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 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-38- 2.68% |
$6.01K - $6.54K
|
1.38K
$202K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-38- 0.94% |
$6.01K - $6.54K
|
4K
$585K
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-38- 1.27% |
$6.01K - $6.54K
|
2.96K
$434K
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-38- 0.45% |
$6.01K - $6.54K
|
8.33K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-38- 1.7% |
$6.01K - $6.54K
|
2.2K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-39- 40.63% |
$6.17K - $6.71K
|
57
$8.34K
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-39- 1.6% |
$6.17K - $6.71K
|
2.4K
$352K
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-40- 1.47% |
$6.32K - $6.88K
|
2.69K
$393K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-40- 1.28% |
$6.32K - $6.88K
|
3.08K
$451K
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-41- 1.15% |
$6.48K - $7.05K
|
3.52K
$515K
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-41- 2.12% |
$6.48K - $7.05K
|
1.9K
$277K
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-42- 1.11% |
$6.64K - $7.22K
|
3.73K
$546K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-43- 0.75% |
$6.8K - $7.4K
|
5.72K
$837K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-43- 1.19% |
$6.8K - $7.4K
|
3.58K
$524K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-44- 1.59% |
$6.96K - $7.57K
|
2.72K
$398K
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-44- 0.26% |
$6.96K - $7.57K
|
16.7K
$2.45M
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-44- 1.62% |
$6.96K - $7.57K
|
2.67K
$391K
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-44- 0.35% |
$6.96K - $7.57K
|
12.4K
$1.81M
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-45- 0.09% |
$7.11K - $7.74K
|
52.3K
$7.65M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-45- 0.79% |
$7.11K - $7.74K
|
5.67K
$829K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-45- 1.27% |
$7.11K - $7.74K
|
3.49K
$511K
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-46- 2.13% |
$7.27K - $7.91K
|
2.11K
$309K
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-46- 1.87% |
$7.27K - $7.91K
|
2.42K
$354K
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-46- 0.33% |
$7.27K - $7.91K
|
13.8K
$2.01M
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-47- 1.36% |
$7.43K - $8.08K
|
3.42K
$500K
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-48- 2.54% |
$7.59K - $8.26K
|
1.84K
$269K
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-48- 0.91% |
$7.59K - $8.26K
|
5.23K
$765K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-48- 0.44% |
$7.59K - $8.26K
|
11K
$1.6M
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-49- 2.33% |
$7.75K - $8.43K
|
2.05K
$300K
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-50- 0.73% |
$7.9K - $8.6K
|
6.79K
$993K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-50- 1.81% |
$7.9K - $8.6K
|
2.72K
$398K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-50- 1.73% |
$7.9K - $8.6K
|
2.84K
$415K
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 0.49% |
$7.9K - $8.6K
|
10.1K
$1.48M
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-50- 14.75% |
$7.9K - $8.6K
|
289
$42.3K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 3.3% |
$7.9K - $8.6K
|
1.47K
$215K
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-50- 3.08% |
$7.9K - $8.6K
|
1.57K
$230K
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 0.75% |
$7.9K - $8.6K
|
6.61K
$967K
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-50- 3.82% |
$7.9K - $8.6K
|
1.26K
$184K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-50- 0.63% |
$7.9K - $8.6K
|
7.89K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-50- 0.28% |
$7.9K - $8.6K
|
17.5K
$2.56M
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-52- 1.83% |
$8.22K - $8.94K
|
2.78K
$407K
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-52- 0.25% |
$8.22K - $8.94K
|
20.4K
$2.98M
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-53- 1.76% |
$8.38K - $9.12K
|
2.95K
$432K
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-53- 1.18% |
$8.38K - $9.12K
|
4.43K
$648K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-54- 2.92% |
$8.54K - $9.29K
|
1.8K
$263K
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-54- 0.6% |
$8.54K - $9.29K
|
8.91K
$1.3M
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-54- 0.47% |
$8.54K - $9.29K
|
11.4K
$1.66M
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-55- 0.78% |
$8.69K - $9.46K
|
7K
$1.02M
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-55- 4.03% |
$8.69K - $9.46K
|
1.31K
$191K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-56- 3.25% |
$8.85K - $9.63K
|
1.67K
$244K
|