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 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-24- 0.78% |
$3.79K - $4.13K
|
3.05K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-24- 3.38% |
$3.79K - $4.13K
|
687
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-24- 0.39% |
$3.79K - $4.13K
|
6.15K
$921K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-25- 0.47% |
$3.95K - $4.3K
|
5.35K
$800K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-25- 0.07% |
$3.95K - $4.3K
|
35.2K
$5.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-25- 1.9% |
$3.95K - $4.3K
|
1.29K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-25- 0.25% |
$3.95K - $4.3K
|
9.89K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-25- 0.35% |
$3.95K - $4.3K
|
7.2K
$1.08M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-25- 0.94% |
$3.95K - $4.3K
|
2.64K
$394K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-26- 1.29% |
$4.11K - $4.47K
|
1.99K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-26- 0.57% |
$4.11K - $4.47K
|
4.57K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26- 0.77% |
$4.11K - $4.47K
|
3.37K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-26- 0.82% |
$4.11K - $4.47K
|
3.13K
$468K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-26- 2.01% |
$4.11K - $4.47K
|
1.27K
$189K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-27- 0.37% |
$4.27K - $4.64K
|
7.23K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-27- 8.26% |
$4.27K - $4.64K
|
300
$44.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-28- 0.16% |
$4.43K - $4.82K
|
17.9K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-28- 0.44% |
$4.43K - $4.82K
|
6.39K
$956K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-28- 0.92% |
$4.43K - $4.82K
|
3.01K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-29- 0.81% |
$4.58K - $4.99K
|
3.56K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-29- 0.88% |
$4.58K - $4.99K
|
3.28K
$491K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-30- 1.71% |
$4.74K - $5.16K
|
1.72K
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 1.51% |
$4.74K - $5.16K
|
1.96K
$293K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-30- 2.27% |
$4.74K - $5.16K
|
1.29K
$193K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-30- 0.94% |
$4.74K - $5.16K
|
3.15K
$471K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.25% |
$4.74K - $5.16K
|
11.8K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-30- 0.79% |
$4.74K - $5.16K
|
3.78K
$566K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-31- 0.09% |
$4.9K - $5.33K
|
32.9K
$4.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-31- 0.57% |
$4.9K - $5.33K
|
5.37K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-31- 2.56% |
$4.9K - $5.33K
|
1.18K
$177K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-31- 0.17% |
$4.9K - $5.33K
|
18.1K
$2.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-32- 0.42% |
$5.06K - $5.5K
|
7.63K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-32- 0.81% |
$5.06K - $5.5K
|
3.94K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-32- 1.33% |
$5.06K - $5.5K
|
2.38K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-33- 0.17% |
$5.22K - $5.68K
|
20K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-33- 0.1% |
$5.22K - $5.68K
|
32K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-33- 2.69% |
$5.22K - $5.68K
|
1.19K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-34- 1.0% |
$5.37K - $5.85K
|
3.38K
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-35- 0.68% |
$5.53K - $6.02K
|
5.08K
$760K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-35- 2.25% |
$5.53K - $6.02K
|
1.52K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-35- 1.41% |
$5.53K - $6.02K
|
2.45K
$367K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-35- 0.27% |
$5.53K - $6.02K
|
12.8K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-35- 1.07% |
$5.53K - $6.02K
|
3.24K
$485K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-36- 2.9% |
$5.69K - $6.19K
|
1.2K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-36- 5.92% |
$5.69K - $6.19K
|
572
$85.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-37- 1.47% |
$5.85K - $6.36K
|
2.48K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 7.28% |
$5.85K - $6.36K
|
471
$70.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-37- 1.78% |
$5.85K - $6.36K
|
2.04K
$306K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-37- 0.79% |
$5.85K - $6.36K
|
4.62K
$692K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-38- 0.62% |
$6.01K - $6.54K
|
6.1K
$913K
|