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 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-386- 6.68% |
$61K - $66.4K
|
5.39K
$779K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-392- 0.51% |
$62K - $67.4K
|
76.3K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-399- 4.8% |
$63.1K - $68.6K
|
7.92K
$1.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-400- 1.87% |
$63.2K - $68.8K
|
21K
$3.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Grace & White Inc
|
SELL
|
- |
-400- 1.51% |
$63.2K - $68.8K
|
26.1K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-400- 2.03% |
$63.2K - $68.8K
|
19.3K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-400- 1.27% |
$63.2K - $68.8K
|
31K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-400- 3.63% |
$63.2K - $68.8K
|
10.6K
$1.54M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-402- 0.51% |
$63.5K - $69.1K
|
78.6K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-404- 16.97% |
$63.9K - $69.5K
|
1.98K
$286K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-404- 19.15% |
$63.9K - $69.5K
|
1.71K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-407- 13.71% |
$64.3K - $70K
|
2.56K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-409- 7.0% |
$64.7K - $70.4K
|
5.43K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-410- 16.77% |
$64.8K - $70.5K
|
2.04K
$294K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-413- 1.3% |
$65.3K - $71K
|
31.3K
$4.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-415- 10.6% |
$65.6K - $71.4K
|
3.5K
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-415- 4.13% |
$65.6K - $71.4K
|
9.62K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-417- 20.97% |
$65.9K - $71.7K
|
1.57K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-419- 11.94% |
$66.2K - $72.1K
|
3.09K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-424- 12.96% |
$67K - $72.9K
|
2.85K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-427- 20.19% |
$67.5K - $73.4K
|
1.69K
$244K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-431- 15.56% |
$68.1K - $74.1K
|
2.34K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-431- 34.67% |
$68.1K - $74.1K
|
812
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-433- 6.3% |
$68.4K - $74.5K
|
6.45K
$932K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-434- 11.97% |
$68.6K - $74.7K
|
3.19K
$462K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-434- 1.95% |
$68.6K - $74.7K
|
21.9K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-441- 1.77% |
$69.7K - $75.9K
|
24.5K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-442- 1.51% |
$69.9K - $76K
|
28.8K
$4.17M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-442- 5.2% |
$69.9K - $76K
|
8.05K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-443- 3.29% |
$70K - $76.2K
|
13K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-444- 3.6% |
$70.2K - $76.4K
|
11.9K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-450- 8.48% |
$71.1K - $77.4K
|
4.86K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-452- 1.18% |
$71.5K - $77.7K
|
38K
$5.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-452- 5.03% |
$71.5K - $77.7K
|
8.54K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-452- 6.54% |
$71.5K - $77.7K
|
6.46K
$934K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-453- 6.74% |
$71.6K - $77.9K
|
6.27K
$906K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-454- 0.58% |
$71.8K - $78.1K
|
77.6K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-459- 0.57% |
$72.6K - $79K
|
79.8K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-461- 3.45% |
$72.9K - $79.3K
|
12.9K
$1.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-463- 13.27% |
$73.2K - $79.6K
|
3.03K
$438K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-464- 12.49% |
$73.3K - $79.8K
|
3.25K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-465- 2.65% |
$73.5K - $80K
|
17.1K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-469- 0.84% |
$74.1K - $80.7K
|
55.7K
$8.05M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-469- 36.7% |
$74.1K - $80.7K
|
809
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-473- 2.36% |
$74.8K - $81.4K
|
19.6K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-474- 15.75% |
$74.9K - $81.5K
|
2.54K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-474- 6.67% |
$74.9K - $81.5K
|
6.63K
$958K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-475- 2.36% |
$75.1K - $81.7K
|
19.6K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-475- 0.47% |
$75.1K - $81.7K
|
101K
$14.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-475- 2.36% |
$75.1K - $81.7K
|
19.6K
$2.84M
|