Purchases and Sales Made in Q2 2025 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q2 2025. 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 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
17+ 0.92% |
$2.18K - $2.57K
|
1.86K
$263K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
17+ 0.95% |
$2.18K - $2.57K
|
1.81K
$256K
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.17% |
$2.18K - $2.57K
|
10.2K
$1.44M
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
17+ 0.26% |
$2.18K - $2.57K
|
6.67K
$941K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
17+ 34.0% |
$2.18K - $2.57K
|
67
$9.46K
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
16+ 0.79% |
$2.05K - $2.42K
|
2.05K
$290K
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16+ 0.78% |
$2.05K - $2.42K
|
2.06K
$291K
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
16New |
$2.05K - $2.42K
|
16
$2.26K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.79% |
$1.92K - $2.27K
|
1.92K
$271K
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
15+ 0.99% |
$1.92K - $2.27K
|
1.54K
$217K
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
15+ 0.39% |
$1.92K - $2.27K
|
3.88K
$548K
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
15New |
$1.92K - $2.27K
|
15
$2.12K
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.23% |
$1.79K - $2.12K
|
6.2K
$876K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
13+ 1.57% |
$1.66K - $1.97K
|
839
$118K
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
13+ 72.22% |
$1.66K - $1.97K
|
31
$4.38K
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
13+ 100.0% |
$1.66K - $1.97K
|
26
$3.67K
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
13+ 0.73% |
$1.66K - $1.97K
|
1.8K
$254K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13+ 0.46% |
$1.66K - $1.97K
|
2.87K
$405K
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
13+ 0.3% |
$1.66K - $1.97K
|
4.29K
$606K
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
13+ 0.74% |
$1.66K - $1.97K
|
1.77K
$250K
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
13+ 2.15% |
$1.66K - $1.97K
|
618
$87.3K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
12New |
$1.54K - $1.82K
|
12
$1.69K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12+ 0.63% |
$1.54K - $1.82K
|
1.92K
$270K
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12+ 0.35% |
$1.54K - $1.82K
|
3.4K
$480K
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
11+ 0.21% |
$1.41K - $1.67K
|
5.16K
$728K
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11+ 0.68% |
$1.41K - $1.67K
|
1.63K
$230K
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
11+ 0.32% |
$1.41K - $1.67K
|
3.4K
$480K
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
11+ 0.55% |
$1.41K - $1.67K
|
2.01K
$284K
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
11+ 0.17% |
$1.41K - $1.67K
|
6.67K
$942K
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
11+ 0.09% |
$1.41K - $1.67K
|
12.4K
$1.75M
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
11+ 0.63% |
$1.41K - $1.67K
|
1.76K
$249K
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
10+ 0.33% |
$1.28K - $1.51K
|
3.01K
$425K
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10+ 0.12% |
$1.28K - $1.51K
|
8.58K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10+ 4.37% |
$1.28K - $1.51K
|
239
$33.8K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9+ 0.41% |
$1.15K - $1.36K
|
2.22K
$313K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
9+ 1.48% |
$1.15K - $1.36K
|
616
$87K
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.41% |
$1.15K - $1.36K
|
2.19K
$309K
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
9+ 0.87% |
$1.15K - $1.36K
|
1.05K
$148K
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
9+ 0.94% |
$1.15K - $1.36K
|
971
$137K
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.95% |
$1.15K - $1.36K
|
953
$135K
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
9+ 2.34% |
$1.15K - $1.36K
|
393
$55.5K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8+ 0.39% |
$1.02K - $1.21K
|
2.06K
$291K
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
8+ 0.46% |
$1.02K - $1.21K
|
1.75K
$248K
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
7+ 1.14% |
$896 - $1.06K
|
621
$87.7K
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 2.52% |
$896 - $1.06K
|
285
$40.3K
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 1.09% |
$896 - $1.06K
|
649
$91.7K
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
7+ 0.05% |
$896 - $1.06K
|
14.1K
$1.99M
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.7% |
$896 - $1.06K
|
1.01K
$143K
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7+ 0.11% |
$896 - $1.06K
|
6.66K
$941K
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
7+ 0.05% |
$896 - $1.06K
|
13.9K
$1.96M
|