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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

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

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Quarterly reported holdings in Pepsi by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
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

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
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Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi