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 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
599+ 0.98% |
$108K - $117K
|
61.6K
$9.46M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
592+ 5.49% |
$107K - $116K
|
11.4K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
590+ 2.73% |
$106K - $116K
|
22.2K
$3.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
589+ 9.62% |
$106K - $116K
|
6.71K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
588New |
$106K - $115K
|
588
$90.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
587+ 4.39% |
$106K - $115K
|
13.9K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
581+ 1.68% |
$105K - $114K
|
35.2K
$5.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
577+ 3.26% |
$104K - $113K
|
18.3K
$2.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
577+ 19.53% |
$104K - $113K
|
3.53K
$542K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
577+ 1.43% |
$104K - $113K
|
41.1K
$6.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
576+ 17.2% |
$104K - $113K
|
3.92K
$602K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
567+ 0.93% |
$102K - $111K
|
61.7K
$9.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
565+ 35.45% |
$102K - $111K
|
2.16K
$331K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
565+ 3.17% |
$102K - $111K
|
18.4K
$2.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
561+ 2.86% |
$101K - $110K
|
20.2K
$3.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
560+ 13.69% |
$101K - $110K
|
4.65K
$714K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
558+ 21.98% |
$101K - $109K
|
3.1K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
558+ 45.33% |
$101K - $109K
|
1.79K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
556+ 22.24% |
$100K - $109K
|
3.06K
$469K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
553+ 4.07% |
$99.6K - $108K
|
14.1K
$2.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
552+ 4.85% |
$99.4K - $108K
|
11.9K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
550+ 28.66% |
$99.1K - $108K
|
2.47K
$379K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
548+ 6.21% |
$98.7K - $107K
|
9.37K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
547+ 31.84% |
$98.5K - $107K
|
2.27K
$348K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
546+ 2.31% |
$98.3K - $107K
|
24.2K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
546+ 34.08% |
$98.3K - $107K
|
2.15K
$330K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
540+ 8.05% |
$97.3K - $106K
|
7.25K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
BUY
|
- |
533+ 0.6% |
$96K - $105K
|
88.7K
$13.6M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
527+ 23.89% |
$94.9K - $103K
|
2.73K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
521+ 14.4% |
$93.8K - $102K
|
4.14K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
520+ 1.26% |
$93.7K - $102K
|
41.7K
$6.4M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
518New |
$93.3K - $102K
|
518
$79.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
516+ 1.49% |
$92.9K - $101K
|
35.1K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
516+ 3.27% |
$92.9K - $101K
|
16.3K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
515+ 7.48% |
$92.8K - $101K
|
7.4K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
500+ 8.64% |
$90.1K - $98.1K
|
6.29K
$965K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
497+ 13.68% |
$89.5K - $97.5K
|
4.13K
$634K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
497+ 0.93% |
$89.5K - $97.5K
|
53.7K
$8.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
496+ 0.64% |
$89.3K - $97.3K
|
77.8K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
496+ 17.05% |
$89.3K - $97.3K
|
3.41K
$523K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
495+ 2.57% |
$89.2K - $97.1K
|
19.8K
$3.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
493+ 4.28% |
$88.8K - $96.7K
|
12K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
488+ 21.99% |
$87.9K - $95.7K
|
2.71K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
484+ 2.64% |
$87.2K - $94.9K
|
18.8K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
481+ 5.62% |
$86.6K - $94.3K
|
9.04K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
478+ 13.27% |
$86.1K - $93.7K
|
4.08K
$626K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
477+ 10.92% |
$85.9K - $93.5K
|
4.85K
$744K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
471+ 8.95% |
$84.8K - $92.4K
|
5.74K
$880K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
468+ 1.59% |
$84.3K - $91.8K
|
29.9K
$4.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
466+ 6.87% |
$83.9K - $91.4K
|
7.25K
$1.11M
|