Pepsi shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Pepsi
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Quarterly reported holdings in Pepsi by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.6M | 43k | 132.04 |
| 2025-03-31 | $5.7M | 38k | 149.31 |
| 2024-12-31 | $3.8M | 25k | 152.07 |
| 2024-09-30 | $4.1M | 24k | 170.06 |
| 2024-03-31 | $1.5M | 8.7k | 175.05 |
| 2023-12-31 | $1.7M | 10k | 169.86 |
| 2023-09-30 | $12M | 73k | 169.44 |
| 2023-06-30 | $13M | 70k | 185.22 |
| 2023-03-31 | $13M | 70k | 182.30 |
| 2022-12-31 | $13M | 71k | 180.66 |
| 2022-09-30 | $11M | 69k | 163.27 |
| 2022-06-30 | $11M | 66k | 166.66 |
| 2022-03-31 | $11M | 67k | 167.37 |
| 2021-12-31 | $1.8M | 10k | 173.78 |
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