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Pepsi shares owned by Halpern Financial

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

Historical chart of Halpern Financial investment in Pepsi

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All positions including Pepsi held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 127 169.68
2023-12-31 $22k 127 172.95
2023-09-30 $22k 127 169.44
2023-06-30 $5.6k 30 185.23
2022-03-31 $0 0 0.00
2021-12-31 $43k 250 173.71
2021-09-30 $38k 253 150.41
2021-06-30 $7.4k 50 148.18

More positions owned by Halpern Financial

Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Index Etf (IVV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi