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
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-82- 3.02% |
$13K - $14.1K
|
2.64K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-83- 0.47% |
$13.1K - $14.3K
|
17.6K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-84- 1.02% |
$13.3K - $14.4K
|
8.18K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-84- 5.05% |
$13.3K - $14.4K
|
1.58K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-85- 1.55% |
$13.4K - $14.6K
|
5.42K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-85- 0.49% |
$13.4K - $14.6K
|
17.1K
$2.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-86- 2.18% |
$13.6K - $14.8K
|
3.87K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-86- 4.42% |
$13.6K - $14.8K
|
1.86K
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-87- 6.06% |
$13.8K - $15K
|
1.35K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-87- 3.25% |
$13.8K - $15K
|
2.59K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-88- 2.0% |
$13.9K - $15.1K
|
4.32K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-88- 1.29% |
$13.9K - $15.1K
|
6.72K
$983K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-89- 4.27% |
$14.1K - $15.3K
|
2K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-89- 2.98% |
$14.1K - $15.3K
|
2.9K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-89- 0.25% |
$14.1K - $15.3K
|
35K
$5.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 0.61% |
$14.2K - $15.5K
|
14.6K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-90- 6.51% |
$14.2K - $15.5K
|
1.29K
$189K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-91- 7.62% |
$14.4K - $15.7K
|
1.1K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-91- 0.5% |
$14.4K - $15.7K
|
18K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-91- 0.7% |
$14.4K - $15.7K
|
12.8K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-91- 0.17% |
$14.4K - $15.7K
|
53.2K
$7.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-91- 2.38% |
$14.4K - $15.7K
|
3.73K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-93- 97.89% |
$14.7K - $16K
|
2
$293
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-93- 1.11% |
$14.7K - $16K
|
8.31K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-94- 2.52% |
$14.9K - $16.2K
|
3.63K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-94- 0.8% |
$14.9K - $16.2K
|
11.6K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-95- 2.47% |
$15K - $16.3K
|
3.75K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-95- 0.64% |
$15K - $16.3K
|
14.8K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-97- 1.5% |
$15.3K - $16.7K
|
6.39K
$934K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-98- 3.17% |
$15.5K - $16.9K
|
2.99K
$438K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-100- 5.88% |
$15.8K - $17.2K
|
1.6K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-100- 0.84% |
$15.8K - $17.2K
|
11.8K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-100- 2.16% |
$15.8K - $17.2K
|
4.52K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-100- 4.03% |
$15.8K - $17.2K
|
2.38K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-100- 3.51% |
$15.8K - $17.2K
|
2.75K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100- 1.08% |
$15.8K - $17.2K
|
9.18K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-100- 3.42% |
$15.8K - $17.2K
|
2.82K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-100- 0.4% |
$15.8K - $17.2K
|
25.2K
$3.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-100- 8.01% |
$15.8K - $17.2K
|
1.15K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-101- 6.87% |
$16K - $17.4K
|
1.37K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-101- 2.28% |
$16K - $17.4K
|
4.32K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-101- 12.24% |
$16K - $17.4K
|
724
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-101- 0.13% |
$16K - $17.4K
|
80.6K
$11.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-102- 0.18% |
$16.1K - $17.5K
|
56.3K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-102- 1.63% |
$16.1K - $17.5K
|
6.17K
$902K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-103- 4.57% |
$16.3K - $17.7K
|
2.15K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-103- 1.16% |
$16.3K - $17.7K
|
8.77K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-103- 3.23% |
$16.3K - $17.7K
|
3.09K
$452K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-104- 1.76% |
$16.4K - $17.9K
|
5.79K
$847K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-105- 4.22% |
$16.6K - $18.1K
|
2.39K
$349K
|