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 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.06K+ 8.59% |
$167K - $182K
|
13.4K
$1.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 1.49% |
$165K - $180K
|
71.2K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.04K+ 8.29% |
$165K - $180K
|
13.6K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 9.59% |
$164K - $178K
|
11.8K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.03K+ 1.66% |
$163K - $177K
|
63.1K
$9.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.03K+ 6.34% |
$162K - $177K
|
17.2K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.01K+ 4.09% |
$160K - $174K
|
25.7K
$3.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
979+ 18.67% |
$155K - $168K
|
6.22K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
978+ 8.08% |
$155K - $168K
|
13.1K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
957+ 28.47% |
$151K - $165K
|
4.32K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
957+ 1.81% |
$151K - $165K
|
53.8K
$7.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
955+ 31.78% |
$151K - $164K
|
3.96K
$572K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
955+ 12.03% |
$151K - $164K
|
8.9K
$1.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
944+ 1.26% |
$149K - $162K
|
75.9K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
941+ 2.68% |
$149K - $162K
|
36K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
941New |
$149K - $162K
|
941
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
928+ 0.85% |
$147K - $160K
|
110K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
926+ 2.24% |
$146K - $159K
|
42.3K
$6.11M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
910New |
$144K - $157K
|
910
$131K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
909+ 24.74% |
$144K - $156K
|
4.58K
$662K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
900+ 5.14% |
$142K - $155K
|
18.4K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
900+ 23.0% |
$142K - $155K
|
4.81K
$695K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
897+ 12.64% |
$142K - $154K
|
7.99K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
896+ 6.85% |
$142K - $154K
|
14K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
896+ 44.29% |
$142K - $154K
|
2.92K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
895+ 3.11% |
$141K - $154K
|
29.7K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
892+ 3.47% |
$141K - $153K
|
26.6K
$3.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
888+ 2.29% |
$140K - $153K
|
39.6K
$5.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
883+ 15.23% |
$140K - $152K
|
6.68K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
883+ 29.33% |
$140K - $152K
|
3.89K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
870+ 0.32% |
$138K - $150K
|
275K
$39.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
861+ 1.05% |
$136K - $148K
|
83K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
842+ 4.39% |
$133K - $145K
|
20K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
838+ 5.34% |
$132K - $144K
|
16.5K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
837+ 15.06% |
$132K - $144K
|
6.39K
$923K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
836+ 18.65% |
$132K - $144K
|
5.32K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
835+ 1.18% |
$132K - $144K
|
71.7K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
833+ 18.2% |
$132K - $143K
|
5.41K
$781K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
833+ 2.98% |
$132K - $143K
|
28.8K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
830+ 3.57% |
$131K - $143K
|
24.1K
$3.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
826+ 2.84% |
$131K - $142K
|
29.9K
$4.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
823+ 1.32% |
$130K - $142K
|
63K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
821+ 3.87% |
$130K - $141K
|
22K
$3.18M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
818+ 8.96% |
$129K - $141K
|
9.95K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
812+ 7.17% |
$128K - $140K
|
12.1K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
812+ 8.35% |
$128K - $140K
|
10.5K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
802New |
$127K - $138K
|
802
$116K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
799+ 5.12% |
$126K - $137K
|
16.4K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
793+ 5.38% |
$125K - $136K
|
15.5K
$2.24M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
792+ 2.25% |
$125K - $136K
|
36K
$5.2M
|