Pepsi shares owned by CapWealth Advisors
Historical chart of CapWealth Advisors investment in Pepsi
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All positions including Pepsi held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 105k | 170.05 |
| 2024-06-30 | $18M | 106k | 164.93 |
| 2024-03-31 | $21M | 117k | 175.01 |
| 2023-12-31 | $20M | 118k | 169.84 |
| 2023-09-30 | $20M | 118k | 169.44 |
| 2023-06-30 | $22M | 116k | 185.22 |
| 2023-03-31 | $21M | 116k | 182.30 |
| 2022-12-31 | $22M | 122k | 180.66 |
| 2022-09-30 | $20M | 121k | 163.26 |
| 2022-06-30 | $16M | 95k | 166.66 |
| 2022-03-31 | $16M | 94k | 167.38 |
| 2021-12-31 | $16M | 93k | 173.71 |
| 2021-09-30 | $14M | 91k | 150.41 |
| 2021-06-30 | $13M | 89k | 148.17 |
| 2021-03-31 | $13M | 88k | 141.45 |
| 2020-12-31 | $13M | 87k | 148.30 |
| 2020-09-30 | $12M | 84k | 138.60 |
| 2020-06-30 | $11M | 82k | 132.26 |
| 2020-03-31 | $9.7M | 81k | 120.10 |
| 2019-12-31 | $11M | 79k | 136.67 |
| 2019-09-30 | $11M | 81k | 137.10 |
| 2019-06-30 | $10M | 78k | 131.12 |
| 2019-03-31 | $9.4M | 77k | 122.54 |
| 2018-12-31 | $8.4M | 76k | 110.48 |
| 2018-09-30 | $8.4M | 75k | 111.81 |
| 2018-06-30 | $8.2M | 75k | 108.87 |
| 2018-03-31 | $9.1M | 76k | 119.92 |
| 2017-12-31 | $9.1M | 76k | 119.92 |
| 2017-09-30 | $8.4M | 75k | 111.43 |
| 2017-06-30 | $8.6M | 74k | 115.49 |
| 2017-03-31 | $8.3M | 74k | 111.87 |
| 2016-12-31 | $7.7M | 74k | 104.63 |
| 2016-09-30 | $7.9M | 72k | 108.77 |
| 2016-06-30 | $7.8M | 73k | 105.93 |
| 2016-03-31 | $7.5M | 73k | 102.48 |
| 2015-12-31 | $7.4M | 74k | 99.92 |
| 2015-09-30 | $7.0M | 74k | 94.30 |
| 2015-06-30 | $7.1M | 76k | 93.35 |
| 2015-03-31 | $6.9M | 72k | 95.63 |
| 2014-12-31 | $6.7M | 71k | 94.56 |
| 2014-09-30 | $6.3M | 67k | 93.09 |
| 2014-06-30 | $5.8M | 65k | 89.35 |
| 2014-03-31 | $5.1M | 61k | 83.50 |
| 2013-12-31 | $5.0M | 60k | 82.94 |
| 2013-09-30 | $5.0M | 64k | 79.50 |
| 2013-06-30 | $5.1M | 62k | 81.80 |
| 2013-03-31 | $4.7M | 60k | 79.11 |
| 2012-12-31 | $4.0M | 58k | 68.43 |
| 2012-09-30 | $4.0M | 57k | 70.77 |
| 2012-06-30 | $3.9M | 56k | 70.66 |
| 2012-03-31 | $3.3M | 50k | 66.36 |
| 2011-12-31 | $3.0M | 46k | 66.35 |