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Pepsi shares owned by Joule Financial

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

Historical chart of Joule Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Joule Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $444k 2.5k 176.40
2023-12-31 $462k 2.7k 169.84
2023-09-30 $469k 2.8k 169.44
2023-06-30 $504k 2.7k 185.22
2023-03-31 $470k 2.6k 182.30
2022-12-31 $423k 2.3k 180.66
2022-09-30 $353k 2.2k 163.12
2022-06-30 $301k 1.8k 166.76