Pepsi shares owned by Creative Planning
Historical chart of Creative Planning investment in Pepsi
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All positions including Pepsi held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $90M | 529k | 169.84 |
| 2023-09-30 | $129M | 762k | 169.44 |
| 2023-06-30 | $121M | 655k | 185.22 |
| 2023-03-31 | $111M | 609k | 182.30 |
| 2022-12-31 | $88M | 489k | 180.66 |
| 2022-09-30 | $76M | 465k | 163.26 |
| 2022-06-30 | $79M | 473k | 166.66 |
| 2022-03-31 | $78M | 467k | 167.38 |
| 2021-12-31 | $57M | 327k | 173.71 |
| 2021-09-30 | $53M | 349k | 150.41 |
| 2021-06-30 | $47M | 320k | 148.17 |
| 2021-03-31 | $124M | 876k | 141.45 |
| 2020-12-31 | $126M | 852k | 148.30 |
| 2020-09-30 | $113M | 817k | 138.60 |
| 2020-06-30 | $106M | 805k | 132.26 |
| 2020-03-31 | $97M | 807k | 120.10 |
| 2019-12-31 | $111M | 814k | 136.67 |
| 2019-09-30 | $113M | 823k | 137.10 |
| 2019-06-30 | $105M | 798k | 131.13 |
| 2019-03-31 | $98M | 802k | 122.55 |
| 2018-12-31 | $94M | 848k | 110.48 |
| 2018-09-30 | $89M | 793k | 111.80 |
| 2018-06-30 | $85M | 779k | 108.87 |
| 2018-03-31 | $85M | 779k | 109.15 |
| 2017-12-31 | $94M | 780k | 119.92 |
| 2017-09-30 | $86M | 768k | 111.43 |
| 2017-06-30 | $89M | 766k | 115.49 |
| 2017-03-31 | $85M | 760k | 111.86 |
| 2016-12-31 | $80M | 765k | 104.63 |
| 2016-09-30 | $83M | 761k | 108.77 |
| 2016-06-30 | $20M | 191k | 105.94 |
| 2016-03-31 | $19M | 180k | 102.48 |
| 2015-12-31 | $20M | 196k | 99.92 |
| 2015-09-30 | $17M | 176k | 94.30 |
| 2015-06-30 | $17M | 178k | 93.34 |
| 2015-03-31 | $17M | 172k | 95.62 |
| 2014-12-31 | $15M | 163k | 94.56 |
| 2014-09-30 | $14M | 152k | 93.09 |
| 2014-06-30 | $1.2M | 138k | 9.00 |
| 2014-03-31 | $11M | 135k | 83.50 |
| 2013-12-31 | $16M | 195k | 82.94 |
| 2013-09-30 | $9.0M | 113k | 79.50 |
| 2013-06-30 | $8.2M | 101k | 81.79 |
| 2012-12-31 | $3.8M | 55k | 68.43 |
| 2012-09-30 | $2.5M | 35k | 70.78 |
| 2012-06-30 | $2.7M | 39k | 70.66 |
| 2011-12-31 | $1.1M | 16k | 66.32 |