Pepsi shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Pepsi
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Quarterly reported holdings in Pepsi by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 27k | 140.44 |
| 2025-06-30 | $3.6M | 27k | 132.04 |
| 2025-03-31 | $3.9M | 27k | 142.26 |
| 2024-12-31 | $3.8M | 26k | 148.62 |
| 2024-09-30 | $4.7M | 28k | 170.05 |
| 2024-06-30 | $4.9M | 29k | 164.93 |
| 2024-03-31 | $4.9M | 28k | 175.01 |
| 2023-12-31 | $4.9M | 29k | 169.84 |
| 2023-09-30 | $4.4M | 26k | 169.44 |
| 2023-06-30 | $4.8M | 26k | 185.22 |
| 2023-03-31 | $4.7M | 26k | 182.30 |
| 2022-12-31 | $4.6M | 26k | 180.66 |
| 2022-09-30 | $3.8M | 24k | 163.26 |
| 2022-03-31 | $4.6M | 28k | 167.37 |
| 2021-12-31 | $4.8M | 28k | 173.69 |
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