Pepsi shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 7.4k | 169.84 |
| 2023-09-30 | $669k | 4.0k | 169.44 |
| 2023-06-30 | $251k | 1.4k | 185.22 |
| 2023-03-31 | $201k | 1.1k | 182.30 |
| 2019-09-30 | $201k | 1.5k | 136.83 |
| 2019-06-30 | $333k | 2.5k | 131.15 |
| 2019-03-31 | $438k | 3.6k | 122.65 |
| 2018-12-31 | $645k | 5.8k | 110.45 |
| 2018-09-30 | $676k | 6.1k | 111.74 |
| 2018-03-31 | $858k | 7.9k | 109.15 |
| 2017-12-31 | $1.1M | 9.5k | 119.92 |
| 2017-09-30 | $1.2M | 11k | 111.47 |
| 2017-06-30 | $1000k | 8.7k | 115.46 |
| 2017-03-31 | $1.0M | 9.1k | 111.82 |
| 2016-12-31 | $948k | 9.1k | 104.64 |
| 2016-09-30 | $1.0M | 9.4k | 108.78 |
| 2016-06-30 | $995k | 9.4k | 105.91 |
| 2016-03-31 | $963k | 9.4k | 102.50 |
| 2015-12-31 | $1.0M | 10k | 99.90 |
| 2015-09-30 | $834k | 8.8k | 94.34 |
| 2015-06-30 | $815k | 8.7k | 93.30 |
| 2015-03-31 | $765k | 8.0k | 95.62 |
| 2014-12-31 | $671k | 7.1k | 94.51 |