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 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
612+ 1.69% |
$96.7K - $105K
|
36.9K
$5.64M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
604New |
$95.5K - $104K
|
604
$92.3K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
603+ 1.14% |
$95.3K - $104K
|
53.4K
$8.16M
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
600+ 10.67% |
$94.8K - $103K
|
6.22K
$951K
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
585+ 4.13% |
$92.5K - $101K
|
14.8K
$2.26M
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
583+ 8.49% |
$92.2K - $100K
|
7.45K
$1.14M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
583+ 0.9% |
$92.2K - $100K
|
65.2K
$9.96M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
581+ 13.41% |
$91.8K - $99.9K
|
4.91K
$751K
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
580+ 7.25% |
$91.7K - $99.8K
|
8.58K
$1.31M
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
579+ 8.45% |
$91.5K - $99.6K
|
7.43K
$1.14M
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
578+ 17.91% |
$91.4K - $99.4K
|
3.81K
$582K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
576+ 2.8% |
$91.1K - $99.1K
|
21.2K
$3.24M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
570+ 17.31% |
$90.1K - $98K
|
3.86K
$590K
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
569+ 3.86% |
$89.9K - $97.9K
|
15.3K
$2.34M
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
567+ 3.33% |
$89.6K - $97.5K
|
17.6K
$2.69M
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
567+ 0.6% |
$89.6K - $97.5K
|
95.5K
$14.6M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
567+ 0.58% |
$89.6K - $97.5K
|
98.7K
$15.1M
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
563+ 2.58% |
$89K - $96.8K
|
22.4K
$3.43M
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
561New |
$88.7K - $96.5K
|
561
$85.8K
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
560+ 3.8% |
$88.5K - $96.3K
|
15.3K
$2.34M
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
558+ 0.89% |
$88.2K - $96K
|
63.5K
$9.71M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
556+ 12.2% |
$87.9K - $95.6K
|
5.11K
$782K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
555+ 0.9% |
$87.7K - $95.5K
|
62.6K
$9.56M
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
553+ 2.48% |
$87.4K - $95.1K
|
22.9K
$3.5M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
552New |
$87.3K - $94.9K
|
552
$84.4K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
551+ 42.09% |
$87.1K - $94.8K
|
1.86K
$284K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
549New |
$86.8K - $94.4K
|
549
$83.9K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
545New |
$86.2K - $93.7K
|
545
$83.3K
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
541+ 3.26% |
$85.5K - $93.1K
|
17.2K
$2.62M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
540+ 3.35% |
$85.4K - $92.9K
|
16.6K
$2.54M
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
539+ 9.98% |
$85.2K - $92.7K
|
5.94K
$908K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
538+ 3.92% |
$85K - $92.5K
|
14.3K
$2.18M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
535+ 7.76% |
$84.6K - $92K
|
7.43K
$1.14M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
534+ 4.92% |
$84.4K - $91.9K
|
11.4K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
528+ 23.27% |
$83.5K - $90.8K
|
2.8K
$428K
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
527+ 41.5% |
$83.3K - $90.6K
|
1.8K
$275K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
525+ 0.94% |
$83K - $90.3K
|
56.4K
$8.62M
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
524+ 16.18% |
$82.8K - $90.1K
|
3.76K
$575K
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
517+ 2.02% |
$81.7K - $88.9K
|
26.1K
$4M
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
510New |
$80.6K - $87.7K
|
510
$78K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
504+ 8.42% |
$79.7K - $86.7K
|
6.49K
$992K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
503+ 4.4% |
$79.5K - $86.5K
|
11.9K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
502+ 3.26% |
$79.4K - $86.3K
|
15.9K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
501+ 0.08% |
$79.2K - $86.2K
|
648K
$99.1M
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
500+ 7.05% |
$79K - $86K
|
7.59K
$1.16M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
499+ 4.02% |
$78.9K - $85.8K
|
12.9K
$1.97M
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
499+ 12.93% |
$78.9K - $85.8K
|
4.36K
$666K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
497New |
$78.6K - $85.5K
|
497
$76K
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
494+ 24.7% |
$78.1K - $85K
|
2.49K
$381K
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
494+ 3.83% |
$78.1K - $85K
|
13.4K
$2.05M
|