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 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
325New |
$51.4K - $55.9K
|
325
$49.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
324New |
$51.2K - $55.7K
|
324
$49.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
324+ 0.44% |
$51.2K - $55.7K
|
73.8K
$11.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
323+ 0.97% |
$51.1K - $55.6K
|
33.6K
$5.14M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
323New |
$51.1K - $55.6K
|
323
$49.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
322+ 0.03% |
$50.9K - $55.4K
|
968K
$148M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
321+ 8.72% |
$50.7K - $55.2K
|
4K
$612K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
320+ 11.24% |
$50.6K - $55K
|
3.17K
$484K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
318+ 4.5% |
$50.3K - $54.7K
|
7.38K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
317+ 0.33% |
$50.1K - $54.5K
|
95.4K
$14.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
314+ 2.01% |
$49.6K - $54K
|
15.9K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
313+ 6.76% |
$49.5K - $53.8K
|
4.95K
$756K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
312+ 0.64% |
$49.3K - $53.7K
|
49.4K
$7.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
312+ 1.56% |
$49.3K - $53.7K
|
20.3K
$3.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
311+ 5.02% |
$49.2K - $53.5K
|
6.51K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
308+ 9.21% |
$48.7K - $53K
|
3.65K
$559K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
307+ 4.45% |
$48.5K - $52.8K
|
7.21K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.25% |
$48.4K - $52.6K
|
24.9K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
306+ 2.18% |
$48.4K - $52.6K
|
14.3K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
305+ 1.71% |
$48.2K - $52.5K
|
18.2K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
305+ 1.99% |
$48.2K - $52.5K
|
15.7K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
302+ 0.47% |
$47.7K - $51.9K
|
64.1K
$9.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
300+ 9.1% |
$47.4K - $51.6K
|
3.6K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
300+ 5.61% |
$47.4K - $51.6K
|
5.65K
$864K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
299+ 0.99% |
$47.3K - $51.4K
|
30.6K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
296+ 7.44% |
$46.8K - $50.9K
|
4.27K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
294+ 3.61% |
$46.5K - $50.6K
|
8.44K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
293+ 7.57% |
$46.3K - $50.4K
|
4.17K
$637K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
291+ 14.52% |
$46K - $50.1K
|
2.3K
$351K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
290+ 20.68% |
$45.8K - $49.9K
|
1.69K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
290+ 6.69% |
$45.8K - $49.9K
|
4.62K
$707K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
289+ 1.0% |
$45.7K - $49.7K
|
29.3K
$4.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
289+ 3.27% |
$45.7K - $49.7K
|
9.12K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
289+ 2.32% |
$45.7K - $49.7K
|
12.7K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
289New |
$45.7K - $49.7K
|
289
$44.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
288New |
$45.5K - $49.5K
|
288
$44K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
287+ 0.87% |
$45.4K - $49.4K
|
33.2K
$5.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
285+ 11.9% |
$45.1K - $49K
|
2.68K
$410K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
285+ 152.41% |
$45.1K - $49K
|
472
$72.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
285+ 0.84% |
$45.1K - $49K
|
34.3K
$5.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
283+ 0.24% |
$44.7K - $48.7K
|
117K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
282+ 1.86% |
$44.6K - $48.5K
|
15.5K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
282+ 5.15% |
$44.6K - $48.5K
|
5.76K
$880K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
281+ 2.23% |
$44.4K - $48.3K
|
12.9K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
277+ 1.17% |
$43.8K - $47.6K
|
23.9K
$3.66M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
276+ 5.72% |
$43.6K - $47.5K
|
5.1K
$780K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
275+ 19.06% |
$43.5K - $47.3K
|
1.72K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
274+ 26.89% |
$43.3K - $47.1K
|
1.29K
$198K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
274+ 9.22% |
$43.3K - $47.1K
|
3.25K
$496K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
271+ 2.52% |
$42.8K - $46.6K
|
11K
$1.69M
|