Pepsi shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Pepsi
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Quarterly reported holdings in Pepsi by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 2.4k | 140.42 |
| 2025-06-30 | $338k | 2.6k | 132.02 |
| 2025-03-31 | $390k | 2.6k | 149.92 |
| 2024-12-31 | $418k | 2.8k | 152.05 |
| 2024-09-30 | $468k | 2.8k | 170.03 |
| 2024-06-30 | $422k | 2.6k | 164.97 |
| 2024-03-31 | $448k | 2.6k | 175.14 |
| 2023-12-31 | $443k | 2.6k | 169.99 |
| 2023-09-30 | $455k | 2.7k | 169.46 |
| 2023-06-30 | $501k | 2.7k | 185.08 |
| 2023-03-31 | $493k | 2.7k | 182.26 |
| 2022-12-31 | $491k | 2.7k | 180.51 |
| 2022-09-30 | $470k | 2.9k | 163.14 |
| 2022-06-30 | $480k | 2.9k | 166.78 |
| 2022-03-31 | $482k | 2.9k | 167.48 |
| 2021-12-31 | $528k | 3.0k | 173.80 |