Pepsi shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Pepsi
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Quarterly reported holdings in Pepsi by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 10k | 140.44 |
| 2025-06-30 | $1.2M | 9.4k | 132.04 |
| 2025-03-31 | $1.5M | 9.8k | 149.94 |
| 2024-12-31 | $998k | 6.6k | 152.07 |
| 2024-09-30 | $1.4M | 8.5k | 170.06 |
| 2024-06-30 | $1.3M | 7.6k | 164.93 |
| 2024-03-31 | $1.1M | 6.5k | 175.02 |
| 2023-12-31 | $1.2M | 7.0k | 169.84 |
| 2023-09-30 | $1.3M | 7.6k | 169.43 |
| 2023-06-30 | $1.4M | 7.6k | 185.21 |
| 2023-03-31 | $1.3M | 7.2k | 182.30 |
| 2022-12-31 | $1.3M | 6.9k | 180.65 |
| 2022-09-30 | $1.0M | 6.3k | 163.24 |
| 2022-06-30 | $929k | 5.6k | 166.73 |
| 2022-03-31 | $822k | 4.9k | 167.35 |
| 2021-12-31 | $706k | 4.1k | 173.81 |
| 2021-09-30 | $538k | 3.6k | 150.36 |
| 2021-06-30 | $542k | 3.7k | 148.13 |
| 2021-03-31 | $290k | 2.0k | 141.88 |
| 2020-12-31 | $288k | 1.9k | 148.68 |