Pepsi shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Pepsi
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Quarterly reported holdings in Pepsi by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $394k | 2.3k | 170.04 |
| 2024-06-30 | $306k | 1.9k | 164.91 |
| 2024-03-31 | $281k | 1.6k | 175.01 |
| 2023-12-31 | $253k | 1.5k | 169.84 |
| 2023-09-30 | $243k | 1.4k | 169.44 |
| 2023-06-30 | $218k | 1.2k | 185.22 |
| 2023-03-31 | $254k | 1.4k | 182.30 |
| 2022-12-31 | $280k | 1.6k | 180.66 |
| 2022-09-30 | $247k | 1.5k | 163.25 |
| 2022-06-30 | $252k | 1.5k | 166.45 |
| 2022-03-31 | $253k | 1.5k | 167.11 |
| 2021-12-31 | $323k | 1.9k | 173.66 |
| 2021-09-30 | $280k | 1.9k | 150.54 |
| 2021-06-30 | $276k | 1.9k | 148.39 |
| 2021-03-31 | $281k | 2.0k | 141.21 |
| 2020-12-31 | $379k | 2.6k | 148.10 |
| 2020-09-30 | $338k | 2.4k | 138.58 |
| 2020-06-30 | $271k | 2.0k | 132.26 |
| 2020-03-31 | $255k | 2.1k | 120.00 |
| 2019-12-31 | $358k | 2.6k | 136.48 |
| 2019-09-30 | $251k | 1.8k | 137.91 |
| 2019-06-30 | $239k | 1.8k | 131.32 |
| 2019-03-31 | $223k | 1.8k | 122.53 |
| 2018-12-31 | $205k | 1.9k | 110.51 |
| 2018-03-31 | $151k | 1.4k | 109.34 |
| 2017-12-31 | $167k | 1.4k | 119.97 |
More positions owned by Holistic Financial Partners
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