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Pepsi shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $646k 3.8k 170.03
2024-06-30 $623k 3.8k 164.94
2024-03-31 $613k 3.5k 175.02
2023-09-30 $615k 3.6k 169.46
2023-06-30 $697k 3.8k 185.23
2023-03-31 $493k 2.7k 182.28
2022-12-31 $535k 3.0k 180.67
2022-09-30 $631k 3.9k 163.30
2022-06-30 $612k 3.7k 166.71
2022-03-31 $614k 3.7k 167.49
2021-12-31 $655k 3.8k 173.65
2021-09-30 $567k 3.8k 150.36
2021-06-30 $582k 3.9k 148.17
2021-03-31 $492k 3.5k 141.46
2020-12-31 $498k 3.4k 148.39
2020-09-30 $308k 2.2k 138.49
2020-06-30 $294k 2.2k 132.25
2020-03-31 $264k 2.2k 120.22
2019-12-31 $245k 1.8k 136.72
2019-09-30 $241k 1.8k 137.24
2016-09-30 $244k 2.2k 108.88
2015-06-30 $219k 2.3k 93.23