Pepsi shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 24k | 175.01 |
| 2023-12-31 | $3.9M | 23k | 169.84 |
| 2023-09-30 | $3.9M | 23k | 169.44 |
| 2023-06-30 | $4.4M | 24k | 185.22 |
| 2023-03-31 | $4.6M | 25k | 182.30 |
| 2022-12-31 | $4.7M | 26k | 180.66 |