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Pepsi shares owned by Asset Planning

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

Historical chart of Asset Planning investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 686 140.37
2025-06-30 $118k 891 132.10
2025-03-31 $154k 1.0k 149.87
2024-12-31 $155k 1.0k 152.11