Purchases and Sales Made in Q1 2024 in Pepsico Inc (PEP)
This table provides information about the institutional ownership of Pepsico Inc (PEP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
945+ 12.32% |
$153K - $165K
|
8.61K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
929+ 3.94% |
$151K - $163K
|
24.5K
$3.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
928+ 4.59% |
$150K - $162K
|
21.1K
$3.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
925+ 7.84% |
$150K - $162K
|
12.7K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
910+ 5.09% |
$147K - $159K
|
18.8K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
906+ 72.25% |
$147K - $159K
|
2.16K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
906+ 2.31% |
$147K - $159K
|
40.2K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
906+ 2.0% |
$147K - $159K
|
46.1K
$6.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
905+ 5.98% |
$147K - $158K
|
16K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
904+ 58.02% |
$146K - $158K
|
2.46K
$355K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
903+ 4.1% |
$146K - $158K
|
22.9K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
900+ 2.55% |
$146K - $158K
|
36.2K
$5.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
898+ 18.87% |
$146K - $157K
|
5.66K
$817K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
890+ 5.15% |
$144K - $156K
|
18.2K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
877+ 3.45% |
$142K - $153K
|
26.3K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
874+ 5.71% |
$142K - $153K
|
16.2K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
873+ 1.64% |
$141K - $153K
|
54.2K
$7.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
868+ 2.34% |
$141K - $152K
|
37.9K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
868+ 5.46% |
$141K - $152K
|
16.8K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
860+ 2.83% |
$139K - $151K
|
31.3K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
857+ 17.04% |
$139K - $150K
|
5.89K
$849K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
850+ 1.61% |
$138K - $149K
|
53.7K
$7.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
845+ 2.32% |
$137K - $148K
|
37.2K
$5.37M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
836+ 3.41% |
$135K - $146K
|
25.4K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
834+ 5.08% |
$135K - $146K
|
17.2K
$2.49M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
834+ 7.12% |
$135K - $146K
|
12.5K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
817+ 1.01% |
$132K - $143K
|
81.5K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
815+ 6.92% |
$132K - $143K
|
12.6K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
814+ 2.47% |
$132K - $142K
|
33.7K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
813+ 118.34% |
$132K - $142K
|
1.5K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
812+ 5.9% |
$132K - $142K
|
14.6K
$2.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
810+ 12.86% |
$131K - $142K
|
7.11K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
810+ 6.17% |
$131K - $142K
|
13.9K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
807+ 3.16% |
$131K - $141K
|
26.3K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
806+ 1.31% |
$131K - $141K
|
62.2K
$8.98M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
805New |
$130K - $141K
|
805
$116K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
802+ 28.91% |
$130K - $140K
|
3.58K
$516K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
800+ 1.89% |
$130K - $140K
|
43.1K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
800+ 4.15% |
$130K - $140K
|
20.1K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
798+ 0.2% |
$129K - $140K
|
409K
$59M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
796+ 20.9% |
$129K - $139K
|
4.61K
$665K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
795+ 10.37% |
$129K - $139K
|
8.46K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
792+ 6.31% |
$128K - $139K
|
13.3K
$1.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
790+ 11.18% |
$128K - $138K
|
7.86K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
788+ 6.11% |
$128K - $138K
|
13.7K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
783+ 32.26% |
$127K - $137K
|
3.21K
$463K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
782+ 11.7% |
$127K - $137K
|
7.46K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
781+ 13.69% |
$127K - $137K
|
6.49K
$936K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
779+ 39.32% |
$126K - $136K
|
2.76K
$398K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
776+ 3.16% |
$126K - $136K
|
25.4K
$3.66M
|