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 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
268+ 19.24% |
$42.4K - $46.1K
|
1.66K
$254K
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
268+ 20.15% |
$42.4K - $46.1K
|
1.6K
$244K
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
265+ 2.2% |
$41.9K - $45.6K
|
12.3K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
265+ 0.59% |
$41.9K - $45.6K
|
45.2K
$6.91M
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
264New |
$41.7K - $45.4K
|
264
$40.4K
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
264+ 22.15% |
$41.7K - $45.4K
|
1.46K
$223K
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
264+ 9.5% |
$41.7K - $45.4K
|
3.04K
$465K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
264+ 0.87% |
$41.7K - $45.4K
|
30.7K
$4.69M
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
264+ 20.34% |
$41.7K - $45.4K
|
1.56K
$239K
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
263+ 2.31% |
$41.6K - $45.2K
|
11.7K
$1.78M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
263+ 0.34% |
$41.6K - $45.2K
|
78.7K
$12M
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
263+ 6.32% |
$41.6K - $45.2K
|
4.43K
$677K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
261New |
$41.3K - $44.9K
|
261
$39.9K
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
260+ 3.87% |
$41.1K - $44.7K
|
6.97K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
259+ 2.45% |
$40.9K - $44.6K
|
10.8K
$1.66M
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
258+ 6.12% |
$40.8K - $44.4K
|
4.47K
$684K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
258+ 13.26% |
$40.8K - $44.4K
|
2.2K
$337K
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
257+ 21.35% |
$40.6K - $44.2K
|
1.46K
$223K
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
256+ 4.67% |
$40.5K - $44K
|
5.74K
$878K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
256+ 8.73% |
$40.5K - $44K
|
3.19K
$487K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
256+ 1.01% |
$40.5K - $44K
|
25.7K
$3.92M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
256New |
$40.5K - $44K
|
256
$39.1K
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
255+ 0.6% |
$40.3K - $43.9K
|
42.9K
$6.55M
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
253+ 1.8% |
$40K - $43.5K
|
14.3K
$2.18M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
250+ 3.37% |
$39.5K - $43K
|
7.66K
$1.17M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
250+ 4.37% |
$39.5K - $43K
|
5.97K
$912K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
250+ 3.02% |
$39.5K - $43K
|
8.53K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
250+ 19.11% |
$39.5K - $43K
|
1.56K
$238K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250+ 4.44% |
$39.5K - $43K
|
5.88K
$898K
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
248+ 4.28% |
$39.2K - $42.7K
|
6.05K
$925K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
247+ 4.8% |
$39K - $42.5K
|
5.4K
$825K
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
247+ 0.96% |
$39K - $42.5K
|
25.9K
$3.95M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
247+ 5.44% |
$39K - $42.5K
|
4.79K
$732K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
244+ 1.91% |
$38.6K - $42K
|
13K
$1.99M
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
244New |
$38.6K - $42K
|
244
$37.3K
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
244+ 1.91% |
$38.6K - $42K
|
13K
$1.99M
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
240+ 0.1% |
$37.9K - $41.3K
|
241K
$36.8M
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
240+ 4.65% |
$37.9K - $41.3K
|
5.41K
$826K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
240+ 11.31% |
$37.9K - $41.3K
|
2.36K
$361K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
239+ 0.95% |
$37.8K - $41.1K
|
25.4K
$3.88M
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
239+ 0.3% |
$37.8K - $41.1K
|
80.9K
$12.4M
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
238+ 0.42% |
$37.6K - $40.9K
|
57.3K
$8.76M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
238+ 4.04% |
$37.6K - $40.9K
|
6.13K
$937K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
235+ 2.75% |
$37.1K - $40.4K
|
8.77K
$1.34M
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
234+ 2.06% |
$37K - $40.3K
|
11.6K
$1.78M
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
234+ 1.08% |
$37K - $40.3K
|
21.8K
$3.33M
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
229+ 4.36% |
$36.2K - $39.4K
|
5.48K
$838K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
229+ 8.4% |
$36.2K - $39.4K
|
2.95K
$452K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$36K - $39.2K
|
228
$34.9K
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
228+ 3.27% |
$36K - $39.2K
|
7.2K
$1.1M
|