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 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-124- 0.89% |
$22.3K - $24.3K
|
13.8K
$2M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-125- 2.54% |
$22.5K - $24.5K
|
4.79K
$697K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 0.19% |
$22.5K - $24.5K
|
67.1K
$9.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-125- 0.27% |
$22.5K - $24.5K
|
45.9K
$6.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-126- 2.16% |
$22.7K - $24.7K
|
5.71K
$830K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-126- 3.38% |
$22.7K - $24.7K
|
3.6K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.19% |
$22.7K - $24.7K
|
10.5K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-126- 1.96% |
$22.7K - $24.7K
|
6.29K
$914K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-126- 6.73% |
$22.7K - $24.7K
|
1.75K
$254K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-127- 0.97% |
$22.9K - $24.9K
|
13K
$1.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-129- 1.36% |
$23.2K - $25.3K
|
9.36K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-129- 1.55% |
$23.2K - $25.3K
|
8.19K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 1.09% |
$23.4K - $25.5K
|
11.8K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-130- 8.71% |
$23.4K - $25.5K
|
1.36K
$198K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-132- 2.34% |
$23.8K - $25.9K
|
5.5K
$800K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-132- 0.14% |
$23.8K - $25.9K
|
92.4K
$13.4M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-133- 82.1% |
$24K - $26.1K
|
29
$4.22K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-135- 8.7% |
$24.3K - $26.5K
|
1.42K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-135- 2.55% |
$24.3K - $26.5K
|
5.15K
$750K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-136- 5.22% |
$24.5K - $26.7K
|
2.47K
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-137- 0.74% |
$24.7K - $26.9K
|
18.3K
$2.66M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-138- 0.43% |
$24.9K - $27.1K
|
32.3K
$4.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-138- 0.74% |
$24.9K - $27.1K
|
18.6K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-138- 1.41% |
$24.9K - $27.1K
|
9.63K
$1.4M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-138- 1.99% |
$24.9K - $27.1K
|
6.79K
$987K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-139- 6.87% |
$25K - $27.3K
|
1.88K
$274K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-140- 1.52% |
$25.2K - $27.5K
|
9.05K
$1.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-140- 3.63% |
$25.2K - $27.5K
|
3.72K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-140- 6.03% |
$25.2K - $27.5K
|
2.18K
$317K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-140- 0.65% |
$25.2K - $27.5K
|
21.4K
$3.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
SELL
|
- |
-141- 5.56% |
$25.4K - $27.7K
|
2.39K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-141- 1.99% |
$25.4K - $27.7K
|
6.94K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-142- 2.69% |
$25.6K - $27.8K
|
5.14K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-142- 0.1% |
$25.6K - $27.8K
|
141K
$20.5M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-144- 0.4% |
$25.9K - $28.2K
|
35.5K
$5.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-144- 0.25% |
$25.9K - $28.2K
|
56.6K
$8.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-147- 3.98% |
$26.5K - $28.8K
|
3.54K
$515K
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-150- 0.86% |
$27K - $29.4K
|
17.4K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-150- 2.58% |
$27K - $29.4K
|
5.68K
$825K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-150- 5.94% |
$27K - $29.4K
|
2.38K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-150- 0.68% |
$27K - $29.4K
|
22K
$3.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-151- 0.45% |
$27.2K - $29.6K
|
33.2K
$4.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-152- 6.42% |
$27.4K - $29.8K
|
2.22K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-152- 0.27% |
$27.4K - $29.8K
|
56.5K
$8.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-153- 6.79% |
$27.6K - $30K
|
2.1K
$305K
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-153- 5.0% |
$27.6K - $30K
|
2.91K
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-153- 2.09% |
$27.6K - $30K
|
7.16K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-153- 0.43% |
$27.6K - $30K
|
35.2K
$5.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-153- 7.68% |
$27.6K - $30K
|
1.84K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-155- 2.87% |
$27.9K - $30.4K
|
5.24K
$762K
|