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Pepsi shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Pepsi

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All positions including Pepsi held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.7M 15k 185.22
2023-03-31 $2.8M 15k 182.30
2022-12-31 $2.0M 11k 180.66
2022-09-30 $1.8M 11k 163.28
2022-06-30 $2.0M 12k 166.68
2022-03-31 $2.6M 16k 167.40
2021-12-31 $2.7M 16k 173.71
2021-09-30 $2.3M 16k 150.41
2021-06-30 $2.3M 16k 148.18
2021-03-31 $2.2M 16k 141.45
2020-12-31 $2.4M 16k 148.31
2020-09-30 $2.2M 16k 138.62
2020-06-30 $2.1M 16k 132.24
2020-03-31 $1.8M 15k 120.08
2019-12-31 $2.0M 15k 136.64
2019-09-30 $2.0M 15k 137.11
2019-06-30 $1.9M 15k 131.14
2019-03-31 $1.8M 15k 122.58
2018-12-31 $1.7M 15k 110.51
2018-09-30 $1.7M 15k 111.82
2018-06-30 $1.7M 15k 108.87
2018-03-31 $1.7M 15k 109.16
2017-12-31 $1.8M 15k 119.94
2017-09-30 $1.7M 15k 111.45
2017-06-30 $1.7M 15k 115.51
2017-03-31 $1.7M 15k 111.87
2016-12-31 $1.5M 15k 104.61
2016-09-30 $2.0M 18k 108.76
2016-06-30 $1.9M 18k 105.96
2016-03-31 $1.9M 18k 102.46