Purchases and Sales Made in Q4 2023 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.2KNew |
$663K - $722K
|
4.2K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.17K+ 0.78% |
$659K - $717K
|
535K
$81.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.14K+ 145.81% |
$655K - $712K
|
6.98K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
4.14K+ 12.49% |
$654K - $712K
|
37.3K
$5.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.12K+ 3.37% |
$652K - $709K
|
126K
$19.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
4.12KNew |
$651K - $708K
|
4.12K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.12KNew |
$650K - $708K
|
4.12K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.11KNew |
$650K - $707K
|
4.11K
$627K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.06K+ 5.61% |
$642K - $699K
|
76.5K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.06KNew |
$642K - $699K
|
4.06K
$619K
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.05K+ 4.82% |
$641K - $697K
|
88.2K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.02K+ 7.97% |
$636K - $692K
|
54.5K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.02KNew |
$635K - $691K
|
4.02K
$613K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4KNew |
$632K - $688K
|
4K
$610K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.99KNew |
$630K - $685K
|
3.99K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.97KNew |
$628K - $683K
|
3.97K
$605K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.96K+ 47.3% |
$626K - $682K
|
12.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.88KNew |
$614K - $668K
|
3.88K
$592K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.88K+ 184.67% |
$613K - $667K
|
5.98K
$912K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.86K+ 17.4% |
$610K - $664K
|
26.1K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.85K+ 6.02% |
$609K - $662K
|
67.9K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.85KNew |
$608K - $661K
|
3.85K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.84K+ 5.15% |
$606K - $660K
|
78.3K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.83KNew |
$605K - $658K
|
3.83K
$583K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.81K+ 5.18% |
$603K - $656K
|
77.4K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.79K+ 13.62% |
$599K - $652K
|
31.6K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.78K+ 66.68% |
$598K - $650K
|
9.45K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.76K+ 90.41% |
$595K - $647K
|
7.93K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.76K+ 5.2% |
$594K - $646K
|
76K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.75KNew |
$593K - $646K
|
3.75K
$572K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.75KNew |
$593K - $645K
|
3.75K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.74KNew |
$591K - $643K
|
3.74K
$570K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.73K+ 53.74% |
$589K - $641K
|
10.7K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
3.73KNew |
$589K - $641K
|
3.73K
$568K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.71K+ 63.37% |
$587K - $639K
|
9.58K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.7K+ 26.37% |
$586K - $637K
|
17.7K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.7K+ 9.13% |
$585K - $636K
|
44.2K
$6.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.7KNew |
$584K - $636K
|
3.7K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
3.67K+ 1.34% |
$580K - $631K
|
278K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.65K+ 13.53% |
$576K - $627K
|
30.6K
$4.66M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
3.64KNew |
$575K - $626K
|
3.64K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.64K+ 81.32% |
$575K - $625K
|
8.11K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 19.99% |
$574K - $625K
|
21.8K
$3.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 5.56% |
$573K - $623K
|
68.8K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.62K+ 155.14% |
$572K - $623K
|
5.96K
$908K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
3.62K+ 2.68% |
$572K - $622K
|
138K
$21.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
3.57KNew |
$565K - $615K
|
3.57K
$545K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
3.55K+ 9.95% |
$562K - $611K
|
39.3K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.55K+ 6.23% |
$560K - $610K
|
60.5K
$9.22M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.54KNew |
$560K - $609K
|
3.54K
$540K
|