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Pepsi shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 57k 170.05
2024-03-31 $9.5M 54k 176.15
2023-12-31 $5.8M 34k 169.84
2023-09-30 $7.8M 46k 169.44
2023-06-30 $8.5M 46k 185.22
2023-03-31 $8.0M 44k 182.30
2022-12-31 $7.6M 42k 180.66
2022-09-30 $6.0M 37k 163.27
2022-06-30 $7.3M 44k 166.66
2022-03-31 $2.9M 18k 167.37
2021-12-31 $3.3M 19k 173.69
2021-09-30 $2.9M 19k 150.44
2021-06-30 $2.8M 19k 148.17
2021-03-31 $2.8M 20k 141.45
2020-12-31 $3.1M 21k 148.30
2020-09-30 $3.0M 21k 138.60
2020-06-30 $2.6M 20k 132.25
2020-03-31 $2.3M 19k 120.11
2019-12-31 $2.3M 17k 136.66
2019-09-30 $673k 4.9k 137.15
2019-06-30 $582k 4.4k 130.99
2019-03-31 $522k 4.3k 122.51
2018-12-31 $459k 4.2k 110.44
2018-09-30 $476k 4.3k 111.68
2018-06-30 $464k 4.3k 108.87
2018-03-31 $436k 4.0k 109.14
2017-12-31 $399k 3.3k 119.75