Purchases and Sales Made in Q2 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q2 2023. The information is specifically focused on institutions that hold shares of PEPSICO INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
977+ 78.54% |
$176K - $192K
|
2.22K
$341K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
960+ 3.32% |
$173K - $188K
|
29.9K
$4.58M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
958+ 20.84% |
$173K - $188K
|
5.56K
$853K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
958+ 0.66% |
$173K - $188K
|
146K
$22.5M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
956+ 12.8% |
$172K - $187K
|
8.43K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
951+ 3.52% |
$171K - $187K
|
28K
$4.3M
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
948+ 7.98% |
$171K - $186K
|
12.8K
$1.97M
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
940+ 1.1% |
$169K - $184K
|
86.8K
$13.3M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
939+ 6.68% |
$169K - $184K
|
15K
$2.3M
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
939+ 20.15% |
$169K - $184K
|
5.6K
$860K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
935+ 8.81% |
$168K - $183K
|
11.5K
$1.77M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
934+ 6.58% |
$168K - $183K
|
15.1K
$2.32M
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
916+ 30.43% |
$165K - $180K
|
3.93K
$603K
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
913+ 3.22% |
$164K - $179K
|
29.3K
$4.5M
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
909+ 55.73% |
$164K - $178K
|
2.54K
$390K
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
907+ 8.32% |
$163K - $178K
|
11.8K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
900+ 1.04% |
$162K - $177K
|
87.4K
$13.4M
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
899+ 11.26% |
$162K - $176K
|
8.89K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
898+ 49.67% |
$162K - $176K
|
2.71K
$415K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
895+ 1598.21% |
$161K - $176K
|
951
$146K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
892+ 7.17% |
$161K - $175K
|
13.3K
$2.05M
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
889+ 3.28% |
$160K - $174K
|
28K
$4.3M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
876+ 32.76% |
$158K - $172K
|
3.55K
$545K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
871+ 3.33% |
$157K - $171K
|
27K
$4.15M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
869+ 6.79% |
$157K - $170K
|
13.7K
$2.1M
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
866+ 1.84% |
$156K - $170K
|
48K
$7.38M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
861New |
$155K - $169K
|
861
$132K
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
848+ 6.09% |
$153K - $166K
|
14.8K
$2.27M
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
844+ 0.52% |
$152K - $166K
|
163K
$25M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
843+ 23.84% |
$152K - $165K
|
4.38K
$672K
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
840+ 0.68% |
$151K - $165K
|
125K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
840+ 1.6% |
$151K - $165K
|
53.3K
$8.18M
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
837+ 5.51% |
$151K - $164K
|
16K
$2.46M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
836+ 2.82% |
$151K - $164K
|
30.5K
$4.68M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
834+ 3.19% |
$150K - $164K
|
27K
$4.14M
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
832+ 8.18% |
$150K - $163K
|
11K
$1.69M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
830+ 0.75% |
$149K - $163K
|
111K
$17M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
830+ 3.93% |
$149K - $163K
|
22K
$3.37M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
830+ 5.61% |
$149K - $163K
|
15.6K
$2.4M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
817+ 11.1% |
$147K - $160K
|
8.18K
$1.26M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
813+ 7.41% |
$146K - $159K
|
11.8K
$1.81M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
810+ 6.93% |
$146K - $159K
|
12.5K
$1.92M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
808+ 3.12% |
$146K - $158K
|
26.7K
$4.1M
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
798+ 11.4% |
$144K - $157K
|
7.8K
$1.2M
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
794+ 16.77% |
$143K - $156K
|
5.53K
$849K
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
785+ 4.84% |
$141K - $154K
|
17K
$2.61M
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
784+ 0.44% |
$141K - $154K
|
178K
$27.3M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
782+ 3.04% |
$141K - $153K
|
26.5K
$4.07M
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
773+ 14.89% |
$139K - $152K
|
5.97K
$916K
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
768+ 1.94% |
$138K - $151K
|
40.4K
$6.2M
|