Purchases and Sales Made in Q2 2024 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
41+ 0.52% |
$6.7K - $7.51K
|
7.96K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
41+ 1.98% |
$6.7K - $7.51K
|
2.11K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
41+ 0.62% |
$6.7K - $7.51K
|
6.66K
$1.01M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 26.85% |
$6.53K - $7.32K
|
189
$28.7K
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
40+ 1.12% |
$6.53K - $7.32K
|
3.6K
$546K
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
40+ 1.14% |
$6.53K - $7.32K
|
3.56K
$540K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
40+ 0.35% |
$6.53K - $7.32K
|
11.5K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
40+ 2.27% |
$6.53K - $7.32K
|
1.8K
$273K
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
39+ 0.06% |
$6.37K - $7.14K
|
69.4K
$10.5M
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
39+ 0.05% |
$6.37K - $7.14K
|
85.3K
$12.9M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
39+ 0.18% |
$6.37K - $7.14K
|
21.2K
$3.21M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
39+ 2.33% |
$6.37K - $7.14K
|
1.72K
$260K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
38+ 0.34% |
$6.21K - $6.96K
|
11.2K
$1.7M
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
38+ 0.04% |
$6.21K - $6.96K
|
106K
$16.1M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
38+ 2.74% |
$6.21K - $6.96K
|
1.43K
$217K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
37+ 2.43% |
$6.04K - $6.78K
|
1.56K
$237K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
36+ 0.27% |
$5.88K - $6.59K
|
13.2K
$2.01M
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
35+ 0.18% |
$5.72K - $6.41K
|
19K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
35+ 2.15% |
$5.72K - $6.41K
|
1.66K
$252K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
34+ 2.04% |
$5.55K - $6.23K
|
1.7K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
34+ 0.18% |
$5.55K - $6.23K
|
18.7K
$2.83M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
34+ 1.13% |
$5.55K - $6.23K
|
3.04K
$461K
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
34+ 0.1% |
$5.55K - $6.23K
|
35.8K
$5.43M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
34+ 0.23% |
$5.55K - $6.23K
|
15K
$2.27M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33+ 0.35% |
$5.39K - $6.04K
|
9.58K
$1.45M
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
33+ 27.5% |
$5.39K - $6.04K
|
153
$23.2K
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
32+ 0.22% |
$5.23K - $5.86K
|
14.5K
$2.2M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
31+ 0.13% |
$5.06K - $5.68K
|
24.2K
$3.67M
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
30+ 0.57% |
$4.9K - $5.49K
|
5.3K
$804K
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
30+ 0.2% |
$4.9K - $5.49K
|
15.1K
$2.29M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
30+ 1.04% |
$4.9K - $5.49K
|
2.9K
$441K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
30+ 0.34% |
$4.9K - $5.49K
|
8.94K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
30+ 0.31% |
$4.9K - $5.49K
|
9.63K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 0.1% |
$4.9K - $5.49K
|
28.7K
$4.36M
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
29+ 0.46% |
$4.74K - $5.31K
|
6.31K
$957K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
29+ 0.85% |
$4.74K - $5.31K
|
3.44K
$522K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
29+ 0.31% |
$4.74K - $5.31K
|
9.51K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
29+ 1.16% |
$4.74K - $5.31K
|
2.52K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
29+ 0.74% |
$4.74K - $5.31K
|
3.97K
$602K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29+ 0.08% |
$4.74K - $5.31K
|
35.3K
$5.36M
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
28+ 5.07% |
$4.57K - $5.13K
|
580
$88K
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
28+ 0.98% |
$4.57K - $5.13K
|
2.87K
$436K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
28+ 1.17% |
$4.57K - $5.13K
|
2.42K
$367K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
28+ 1.05% |
$4.57K - $5.13K
|
2.69K
$408K
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
28+ 0.97% |
$4.57K - $5.13K
|
2.92K
$443K
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
28+ 2.12% |
$4.57K - $5.13K
|
1.35K
$205K
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
28+ 0.26% |
$4.57K - $5.13K
|
11K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28+ 0.87% |
$4.57K - $5.13K
|
3.26K
$494K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
27+ 4.37% |
$4.41K - $4.94K
|
645
$97.9K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
27+ 0.39% |
$4.41K - $4.94K
|
6.86K
$1.04M
|