Pepsi shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $24M | 161k | 152.06 |
2024-09-30 | $27M | 161k | 170.05 |
2024-06-30 | $27M | 166k | 164.93 |
2024-03-31 | $30M | 172k | 175.01 |
2023-12-31 | $29M | 172k | 169.84 |
2023-09-30 | $30M | 175k | 169.44 |
2023-06-30 | $33M | 181k | 185.22 |
2023-03-31 | $5.7M | 31k | 182.30 |
2022-12-31 | $5.7M | 32k | 180.66 |
2022-09-30 | $5.1M | 32k | 163.25 |
2022-06-30 | $5.4M | 32k | 166.67 |
2022-03-31 | $5.4M | 32k | 167.37 |
2021-12-31 | $7.2M | 41k | 173.70 |
2021-09-30 | $2.6M | 18k | 150.39 |
2021-06-30 | $2.6M | 17k | 148.15 |
2021-03-31 | $2.4M | 17k | 141.45 |
2020-12-31 | $2.6M | 18k | 148.34 |
2020-09-30 | $2.2M | 16k | 138.59 |
2020-06-30 | $2.1M | 16k | 132.27 |
2020-03-31 | $1.9M | 16k | 120.08 |
2019-12-31 | $2.0M | 15k | 136.70 |
2019-09-30 | $2.0M | 14k | 137.13 |
2019-06-30 | $1.9M | 14k | 131.16 |
2019-03-31 | $1.7M | 14k | 122.55 |
2018-12-31 | $1.6M | 14k | 110.50 |
2018-09-30 | $1.6M | 14k | 111.80 |
2018-06-30 | $1.5M | 14k | 108.88 |
2018-03-31 | $1.6M | 14k | 109.16 |
2017-12-31 | $1.7M | 14k | 119.93 |
2017-09-30 | $1.6M | 14k | 111.44 |
2017-06-30 | $1.6M | 14k | 115.51 |
2017-03-31 | $1.6M | 14k | 111.88 |
2016-12-31 | $1.1M | 10k | 104.66 |
2016-09-30 | $1.1M | 10k | 108.80 |
2016-06-30 | $940k | 8.9k | 105.89 |
2016-03-31 | $912k | 8.9k | 102.52 |
2015-12-31 | $817k | 8.2k | 99.88 |
2015-09-30 | $603k | 6.4k | 94.29 |
2015-06-30 | $598k | 6.4k | 93.36 |
2015-03-31 | $623k | 6.5k | 95.42 |
2014-12-31 | $605k | 6.4k | 94.61 |
2014-09-30 | $584k | 6.3k | 93.14 |
2013-12-31 | $437k | 5.3k | 82.95 |