Purchases and Sales Made in Q1 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.2% |
$1.69K - $1.82K
|
4.89K
$734K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
10+ 0.17% |
$1.69K - $1.82K
|
5.93K
$891K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
9+ 0.51% |
$1.52K - $1.64K
|
1.77K
$265K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.4% |
$1.52K - $1.64K
|
2.25K
$338K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9+ 0.11% |
$1.52K - $1.64K
|
8.48K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9+ 0.43% |
$1.52K - $1.64K
|
2.1K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
9+ 0.5% |
$1.52K - $1.64K
|
1.8K
$270K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
9+ 0.25% |
$1.52K - $1.64K
|
3.64K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
8+ 0.44% |
$1.35K - $1.46K
|
1.85K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8+ 0.19% |
$1.35K - $1.46K
|
4.13K
$620K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
7+ 0.38% |
$1.18K - $1.28K
|
1.86K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7+ 0.61% |
$1.18K - $1.28K
|
1.16K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
7+ 0.19% |
$1.18K - $1.28K
|
3.78K
$567K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
7+ 7.53% |
$1.18K - $1.28K
|
100
$15K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.35% |
$1.01K - $1.09K
|
1.74K
$261K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$1.01K - $1.09K
|
3.6K
$541K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.04% |
$1.01K - $1.09K
|
13.8K
$2.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
6+ 0.09% |
$1.01K - $1.09K
|
6.83K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6+ 27.27% |
$1.01K - $1.09K
|
28
$4.21K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.03% |
$1.01K - $1.09K
|
18.4K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
6+ 0.12% |
$1.01K - $1.09K
|
5.17K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$1.01K - $1.09K
|
2.62K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6+ 0.03% |
$1.01K - $1.09K
|
21.3K
$3.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
5+ 0.43% |
$846 - $912
|
1.16K
$174K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5+ 0.28% |
$846 - $912
|
1.79K
$269K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.08% |
$846 - $912
|
6.2K
$932K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
5+ 0.02% |
$846 - $912
|
32.1K
$4.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.08% |
$846 - $912
|
6.63K
$996K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.07% |
$846 - $912
|
7.12K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5+ 0.39% |
$846 - $912
|
1.29K
$194K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
5+ 0.23% |
$846 - $912
|
2.15K
$323K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.51% |
$846 - $912
|
991
$149K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.02% |
$846 - $912
|
23.4K
$3.51M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
5+ 0.05% |
$846 - $912
|
10.7K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5+ 0.25% |
$846 - $912
|
2.04K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
5+ 0.45% |
$846 - $912
|
1.11K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5New |
$846 - $912
|
5
$751
|
|
|
May 15, 2023
Q1 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$846 - $912
|
1.78K
$267K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$676 - $729
|
4.64K
$697K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$676 - $729
|
6.26K
$940K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
4+ 0.18% |
$676 - $729
|
2.18K
$328K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 0.33% |
$676 - $729
|
1.23K
$184K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
4+ 0.06% |
$676 - $729
|
6.2K
$931K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4+ 0.15% |
$676 - $729
|
2.69K
$404K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.2% |
$676 - $729
|
2.04K
$307K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.15% |
$676 - $729
|
2.62K
$393K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.14% |
$676 - $729
|
2.88K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4+ 0.17% |
$676 - $729
|
2.33K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.09% |
$676 - $729
|
4.45K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4+ 0.01% |
$676 - $729
|
28.4K
$4.27M
|