Pepsi shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 28k | 140.44 |
| 2025-06-30 | $3.6M | 27k | 132.04 |
| 2025-03-31 | $3.5M | 23k | 149.94 |
| 2024-12-31 | $3.5M | 23k | 152.06 |
| 2024-09-30 | $4.1M | 24k | 170.05 |
| 2024-06-30 | $4.1M | 25k | 164.93 |
| 2024-03-31 | $4.4M | 25k | 175.01 |
| 2023-09-30 | $4.3M | 26k | 169.44 |
| 2023-06-30 | $5.0M | 27k | 185.22 |
| 2023-03-31 | $5.6M | 31k | 182.30 |
| 2022-12-31 | $5.4M | 30k | 180.66 |
| 2022-09-30 | $4.7M | 29k | 163.26 |
| 2022-06-30 | $4.7M | 28k | 166.65 |
| 2022-03-31 | $4.9M | 29k | 167.38 |
| 2021-12-31 | $5.1M | 29k | 173.70 |
| 2021-09-30 | $4.5M | 30k | 150.42 |
| 2021-06-30 | $4.2M | 28k | 148.16 |
| 2021-03-31 | $4.0M | 29k | 141.48 |
| 2020-12-31 | $4.7M | 32k | 148.31 |
| 2020-09-30 | $7.9M | 57k | 138.61 |
| 2020-06-30 | $4.5M | 34k | 132.27 |
| 2020-03-31 | $1.9M | 16k | 120.12 |
| 2019-12-31 | $2.3M | 17k | 136.67 |
| 2019-09-30 | $2.3M | 17k | 137.12 |
| 2019-06-30 | $2.2M | 17k | 131.11 |
| 2019-03-31 | $2.1M | 17k | 122.58 |
| 2018-12-31 | $1.9M | 17k | 110.49 |
| 2018-09-30 | $2.1M | 19k | 111.80 |
| 2018-06-30 | $2.1M | 20k | 108.88 |
| 2018-03-31 | $2.0M | 18k | 109.14 |
| 2017-12-31 | $2.2M | 18k | 119.90 |
| 2017-09-30 | $2.0M | 18k | 111.46 |
| 2017-06-30 | $765k | 6.6k | 115.56 |
| 2017-03-31 | $759k | 6.7k | 113.62 |
| 2016-12-31 | $600k | 5.7k | 104.60 |
| 2016-09-30 | $657k | 6.1k | 107.16 |
| 2016-06-30 | $709k | 6.7k | 105.93 |
| 2016-03-31 | $646k | 6.3k | 102.44 |
| 2015-12-31 | $247k | 2.5k | 97.44 |
| 2015-09-30 | $213k | 2.3k | 94.12 |
| 2015-06-30 | $227k | 2.3k | 96.88 |
| 2015-03-31 | $226k | 2.3k | 96.54 |
| 2014-12-31 | $226k | 2.3k | 96.62 |
| 2014-09-30 | $220k | 2.4k | 93.14 |
| 2014-06-30 | $212k | 2.4k | 89.83 |
| 2014-03-31 | $204k | 2.4k | 84.93 |
| 2013-09-30 | $203k | 2.4k | 84.65 |
| 2013-06-30 | $216k | 2.6k | 83.46 |
| 2013-03-31 | $216k | 2.6k | 82.41 |