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Pepsi shares owned by NEXT Financial

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

Historical chart of NEXT Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by NEXT Financial

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.0M 23k 174.71
2021-09-30 $3.3M 22k 150.43
2021-06-30 $3.2M 22k 148.25
2021-03-31 $3.1M 22k 141.35
2020-12-31 $2.7M 18k 149.21
2020-09-30 $2.2M 16k 138.11
2020-06-30 $1.9M 15k 132.25
2020-03-31 $1.6M 13k 120.09
2019-12-31 $1.6M 12k 136.70
2019-09-30 $2.0M 14k 142.86
2019-06-30 $1.7M 13k 131.10
2019-03-31 $625k 5.1k 122.58
2018-12-31 $1.3M 12k 110.51
2018-09-30 $592k 5.3k 111.87
2018-06-30 $1.1M 10k 108.90
2018-03-31 $1.2M 11k 109.12
2017-12-31 $1.2M 9.8k 119.97
2017-09-30 $1.3M 12k 112.60
2017-06-30 $1.5M 13k 115.50
2017-03-31 $1.5M 13k 113.28
2016-12-31 $2.1M 20k 104.61
2016-09-30 $1.9M 17k 108.77
2016-06-30 $1.1M 11k 105.92
2016-03-31 $1.0M 9.9k 102.42
2015-12-31 $964k 9.6k 99.92
2015-09-30 $1.1M 12k 94.26
2015-06-30 $968k 10k 93.31
2015-03-31 $996k 10k 95.56
2014-12-31 $1.0M 11k 94.53
2014-09-30 $1.7M 18k 93.10
2014-06-30 $1.0k 7 142.86