Purchases and Sales Made in Q3 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
514+ 29.87% |
$87.1K - $98.5K
|
2.24K
$342K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
512+ 26.38% |
$86.8K - $98.1K
|
2.45K
$375K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
510+ 4.15% |
$86.4K - $97.7K
|
12.8K
$1.96M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
509+ 12.14% |
$86.2K - $97.5K
|
4.7K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
503+ 27.47% |
$85.2K - $96.4K
|
2.33K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
502+ 3.69% |
$85.1K - $96.2K
|
14.1K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
499+ 1.75% |
$84.6K - $95.6K
|
29K
$4.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
494+ 0.29% |
$83.7K - $94.7K
|
169K
$25.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
493+ 10.18% |
$83.5K - $94.5K
|
5.34K
$816K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
493+ 11.91% |
$83.5K - $94.5K
|
4.63K
$708K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
491+ 2.3% |
$83.2K - $94.1K
|
21.8K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
491+ 8.6% |
$83.2K - $94.1K
|
6.2K
$948K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
489+ 6.48% |
$82.9K - $93.7K
|
8.03K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
487+ 0.91% |
$82.5K - $93.3K
|
54.2K
$8.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
486+ 1.61% |
$82.3K - $93.1K
|
30.7K
$4.69M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
485+ 0.23% |
$82.2K - $92.9K
|
213K
$32.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
483+ 13.73% |
$81.8K - $92.5K
|
4K
$612K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
479+ 8.0% |
$81.2K - $91.8K
|
6.47K
$989K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
475+ 14.93% |
$80.5K - $91K
|
3.66K
$559K
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
475+ 1.37% |
$80.5K - $91K
|
35.1K
$5.37M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
475+ 2.42% |
$80.5K - $91K
|
20.1K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
471+ 15.29% |
$79.8K - $90.2K
|
3.55K
$543K
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
463+ 0.82% |
$78.5K - $88.7K
|
57K
$8.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
460+ 1.91% |
$77.9K - $88.1K
|
24.6K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
458+ 1.53% |
$77.6K - $87.8K
|
30.5K
$4.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
456+ 14.21% |
$77.3K - $87.4K
|
3.67K
$560K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
452+ 8.31% |
$76.6K - $86.6K
|
5.89K
$901K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
450+ 17.31% |
$76.2K - $86.2K
|
3.05K
$466K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
450+ 3.39% |
$76.2K - $86.2K
|
13.7K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
450+ 12.02% |
$76.2K - $86.2K
|
4.19K
$641K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
449+ 8.73% |
$76.1K - $86K
|
5.59K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
447+ 19.47% |
$75.7K - $85.6K
|
2.74K
$419K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
442+ 4.38% |
$74.9K - $84.7K
|
10.5K
$1.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
441+ 14.59% |
$74.7K - $84.5K
|
3.46K
$529K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
440+ 3.6% |
$74.6K - $84.3K
|
12.7K
$1.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
435+ 0.68% |
$73.7K - $83.3K
|
64K
$9.79M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
434+ 0.9% |
$73.5K - $83.2K
|
48.5K
$7.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
426+ 409.62% |
$72.2K - $81.6K
|
530
$81K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
424+ 1.52% |
$71.8K - $81.2K
|
28.3K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
421+ 2.37% |
$71.3K - $80.7K
|
18.2K
$2.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
418+ 5.56% |
$70.8K - $80.1K
|
7.94K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
416+ 5.53% |
$70.5K - $79.7K
|
7.94K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
413+ 0.47% |
$70K - $79.1K
|
87.9K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
413+ 4.81% |
$70K - $79.1K
|
8.99K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
411+ 24.55% |
$69.6K - $78.7K
|
2.09K
$319K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
410+ 11.5% |
$69.5K - $78.6K
|
3.98K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
406+ 0.58% |
$68.8K - $77.8K
|
70.8K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
400+ 4.26% |
$67.8K - $76.6K
|
9.78K
$1.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
400+ 1.77% |
$67.8K - $76.6K
|
22.9K
$3.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
397+ 15.19% |
$67.3K - $76.1K
|
3.01K
$460K
|