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 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
25+ 0.27% |
$4.05K - $4.38K
|
9.21K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
25+ 1.15% |
$4.05K - $4.38K
|
2.2K
$317K
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
25+ 1.5% |
$4.05K - $4.38K
|
1.69K
$244K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25+ 39.68% |
$4.05K - $4.38K
|
88
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
25+ 0.84% |
$4.05K - $4.38K
|
2.98K
$431K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
24+ 0.79% |
$3.89K - $4.2K
|
3.05K
$440K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
24+ 0.63% |
$3.89K - $4.2K
|
3.82K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
24+ 0.39% |
$3.89K - $4.2K
|
6.11K
$882K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
24+ 1200.0% |
$3.89K - $4.2K
|
26
$3.75K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
23+ 1.23% |
$3.73K - $4.03K
|
1.89K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
23+ 0.02% |
$3.73K - $4.03K
|
117K
$16.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 0.29% |
$3.56K - $3.85K
|
7.66K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
22+ 0.93% |
$3.56K - $3.85K
|
2.38K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 0.33% |
$3.56K - $3.85K
|
6.66K
$961K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
21+ 1.07% |
$3.4K - $3.68K
|
1.99K
$287K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.67% |
$3.4K - $3.68K
|
1.28K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 1.41% |
$3.4K - $3.68K
|
1.51K
$218K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
21+ 0.44% |
$3.4K - $3.68K
|
4.75K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
21+ 1.16% |
$3.4K - $3.68K
|
1.83K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20+ 0.98% |
$3.24K - $3.5K
|
2.07K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.78% |
$3.24K - $3.5K
|
2.58K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 5.85% |
$3.08K - $3.33K
|
344
$49.7K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
19+ 0.71% |
$3.08K - $3.33K
|
2.69K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
19+ 0.44% |
$3.08K - $3.33K
|
4.33K
$624K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
19+ 0.71% |
$3.08K - $3.33K
|
2.7K
$390K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
18+ 0.27% |
$2.92K - $3.15K
|
6.77K
$977K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
18+ 1.38% |
$2.92K - $3.15K
|
1.32K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
18+ 0.11% |
$2.92K - $3.15K
|
16.9K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
18+ 7.38% |
$2.92K - $3.15K
|
262
$37.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.46% |
$2.75K - $2.98K
|
3.69K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
17+ 0.5% |
$2.75K - $2.98K
|
3.42K
$494K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
17+ 0.08% |
$2.75K - $2.98K
|
20.6K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
17+ 4.03% |
$2.75K - $2.98K
|
439
$63.4K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
16+ 0.52% |
$2.59K - $2.8K
|
3.1K
$447K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
16+ 0.08% |
$2.59K - $2.8K
|
19.1K
$2.75M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
15+ 0.44% |
$2.43K - $2.63K
|
3.41K
$493K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
15+ 0.33% |
$2.43K - $2.63K
|
4.51K
$651K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
15+ 0.52% |
$2.43K - $2.63K
|
2.89K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14+ 0.7% |
$2.27K - $2.45K
|
2.03K
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14+ 0.3% |
$2.27K - $2.45K
|
4.74K
$684K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
14+ 0.53% |
$2.27K - $2.45K
|
2.66K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.26% |
$2.27K - $2.45K
|
5.45K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
14+ 0.19% |
$2.27K - $2.45K
|
7.22K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
14+ 0.69% |
$2.27K - $2.45K
|
2.06K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.29% |
$2.11K - $2.28K
|
4.53K
$654K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13+ 0.8% |
$2.11K - $2.28K
|
1.63K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$2.11K - $2.28K
|
2.05K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13+ 0.51% |
$2.11K - $2.28K
|
2.59K
$373K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 1.55% |
$1.94K - $2.1K
|
785
$113K
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
12+ 0.77% |
$1.94K - $2.1K
|
1.57K
$227K
|