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Pepsi shares owned by Caldwell Trust

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

Historical chart of Caldwell Trust investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 32k 140.44
2021-12-31 $6.7M 38k 173.71
2021-09-30 $5.7M 38k 150.41
2021-06-30 $5.5M 37k 148.17
2021-03-31 $5.3M 38k 141.45
2020-12-31 $5.4M 37k 148.30
2020-09-30 $5.1M 37k 138.60
2020-06-30 $5.5M 41k 132.26
2020-03-31 $5.1M 42k 120.10
2019-12-31 $5.7M 42k 136.67