Pepsi shares owned by Howard Financial Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Howard Financial Services
from 13F filings
Historical chart of Howard Financial Services investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Howard Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Howard Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 16k | 140.44 |
| 2025-06-30 | $2.1M | 16k | 132.04 |
| 2025-03-31 | $2.7M | 18k | 149.94 |
| 2024-12-31 | $2.6M | 17k | 152.06 |
| 2024-09-30 | $2.7M | 16k | 170.05 |
| 2024-06-30 | $2.9M | 17k | 164.93 |
| 2024-03-31 | $3.1M | 18k | 175.01 |
| 2023-12-31 | $3.0M | 18k | 169.84 |
| 2023-09-30 | $3.0M | 18k | 169.44 |
| 2023-06-30 | $3.2M | 17k | 185.22 |
| 2023-03-31 | $3.1M | 17k | 182.31 |
| 2022-12-31 | $3.1M | 17k | 180.66 |
| 2022-09-30 | $2.7M | 17k | 163.27 |
| 2022-06-30 | $2.8M | 17k | 166.68 |
| 2022-03-31 | $2.8M | 17k | 167.41 |
| 2021-12-31 | $3.3M | 19k | 173.72 |
| 2021-09-30 | $2.9M | 19k | 150.44 |
| 2021-06-30 | $1.4M | 9.7k | 148.13 |
| 2021-03-31 | $1.3M | 9.5k | 141.46 |
| 2020-12-31 | $1.4M | 9.4k | 148.33 |
| 2020-09-30 | $1.3M | 9.5k | 138.58 |
| 2020-06-30 | $1.2M | 8.8k | 132.22 |
| 2020-03-31 | $1.0M | 8.7k | 120.10 |
| 2019-12-31 | $9.7M | 71k | 136.67 |
| 2019-09-30 | $9.7M | 71k | 137.09 |
| 2019-06-30 | $9.3M | 71k | 131.13 |
| 2019-03-31 | $8.7M | 71k | 122.55 |
| 2018-12-31 | $7.8M | 71k | 110.48 |