Latest Institutional Purchases of Pepsico Inc (PEP)
This list provides information on the latest institutional transactions involving Pepsico Inc (PEP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
146+ 11.43% |
$22.1K - $25.7K
|
1.42K
$191K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
142+ 8.79% |
$21.5K - $25K
|
1.76K
$236K
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
133+ 10.01% |
$20.1K - $23.4K
|
1.46K
$197K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
128+ 2.2% |
$19.4K - $22.5K
|
5.95K
$801K
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
125+ 10.31% |
$18.9K - $22K
|
1.34K
$180K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
125+ 3.95% |
$18.9K - $22K
|
3.29K
$442K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
123New |
$18.6K - $21.7K
|
123
$16.5K
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
120New |
$18.2K - $21.1K
|
120
$16.1K
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
118+ 7.78% |
$17.9K - $20.8K
|
1.64K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
115+ 1.94% |
$17.4K - $20.3K
|
6.04K
$813K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
115+ 10.61% |
$17.4K - $20.3K
|
1.2K
$161K
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
114New |
$17.2K - $20.1K
|
114
$15.3K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
109New |
$16.5K - $19.2K
|
109
$14.7K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
108+ 2.41% |
$16.3K - $19K
|
4.59K
$618K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
100+ 9.53% |
$15.1K - $17.6K
|
1.15K
$155K
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
100+ 1.62% |
$15.1K - $17.6K
|
6.26K
$841K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
86+ 6.3% |
$13K - $15.1K
|
1.45K
$195K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
82New |
$12.4K - $14.4K
|
82
$11K
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
80+ 5.56% |
$12.1K - $14.1K
|
1.52K
$204K
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
79+ 2.38% |
$12K - $13.9K
|
3.39K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
78+ 2.26% |
$11.8K - $13.7K
|
3.53K
$474K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.55% |
$9.83K - $11.4K
|
4.26K
$573K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
64New |
$9.68K - $11.3K
|
64
$8.61K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
64+ 711.11% |
$9.68K - $11.3K
|
73
$9.82K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
50+ 3.87% |
$7.56K - $8.81K
|
1.34K
$181K
|
|
Feb 03, 2025
Q4 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
50+ 3.57% |
$7.56K - $8.81K
|
1.45K
$195K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
50New |
$7.56K - $8.81K
|
50
$6.72K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
48New |
$7.26K - $8.45K
|
48
$6.46K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
41New |
$6.2K - $7.22K
|
41
$5.51K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
32New |
$4.84K - $5.64K
|
32
$4.3K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
31+ 0.73% |
$4.69K - $5.46K
|
4.28K
$576K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
30+ 2.17% |
$4.54K - $5.28K
|
1.42K
$190K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
25New |
$3.78K - $4.4K
|
25
$3.36K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
25New |
$3.78K - $4.4K
|
25
$3.36K
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.56% |
$3.63K - $4.23K
|
4.33K
$583K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
24+ 1.61% |
$3.63K - $4.23K
|
1.51K
$203K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
24New |
$3.63K - $4.23K
|
24
$3.23K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
21+ 17.21% |
$3.18K - $3.7K
|
143
$19.2K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
19+ 7.36% |
$2.87K - $3.35K
|
277
$37.3K
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 1.35% |
$2.72K - $3.17K
|
1.36K
$182K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
15New |
$2.27K - $2.64K
|
15
$2.02K
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
8+ 0.41% |
$1.21K - $1.41K
|
1.98K
$266K
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
8+ 0.58% |
$1.21K - $1.41K
|
1.39K
$187K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
7+ 1.41% |
$1.06K - $1.23K
|
502
$67.5K
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
7+ 2.42% |
$1.06K - $1.23K
|
296
$39.8K
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 3.59% |
$1.06K - $1.23K
|
202
$27.2K
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5+ 0.36% |
$756 - $881
|
1.4K
$188K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
4New |
$605 - $704
|
4
$538
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.97% |
$303 - $352
|
209
$28.1K
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2+ 0.09% |
$303 - $352
|
2.19K
$295K
|