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 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.55K+ 6.23% |
$560K - $610K
|
60.5K
$8.75M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.54KNew |
$560K - $609K
|
3.54K
$512K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.52KNew |
$556K - $605K
|
3.52K
$508K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.51K+ 30.99% |
$555K - $604K
|
14.8K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.51K+ 24.41% |
$554K - $603K
|
17.9K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 68.51% |
$553K - $602K
|
8.6K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.49K+ 88.25% |
$551K - $600K
|
7.44K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.46K+ 4.12% |
$547K - $595K
|
87.6K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.44K+ 5.59% |
$543K - $591K
|
65K
$9.4M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.43K+ 7.82% |
$542K - $590K
|
47.3K
$6.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 10.5% |
$540K - $587K
|
35.9K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.4K+ 33.33% |
$537K - $585K
|
13.6K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.39K+ 1.28% |
$536K - $583K
|
269K
$38.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.37K+ 7.14% |
$532K - $579K
|
50.6K
$7.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.35K+ 173.65% |
$529K - $576K
|
5.28K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.27K+ 5.78% |
$516K - $562K
|
59.7K
$8.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.26KNew |
$515K - $560K
|
3.26K
$471K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.24K+ 14.42% |
$513K - $558K
|
25.7K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.24K+ 15.9% |
$512K - $557K
|
23.6K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.23KNew |
$510K - $555K
|
3.23K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
BUY
|
- |
3.23K+ 11.91% |
$510K - $555K
|
30.3K
$4.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
3.21K+ 6.95% |
$507K - $552K
|
49.3K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.17K+ 37.35% |
$501K - $545K
|
11.7K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.16K+ 34.49% |
$499K - $543K
|
12.3K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.16K+ 27.22% |
$499K - $543K
|
14.7K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.15KNew |
$498K - $542K
|
3.15K
$455K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.15K+ 2.46% |
$497K - $541K
|
131K
$18.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.14K+ 155.79% |
$496K - $539K
|
5.15K
$744K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.13K+ 6.02% |
$495K - $539K
|
55.2K
$7.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
3.13K+ 8.92% |
$495K - $539K
|
38.3K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.12K+ 17.78% |
$493K - $536K
|
20.6K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.11K+ 2.36% |
$492K - $535K
|
135K
$19.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.11K+ 196.02% |
$491K - $534K
|
4.69K
$678K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.09K+ 35.56% |
$489K - $532K
|
11.8K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.09KNew |
$489K - $532K
|
3.09K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.07KNew |
$486K - $529K
|
3.07K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 3.15% |
$482K - $524K
|
99.7K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.05KNew |
$482K - $524K
|
3.05K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
3KNew |
$475K - $516K
|
3K
$434K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3K+ 13.59% |
$474K - $516K
|
25.1K
$3.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.97K+ 11.54% |
$470K - $512K
|
28.8K
$4.16M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.97K+ 56.04% |
$470K - $512K
|
8.28K
$1.2M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 66.87% |
$469K - $510K
|
7.4K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.97KNew |
$469K - $510K
|
2.97K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
2.96KNew |
$468K - $510K
|
2.96K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 12.05% |
$467K - $508K
|
27.5K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.95KNew |
$466K - $508K
|
2.95K
$427K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.94K+ 15.12% |
$465K - $506K
|
22.4K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.94KNew |
$465K - $506K
|
2.94K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$464K - $505K
|
2.94K
$424K
|