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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
387+ 4.0% |
$61.2K - $66.6K
|
10.1K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
383+ 1.72% |
$60.5K - $65.9K
|
22.6K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
383+ 0.86% |
$60.5K - $65.9K
|
44.7K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
382+ 3.62% |
$60.4K - $65.7K
|
10.9K
$1.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
380+ 6.2% |
$60.1K - $65.4K
|
6.51K
$995K
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
375+ 3.19% |
$59.3K - $64.5K
|
12.1K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
374+ 0.13% |
$59.1K - $64.3K
|
295K
$45.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
374+ 6.33% |
$59.1K - $64.3K
|
6.28K
$961K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
373+ 0.81% |
$59K - $64.2K
|
46.4K
$7.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
373+ 3.94% |
$59K - $64.2K
|
9.84K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
371+ 1.88% |
$58.6K - $63.8K
|
20.1K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
371+ 5.85% |
$58.6K - $63.8K
|
6.71K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
370+ 4.53% |
$58.5K - $63.6K
|
8.53K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
370+ 1.37% |
$58.5K - $63.6K
|
27.4K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
370+ 2.23% |
$58.5K - $63.6K
|
17K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
369+ 2.02% |
$58.3K - $63.5K
|
18.7K
$2.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
368+ 1.57% |
$58.2K - $63.3K
|
23.7K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
367+ 15.81% |
$58K - $63.1K
|
2.69K
$411K
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
366New |
$57.9K - $63K
|
366
$56K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
364+ 9.06% |
$57.5K - $62.6K
|
4.38K
$670K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
364+ 13.95% |
$57.5K - $62.6K
|
2.97K
$455K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
359+ 0.99% |
$56.8K - $61.8K
|
36.5K
$5.59M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
BUY
|
- |
359+ 0.63% |
$56.8K - $61.8K
|
57.4K
$8.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
359+ 9.65% |
$56.8K - $61.8K
|
4.08K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
359New |
$56.8K - $61.8K
|
359
$54.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
357+ 4.41% |
$56.4K - $61.4K
|
8.46K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
357+ 16.88% |
$56.4K - $61.4K
|
2.47K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
354+ 13.52% |
$56K - $60.9K
|
2.97K
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
353+ 8.47% |
$55.8K - $60.7K
|
4.52K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
353+ 2.84% |
$55.8K - $60.7K
|
12.8K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
352+ 0.51% |
$55.6K - $60.5K
|
69.2K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
351+ 0.61% |
$55.5K - $60.4K
|
58.2K
$8.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
351+ 17.11% |
$55.5K - $60.4K
|
2.4K
$367K
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
350+ 0.43% |
$55.3K - $60.2K
|
82.3K
$12.6M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
348+ 10.06% |
$55K - $59.9K
|
3.81K
$582K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
346+ 6.36% |
$54.7K - $59.5K
|
5.79K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
346+ 1.99% |
$54.7K - $59.5K
|
17.7K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
343+ 6.57% |
$54.2K - $59K
|
5.56K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
342+ 0.63% |
$54.1K - $58.8K
|
54.3K
$8.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
340+ 0.43% |
$53.7K - $58.5K
|
78.7K
$12M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
338+ 2.21% |
$53.4K - $58.1K
|
15.6K
$2.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
336+ 1.42% |
$53.1K - $57.8K
|
24K
$3.66M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
334+ 4.46% |
$52.8K - $57.5K
|
7.83K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
332+ 2.55% |
$52.5K - $57.1K
|
13.4K
$2.04M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
332New |
$52.5K - $57.1K
|
332
$50.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
331+ 9.56% |
$52.3K - $56.9K
|
3.79K
$580K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
330+ 0.75% |
$52.2K - $56.8K
|
44.4K
$6.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
329+ 0.91% |
$52K - $56.6K
|
36.3K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
327+ 0.31% |
$51.7K - $56.2K
|
105K
$16M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
325+ 0.88% |
$51.4K - $55.9K
|
37.5K
$5.73M
|