Pepsi shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Pepsi
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Quarterly reported holdings in Pepsi by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 2.7k | 140.44 |
| 2025-06-30 | $359k | 2.7k | 132.04 |
| 2025-03-31 | $728k | 4.9k | 149.95 |
| 2024-12-31 | $733k | 4.8k | 152.06 |
| 2024-09-30 | $820k | 4.8k | 170.05 |
| 2024-06-30 | $785k | 4.8k | 164.92 |
| 2024-03-31 | $829k | 4.7k | 175.02 |
| 2023-12-31 | $803k | 4.7k | 169.84 |
| 2023-09-30 | $798k | 4.7k | 169.44 |
| 2023-06-30 | $871k | 4.7k | 185.24 |
| 2023-03-31 | $855k | 4.7k | 182.29 |
| 2022-12-31 | $845k | 4.7k | 180.67 |
| 2022-09-30 | $635k | 3.9k | 163.37 |
| 2022-06-30 | $646k | 3.9k | 166.71 |
| 2022-03-31 | $652k | 3.9k | 167.44 |
| 2021-12-31 | $674k | 3.9k | 173.58 |