.3K | +2.1K |
| Violich Capital Management, Inc. | Reduced | 70.9K | 69.2K | -1.8K |
| Coastline Trust Co | Reduced | 19.2K | 17.7K | -1.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 2.9K | 4.2K | +1.3K |
| CX Institutional | Increased | 23.2K | 24.3K | +1.1K |
| Ridgewood Investments LLC | Increased | 14.0K | 15.0K | +974 |
| TOMPKINS FINANCIAL CORP | Reduced | 64.3K | 63.5K | -886 |
| PARK NATIONAL CORP /OH/ | Increased | 41.1K | 41.9K | +758 |
| General Partner, Inc. | Reduced | 5.6K | 4.8K | -750 |
| Versant Capital Management, Inc | Reduced | 6.5K | 5.8K | -742 |
| NEVILLE RODIE & SHAW INC | Reduced | 35.1K | 34.4K | -675 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 60.5K | 61.1K | +663 |
| GoalVest Advisory LLC | Increased | 8.8K | 9.3K | +488 |
| Adelphi Trust Co | Increased | 7.4K | 7.9K | +457 |
| Rosenberg Matthew Hamilton | Reduced | 2.2K | 1.8K | -439 |
| Heartwood Wealth Advisors LLC | Reduced | 4.7K | 4.4K | -347 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 5.2K | 4.9K | -285 |
| DOLIVER ADVISORS, LP | Reduced | 7.3K | 7.0K | -263 |
| Sarver Vrooman Wealth Advisors | Reduced | 336 | 195 | -141 |
| Hickory Point Bank & Trust | Reduced | 3.3K | 3.2K | -109 |
| Planning Strategies Inc. | Increased | 267 | 338 | +71 |
| Roxbury Financial LLC | Increased | 719 | 782 | +63 |
| Ballew Advisors, Inc | Increased | 6.3K | 6.3K | +38 |
| Boltwood Capital Management | Reduced | 5.3K | 5.2K | -11 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 392 | 397 | +5 |
| Montecito Bank & Trust | Reduced | 9.8K | 9.8K | -3 |
| Stonebridge Financial Group, LLC | Reduced | 4.1K | 4.1K | -3 |
| Partnership Wealth Management, LLC | Increased | 12.0K | 12.0K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.