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 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
56+ 2.14% |
$10.1K - $11K
|
2.68K
$409K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
56+ 5.09% |
$10.1K - $11K
|
1.16K
$177K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
55+ 0.7% |
$9.91K - $10.8K
|
7.97K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
55+ 11.34% |
$9.91K - $10.8K
|
540
$82.6K
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
54+ 0.23% |
$9.73K - $10.6K
|
23.6K
$3.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
54+ 1.2% |
$9.73K - $10.6K
|
4.54K
$694K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
53+ 2.64% |
$9.55K - $10.4K
|
2.06K
$315K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
53+ 4.74% |
$9.55K - $10.4K
|
1.17K
$179K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
53+ 0.38% |
$9.55K - $10.4K
|
14.1K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
53+ 0.55% |
$9.55K - $10.4K
|
9.78K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52+ 2.61% |
$9.37K - $10.2K
|
2.05K
$313K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
52+ 0.9% |
$9.37K - $10.2K
|
5.82K
$890K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
52+ 2.92% |
$9.37K - $10.2K
|
1.83K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
52+ 2.96% |
$9.37K - $10.2K
|
1.81K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52+ 2.66% |
$9.37K - $10.2K
|
2.01K
$307K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
51New |
$9.19K - $10K
|
51
$7.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
51+ 2.2% |
$9.19K - $10K
|
2.37K
$363K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
51+ 0.19% |
$9.19K - $10K
|
26.8K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
51+ 4.37% |
$9.19K - $10K
|
1.22K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
51+ 1.24% |
$9.19K - $10K
|
4.15K
$634K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
50+ 0.4% |
$9.01K - $9.81K
|
12.5K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
50+ 4.48% |
$9.01K - $9.81K
|
1.17K
$178K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 1.23% |
$9.01K - $9.81K
|
4.1K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
50+ 1.9% |
$9.01K - $9.81K
|
2.68K
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
50+ 0.65% |
$9.01K - $9.81K
|
7.77K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
50+ 1.23% |
$9.01K - $9.81K
|
4.13K
$631K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
50+ 3.64% |
$9.01K - $9.81K
|
1.42K
$217K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
50+ 4.1% |
$9.01K - $9.81K
|
1.27K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
50+ 4.01% |
$9.01K - $9.81K
|
1.3K
$198K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50+ 3.19% |
$9.01K - $9.81K
|
1.62K
$247K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
49+ 1.08% |
$8.83K - $9.61K
|
4.61K
$704K
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
49+ 1.61% |
$8.83K - $9.61K
|
3.1K
$473K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
48+ 2.74% |
$8.65K - $9.41K
|
1.8K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
48+ 3.34% |
$8.65K - $9.41K
|
1.49K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
47+ 3.04% |
$8.47K - $9.22K
|
1.59K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
46+ 1.63% |
$8.29K - $9.02K
|
2.87K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
46+ 0.79% |
$8.29K - $9.02K
|
5.91K
$903K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
45+ 0.78% |
$8.1K - $8.83K
|
5.79K
$885K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
45+ 3.41% |
$8.1K - $8.83K
|
1.37K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
45+ 0.92% |
$8.1K - $8.83K
|
4.93K
$754K
|
|
|
Oct 19, 2023
Q2 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
45+ 0.07% |
$8.1K - $8.83K
|
60.1K
$9.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
44+ 1.17% |
$7.92K - $8.63K
|
3.81K
$582K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
44+ 0.78% |
$7.92K - $8.63K
|
5.69K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
44+ 1.42% |
$7.92K - $8.63K
|
3.14K
$479K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
43+ 1.45% |
$7.74K - $8.43K
|
3K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
43+ 1.63% |
$7.74K - $8.43K
|
2.68K
$410K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
43+ 0.34% |
$7.74K - $8.43K
|
12.8K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 3.11% |
$7.74K - $8.43K
|
1.43K
$218K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 0.31% |
$7.2K - $7.84K
|
13K
$1.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
40+ 0.82% |
$7.2K - $7.84K
|
4.94K
$756K
|