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 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-902- 2.89% |
$143K - $155K
|
30.3K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-909- 3.91% |
$144K - $156K
|
22.4K
$3.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-915- 39.52% |
$145K - $157K
|
1.4K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-928- 14.04% |
$147K - $160K
|
5.68K
$866K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-932- 19.02% |
$147K - $160K
|
3.97K
$605K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-937- 3.23% |
$148K - $161K
|
28K
$4.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-940- 4.44% |
$149K - $162K
|
20.2K
$3.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-945- 38.26% |
$149K - $163K
|
1.53K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-948- 31.89% |
$150K - $163K
|
2.03K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-956- 20.87% |
$151K - $164K
|
3.63K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-956- 27.21% |
$151K - $164K
|
2.56K
$390K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-958- 34.65% |
$151K - $165K
|
1.81K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-960- 44.42% |
$152K - $165K
|
1.2K
$183K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-961- 15.71% |
$152K - $165K
|
5.16K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-964- 0.38% |
$152K - $166K
|
252K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-966- 0.88% |
$153K - $166K
|
109K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-971- 1.62% |
$153K - $167K
|
59.1K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-974- 3.75% |
$154K - $168K
|
25K
$3.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-992- 2.59% |
$157K - $171K
|
37.3K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-993- 1.74% |
$157K - $171K
|
56K
$8.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-1K- 21.74% |
$158K - $172K
|
3.6K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1K- 7.12% |
$158K - $172K
|
13K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1K- 12.82% |
$159K - $173K
|
6.83K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-1.01K- 42.01% |
$160K - $174K
|
1.39K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.01K- 4.85% |
$160K - $174K
|
19.9K
$3.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.01K- 19.68% |
$160K - $174K
|
4.13K
$630K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.03K- 5.85% |
$162K - $176K
|
16.5K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.03K- 10.52% |
$162K - $176K
|
8.73K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.04K- 27.23% |
$164K - $179K
|
2.77K
$423K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 4.01% |
$165K - $180K
|
25K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.05K- 3.49% |
$165K - $180K
|
28.9K
$4.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.05K- 0.99% |
$166K - $180K
|
104K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.06K- 0.18% |
$168K - $182K
|
591K
$90.1M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.07K- 5.92% |
$169K - $184K
|
17K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.07K- 3.05% |
$169K - $184K
|
34.1K
$5.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.08K- 4.42% |
$170K - $185K
|
23.3K
$3.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.08K- 24.37% |
$170K - $185K
|
3.35K
$510K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.09K- 45.1% |
$172K - $187K
|
1.33K
$202K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.1K- 1.16% |
$173K - $188K
|
93.3K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.1K- 4.51% |
$173K - $189K
|
23.2K
$3.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.1K- 0.98% |
$174K - $190K
|
112K
$17M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 25.32% |
$175K - $190K
|
3.26K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.11K- 41.86% |
$175K - $190K
|
1.54K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 3.73% |
$175K - $191K
|
28.6K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.12K- 2.46% |
$177K - $193K
|
44.3K
$6.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.12K- 1.02% |
$178K - $193K
|
109K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.13K- 3.7% |
$179K - $195K
|
29.5K
$4.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.16K- 8.66% |
$184K - $200K
|
12.2K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.17K- 6.72% |
$184K - $200K
|
16.2K
$2.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.18K- 1.25% |
$186K - $202K
|
92.6K
$14.1M
|