Pepsi shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Pepsi
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Quarterly reported holdings in Pepsi by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.5M | 50k | 169.84 |
| 2023-09-30 | $8.5M | 50k | 169.44 |
| 2023-06-30 | $9.1M | 49k | 185.22 |
| 2023-03-31 | $9.0M | 50k | 182.30 |
| 2022-12-31 | $9.0M | 50k | 180.66 |
| 2022-09-30 | $8.1M | 50k | 163.26 |
| 2022-06-30 | $8.2M | 49k | 166.65 |
| 2022-03-31 | $8.8M | 53k | 167.38 |
| 2021-12-31 | $9.2M | 53k | 173.71 |
| 2021-09-30 | $8.0M | 53k | 150.42 |
| 2021-06-30 | $7.9M | 54k | 148.18 |
| 2021-03-31 | $7.7M | 54k | 141.45 |
| 2020-12-31 | $8.0M | 54k | 148.31 |
| 2020-09-30 | $7.7M | 56k | 138.60 |
| 2020-06-30 | $7.4M | 56k | 132.27 |
| 2020-03-31 | $6.9M | 57k | 120.10 |
| 2019-12-31 | $8.1M | 60k | 136.67 |
| 2019-09-30 | $8.3M | 60k | 137.11 |
| 2019-06-30 | $7.8M | 60k | 131.12 |
| 2019-03-31 | $7.2M | 59k | 122.56 |
| 2018-12-31 | $6.4M | 58k | 110.48 |
| 2018-09-30 | $6.5M | 58k | 111.81 |
| 2018-06-30 | $6.4M | 59k | 108.88 |
| 2018-03-31 | $6.5M | 59k | 109.15 |
| 2017-12-31 | $7.1M | 59k | 119.91 |
| 2017-09-30 | $6.6M | 59k | 111.43 |
| 2017-06-30 | $6.8M | 59k | 115.50 |
| 2017-03-31 | $6.6M | 59k | 111.86 |
| 2016-12-31 | $6.2M | 59k | 104.63 |
| 2016-09-30 | $6.5M | 59k | 108.77 |
| 2016-06-30 | $6.3M | 59k | 105.94 |
| 2016-03-31 | $6.2M | 60k | 102.48 |
| 2015-12-31 | $6.1M | 61k | 99.92 |
| 2015-09-30 | $5.5M | 58k | 94.29 |
| 2015-06-30 | $5.4M | 57k | 93.33 |
| 2015-03-31 | $5.5M | 58k | 95.62 |
| 2014-12-31 | $5.4M | 57k | 94.55 |
| 2014-09-30 | $5.2M | 56k | 93.08 |
| 2014-06-30 | $4.7M | 52k | 89.34 |
| 2014-03-31 | $4.5M | 54k | 83.51 |
More positions owned by Mark Sheptoff Financial Planning
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