Pepsi shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Pepsi
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Quarterly reported holdings in Pepsi by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $941k | 6.3k | 149.93 |
| 2024-12-31 | $1.0M | 6.9k | 152.07 |
| 2024-09-30 | $1.2M | 7.1k | 170.06 |
| 2024-06-30 | $1.2M | 7.3k | 164.92 |
| 2024-03-31 | $1.3M | 7.7k | 175.01 |
| 2023-12-31 | $1.3M | 7.6k | 169.85 |
| 2023-09-30 | $1.3M | 7.7k | 169.44 |
| 2023-06-30 | $1.4M | 7.6k | 185.21 |
| 2023-03-31 | $1.5M | 8.1k | 182.29 |
| 2022-12-31 | $1.5M | 8.6k | 180.65 |
| 2022-09-30 | $1.3M | 8.0k | 166.60 |
| 2022-06-30 | $1.3M | 8.0k | 166.67 |
| 2022-03-31 | $1.3M | 7.9k | 167.96 |
| 2021-12-31 | $1.4M | 8.3k | 173.71 |
| 2021-09-30 | $1.3M | 8.8k | 151.04 |
| 2021-06-30 | $1.3M | 8.7k | 148.23 |
| 2021-03-31 | $1.2M | 8.6k | 143.42 |
| 2020-12-31 | $1.3M | 8.6k | 148.34 |
| 2020-09-30 | $1.2M | 8.6k | 138.63 |
| 2020-06-30 | $1.1M | 8.6k | 132.28 |
| 2020-03-31 | $957k | 8.0k | 120.15 |
| 2019-12-31 | $1.1M | 8.4k | 136.70 |