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 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
40+ 0.45% |
$7.2K - $7.84K
|
8.88K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 0.73% |
$7.2K - $7.84K
|
5.49K
$839K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
40+ 0.22% |
$7.2K - $7.84K
|
18.3K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
40+ 0.21% |
$7.2K - $7.84K
|
19.4K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38+ 0.54% |
$6.84K - $7.45K
|
7.06K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
37+ 0.53% |
$6.66K - $7.26K
|
7K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35+ 0.53% |
$6.3K - $6.86K
|
6.63K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
35+ 1.03% |
$6.3K - $6.86K
|
3.43K
$524K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
35+ 0.08% |
$6.3K - $6.86K
|
41.7K
$6.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
35+ 0.22% |
$6.3K - $6.86K
|
15.6K
$2.39M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
35+ 0.22% |
$6.3K - $6.86K
|
15.6K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
34+ 0.61% |
$6.12K - $6.67K
|
5.57K
$851K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 6.26% |
$5.76K - $6.28K
|
543
$83K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
32+ 0.3% |
$5.76K - $6.28K
|
10.6K
$1.61M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
32+ 0.34% |
$5.76K - $6.28K
|
9.36K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
31+ 2.2% |
$5.58K - $6.08K
|
1.44K
$220K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.73% |
$5.4K - $5.88K
|
4.12K
$631K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
30+ 1.99% |
$5.4K - $5.88K
|
1.54K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
30+ 1.48% |
$5.4K - $5.88K
|
2.06K
$315K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
30+ 0.05% |
$5.4K - $5.88K
|
54.7K
$8.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 0.13% |
$5.4K - $5.88K
|
23.6K
$3.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
30+ 0.56% |
$5.4K - $5.88K
|
5.35K
$819K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
30New |
$5.4K - $5.88K
|
30
$4.59K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
29+ 0.57% |
$5.22K - $5.69K
|
5.15K
$787K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
29+ 0.4% |
$5.22K - $5.69K
|
7.27K
$1.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
29+ 1.57% |
$5.22K - $5.69K
|
1.88K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
29New |
$5.22K - $5.69K
|
29
$4.43K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
29+ 0.85% |
$5.22K - $5.69K
|
3.46K
$529K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 6.59% |
$5.22K - $5.69K
|
469
$71.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
28+ 0.82% |
$5.04K - $5.49K
|
3.43K
$524K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28+ 0.31% |
$5.04K - $5.49K
|
8.94K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
28+ 0.92% |
$5.04K - $5.49K
|
3.08K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
28+ 0.24% |
$5.04K - $5.49K
|
11.7K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
28+ 0.13% |
$5.04K - $5.49K
|
21.9K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
28+ 1.4% |
$5.04K - $5.49K
|
2.03K
$311K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.73% |
$4.86K - $5.3K
|
3.74K
$572K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
27+ 0.99% |
$4.86K - $5.3K
|
2.76K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
27+ 0.92% |
$4.86K - $5.3K
|
2.96K
$452K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
26+ 0.33% |
$4.68K - $5.1K
|
7.94K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
26+ 0.31% |
$4.68K - $5.1K
|
8.3K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
26+ 0.2% |
$4.68K - $5.1K
|
13K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
26+ 1.77% |
$4.68K - $5.1K
|
1.49K
$228K
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.15% |
$4.5K - $4.9K
|
2.19K
$335K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
25+ 0.15% |
$4.5K - $4.9K
|
16.4K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 0.54% |
$4.5K - $4.9K
|
4.65K
$710K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 0.59% |
$4.5K - $4.9K
|
4.26K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
25+ 0.5% |
$4.5K - $4.9K
|
5.03K
$769K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
24+ 0.36% |
$4.32K - $4.71K
|
6.66K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
24+ 0.42% |
$4.32K - $4.71K
|
5.67K
$867K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
24+ 0.76% |
$4.32K - $4.71K
|
3.2K
$490K
|