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 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
499+ 12.93% |
$78.9K - $85.8K
|
4.36K
$629K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
497New |
$78.6K - $85.5K
|
497
$71.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
494+ 24.7% |
$78.1K - $85K
|
2.49K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
494+ 3.83% |
$78.1K - $85K
|
13.4K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
492+ 1.07% |
$77.8K - $84.6K
|
46.7K
$6.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
492+ 1.54% |
$77.8K - $84.6K
|
32.5K
$4.69M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
491+ 3.96% |
$77.6K - $84.5K
|
12.9K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
488+ 6.69% |
$77.1K - $83.9K
|
7.78K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
485+ 22.14% |
$76.7K - $83.4K
|
2.68K
$386K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
479+ 13.21% |
$75.7K - $82.4K
|
4.1K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
475+ 10.22% |
$75.1K - $81.7K
|
5.12K
$739K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
473+ 6.29% |
$74.8K - $81.4K
|
7.99K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
472+ 2.99% |
$74.6K - $81.2K
|
16.3K
$2.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
467+ 11.12% |
$73.8K - $80.3K
|
4.67K
$673K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
462+ 1.52% |
$73K - $79.5K
|
31K
$4.47M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
458+ 28.39% |
$72.4K - $78.8K
|
2.07K
$299K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
458+ 2.3% |
$72.4K - $78.8K
|
20.3K
$2.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
457+ 3.5% |
$72.2K - $78.6K
|
13.5K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
455+ 11.31% |
$71.9K - $78.3K
|
4.48K
$646K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
455+ 1.7% |
$71.9K - $78.3K
|
27.2K
$3.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
455+ 20.74% |
$71.9K - $78.3K
|
2.65K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
454+ 13.13% |
$71.8K - $78.1K
|
3.91K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
451+ 1.51% |
$71.3K - $77.6K
|
30.4K
$4.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
450+ 8.72% |
$71.1K - $77.4K
|
5.61K
$810K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
450New |
$71.1K - $77.4K
|
450
$65K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
450+ 34.88% |
$71.1K - $77.4K
|
1.74K
$251K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
449New |
$71K - $77.2K
|
449
$64.8K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
449+ 4.58% |
$71K - $77.2K
|
10.3K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
448+ 1.86% |
$70.8K - $77.1K
|
24.6K
$3.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
446+ 5.42% |
$70.5K - $76.7K
|
8.68K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
440+ 10.56% |
$69.6K - $75.7K
|
4.61K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
438+ 2.06% |
$69.2K - $75.3K
|
21.7K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
432+ 31.88% |
$68.3K - $74.3K
|
1.79K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
432+ 9.34% |
$68.3K - $74.3K
|
5.06K
$730K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
428+ 1.4% |
$67.7K - $73.6K
|
31.1K
$4.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
423+ 0.49% |
$66.9K - $72.8K
|
86.7K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
423+ 35.13% |
$66.9K - $72.8K
|
1.63K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
423+ 1.25% |
$66.9K - $72.8K
|
34.3K
$4.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
417+ 3.19% |
$65.9K - $71.7K
|
13.5K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
412New |
$65.1K - $70.9K
|
412
$59.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
412+ 13.31% |
$65.1K - $70.9K
|
3.51K
$506K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
406+ 7.12% |
$64.2K - $69.8K
|
6.11K
$881K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
405+ 8.17% |
$64K - $69.7K
|
5.36K
$774K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
404+ 2.68% |
$63.9K - $69.5K
|
15.5K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
404+ 7.58% |
$63.9K - $69.5K
|
5.73K
$827K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
401+ 8.53% |
$63.4K - $69K
|
5.1K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
400+ 14.81% |
$63.2K - $68.8K
|
3.1K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
400+ 2.66% |
$63.2K - $68.8K
|
15.5K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
399+ 3.57% |
$63.1K - $68.6K
|
11.6K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
399+ 1.83% |
$63.1K - $68.6K
|
22.2K
$3.2M
|