A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Pepsico Inc stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,214 shares of PEP stock, worth $475,125. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,214
Previous 3,205 0.28%
Holding current value
$475,125
Previous $423 Million 6.66%
% of portfolio
0.3%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$133.81 - $152.16 $1,204 - $1,369
9 Added 0.28%
3,214 $451 Million
Q2 2025

Jul 28, 2025

SELL
$128.02 - $151.37 $36,613 - $43,291
-286 Reduced 8.19%
3,205 $423 Million
Q1 2025

Apr 30, 2025

SELL
$142.64 - $156.42 $5,277 - $5,787
-37 Reduced 1.05%
3,491 $523 Million
Q4 2024

Feb 11, 2025

BUY
$151.29 - $176.1 $64,752 - $75,370
428 Added 13.81%
3,528 $536 Million
Q2 2024

Jul 25, 2024

BUY
$163.33 - $183.11 $816 - $915
5 Added 0.16%
3,100 $511 Million
Q1 2024

May 06, 2024

BUY
$162.04 - $175.01 $324 - $350
2 Added 0.06%
3,095 $542 Million
Q4 2023

Feb 14, 2024

BUY
$158.08 - $172.01 $488,941 - $532,026
3,093 New
3,093 $525 Million

Others Institutions Holding PEP

About PEPSICO INC


  • Ticker PEP
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Non-Alcoholic
  • Shares Outstandng 1,377,709,952
  • Market Cap $204B
  • Description
  • PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and...
More about PEP
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