A detailed history of Burt Wealth Advisors transactions in Pepsico Inc stock. As of the latest transaction made, Burt Wealth Advisors holds 1,982 shares of PEP stock, worth $296,606. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,982
Previous 2,626 24.52%
Holding current value
$296,606
Previous $433,000 22.4%
% of portfolio
0.08%
Previous 0.11%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$161.9 - $179.3 $104,263 - $115,469
-644 Reduced 24.52%
1,982 $336,000
Q2 2024

Jul 16, 2024

SELL
$163.33 - $183.11 $8,003 - $8,972
-49 Reduced 1.83%
2,626 $433,000
Q1 2024

Apr 18, 2024

BUY
$162.04 - $175.01 $17,824 - $19,251
110 Added 4.29%
2,675 $468,000
Q4 2023

Feb 01, 2024

BUY
$158.08 - $172.01 $790 - $860
5 Added 0.2%
2,565 $435,000
Q3 2023

Oct 11, 2023

BUY
$169.44 - $191.6 $847 - $958
5 Added 0.2%
2,560 $433,000
Q2 2023

Jul 18, 2023

SELL
$180.11 - $196.12 $360 - $392
-2 Reduced 0.08%
2,555 $473,000
Q1 2023

Apr 13, 2023

SELL
$169.12 - $182.3 $9,132 - $9,844
-54 Reduced 2.07%
2,557 $466,000
Q4 2022

Jan 17, 2023

BUY
$161.61 - $185.9 $808 - $929
5 Added 0.19%
2,611 $472,000
Q3 2022

Oct 11, 2022

BUY
$163.26 - $180.4 $11,428 - $12,628
70 Added 2.76%
2,606 $425,000
Q2 2022

Jul 29, 2022

BUY
$156.12 - $177.5 $780 - $887
5 Added 0.2%
2,536 $423,000
Q1 2022

Apr 19, 2022

BUY
$153.73 - $175.64 $614 - $702
4 Added 0.16%
2,531 $424,000
Q4 2021

Jan 13, 2022

BUY
$150.2 - $173.71 $751 - $868
5 Added 0.2%
2,527 $439,000
Q3 2021

Oct 06, 2021

BUY
$148.2 - $158.91 $741 - $794
5 Added 0.2%
2,522 $379,000
Q2 2021

Jul 14, 2021

BUY
$141.28 - $148.58 $706 - $742
5 Added 0.2%
2,517 $373,000
Q1 2021

Apr 15, 2021

BUY
$128.83 - $144.81 $644 - $724
5 Added 0.2%
2,512 $355,000
Q4 2020

Feb 11, 2021

BUY
$133.29 - $148.3 $666 - $741
5 Added 0.2%
2,507 $372,000
Q3 2020

Nov 10, 2020

SELL
$131.0 - $143.29 $3,930 - $4,298
-30 Reduced 1.18%
2,502 $347,000
Q2 2020

Aug 05, 2020

BUY
$118.12 - $138.4 $590 - $692
5 Added 0.2%
2,532 $335,000
Q1 2020

Apr 29, 2020

BUY
$103.93 - $146.99 $519 - $734
5 Added 0.2%
2,527 $303,000
Q4 2019

Jan 29, 2020

SELL
$131.98 - $140.28 $3,695 - $3,927
-28 Reduced 1.1%
2,522 $345,000
Q3 2019

Oct 31, 2019

BUY
$124.4 - $139.15 $497 - $556
4 Added 0.16%
2,550 $350,000
Q2 2019

Aug 05, 2019

SELL
$121.47 - $134.16 $6,923 - $7,647
-57 Reduced 2.19%
2,546 $334,000
Q1 2019

Apr 24, 2019

BUY
$107.32 - $122.55 $643 - $735
6 Added 0.23%
2,603 $319,000
Q4 2018

Feb 08, 2019

BUY
$105.06 - $121.94 $21,537 - $24,997
205 Added 8.57%
2,597 $287,000
Q3 2018

Oct 30, 2018

BUY
$107.76 - $117.38 $538 - $586
5 Added 0.21%
2,392 $267,000
Q2 2018

Jul 27, 2018

SELL
$96.16 - $110.57 $47,599 - $54,732
-495 Reduced 17.18%
2,387 $260,000
Q1 2018

Apr 24, 2018

BUY
$106.15 - $121.76 $424 - $487
4 Added 0.14%
2,882 $315,000
Q4 2017

Jan 30, 2018

BUY
$109.12 - $119.92 $80,421 - $88,381
737 Added 34.42%
2,878 $345,000
Q3 2017

Nov 09, 2017

BUY
$111.1 - $119.1 $49,883 - $53,475
449 Added 26.54%
2,141 $239,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,692
1,692 $195,000

Others Institutions Holding PEP

About PEPSICO INC


  • Ticker PEP
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 1,377,709,952
  • Market Cap $206B
  • Description
  • PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and...
More about PEP
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.