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 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.38K+ 14.9% |
$375K - $409K
|
18.3K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.36K+ 24.55% |
$374K - $407K
|
12K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.36KNew |
$373K - $406K
|
2.36K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.36KNew |
$373K - $406K
|
2.36K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.32K+ 110.38% |
$366K - $399K
|
4.42K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.31K+ 2.61% |
$365K - $397K
|
90.5K
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.3K+ 12.05% |
$364K - $396K
|
21.4K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.3K+ 3.94% |
$363K - $395K
|
60.6K
$9.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2.29KNew |
$363K - $395K
|
2.29K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.29K+ 2.04% |
$362K - $394K
|
114K
$17.4M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.25KNew |
$356K - $387K
|
2.25K
$343K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.24K+ 12.89% |
$354K - $385K
|
19.6K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.23K+ 2.55% |
$352K - $383K
|
89.4K
$13.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.21KNew |
$349K - $379K
|
2.21K
$336K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.2K+ 12952.94% |
$348K - $379K
|
2.22K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
BUY
|
- |
2.2K+ 7.59% |
$348K - $378K
|
31.2K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.2KNew |
$347K - $378K
|
2.2K
$335K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.19K+ 12.81% |
$347K - $377K
|
19.3K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.18KNew |
$344K - $374K
|
2.18K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
2.18K+ 167.31% |
$344K - $374K
|
3.48K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.17K+ 392.06% |
$343K - $374K
|
2.73K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.16K+ 4.0% |
$341K - $371K
|
56K
$8.54M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
2.16K+ 17.09% |
$341K - $371K
|
14.8K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.15K+ 17.06% |
$339K - $369K
|
14.7K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.15K+ 7.59% |
$339K - $369K
|
30.4K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.14K+ 5.86% |
$339K - $368K
|
38.7K
$5.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.14K+ 2.34% |
$338K - $368K
|
93.6K
$14.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$338K - $368K
|
2.14K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.14KNew |
$338K - $368K
|
2.14K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.13K+ 0.71% |
$337K - $367K
|
301K
$45.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
2.13K+ 0.82% |
$337K - $366K
|
260K
$39.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
2.13K+ 7.86% |
$336K - $366K
|
29.2K
$4.45M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.1KNew |
$332K - $362K
|
2.1K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.1K+ 15.54% |
$332K - $361K
|
15.6K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.08K+ 34.58% |
$329K - $358K
|
8.11K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.08K+ 11.25% |
$329K - $358K
|
20.6K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
2.08K+ 1.27% |
$328K - $357K
|
166K
$25.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.08K+ 20.37% |
$328K - $357K
|
12.3K
$1.87M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.07KNew |
$327K - $356K
|
2.07K
$315K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.05K+ 5.82% |
$324K - $353K
|
37.3K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.05K+ 2.14% |
$323K - $352K
|
97.7K
$14.9M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03KNew |
$320K - $348K
|
2.03K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.02KNew |
$320K - $348K
|
2.02K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.02K+ 34.89% |
$319K - $347K
|
7.81K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.02K+ 7.39% |
$319K - $347K
|
29.3K
$4.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 6.21% |
$319K - $347K
|
34.5K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.01K+ 20.58% |
$318K - $346K
|
11.8K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.01KNew |
$317K - $345K
|
2.01K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2KNew |
$316K - $344K
|
2K
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2K+ 23.75% |
$316K - $344K
|
10.4K
$1.59M
|