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Pepsi shares owned by Bard Financial Services

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

Historical chart of Bard Financial Services investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Bard Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 32k 170.05
2024-06-30 $12M 72k 164.93
2024-03-31 $13M 72k 175.01
2023-12-31 $12M 72k 169.84
2023-09-30 $12M 71k 169.44
2023-06-30 $13M 71k 185.22
2023-03-31 $13M 72k 182.30
2022-12-31 $13M 72k 180.66
2022-09-30 $12M 72k 163.27
2022-06-30 $12M 72k 166.66
2022-03-31 $12M 71k 167.38
2021-12-31 $12M 71k 173.71
2021-09-30 $11M 72k 150.41
2021-06-30 $11M 73k 148.17
2021-03-31 $10M 72k 141.45
2020-12-31 $11M 75k 148.30