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 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.9% |
$158 - $172
|
112
$16.8K
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.01% |
$158 - $172
|
8.15K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1+ 20.0% |
$158 - $172
|
6
$898
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$158 - $172
|
1
$150
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1- 0.91% |
$158 - $172
|
109
$16.3K
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1- 0.08% |
$158 - $172
|
1.32K
$197K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.01% |
$158 - $172
|
14.5K
$2.17M
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-2- 0.02% |
$316 - $344
|
8.76K
$1.31M
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2- 0.02% |
$316 - $344
|
12.4K
$1.85M
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 0.2% |
$316 - $344
|
1.01K
$150K
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-2- 0.12% |
$316 - $344
|
1.62K
$242K
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2- 0.13% |
$316 - $344
|
1.54K
$230K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2- 0.01% |
$316 - $344
|
15.7K
$2.35M
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3- 0.04% |
$474 - $516
|
7.53K
$1.13M
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3- 0.24% |
$474 - $516
|
1.25K
$187K
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3- -0.0% |
$474 - $516
|
99K
$14.8M
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 1.94% |
$474 - $516
|
152
$22.7K
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3- 0.08% |
$474 - $516
|
3.71K
$555K
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-3- 0.02% |
$474 - $516
|
16.5K
$2.46M
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3- 0.5% |
$474 - $516
|
601
$89.9K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- -0.0% |
$632 - $688
|
213K
$31.9M
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4- 0.11% |
$632 - $688
|
3.73K
$558K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 0.67% |
$632 - $688
|
595
$89K
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-4- 0.21% |
$632 - $688
|
1.86K
$278K
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4- 0.02% |
$632 - $688
|
22.3K
$3.33M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 0.6% |
$632 - $688
|
658
$98.5K
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5- 0.15% |
$790 - $860
|
3.38K
$505K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-5- 0.05% |
$790 - $860
|
10.1K
$1.51M
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5- 0.07% |
$790 - $860
|
7.66K
$1.15M
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-5- 0.02% |
$790 - $860
|
27K
$4.03M
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.3% |
$948 - $1.03K
|
1.98K
$297K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6- 0.5% |
$948 - $1.03K
|
1.19K
$179K
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-6- 0.36% |
$948 - $1.03K
|
1.67K
$249K
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-7- 0.29% |
$1.11K - $1.2K
|
2.43K
$363K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.07% |
$1.11K - $1.2K
|
10.7K
$1.6M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7- 0.39% |
$1.11K - $1.2K
|
1.79K
$268K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-7- 0.27% |
$1.11K - $1.2K
|
2.59K
$388K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 0.14% |
$1.11K - $1.2K
|
4.99K
$747K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-7- 0.17% |
$1.11K - $1.2K
|
4.21K
$631K
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.28% |
$1.11K - $1.2K
|
2.48K
$371K
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-8- 0.53% |
$1.26K - $1.38K
|
1.51K
$225K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8- 0.05% |
$1.26K - $1.38K
|
15.9K
$2.37M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8- 0.16% |
$1.26K - $1.38K
|
4.99K
$746K
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-9- 0.25% |
$1.42K - $1.55K
|
3.54K
$529K
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-9- 0.32% |
$1.42K - $1.55K
|
2.81K
$421K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-9- 0.7% |
$1.42K - $1.55K
|
1.28K
$192K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-9- 0.3% |
$1.42K - $1.55K
|
3K
$449K
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-9- 0.08% |
$1.42K - $1.55K
|
11.9K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-9- 0.41% |
$1.42K - $1.55K
|
2.18K
$327K
|