Purchases and Sales Made in Q1 2024 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
90+ 0.45% |
$14.6K - $15.8K
|
19.9K
$2.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
90+ 0.73% |
$14.6K - $15.8K
|
12.4K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
90+ 3.74% |
$14.6K - $15.8K
|
2.49K
$363K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
87+ 2.55% |
$14.1K - $15.2K
|
3.5K
$509K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 5.04% |
$13.8K - $14.9K
|
1.77K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
85+ 2.87% |
$13.8K - $14.9K
|
3.05K
$443K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
85+ 0.26% |
$13.8K - $14.9K
|
32.3K
$4.69M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
85+ 1.33% |
$13.8K - $14.9K
|
6.47K
$941K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
84+ 0.95% |
$13.6K - $14.7K
|
8.92K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
83+ 2.41% |
$13.4K - $14.5K
|
3.53K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
83+ 0.75% |
$13.4K - $14.5K
|
11.2K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
83+ 0.72% |
$13.4K - $14.5K
|
11.6K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
82+ 5.32% |
$13.3K - $14.4K
|
1.62K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
82+ 3.25% |
$13.3K - $14.4K
|
2.6K
$378K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
81+ 1.09% |
$13.1K - $14.2K
|
7.53K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
81+ 4.25% |
$13.1K - $14.2K
|
1.99K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
80+ 1.13% |
$13K - $14K
|
7.14K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
80+ 1.37% |
$13K - $14K
|
5.93K
$861K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
78+ 5.54% |
$12.6K - $13.7K
|
1.49K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
77+ 0.56% |
$12.5K - $13.5K
|
13.7K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
75New |
$12.2K - $13.1K
|
75
$10.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
74+ 4.47% |
$12K - $13K
|
1.73K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
74+ 16.44% |
$12K - $13K
|
524
$76.2K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
74+ 2.85% |
$12K - $13K
|
2.67K
$388K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
73+ 0.4% |
$11.8K - $12.8K
|
18.5K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
73+ 4.03% |
$11.8K - $12.8K
|
1.89K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
69+ 0.22% |
$11.2K - $12.1K
|
30.8K
$4.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
69+ 77.53% |
$11.2K - $12.1K
|
158
$23K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
69+ 2.07% |
$11.2K - $12.1K
|
3.4K
$494K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
68+ 2.65% |
$11K - $11.9K
|
2.63K
$382K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
68+ 1.65% |
$11K - $11.9K
|
4.18K
$608K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
68+ 4.57% |
$11K - $11.9K
|
1.56K
$226K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
67+ 0.04% |
$10.9K - $11.7K
|
187K
$27.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
66+ 0.49% |
$10.7K - $11.6K
|
13.6K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
66+ 2.03% |
$10.7K - $11.6K
|
3.32K
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
65+ 1.62% |
$10.5K - $11.4K
|
4.09K
$594K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
65+ 0.09% |
$10.5K - $11.4K
|
74.3K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
64+ 3.7% |
$10.4K - $11.2K
|
1.8K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
64+ 2.57% |
$10.4K - $11.2K
|
2.56K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
64+ 0.93% |
$10.4K - $11.2K
|
6.91K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
63+ 0.9% |
$10.2K - $11K
|
7.06K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
63+ 1.7% |
$10.2K - $11K
|
3.76K
$546K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
62+ 0.68% |
$10K - $10.9K
|
9.13K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
62+ 0.24% |
$10K - $10.9K
|
25.7K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
62+ 1.65% |
$10K - $10.9K
|
3.81K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 1.57% |
$9.88K - $10.7K
|
3.94K
$573K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
61+ 3.55% |
$9.88K - $10.7K
|
1.78K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
61+ 0.26% |
$9.88K - $10.7K
|
23.8K
$3.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
60+ 0.69% |
$9.72K - $10.5K
|
8.76K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
60+ 0.25% |
$9.72K - $10.5K
|
24.5K
$3.56M
|