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
|
Keudell
|
SELL
|
- |
-105- 3.18% |
$18.9K - $20.6K
|
3.2K
$489K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-105- 0.65% |
$18.9K - $20.6K
|
16K
$2.44M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-105- 3.31% |
$18.9K - $20.6K
|
3.07K
$469K
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-106- 2.3% |
$19.1K - $20.8K
|
4.5K
$687K
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-107- 47.98% |
$19.3K - $21K
|
116
$17.7K
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-107- 3.9% |
$19.3K - $21K
|
2.64K
$404K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-107- 2.13% |
$19.3K - $21K
|
4.91K
$750K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-108- 5.26% |
$19.5K - $21.2K
|
1.95K
$297K
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-108- 8.85% |
$19.5K - $21.2K
|
1.11K
$170K
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-108- 1.27% |
$19.5K - $21.2K
|
8.41K
$1.29M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-109- 6.26% |
$19.6K - $21.4K
|
1.63K
$250K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-111- 0.61% |
$20K - $21.8K
|
18.2K
$2.79M
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-112- 9.25% |
$20.2K - $22K
|
1.1K
$168K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-112- 3.41% |
$20.2K - $22K
|
3.17K
$485K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-112- 0.44% |
$20.2K - $22K
|
25.4K
$3.88M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-112- 0.7% |
$20.2K - $22K
|
15.9K
$2.43M
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-113- 1.11% |
$20.4K - $22.2K
|
10K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-113- 6.19% |
$20.4K - $22.2K
|
1.71K
$262K
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-115- 1.38% |
$20.7K - $22.6K
|
8.24K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-115- 2.64% |
$20.7K - $22.6K
|
4.24K
$648K
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-115- 2.78% |
$20.7K - $22.6K
|
4.02K
$615K
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-116- 4.2% |
$20.9K - $22.7K
|
2.65K
$405K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-116- 0.51% |
$20.9K - $22.7K
|
22.8K
$3.49M
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-118- 1.51% |
$21.3K - $23.1K
|
7.7K
$1.18M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-119- 1.27% |
$21.4K - $23.3K
|
9.27K
$1.42M
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-119- 0.15% |
$21.4K - $23.3K
|
76.8K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-119- 0.5% |
$21.4K - $23.3K
|
23.5K
$3.59M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-120- 0.2% |
$21.6K - $23.5K
|
61.3K
$9.37M
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-120- 0.41% |
$21.6K - $23.5K
|
29K
$4.43M
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-120- 4.06% |
$21.6K - $23.5K
|
2.84K
$434K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-120- 8.41% |
$21.6K - $23.5K
|
1.31K
$200K
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-120- 7.87% |
$21.6K - $23.5K
|
1.41K
$215K
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-122- 6.35% |
$22K - $23.9K
|
1.8K
$275K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-123- 2.14% |
$22.2K - $24.1K
|
5.62K
$860K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-123- 4.8% |
$22.2K - $24.1K
|
2.44K
$373K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-124- 4.22% |
$22.3K - $24.3K
|
2.81K
$430K
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-124- 0.89% |
$22.3K - $24.3K
|
13.8K
$2.1M
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-125- 2.54% |
$22.5K - $24.5K
|
4.79K
$732K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-125- 0.19% |
$22.5K - $24.5K
|
67.1K
$10.3M
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-125- 0.27% |
$22.5K - $24.5K
|
45.9K
$7.02M
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-126- 2.16% |
$22.7K - $24.7K
|
5.71K
$873K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-126- 3.38% |
$22.7K - $24.7K
|
3.6K
$551K
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.19% |
$22.7K - $24.7K
|
10.5K
$1.6M
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-126- 1.96% |
$22.7K - $24.7K
|
6.29K
$961K
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-126- 6.73% |
$22.7K - $24.7K
|
1.75K
$267K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-127- 0.97% |
$22.9K - $24.9K
|
13K
$1.98M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-129- 1.36% |
$23.2K - $25.3K
|
9.36K
$1.43M
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-129- 1.55% |
$23.2K - $25.3K
|
8.19K
$1.25M
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 1.09% |
$23.4K - $25.5K
|
11.8K
$1.81M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-130- 8.71% |
$23.4K - $25.5K
|
1.36K
$208K
|