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Pepsi shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Pepsi

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All positions including Pepsi held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $559k 3.2k 176.12
2024-06-30 $1.5M 9.0k 164.88
2024-03-31 $1.6M 9.0k 175.04
2023-09-30 $538k 3.2k 169.50
2023-06-30 $558k 3.0k 185.14
2023-03-31 $549k 3.0k 182.15
2022-12-31 $545k 3.0k 180.82