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Pepsi shares owned by Convergence Financial

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

Historical chart of Convergence Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 1.6k 143.52
2025-09-30 $231k 1.6k 140.44
2025-06-30 $276k 2.1k 132.04
2025-03-31 $418k 2.8k 149.94

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Convergence Financial

Top funds holding Pepsi

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

View all funds holding Pepsi