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Pepsi shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Pepsi

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All positions including Pepsi held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 50k 170.05
2024-06-30 $8.3M 50k 164.93
2024-03-31 $8.8M 50k 175.01
2023-12-31 $8.8M 52k 169.84
2023-09-30 $8.6M 51k 169.44
2023-06-30 $9.5M 51k 185.22
2023-03-31 $8.4M 46k 182.30
2022-12-31 $7.7B 43M 180.66
2022-09-30 $7.3M 45k 163.26
2022-06-30 $8.4M 51k 166.66
2022-03-31 $7.1M 42k 167.38
2021-12-31 $7.4M 43k 173.71
2021-09-30 $6.5M 43k 150.41
2021-06-30 $7.3M 49k 148.17
2021-03-31 $7.4M 52k 141.45
2020-12-31 $6.2M 42k 148.30
2020-09-30 $5.7M 41k 138.60
2020-06-30 $5.4M 41k 132.26
2020-03-31 $5.3M 44k 120.10
2019-12-31 $6.8M 50k 136.67
2019-09-30 $6.9M 51k 137.10
2019-06-30 $5.4M 10k 529.98
2019-03-31 $5.1M 42k 122.55
2018-12-31 $5.2M 47k 110.48
2018-09-30 $7.1M 64k 111.81
2018-06-30 $9.9M 201k 49.21
2018-03-31 $9.4M 86k 109.15
2017-12-31 $10M 83k 119.92
2017-09-30 $9.8M 88k 111.44
2017-06-30 $11M 92k 115.49
2017-03-31 $10M 90k 111.86
2016-12-31 $12M 114k 104.63
2016-09-30 $12M 111k 108.77
2016-06-30 $13M 120k 105.94
2016-03-31 $12M 119k 102.48
2015-12-31 $12M 115k 99.92
2015-09-30 $11M 115k 94.30
2015-06-30 $12M 127k 93.34
2015-03-31 $1.6M 17k 95.60
2014-12-31 $1.7M 18k 94.56
2014-09-30 $1.7M 19k 93.10
2014-06-30 $1.5M 17k 89.35
2014-03-31 $1.4M 17k 83.49
2013-12-31 $1.4M 17k 82.92
2013-09-30 $1.3M 17k 79.52
2013-06-30 $1.4M 17k 81.79
2013-03-31 $1.3M 17k 79.09
2012-12-31 $1.0M 15k 68.41
2012-09-30 $1.0M 15k 70.79
2012-06-30 $1.1M 16k 70.66
2012-03-31 $1.0M 15k 66.36
2011-12-31 $1.0M 15k 66.36
2011-09-30 $954k 15k 61.90
2011-06-30 $1.2M 19k 64.41
2011-03-31 $1.2M 19k 64.41
2010-12-31 $910k 52k 17.51

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi