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 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$180 - $196
|
3.39K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$180 - $196
|
1.58K
$240K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$180 - $196
|
19.4K
$2.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1+ 0.0% |
$180 - $196
|
58.5K
$8.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1+ 0.01% |
$180 - $196
|
9.15K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1+ 0.01% |
$180 - $196
|
8.2K
$1.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$180 - $196
|
4.45K
$677K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.2% |
$180 - $196
|
506
$76.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$180 - $196
|
3.18K
$483K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$180 - $196
|
4.69K
$713K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.05% |
$180 - $196
|
1.93K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$180 - $196
|
1.15K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$180 - $196
|
258
$39.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.03% |
$180 - $196
|
3.65K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$180 - $196
|
6.14K
$933K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1+ 0.04% |
$180 - $196
|
2.51K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.03% |
$180 - $196
|
3.21K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 33.33% |
$180 - $196
|
4
$608
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.02% |
$180 - $196
|
4.76K
$724K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.06% |
$180 - $196
|
1.79K
$273K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$180 - $196
|
9.02K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.08% |
$180 - $196
|
1.28K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1- 0.01% |
$180 - $196
|
8.18K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-2- 0.18% |
$360 - $392
|
1.11K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.08% |
$360 - $392
|
2.56K
$389K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2- 0.03% |
$360 - $392
|
5.74K
$873K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2- 0.36% |
$360 - $392
|
558
$84.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2- 0.08% |
$360 - $392
|
2.55K
$388K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.25% |
$540 - $588
|
1.2K
$182K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3- 0.09% |
$540 - $588
|
3.43K
$522K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3- 0.24% |
$540 - $588
|
1.24K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3- 0.04% |
$540 - $588
|
6.92K
$1.05M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3- 0.13% |
$540 - $588
|
2.26K
$344K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3- 0.15% |
$540 - $588
|
1.93K
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-4- 0.17% |
$720 - $784
|
2.33K
$355K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 0.15% |
$720 - $784
|
2.61K
$397K
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-4- 0.2% |
$720 - $784
|
1.96K
$297K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.15% |
$901 - $981
|
3.36K
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5- 0.36% |
$901 - $981
|
1.38K
$210K
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5- 0.1% |
$901 - $981
|
4.89K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-5- 0.25% |
$901 - $981
|
2.03K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-5- 0.1% |
$901 - $981
|
5.07K
$771K
|
|
|
Aug 14, 2023
Q2 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-5- 0.15% |
$901 - $981
|
3.34K
$507K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6- 0.1% |
$1.08K - $1.18K
|
5.97K
$907K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-6- 0.04% |
$1.08K - $1.18K
|
14.7K
$2.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7- 0.04% |
$1.26K - $1.37K
|
16.6K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.18% |
$1.26K - $1.37K
|
3.85K
$586K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7- 0.25% |
$1.26K - $1.37K
|
2.74K
$417K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-8- 0.27% |
$1.44K - $1.57K
|
2.93K
$446K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-8- 0.2% |
$1.44K - $1.57K
|
3.91K
$595K
|