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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Quarterly reported holdings in Pepsi by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 107k | 140.44 |
| 2025-06-30 | $2.3M | 17k | 132.02 |
| 2025-03-31 | $2.2M | 15k | 149.93 |
| 2024-12-31 | $536k | 3.5k | 151.93 |
| 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 |
More positions owned by Morningstar Investment Management
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