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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
41+ 2.28% |
$6.64K - $7.18K
|
1.84K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.19% |
$6.48K - $7K
|
21.5K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
40+ 0.53% |
$6.48K - $7K
|
7.57K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
40+ 0.22% |
$6.48K - $7K
|
18.1K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
40+ 0.79% |
$6.48K - $7K
|
5.12K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
40+ 0.9% |
$6.48K - $7K
|
4.47K
$651K
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
40+ 1.45% |
$6.48K - $7K
|
2.79K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
40+ 0.14% |
$6.48K - $7K
|
28.7K
$4.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
39+ 0.39% |
$6.32K - $6.83K
|
10K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
39+ 1.9% |
$6.32K - $6.83K
|
2.1K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 162.5% |
$6.32K - $6.83K
|
63
$9.18K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
38+ 0.29% |
$6.16K - $6.65K
|
12.9K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
38+ 0.28% |
$6.16K - $6.65K
|
13.4K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
38+ 0.36% |
$6.16K - $6.65K
|
10.7K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
37+ 1.6% |
$6K - $6.48K
|
2.35K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
36+ 0.49% |
$5.83K - $6.3K
|
7.35K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
36+ 2.15% |
$5.83K - $6.3K
|
1.71K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
36+ 0.15% |
$5.83K - $6.3K
|
24.7K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 2.71% |
$5.67K - $6.13K
|
1.33K
$193K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
35+ 0.52% |
$5.67K - $6.13K
|
6.8K
$991K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
35+ 0.76% |
$5.67K - $6.13K
|
4.65K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
34+ 2.21% |
$5.51K - $5.95K
|
1.57K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
33+ 1.01% |
$5.35K - $5.78K
|
3.31K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
33+ 0.76% |
$5.35K - $5.78K
|
4.36K
$635K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
32+ 0.74% |
$5.19K - $5.6K
|
4.33K
$631K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
32+ 0.19% |
$5.19K - $5.6K
|
17.1K
$2.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
32+ 1.95% |
$5.19K - $5.6K
|
1.67K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
32+ 0.42% |
$5.19K - $5.6K
|
7.59K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
32+ 1.3% |
$5.19K - $5.6K
|
2.49K
$362K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31+ 1.68% |
$5.02K - $5.43K
|
1.88K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
31+ 1.55% |
$5.02K - $5.43K
|
2.03K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
31+ 0.98% |
$5.02K - $5.43K
|
3.18K
$463K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
30+ 1.27% |
$4.86K - $5.25K
|
2.39K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
30+ 25.42% |
$4.86K - $5.25K
|
148
$21.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
30+ 0.71% |
$4.86K - $5.25K
|
4.28K
$623K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
30+ 2.06% |
$4.86K - $5.25K
|
1.49K
$216K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29+ 43.28% |
$4.7K - $5.08K
|
96
$14K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
28+ 1.01% |
$4.54K - $4.9K
|
2.8K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.18% |
$4.38K - $4.73K
|
15.2K
$2.21M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
27+ 0.86% |
$4.38K - $4.73K
|
3.18K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
27+ 1.44% |
$4.38K - $4.73K
|
1.9K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
27+ 1.5% |
$4.38K - $4.73K
|
1.82K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
27+ 0.24% |
$4.38K - $4.73K
|
11.4K
$1.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
26+ 2.13% |
$4.21K - $4.55K
|
1.24K
$181K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
26+ 1.91% |
$4.21K - $4.55K
|
1.39K
$202K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
26+ 0.78% |
$4.21K - $4.55K
|
3.35K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.04% |
$4.21K - $4.55K
|
63.5K
$9.26M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
25+ 0.04% |
$4.05K - $4.38K
|
63.1K
$9.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
25+ 1.0% |
$4.05K - $4.38K
|
2.54K
$369K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.46% |
$4.05K - $4.38K
|
5.43K
$791K
|