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 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
149+ 3.34% |
$26.8K - $29.2K
|
4.61K
$705K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
149+ 1.32% |
$26.8K - $29.2K
|
11.4K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
148+ 9.36% |
$26.7K - $29K
|
1.73K
$264K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
147+ 4.41% |
$26.5K - $28.8K
|
3.48K
$533K
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
145+ 11.81% |
$26.1K - $28.4K
|
1.37K
$210K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
145+ 2.09% |
$26.1K - $28.4K
|
7.09K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
145New |
$26.1K - $28.4K
|
145
$22.2K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
144+ 8.53% |
$25.9K - $28.2K
|
1.83K
$280K
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
144+ 5.14% |
$25.9K - $28.2K
|
2.94K
$450K
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
143+ 5.55% |
$25.8K - $28K
|
2.72K
$416K
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
143+ 4.71% |
$25.8K - $28K
|
3.18K
$486K
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
142+ 0.56% |
$25.6K - $27.8K
|
25.4K
$3.89M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
141+ 25.5% |
$25.4K - $27.7K
|
694
$106K
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
141+ 3.19% |
$25.4K - $27.7K
|
4.56K
$697K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
140+ 2.57% |
$25.2K - $27.5K
|
5.58K
$853K
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
137+ 10.75% |
$24.7K - $26.9K
|
1.41K
$216K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
137+ 0.78% |
$24.7K - $26.9K
|
17.6K
$2.69M
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
136+ 6.82% |
$24.5K - $26.7K
|
2.13K
$326K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
136+ 1.32% |
$24.5K - $26.7K
|
10.4K
$1.6M
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
135+ 0.32% |
$24.3K - $26.5K
|
42.9K
$6.56M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
134+ 0.19% |
$24.1K - $26.3K
|
72.5K
$11.1M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
133+ 3.81% |
$24K - $26.1K
|
3.62K
$554K
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
133+ 10.01% |
$24K - $26.1K
|
1.46K
$224K
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
133+ 0.43% |
$24K - $26.1K
|
31.4K
$4.8M
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
133+ 2.9% |
$24K - $26.1K
|
4.72K
$722K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
133+ 7.79% |
$24K - $26.1K
|
1.84K
$281K
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
132+ 1.37% |
$23.8K - $25.9K
|
9.73K
$1.49M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
132+ 4.07% |
$23.8K - $25.9K
|
3.37K
$516K
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
131+ 4.02% |
$23.6K - $25.7K
|
3.39K
$519K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
129+ 1.88% |
$23.2K - $25.3K
|
6.99K
$1.07M
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
129+ 4.92% |
$23.2K - $25.3K
|
2.75K
$421K
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
129+ 0.26% |
$23.2K - $25.3K
|
50.6K
$7.74M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
125+ 0.58% |
$22.5K - $24.5K
|
21.7K
$3.31M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
123+ 20.5% |
$22.2K - $24.1K
|
723
$111K
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
122+ 4.66% |
$22K - $23.9K
|
2.74K
$419K
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
122+ 10.79% |
$22K - $23.9K
|
1.25K
$192K
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
121+ 0.79% |
$21.8K - $23.7K
|
15.4K
$2.35M
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
120+ 8.38% |
$21.6K - $23.5K
|
1.55K
$237K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
118+ 2.75% |
$21.3K - $23.1K
|
4.41K
$674K
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
118+ 6.2% |
$21.3K - $23.1K
|
2.02K
$309K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
117+ 0.41% |
$21.1K - $22.9K
|
28.3K
$4.33M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
116+ 0.36% |
$20.9K - $22.7K
|
32K
$4.9M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
116+ 2.44% |
$20.9K - $22.7K
|
4.87K
$744K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
116+ 3.4% |
$20.9K - $22.7K
|
3.52K
$539K
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
115+ 1.88% |
$20.7K - $22.6K
|
6.22K
$951K
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
115+ 3.44% |
$20.7K - $22.6K
|
3.46K
$529K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
114+ 1.89% |
$20.5K - $22.4K
|
6.13K
$937K
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
114+ 6.85% |
$20.5K - $22.4K
|
1.78K
$272K
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
112+ 1.45% |
$20.2K - $22K
|
7.85K
$1.2M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
112+ 0.66% |
$20.2K - $22K
|
17.1K
$2.61M
|