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 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
37+ 1.06% |
$5.85K - $6.36K
|
3.53K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.69K - $6.19K
|
36
$5.14K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
36New |
$5.69K - $6.19K
|
36
$5.14K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
35+ 0.92% |
$5.53K - $6.02K
|
3.84K
$549K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35+ 0.18% |
$5.53K - $6.02K
|
19.8K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
35+ 2.82% |
$5.53K - $6.02K
|
1.28K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
35+ 2.47% |
$5.53K - $6.02K
|
1.45K
$207K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
35+ 0.18% |
$5.53K - $6.02K
|
19.8K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
34+ 2.27% |
$5.37K - $5.85K
|
1.53K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
34+ 0.74% |
$5.37K - $5.85K
|
4.61K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
34+ 1.23% |
$5.37K - $5.85K
|
2.8K
$401K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
33+ 0.25% |
$5.22K - $5.68K
|
13.2K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
33+ 0.87% |
$5.22K - $5.68K
|
3.84K
$548K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
33+ 2.6% |
$5.22K - $5.68K
|
1.3K
$186K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
33+ 5.09% |
$5.22K - $5.68K
|
681
$97.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
32+ 1.01% |
$5.06K - $5.5K
|
3.21K
$459K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
31+ 0.38% |
$4.9K - $5.33K
|
8.29K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
31+ 0.44% |
$4.9K - $5.33K
|
7.15K
$1.02M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
31+ 2.01% |
$4.9K - $5.33K
|
1.57K
$224K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
30+ 1.99% |
$4.74K - $5.16K
|
1.53K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
30+ 2.07% |
$4.74K - $5.16K
|
1.48K
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
30+ 2.51% |
$4.74K - $5.16K
|
1.22K
$175K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
30+ 1.76% |
$4.74K - $5.16K
|
1.73K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
30+ 0.77% |
$4.74K - $5.16K
|
3.9K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
30+ 1.88% |
$4.74K - $5.16K
|
1.63K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
30+ 1.58% |
$4.74K - $5.16K
|
1.93K
$275K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
29+ 0.13% |
$4.58K - $4.99K
|
23.1K
$3.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29+ 2.41% |
$4.58K - $4.99K
|
1.23K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.17% |
$4.58K - $4.99K
|
16.7K
$2.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
29+ 0.68% |
$4.58K - $4.99K
|
4.32K
$617K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29+ 0.13% |
$4.58K - $4.99K
|
23K
$3.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
28+ 0.05% |
$4.43K - $4.82K
|
51K
$7.28M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
28+ 0.65% |
$4.43K - $4.82K
|
4.32K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
28+ 1.03% |
$4.43K - $4.82K
|
2.75K
$393K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
27+ 1.63% |
$4.27K - $4.64K
|
1.69K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
27+ 0.36% |
$4.27K - $4.64K
|
7.48K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
27+ 2.58% |
$4.27K - $4.64K
|
1.07K
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
26+ 0.09% |
$4.11K - $4.47K
|
27.8K
$3.97M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
26+ 0.04% |
$4.11K - $4.47K
|
71.4K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26+ 0.58% |
$4.11K - $4.47K
|
4.5K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
26+ 0.63% |
$4.11K - $4.47K
|
4.17K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 0.22% |
$4.11K - $4.47K
|
12K
$1.72M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26+ 0.0% |
$4.11K - $4.47K
|
131M
$18.8B
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25+ 1.17% |
$3.95K - $4.3K
|
2.16K
$309K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
25+ 0.56% |
$3.95K - $4.3K
|
4.52K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
25+ 2.87% |
$3.95K - $4.3K
|
897
$128K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
25+ 0.41% |
$3.95K - $4.3K
|
6.11K
$872K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
25+ 0.74% |
$3.95K - $4.3K
|
3.39K
$484K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25+ 0.5% |
$3.95K - $4.3K
|
5.02K
$716K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
25+ 0.79% |
$3.95K - $4.3K
|
3.2K
$457K
|