Pepsi shares owned by Capital Financial Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Capital Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Capital Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $237k | 1.4k | 169.49 |
2023-06-30 | $247k | 1.3k | 185.26 |
2023-03-31 | $243k | 1.3k | 182.24 |
2022-12-31 | $232k | 1.3k | 180.64 |
2022-09-30 | $210k | 1.3k | 163.30 |
2022-06-30 | $214k | 1.3k | 167.06 |
2022-03-31 | $214k | 1.3k | 167.58 |
2021-12-31 | $213k | 1.2k | 173.88 |
2021-09-30 | $227k | 1.5k | 150.53 |
2021-06-30 | $239k | 1.6k | 148.17 |
2021-03-31 | $285k | 2.0k | 141.44 |
2020-12-31 | $295k | 2.0k | 148.09 |
2020-09-30 | $283k | 2.0k | 138.59 |
2020-06-30 | $267k | 2.0k | 132.11 |
2019-12-31 | $261k | 1.9k | 136.58 |
2019-09-30 | $225k | 1.6k | 136.86 |
2018-12-31 | $77k | 710 | 108.70 |
More positions owned by Capital Financial Planning
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