Pepsi shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Pepsi
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Quarterly reported holdings in Pepsi by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 13k | 140.44 |
| 2025-06-30 | $1.6M | 12k | 132.03 |
| 2025-03-31 | $1.8M | 12k | 149.93 |
| 2024-12-31 | $1.9M | 13k | 152.05 |
| 2024-09-30 | $2.2M | 13k | 170.04 |
| 2024-06-30 | $1.7M | 10k | 164.93 |
| 2024-03-31 | $1.8M | 10k | 175.01 |
| 2023-12-31 | $1.7M | 10k | 169.84 |
| 2023-09-30 | $1.7M | 10k | 169.44 |
| 2023-06-30 | $1.9M | 10k | 185.22 |
| 2023-03-31 | $1.9M | 10k | 182.30 |
| 2022-12-31 | $1.9M | 10k | 180.66 |
| 2022-09-30 | $1.7M | 10k | 163.29 |
| 2022-06-30 | $1.7M | 10k | 166.62 |
| 2022-03-31 | $1.7M | 10k | 167.39 |
| 2021-12-31 | $1.8M | 10k | 173.74 |
| 2021-09-30 | $1.6M | 11k | 150.46 |
| 2021-06-30 | $1.6M | 11k | 148.19 |
| 2021-03-31 | $1.5M | 11k | 141.48 |
| 2020-12-31 | $1.6M | 11k | 148.33 |
| 2020-09-30 | $1.5M | 11k | 138.61 |
| 2020-06-30 | $1.4M | 11k | 132.24 |
| 2020-03-31 | $1.6M | 14k | 120.13 |
| 2019-12-31 | $1.5M | 11k | 136.72 |
More positions owned by Center for Financial Planning
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