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
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /