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Pepsi shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $71k 505 140.37
2025-06-30 $66k 501 132.09
2025-03-31 $75k 497 150.07
2024-12-31 $75k 491 152.13

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Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi