Pepsi shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 1.5k | 140.44 |
| 2024-12-31 | $216k | 1.4k | 152.06 |
| 2024-09-30 | $217k | 1.3k | 170.05 |
| 2024-06-30 | $223k | 1.4k | 164.93 |
| 2024-03-31 | $238k | 1.4k | 175.01 |
| 2023-12-31 | $247k | 1.5k | 169.84 |
| 2023-09-30 | $202k | 1.2k | 169.44 |
| 2023-06-30 | $206k | 1.1k | 185.22 |
| 2023-03-31 | $222k | 1.2k | 182.30 |
| 2022-06-30 | $156k | 939 | 166.13 |
| 2022-03-31 | $245k | 1.5k | 166.78 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services