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Pepsi shares owned by West Branch Capital

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Pepsi

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All positions including Pepsi held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by West Branch Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 14k 175.01
2023-12-31 $2.2M 13k 169.83
2023-09-30 $2.0M 12k 169.43
2023-06-30 $2.2M 12k 185.22
2023-03-31 $2.1M 12k 182.29
2022-12-31 $2.1M 12k 180.65
2022-09-30 $1.9M 12k 163.27
2022-06-30 $1.9M 12k 166.62
2022-03-31 $1.9M 12k 167.42
2021-12-31 $2.1M 12k 173.71
2021-09-30 $1.8M 12k 150.40
2021-06-30 $1.7M 12k 148.21
2021-03-31 $1.6M 11k 141.49
2020-12-31 $1.7M 12k 148.29
2020-09-30 $1.6M 11k 138.64
2020-06-30 $1.5M 11k 132.24
2020-03-31 $1.2M 10k 120.09
2019-12-31 $1.4M 11k 136.67
2019-09-30 $1.2M 9.0k 137.04
2019-06-30 $330k 2.5k 131.32
2019-03-31 $223k 1.8k 122.66