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
|
Secure Asset Management, LLC
|
SELL
|
- |
-134- 4.92% |
$21.2K - $23K
|
2.59K
$377K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-135- 0.5% |
$21.3K - $23.2K
|
26.6K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-136- 25.86% |
$21.5K - $23.4K
|
390
$56.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-137- 2.45% |
$21.7K - $23.6K
|
5.46K
$793K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-137- 21.01% |
$21.7K - $23.6K
|
515
$74.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-137- 6.38% |
$21.7K - $23.6K
|
2.01K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-138- 4.2% |
$21.8K - $23.7K
|
3.15K
$458K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-138- 3.7% |
$21.8K - $23.7K
|
3.59K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-139- 2.15% |
$22K - $23.9K
|
6.34K
$922K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-140- 1.94% |
$22.1K - $24.1K
|
7.06K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-141- 0.5% |
$22.3K - $24.3K
|
27.8K
$4.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-141- 7.51% |
$22.3K - $24.3K
|
1.74K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-143- 3.94% |
$22.6K - $24.6K
|
3.49K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-145- 0.76% |
$22.9K - $24.9K
|
19K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-145- 1.4% |
$22.9K - $24.9K
|
10.2K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-147- 0.19% |
$23.2K - $25.3K
|
79.1K
$11.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-148- 1.82% |
$23.4K - $25.5K
|
7.99K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-148- 2.29% |
$23.4K - $25.5K
|
6.32K
$918K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-149- 2.65% |
$23.6K - $25.6K
|
5.48K
$797K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-149- 4.28% |
$23.6K - $25.6K
|
3.33K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-150- 3.16% |
$23.7K - $25.8K
|
4.59K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-150- 1.6% |
$23.7K - $25.8K
|
9.23K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-150- 26.74% |
$23.7K - $25.8K
|
411
$59.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-150- 4.27% |
$23.7K - $25.8K
|
3.36K
$489K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-151- 6.98% |
$23.9K - $26K
|
2.01K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-151- 9.21% |
$23.9K - $26K
|
1.49K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-152- 6.29% |
$24K - $26.1K
|
2.27K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-152- 6.96% |
$24K - $26.1K
|
2.03K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-153- 6.11% |
$24.2K - $26.3K
|
2.35K
$342K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-154- 0.65% |
$24.3K - $26.5K
|
23.4K
$3.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-154- 10.3% |
$24.3K - $26.5K
|
1.34K
$195K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-154- 1.89% |
$24.3K - $26.5K
|
8K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-154- 0.56% |
$24.3K - $26.5K
|
27.4K
$3.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-155- 0.36% |
$24.5K - $26.7K
|
43.1K
$6.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-155- 1.88% |
$24.5K - $26.7K
|
8.08K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-157- 0.16% |
$24.8K - $27K
|
96K
$14M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-157- 1.27% |
$24.8K - $27K
|
12.2K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-157- 7.08% |
$24.8K - $27K
|
2.06K
$300K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-158- 2.28% |
$25K - $27.2K
|
6.77K
$984K
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-159- 2.69% |
$25.1K - $27.3K
|
5.74K
$835K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-159- 1.57% |
$25.1K - $27.3K
|
9.94K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-159- 0.48% |
$25.1K - $27.3K
|
33.2K
$4.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-160- 9.3% |
$25.3K - $27.5K
|
1.56K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-163- 5.68% |
$25.8K - $28K
|
2.71K
$394K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-163- 0.26% |
$25.8K - $28K
|
61.7K
$8.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-163- 0.47% |
$25.8K - $28K
|
34.6K
$5.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-163- 4.03% |
$25.8K - $28K
|
3.88K
$564K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-164- 7.31% |
$25.9K - $28.2K
|
2.08K
$303K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-165- 1.12% |
$26.1K - $28.4K
|
14.6K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-166- 6.0% |
$26.2K - $28.6K
|
2.6K
$378K
|