Purchases and Sales Made in Q4 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-475- 2.36% |
$75.1K - $81.7K
|
19.6K
$3.01M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-476- 1.99% |
$75.2K - $81.9K
|
23.4K
$3.6M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-476- 2.11% |
$75.2K - $81.9K
|
22K
$3.38M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-477- 1.9% |
$75.4K - $82K
|
24.6K
$3.78M
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-478- 17.43% |
$75.6K - $82.2K
|
2.27K
$348K
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-478- 3.31% |
$75.6K - $82.2K
|
14K
$2.14M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-480- 1.74% |
$75.9K - $82.6K
|
27.1K
$4.17M
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-481- 0.34% |
$76K - $82.7K
|
139K
$21.4M
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-485- 0.51% |
$76.7K - $83.4K
|
94.9K
$14.6M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-485- 33.17% |
$76.7K - $83.4K
|
977
$150K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-488- 3.62% |
$77.1K - $83.9K
|
13K
$2M
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-489- 5.42% |
$77.3K - $84.1K
|
8.54K
$1.31M
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-490- 17.57% |
$77.5K - $84.3K
|
2.3K
$353K
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-491- 0.96% |
$77.6K - $84.5K
|
50.6K
$7.77M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-493- 0.86% |
$77.9K - $84.8K
|
56.8K
$8.72M
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-496- 1.35% |
$78.4K - $85.3K
|
36.2K
$5.56M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-497- 2.53% |
$78.6K - $85.5K
|
19.1K
$2.94M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-499- 0.45% |
$78.9K - $85.8K
|
111K
$17.1M
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-500- 19.96% |
$79K - $86K
|
2.01K
$308K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-506- 51.84% |
$80K - $87K
|
470
$72.1K
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-507- 5.67% |
$80.1K - $87.2K
|
8.44K
$1.3M
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-509- 9.79% |
$80.5K - $87.6K
|
4.69K
$720K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-515- 11.66% |
$81.4K - $88.6K
|
3.9K
$599K
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-515- 4.07% |
$81.4K - $88.6K
|
12.1K
$1.86M
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-523- 5.17% |
$82.7K - $90K
|
9.6K
$1.47M
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-529- 3.43% |
$83.6K - $91K
|
14.9K
$2.28M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-529- 2.63% |
$83.6K - $91K
|
19.6K
$3M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-530- 3.41% |
$83.8K - $91.2K
|
15K
$2.3M
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-531- 2.73% |
$83.9K - $91.3K
|
18.9K
$2.91M
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-532- 1.36% |
$84.1K - $91.5K
|
38.6K
$5.92M
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-535- 8.05% |
$84.6K - $92K
|
6.12K
$939K
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-535- 20.21% |
$84.6K - $92K
|
2.11K
$324K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-538- 2.96% |
$85K - $92.5K
|
17.6K
$2.71M
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-539- 23.02% |
$85.2K - $92.7K
|
1.8K
$277K
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-540- 11.15% |
$85.4K - $92.9K
|
4.31K
$661K
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-559- 8.35% |
$88.4K - $96.2K
|
6.14K
$942K
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-559- 7.33% |
$88.4K - $96.2K
|
7.07K
$1.08M
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-561- 21.38% |
$88.7K - $96.5K
|
2.06K
$317K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-561- 3.58% |
$88.7K - $96.5K
|
15.1K
$2.32M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-561- 2.54% |
$88.7K - $96.5K
|
21.5K
$3.3M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-565- 28.07% |
$89.3K - $97.2K
|
1.45K
$222K
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-566- 3.07% |
$89.5K - $97.4K
|
17.9K
$2.74M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-567- 5.91% |
$89.6K - $97.5K
|
9.03K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-567- 4.07% |
$89.6K - $97.5K
|
13.4K
$2.05M
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-568- 0.2% |
$89.8K - $97.7K
|
284K
$43.6M
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-573- 8.93% |
$90.6K - $98.6K
|
5.85K
$898K
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-579- 6.32% |
$91.5K - $99.6K
|
8.58K
$1.32M
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-580- 1.36% |
$91.7K - $99.8K
|
42.2K
$6.48M
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-582- 13.86% |
$92K - $100K
|
3.62K
$555K
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-586- 14.11% |
$92.6K - $101K
|
3.57K
$548K
|