Pepsi shares owned by Independent Financial Group
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.8M | 31k | 155.29 |
| 2025-09-30 | $6.3M | 45k | 140.44 |
| 2025-06-30 | $5.4M | 41k | 132.04 |
| 2025-03-31 | $6.1M | 41k | 149.94 |
| 2024-12-31 | $5.8M | 38k | 152.06 |
| 2024-09-30 | $6.5M | 38k | 170.06 |
| 2024-06-30 | $6.9M | 42k | 164.94 |
| 2024-03-31 | $3.9M | 22k | 175.01 |
| 2023-12-31 | $3.6M | 21k | 169.84 |
| 2023-09-30 | $3.3M | 20k | 169.45 |
| 2023-06-30 | $3.5M | 19k | 185.22 |
| 2023-03-31 | $3.1M | 17k | 182.30 |
| 2022-12-31 | $2.2M | 12k | 180.66 |
| 2022-09-30 | $1.9M | 12k | 163.26 |
| 2022-06-30 | $1.8M | 11k | 166.66 |
| 2022-03-31 | $1.6M | 9.5k | 167.39 |
| 2021-12-31 | $1.7M | 9.6k | 173.70 |
| 2021-09-30 | $1.4M | 9.3k | 150.41 |
| 2021-06-30 | $1.4M | 9.1k | 148.17 |
| 2021-03-31 | $1.3M | 9.1k | 141.45 |
| 2020-12-31 | $2.0M | 13k | 148.30 |
| 2020-09-30 | $1.8M | 13k | 138.60 |
| 2020-06-30 | $1.4M | 11k | 132.26 |
| 2020-03-31 | $1.3M | 11k | 120.10 |
More positions owned by Independent Financial Group
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