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 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
2KNew |
$316K - $344K
|
2K
$289K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2K+ 23.75% |
$316K - $344K
|
10.4K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2KNew |
$316K - $344K
|
2K
$289K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2K+ 2.27% |
$316K - $344K
|
90.1K
$13M
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.97KNew |
$311K - $339K
|
1.97K
$284K
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.96KNew |
$310K - $338K
|
1.96K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.96K+ 6.33% |
$310K - $337K
|
32.9K
$4.75M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 6.56% |
$310K - $337K
|
31.8K
$4.59M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.96K+ 0.76% |
$309K - $337K
|
259K
$37.3M
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.94KNew |
$307K - $334K
|
1.94K
$280K
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.94KNew |
$307K - $334K
|
1.94K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
1.93KNew |
$306K - $332K
|
1.93K
$279K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.93KNew |
$305K - $332K
|
1.93K
$279K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.91K+ 86.23% |
$302K - $329K
|
4.13K
$595K
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.91KNew |
$301K - $328K
|
1.91K
$275K
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.91K+ 6.8% |
$301K - $328K
|
29.9K
$4.32M
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.9K+ 1.76% |
$301K - $327K
|
110K
$15.9M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
1.9K+ 31.73% |
$300K - $327K
|
7.89K
$1.14M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 6.36% |
$300K - $326K
|
31.7K
$4.58M
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.9KNew |
$300K - $326K
|
1.9K
$274K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.89K+ 10.16% |
$298K - $325K
|
20.5K
$2.96M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.88KNew |
$298K - $324K
|
1.88K
$272K
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.87KNew |
$296K - $322K
|
1.87K
$271K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.87KNew |
$296K - $322K
|
1.87K
$270K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.87K+ 8.02% |
$296K - $322K
|
25.2K
$3.64M
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.87KNew |
$295K - $321K
|
1.87K
$270K
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.87K+ 6.39% |
$295K - $321K
|
31.1K
$4.49M
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 12.51% |
$292K - $318K
|
16.6K
$2.4M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.84K+ 0.19% |
$291K - $316K
|
959K
$138M
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.84KNew |
$291K - $316K
|
1.84K
$265K
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
1.83KNew |
$290K - $315K
|
1.83K
$265K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.82K+ 1.51% |
$288K - $313K
|
122K
$17.7M
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.82K+ 76.94% |
$287K - $313K
|
4.18K
$604K
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
1.81K+ 52.95% |
$286K - $312K
|
5.23K
$756K
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.81KNew |
$285K - $311K
|
1.81K
$261K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.8K+ 7.41% |
$284K - $309K
|
26.1K
$3.76M
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$284K - $309K
|
1.8K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.8KNew |
$284K - $309K
|
1.8K
$259K
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$284K - $309K
|
1.8K
$259K
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.79K+ 3.45% |
$283K - $308K
|
53.7K
$7.76M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.79K+ 4.18% |
$283K - $308K
|
44.7K
$6.45M
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.79KNew |
$283K - $308K
|
1.79K
$259K
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.79K+ 8.65% |
$283K - $308K
|
22.5K
$3.25M
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 35.34% |
$281K - $306K
|
6.82K
$984K
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.76K+ 6.48% |
$278K - $303K
|
29K
$4.18M
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.75KNew |
$277K - $302K
|
1.75K
$253K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.75KNew |
$276K - $301K
|
1.75K
$252K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.74K+ 10.62% |
$275K - $299K
|
18.1K
$2.61M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.73KNew |
$273K - $297K
|
1.73K
$249K
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.72KNew |
$271K - $295K
|
1.72K
$248K
|