Pepsi shares owned by Forum Financial Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 11k | 140.43 |
| 2025-06-30 | $1.4M | 11k | 132.04 |
| 2025-03-31 | $1.5M | 9.8k | 149.94 |
| 2024-12-31 | $1.6M | 10k | 152.06 |
| 2024-09-30 | $1.8M | 11k | 170.05 |
| 2024-06-30 | $1.9M | 12k | 164.93 |
| 2024-03-31 | $1.8M | 10k | 175.01 |
| 2023-12-31 | $2.1M | 12k | 169.85 |
| 2023-09-30 | $2.1M | 13k | 169.44 |
| 2023-06-30 | $2.5M | 13k | 185.23 |
| 2023-03-31 | $2.2M | 12k | 182.30 |
| 2022-12-31 | $2.0M | 11k | 180.66 |
| 2022-09-30 | $1.7M | 10k | 163.25 |
| 2022-06-30 | $1.9M | 11k | 166.65 |
| 2022-03-31 | $1.9M | 11k | 167.38 |
| 2021-12-31 | $1.8M | 11k | 173.67 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management