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 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-2.61K- 1.51% |
$412K - $448K
|
170K
$25.9M
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-2.62K- 59.14% |
$413K - $450K
|
1.81K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.62K- 5.7% |
$414K - $451K
|
43.3K
$6.61M
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.62K- 27.31% |
$414K - $451K
|
6.98K
$1.06M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.62K- 16.85% |
$415K - $451K
|
13K
$1.97M
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.64K- 1.37% |
$417K - $454K
|
190K
$29M
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.64K- 4.62% |
$417K - $454K
|
54.5K
$8.31M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.66K- 5.81% |
$421K - $458K
|
43.2K
$6.58M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.69K- 24.35% |
$425K - $463K
|
8.35K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.69K- 60.39% |
$425K - $463K
|
1.77K
$269K
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.71K- 5.7% |
$429K - $466K
|
44.8K
$6.84M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 9.45% |
$431K - $469K
|
26.1K
$3.99M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.73K- 19.56% |
$432K - $470K
|
11.2K
$1.71M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.75K- 38.75% |
$434K - $473K
|
4.34K
$662K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.78K- 25.97% |
$439K - $477K
|
7.91K
$1.21M
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.79K- 1.24% |
$441K - $480K
|
223K
$34M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.79K- 50.9% |
$441K - $480K
|
2.69K
$411K
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.8K- 22.68% |
$442K - $481K
|
9.54K
$1.45M
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.82K- 60.59% |
$445K - $485K
|
1.83K
$279K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.84K- 0.73% |
$448K - $488K
|
387K
$59M
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-2.85K- 2.17% |
$450K - $489K
|
128K
$19.6M
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2.85K- 1.08% |
$451K - $491K
|
260K
$39.7M
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.87K- 28.12% |
$453K - $493K
|
7.33K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-2.95K- 42.86% |
$466K - $507K
|
3.93K
$598K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 8.73% |
$472K - $514K
|
31.2K
$4.76M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.99K- 1.52% |
$473K - $514K
|
194K
$29.5M
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3K- 3.92% |
$474K - $516K
|
73.6K
$11.2M
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.01K- 70.59% |
$476K - $518K
|
1.26K
$191K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.05K- 15.46% |
$482K - $525K
|
16.7K
$2.54M
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.06K- 0.75% |
$484K - $526K
|
403K
$61.4M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-3.08K- 11.79% |
$486K - $529K
|
23K
$3.51M
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-3.1K- 4.72% |
$490K - $533K
|
62.6K
$9.54M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.18K- 1.82% |
$503K - $547K
|
172K
$26.1M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3.19K- 8.59% |
$505K - $549K
|
34K
$5.18M
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-3.23K- 63.97% |
$511K - $556K
|
1.82K
$277K
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.31K- 26.52% |
$524K - $570K
|
9.18K
$1.4M
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.32K- 1.32% |
$524K - $570K
|
247K
$37.7M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.34K- 0.55% |
$528K - $574K
|
603K
$91.9M
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.37K- 4.19% |
$533K - $580K
|
77.1K
$11.8M
|
|
Jan 25, 2024
Q4 2023
|
Focused Investors LLC
|
SELL
|
- |
-3.4K- 0.55% |
$537K - $585K
|
613K
$93.5M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.4K- 2.61% |
$538K - $585K
|
127K
$19.3M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.42K- 2.16% |
$541K - $589K
|
155K
$23.7M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.44K- 10.39% |
$543K - $591K
|
29.6K
$4.52M
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.52K- 2.7% |
$556K - $605K
|
127K
$19.3M
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.53K- 2.53% |
$557K - $606K
|
136K
$20.7M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-3.53K- 1.43% |
$558K - $607K
|
243K
$37.1M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.53K- 7.19% |
$558K - $608K
|
45.6K
$6.95M
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.55K- 66.71% |
$561K - $610K
|
1.77K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.6K- 4.61% |
$569K - $620K
|
74.6K
$11.4M
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.69K- 4.08% |
$583K - $635K
|
86.7K
$13.2M
|