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
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |