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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

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All positions including Pepsi held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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