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Pepsi shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $295k 1.8k 164.93
2024-03-31 $318k 1.8k 175.01
2023-09-30 $316k 1.9k 169.44
2023-06-30 $347k 1.9k 186.82
2023-03-31 $346k 1.9k 184.38
2022-12-31 $319k 1.9k 169.97