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 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
767+ 1.43% |
$138K - $150K
|
54.5K
$8.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
761+ 0.88% |
$137K - $149K
|
86.8K
$13.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
760New |
$137K - $149K
|
760
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
756+ 3.9% |
$136K - $148K
|
20.2K
$3.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
750+ 23.71% |
$135K - $147K
|
3.91K
$601K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
734+ 38.11% |
$132K - $144K
|
2.66K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
731+ 20.43% |
$132K - $143K
|
4.31K
$661K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
730+ 2.45% |
$131K - $143K
|
30.6K
$4.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
725+ 8.71% |
$131K - $142K
|
9.05K
$1.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
724+ 2.58% |
$130K - $142K
|
28.8K
$4.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
721+ 43.8% |
$130K - $141K
|
2.37K
$363K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
720+ 0.27% |
$130K - $141K
|
263K
$40.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
714+ 2.74% |
$129K - $140K
|
26.7K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
714+ 33.7% |
$129K - $140K
|
2.83K
$435K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
708+ 26.47% |
$128K - $139K
|
3.38K
$519K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
700+ 4.97% |
$126K - $137K
|
14.8K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
692+ 11.71% |
$125K - $136K
|
6.6K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
691+ 1.79% |
$124K - $136K
|
39.3K
$6.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
686+ 2.98% |
$124K - $135K
|
23.7K
$3.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
685+ 2.32% |
$123K - $134K
|
30.2K
$4.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
675+ 0.86% |
$122K - $132K
|
79.6K
$12.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
670+ 1.18% |
$121K - $131K
|
57.5K
$8.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
662+ 22.47% |
$119K - $130K
|
3.61K
$554K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
658+ 1.79% |
$119K - $129K
|
37.5K
$5.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
657+ 9.57% |
$118K - $129K
|
7.52K
$1.15M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
656+ 2.91% |
$118K - $129K
|
23.2K
$3.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
650+ 33.45% |
$117K - $127K
|
2.59K
$398K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
649+ 42.01% |
$117K - $127K
|
2.19K
$337K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
648New |
$117K - $127K
|
648
$99.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
646+ 24.38% |
$116K - $127K
|
3.3K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
643+ 0.04% |
$116K - $126K
|
1.83M
$281M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
641+ 11.89% |
$115K - $126K
|
6.03K
$926K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
639+ 1.14% |
$115K - $125K
|
56.5K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
638+ 30.34% |
$115K - $125K
|
2.74K
$421K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
634+ 10.0% |
$114K - $124K
|
6.98K
$1.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
632+ 14.31% |
$114K - $124K
|
5.05K
$775K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
628+ 20.34% |
$113K - $123K
|
3.72K
$570K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
628+ 20.34% |
$113K - $123K
|
3.72K
$570K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
619+ 14.25% |
$111K - $121K
|
4.96K
$762K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
615+ 19.53% |
$111K - $121K
|
3.76K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
609+ 2.01% |
$110K - $119K
|
30.9K
$4.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
605+ 1.41% |
$109K - $119K
|
43.4K
$6.67M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
605+ 1.41% |
$109K - $119K
|
43.4K
$6.67M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
602+ 16.84% |
$108K - $118K
|
4.18K
$641K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
601+ 10.84% |
$108K - $118K
|
6.15K
$943K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
601+ 2.67% |
$108K - $118K
|
23.1K
$3.54M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
601+ 10.84% |
$108K - $118K
|
6.15K
$943K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
600+ 12.02% |
$108K - $118K
|
5.59K
$858K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600+ 100.0% |
$108K - $118K
|
1.2K
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
600+ 5.53% |
$108K - $118K
|
11.5K
$1.76M
|