Pepsi shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |