Pepsi shares owned by Holistic Planning
Historical chart of Holistic Planning investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $708k | 5.0k | 140.44 |
| 2025-06-30 | $687k | 5.2k | 132.03 |
| 2025-03-31 | $596k | 4.0k | 149.96 |
| 2024-12-31 | $619k | 4.1k | 152.05 |
| 2024-09-30 | $693k | 4.1k | 170.04 |
| 2024-06-30 | $698k | 4.0k | 175.01 |
| 2024-03-31 | $698k | 4.0k | 175.01 |