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Pepsi shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $56k 367 151.86
2024-09-30 $73k 431 170.20
2024-06-30 $86k 524 164.81
2024-03-31 $99k 565 175.08
2023-12-31 $95k 561 169.84

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Norges Bank Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Capital Research Global Investors
Wellington Management Company
Wells Fargo & Company

View all funds holding Pepsi