Pepsi shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Pepsi
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All positions including Pepsi held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 75k | 140.44 |
| 2025-06-30 | $9.9M | 75k | 132.04 |
| 2025-03-31 | $11M | 75k | 149.94 |
| 2024-12-31 | $12M | 76k | 152.06 |
| 2024-09-30 | $13M | 75k | 170.05 |
| 2024-06-30 | $12M | 75k | 164.93 |
| 2024-03-31 | $13M | 75k | 175.01 |
| 2023-12-31 | $13M | 74k | 169.84 |
| 2023-09-30 | $12M | 73k | 169.44 |
| 2023-06-30 | $14M | 73k | 185.22 |
| 2023-03-31 | $13M | 74k | 182.30 |
| 2022-12-31 | $13M | 74k | 180.66 |
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