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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

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All positions including Pepsi held by Capital Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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