Purchases and Sales Made in Q2 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
BUY
|
- |
1.46K+ 1.27% |
$263K - $286K
|
116K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.46K+ 5.41% |
$262K - $286K
|
28.4K
$4.33M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.46K+ 9.13% |
$262K - $285K
|
17.4K
$2.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 6.1% |
$260K - $283K
|
25.1K
$3.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 7.75% |
$257K - $280K
|
19.9K
$3.03M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.42K+ 4.68% |
$256K - $279K
|
31.8K
$4.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$249K - $271K
|
1.38K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.37K+ 24.17% |
$247K - $268K
|
7.03K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.36KNew |
$245K - $267K
|
1.36K
$208K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
1.35K+ 2.43% |
$243K - $264K
|
56.8K
$8.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.35K+ 59.49% |
$242K - $264K
|
3.61K
$550K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.34K+ 30.17% |
$242K - $263K
|
5.79K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.34K+ 9.56% |
$241K - $263K
|
15.4K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.34K+ 1.19% |
$241K - $263K
|
113K
$17.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.33K+ 4.15% |
$239K - $260K
|
33.3K
$5.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 7.68% |
$238K - $260K
|
18.6K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.3K+ 23.07% |
$235K - $256K
|
6.96K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.3K+ 30.2% |
$234K - $255K
|
5.61K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
1.29KNew |
$233K - $254K
|
1.29K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.29K+ 2.93% |
$233K - $254K
|
45.4K
$6.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.29K+ 7.88% |
$233K - $253K
|
17.7K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 57.03% |
$232K - $253K
|
3.55K
$541K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 23.22% |
$232K - $252K
|
6.83K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.28KNew |
$230K - $250K
|
1.28K
$195K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.27K+ 0.23% |
$229K - $250K
|
543K
$82.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.27KNew |
$229K - $249K
|
1.27K
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.27K+ 1.03% |
$228K - $249K
|
124K
$19M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.27K+ 24.35% |
$228K - $248K
|
6.47K
$986K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.27K+ 5.08% |
$228K - $248K
|
26.2K
$3.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.26KNew |
$227K - $247K
|
1.26K
$192K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.26KNew |
$227K - $247K
|
1.26K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.26K+ 11.76% |
$227K - $247K
|
12K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.25KNew |
$225K - $245K
|
1.25K
$190K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.24K+ 20.89% |
$224K - $243K
|
7.18K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.24K+ 6.09% |
$223K - $243K
|
21.6K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.23K+ 7.37% |
$222K - $241K
|
17.9K
$2.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.21KNew |
$218K - $238K
|
1.21K
$185K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.21K+ 1.53% |
$218K - $238K
|
80.2K
$12.2M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.21K+ 89.05% |
$218K - $238K
|
2.57K
$392K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.21K+ 52.4% |
$218K - $237K
|
3.52K
$536K
|
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
1.2KNew |
$216K - $235K
|
1.2K
$183K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.2K+ 19.23% |
$216K - $235K
|
7.44K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 5.48% |
$216K - $235K
|
23.1K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
1.2K+ 43.61% |
$216K - $235K
|
3.94K
$601K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.19K+ 2.02% |
$215K - $234K
|
60.3K
$9.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.19K+ 12.25% |
$215K - $234K
|
10.9K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.19K+ 37.86% |
$215K - $234K
|
4.34K
$661K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.18K+ 51.64% |
$213K - $232K
|
3.47K
$530K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.18K+ 1.04% |
$212K - $231K
|
114K
$17.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.16K+ 46.76% |
$209K - $228K
|
3.65K
$556K
|