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Pepsi shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Pepsi

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All positions including Pepsi held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 28k 175.01
2023-12-31 $4.9M 29k 169.84
2023-09-30 $4.4M 26k 169.44
2023-06-30 $4.8M 26k 185.22
2023-03-31 $4.7M 26k 182.30
2022-12-31 $4.6M 26k 180.66
2022-09-30 $3.8M 24k 163.26
2022-03-31 $4.6M 28k 167.37
2021-12-31 $4.8M 28k 173.69