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Pepsi shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $210k 1.2k 175.20
2023-06-30 $213k 1.2k 185.17
2023-03-31 $210k 1.2k 182.26
2022-12-31 $264k 1.5k 180.68
2021-12-31 $220k 1.3k 173.36
2021-09-30 $243k 1.6k 150.46
2021-06-30 $256k 1.7k 147.98
2021-03-31 $223k 1.6k 141.41
2020-06-30 $318k 2.4k 131.95
2020-03-31 $288k 2.4k 119.75
2019-12-31 $330k 2.4k 136.70
2019-09-30 $331k 2.4k 137.06
2019-06-30 $315k 2.4k 131.03
2019-03-31 $263k 2.1k 122.44
2018-12-31 $238k 2.2k 110.08
2018-09-30 $242k 2.2k 111.73
2018-03-31 $8.4M 77k 109.14
2017-12-31 $9.1M 76k 119.92
2017-09-30 $8.8M 79k 111.43
2017-06-30 $9.0M 78k 115.49
2017-03-31 $8.6M 77k 111.87
2016-12-31 $8.1k 78k 0.10
2016-09-30 $8.6M 79k 108.78
2016-06-30 $8.9M 84k 105.93
2016-03-31 $8.3M 81k 102.47
2015-12-31 $7.8M 78k 99.91
2015-09-30 $7.1M 75k 94.29
2015-06-30 $6.9M 74k 93.34
2015-03-31 $7.1M 74k 95.62
2014-12-31 $7.1M 75k 94.56
2014-09-30 $6.7M 72k 93.09
2014-06-30 $6.5M 72k 89.35
2014-03-31 $5.9M 71k 83.50
2013-12-31 $5.6M 67k 82.94

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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View all positions for Baltimore-Washington Financial Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Wells Fargo & Company
Legal & General Group
Wellington Management Company
CalPERS
Franklin Resources
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Pepsi