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Pepsi shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $517k 3.0k 169.84
2023-09-30 $471k 2.8k 169.44
2023-06-30 $583k 3.1k 185.22
2023-03-31 $555k 3.0k 182.30