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Pepsi shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 144k 174.37
2024-06-30 $24M 146k 164.93

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Franklin Resources
Invesco
Goldman Sachs Group
Massachusetts Financial Services
T. Rowe Price Associates

View all funds holding Pepsi