Pepsi shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 8.1k | 140.44 |
| 2025-06-30 | $1.2M | 8.9k | 132.04 |
| 2025-03-31 | $1.1M | 7.4k | 149.94 |
| 2024-12-31 | $2.3M | 15k | 152.06 |
| 2024-09-30 | $3.3M | 19k | 170.05 |
| 2024-06-30 | $3.0M | 18k | 164.93 |
| 2024-03-31 | $3.2M | 18k | 175.01 |
| 2023-12-31 | $2.6M | 15k | 169.84 |
| 2023-09-30 | $2.2M | 13k | 169.44 |
| 2023-06-30 | $2.3M | 12k | 185.23 |
| 2023-03-31 | $1.2M | 6.8k | 182.29 |
| 2022-12-31 | $984k | 5.4k | 180.65 |
| 2022-09-30 | $1.2M | 7.4k | 163.20 |
| 2022-06-30 | $1.3M | 7.8k | 166.62 |
| 2022-03-31 | $1.3M | 7.7k | 167.45 |
| 2021-12-31 | $1.3M | 7.3k | 173.71 |
| 2021-09-30 | $318k | 2.1k | 150.57 |
| 2021-06-30 | $752k | 5.1k | 148.09 |
| 2021-03-31 | $601k | 4.2k | 141.55 |
| 2020-12-31 | $142k | 955 | 148.69 |