Pepsi shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Pepsi
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Quarterly reported holdings in Pepsi by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 21k | 140.44 |
| 2025-06-30 | $2.8M | 21k | 132.04 |
| 2025-03-31 | $3.1M | 21k | 149.94 |
| 2024-12-31 | $3.2M | 21k | 152.06 |
| 2024-06-30 | $3.5M | 21k | 164.93 |
| 2024-03-31 | $3.7M | 21k | 175.01 |
| 2023-12-31 | $3.6M | 21k | 169.84 |
| 2023-09-30 | $3.6M | 21k | 169.44 |
| 2023-06-30 | $3.9M | 21k | 185.22 |
| 2023-03-31 | $3.8M | 21k | 182.30 |
| 2022-12-31 | $3.8M | 21k | 180.66 |
| 2022-09-30 | $3.3M | 20k | 163.16 |
| 2022-06-30 | $3.3M | 20k | 166.54 |
| 2022-03-31 | $4.0M | 24k | 167.29 |
| 2021-12-31 | $4.1M | 24k | 173.68 |
| 2021-09-30 | $2.9M | 19k | 150.38 |
| 2021-06-30 | $2.5M | 17k | 148.22 |
| 2021-03-31 | $2.4M | 17k | 141.42 |
| 2020-12-31 | $2.5M | 17k | 148.22 |
| 2020-09-30 | $2.3M | 17k | 138.51 |
| 2020-06-30 | $2.4M | 18k | 132.36 |
| 2020-03-31 | $1.8M | 15k | 120.06 |
| 2019-12-31 | $2.2M | 16k | 136.57 |
| 2019-09-30 | $2.1M | 15k | 137.08 |
| 2019-06-30 | $2.0M | 15k | 131.13 |
| 2019-03-31 | $1.9M | 16k | 122.51 |
| 2018-12-31 | $1.8M | 17k | 110.51 |
| 2018-09-30 | $1.8M | 17k | 111.84 |
| 2018-06-30 | $1.8M | 17k | 108.83 |
| 2018-03-31 | $1.8M | 16k | 109.16 |
| 2017-12-31 | $2.0M | 17k | 119.92 |
| 2017-09-30 | $2.1M | 19k | 111.44 |
| 2017-06-30 | $2.2M | 19k | 115.49 |
| 2017-03-31 | $2.3M | 20k | 111.86 |