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
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
104+ 4.03% |
$16.4K - $17.9K
|
2.68K
$407K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
103+ 1.47% |
$16.3K - $17.7K
|
7.12K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
103+ 0.12% |
$16.3K - $17.7K
|
82.8K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
103+ 3.63% |
$16.3K - $17.7K
|
2.94K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
103+ 2.27% |
$16.3K - $17.7K
|
4.63K
$703K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
102+ 0.37% |
$16.1K - $17.5K
|
27.4K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
102+ 0.25% |
$16.1K - $17.5K
|
40.4K
$6.13M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
102New |
$16.1K - $17.5K
|
102
$15.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
100+ 2.19% |
$15.8K - $17.2K
|
4.66K
$707K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
100+ 0.98% |
$15.8K - $17.2K
|
10.3K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.38% |
$15.8K - $17.2K
|
4.29K
$651K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
100+ 2.09% |
$15.8K - $17.2K
|
4.88K
$740K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.56% |
$15.8K - $17.2K
|
6.5K
$986K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
100+ 7.29% |
$15.8K - $17.2K
|
1.47K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 4.18% |
$15.8K - $17.2K
|
2.49K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
100+ 7.03% |
$15.8K - $17.2K
|
1.52K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.53% |
$15.8K - $17.2K
|
19.1K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100+ 4.0% |
$15.8K - $17.2K
|
2.6K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
100New |
$15.8K - $17.2K
|
100
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 1.28% |
$15.8K - $17.2K
|
7.94K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
100New |
$15.8K - $17.2K
|
100
$15.2K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
100+ 5.03% |
$15.8K - $17.2K
|
2.09K
$317K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
99+ 1.23% |
$15.6K - $17K
|
8.16K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
99+ 1.54% |
$15.6K - $17K
|
6.54K
$992K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
99+ 0.34% |
$15.6K - $17K
|
29.1K
$4.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
98+ 2.68% |
$15.5K - $16.9K
|
3.76K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
98+ 1.22% |
$15.5K - $16.9K
|
8.13K
$1.23M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
98+ 0.3% |
$15.5K - $16.9K
|
32.3K
$4.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
97+ 0.52% |
$15.3K - $16.7K
|
18.9K
$2.86M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
97+ 100.0% |
$15.3K - $16.7K
|
194
$29.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
96+ 4.05% |
$15.2K - $16.5K
|
2.47K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
96+ 6.65% |
$15.2K - $16.5K
|
1.54K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
96+ 2.54% |
$15.2K - $16.5K
|
3.88K
$589K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
94+ 0.31% |
$14.9K - $16.2K
|
30.5K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
93+ 2.57% |
$14.7K - $16K
|
3.72K
$564K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
92+ 61.74% |
$14.5K - $15.8K
|
241
$36.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
91+ 4.17% |
$14.4K - $15.7K
|
2.28K
$345K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
91+ 5.02% |
$14.4K - $15.7K
|
1.91K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
91+ 2.82% |
$14.4K - $15.7K
|
3.31K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
90+ 2.94% |
$14.2K - $15.5K
|
3.15K
$478K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
89+ 6.29% |
$14.1K - $15.3K
|
1.5K
$228K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
89New |
$14.1K - $15.3K
|
89
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
89+ 2.74% |
$14.1K - $15.3K
|
3.33K
$506K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
88+ 1.16% |
$13.9K - $15.1K
|
7.67K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
85+ 3.37% |
$13.4K - $14.6K
|
2.6K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
84+ 5.41% |
$13.3K - $14.4K
|
1.64K
$249K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
84+ 4.43% |
$13.3K - $14.4K
|
1.98K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
83+ 0.15% |
$13.1K - $14.3K
|
54.8K
$8.32M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
82+ 4.36% |
$13K - $14.1K
|
1.96K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
81+ 0.45% |
$12.8K - $13.9K
|
18.2K
$2.76M
|