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Pepsi shares owned by Calton & Associates

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 2.1k 140.47
2025-03-31 $561k 24k 23.72
2023-12-31 $265k 1.6k 169.81
2023-06-30 $383k 2.1k 185.22
2022-03-31 $251k 1.5k 167.11
2021-12-31 $287k 1.7k 173.52
2021-09-30 $345k 2.3k 150.39
2021-06-30 $331k 2.2k 148.03
2021-03-31 $363k 2.6k 141.58
2020-12-31 $435k 2.9k 148.36
2020-09-30 $405k 2.9k 138.75
2020-06-30 $490k 3.7k 132.33
2020-03-31 $434k 3.6k 120.02
2019-12-31 $550k 4.0k 136.78
2019-09-30 $497k 3.6k 137.03
2019-06-30 $467k 3.6k 131.07
2019-03-31 $422k 3.4k 122.60
2018-12-31 $326k 3.0k 110.43
2018-09-30 $300k 2.7k 111.77
2018-06-30 $323k 2.8k 113.45
2018-03-31 $588k 5.4k 109.09
2017-12-31 $1.3M 11k 121.22