A detailed history of Heartwood Wealth Advisors LLC transactions in Pepsico Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,912 shares of PEP stock, worth $901,225. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,912
Previous 6,012 1.66%
Holding current value
$901,225
Previous $991,000 1.41%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Oct 07, 2024

SELL
$161.9 - $179.3 $16,190 - $17,930
-100 Reduced 1.66%
5,912 $1.01 Million
Q2 2024

Jul 09, 2024

BUY
$163.33 - $183.11 $358,019 - $401,377
2,192 Added 57.38%
6,012 $991,000
Q1 2024

Apr 02, 2024

BUY
$162.04 - $175.01 $25,116 - $27,126
155 Added 4.23%
3,820 $668,000
Q3 2023

Oct 17, 2023

BUY
$169.44 - $191.6 $77,264 - $87,369
456 Added 14.21%
3,665 $620,000
Q1 2023

Apr 14, 2023

SELL
$169.12 - $182.3 $19,279 - $20,782
-114 Reduced 3.43%
3,209 $585,000
Q4 2022

Jan 12, 2023

SELL
$161.61 - $185.9 $20,039 - $23,051
-124 Reduced 3.6%
3,323 $0
Q3 2022

Oct 25, 2022

SELL
$163.26 - $180.4 $13,060 - $14,432
-80 Reduced 2.27%
3,447 $563,000
Q2 2022

Jul 25, 2022

BUY
$156.12 - $177.5 $12,957 - $14,732
83 Added 2.41%
3,527 $588,000
Q1 2022

Apr 26, 2022

BUY
$153.73 - $175.64 $166,643 - $190,393
1,084 Added 45.93%
3,444 $576,000
Q3 2021

Oct 12, 2021

BUY
$148.2 - $158.91 $1,333 - $1,430
9 Added 0.38%
2,360 $355,000
Q1 2021

Apr 19, 2021

SELL
$128.83 - $144.81 $82,837 - $93,112
-643 Reduced 21.48%
2,351 $333,000
Q2 2020

Aug 05, 2020

SELL
$118.12 - $138.4 $30,947 - $36,260
-262 Reduced 8.05%
2,994 $396,000
Q1 2020

May 04, 2020

BUY
$103.93 - $146.99 $59,551 - $84,225
573 Added 21.36%
3,256 $391,000
Q4 2019

Jan 31, 2020

BUY
$131.98 - $140.28 $354,102 - $376,371
2,683 New
2,683 $367,000

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 $210B
  • 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
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