Pepsi shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 1.5k | 140.40 |
| 2025-06-30 | $207k | 1.6k | 132.00 |
| 2025-03-31 | $299k | 2.0k | 149.95 |
| 2024-12-31 | $245k | 1.6k | 152.09 |
| 2024-09-30 | $269k | 1.6k | 170.08 |
| 2024-06-30 | $259k | 1.6k | 164.90 |
| 2024-03-31 | $240k | 1.4k | 175.07 |
| 2023-12-31 | $306k | 1.8k | 169.86 |
| 2023-09-30 | $397k | 2.3k | 169.41 |
| 2023-06-30 | $411k | 2.2k | 185.23 |
| 2023-03-31 | $432k | 2.4k | 182.32 |
| 2022-12-31 | $489k | 2.7k | 180.65 |
| 2022-09-30 | $458k | 2.8k | 161.78 |
| 2022-06-30 | $569k | 3.4k | 166.52 |
| 2022-03-31 | $655k | 3.9k | 167.26 |
| 2021-12-31 | $712k | 4.1k | 173.62 |
| 2021-09-30 | $539k | 3.6k | 150.39 |
| 2021-06-30 | $488k | 3.3k | 148.10 |
| 2021-03-31 | $499k | 3.5k | 141.44 |
| 2020-12-31 | $442k | 3.0k | 148.27 |
More positions owned by Morris Retirement Advisors
View all positions for Morris Retirement Advisors