Pepsi shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Pepsi
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Quarterly reported holdings in Pepsi by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $211k | 1.2k | 174.98 |
| 2023-12-31 | $205k | 1.2k | 169.87 |
| 2023-09-30 | $210k | 1.2k | 169.47 |
| 2023-06-30 | $230k | 1.2k | 185.25 |
| 2023-03-31 | $227k | 1.2k | 182.33 |
| 2022-12-31 | $225k | 1.2k | 180.69 |
| 2022-09-30 | $215k | 1.2k | 172.97 |
| 2020-12-31 | $975k | 6.6k | 148.22 |
| 2020-09-30 | $907k | 6.5k | 138.49 |
| 2020-06-30 | $765k | 5.8k | 132.10 |
| 2020-03-31 | $683k | 5.7k | 120.08 |
| 2019-12-31 | $716k | 5.2k | 136.54 |
| 2019-09-30 | $730k | 5.3k | 136.93 |
| 2019-06-30 | $711k | 5.4k | 131.06 |
| 2019-03-31 | $636k | 5.2k | 122.61 |
| 2018-12-31 | $566k | 5.1k | 110.55 |