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 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.14% |
$720 - $784
|
2.83K
$431K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.07% |
$720 - $784
|
5.74K
$873K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.27% |
$720 - $784
|
1.48K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.46% |
$720 - $784
|
878
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.12% |
$720 - $784
|
3.25K
$494K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
3+ 0.09% |
$540 - $588
|
3.23K
$491K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.34% |
$540 - $588
|
874
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$540 - $588
|
3.61K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.09% |
$540 - $588
|
3.31K
$503K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$540 - $588
|
6.26K
$952K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3+ 0.07% |
$540 - $588
|
4.17K
$634K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 0.66% |
$540 - $588
|
456
$69.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3+ 0.08% |
$540 - $588
|
3.71K
$563K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3+ 0.15% |
$540 - $588
|
1.99K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.23% |
$540 - $588
|
1.29K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3+ 0.08% |
$540 - $588
|
3.78K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3+ 0.11% |
$540 - $588
|
2.64K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
3+ 0.25% |
$540 - $588
|
1.22K
$186K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.07% |
$360 - $392
|
2.85K
$433K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.03% |
$360 - $392
|
6.94K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.17% |
$360 - $392
|
1.16K
$176K
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$360 - $392
|
2.71K
$412K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.16% |
$360 - $392
|
1.26K
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2+ 0.17% |
$360 - $392
|
1.15K
$175K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.11% |
$360 - $392
|
1.86K
$283K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$360 - $392
|
2.49K
$379K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
2+ 0.06% |
$360 - $392
|
3.12K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.01% |
$360 - $392
|
17.3K
$2.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
2+ 0.01% |
$360 - $392
|
26.4K
$4.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.17% |
$360 - $392
|
1.18K
$179K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.07% |
$360 - $392
|
2.88K
$438K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
2+ 0.05% |
$360 - $392
|
3.98K
$604K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
2+ 0.02% |
$360 - $392
|
10.7K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.13% |
$360 - $392
|
179
$27.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2+ 0.09% |
$360 - $392
|
2.17K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2+ 0.15% |
$360 - $392
|
1.31K
$199K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2+ 0.08% |
$360 - $392
|
2.45K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.06% |
$360 - $392
|
3.38K
$513K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.16% |
$360 - $392
|
1.25K
$190K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.48% |
$360 - $392
|
419
$63.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.59% |
$360 - $392
|
342
$52K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.1% |
$360 - $392
|
2.05K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2+ 0.08% |
$360 - $392
|
2.54K
$387K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.19% |
$360 - $392
|
1.06K
$160K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$180 - $196
|
5.03K
$764K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 0.18% |
$180 - $196
|
569
$86.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$180 - $196
|
384
$58.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.01% |
$180 - $196
|
8.9K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1+ 0.0% |
$180 - $196
|
27.5K
$4.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $196
|
1.22K
$186K
|