Pepsi shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78M | 555k | 140.44 |
| 2025-06-30 | $71M | 536k | 132.04 |
| 2025-03-31 | $81M | 539k | 149.94 |
| 2024-12-31 | $77M | 509k | 152.06 |
| 2024-09-30 | $91M | 536k | 170.05 |
| 2024-06-30 | $93M | 563k | 164.93 |
| 2024-03-31 | $98M | 560k | 175.01 |
| 2023-12-31 | $102M | 603k | 169.84 |
| 2023-09-30 | $103M | 606k | 169.44 |
| 2023-06-30 | $107M | 580k | 185.22 |
| 2023-03-31 | $98M | 538k | 182.30 |
| 2022-12-31 | $95M | 525k | 180.66 |
| 2022-09-30 | $83M | 509k | 163.26 |
| 2022-06-30 | $75M | 448k | 166.66 |
| 2022-03-31 | $70M | 415k | 167.38 |
| 2021-12-31 | $69M | 394k | 174.78 |
| 2021-09-30 | $59M | 393k | 150.41 |
| 2021-06-30 | $31M | 210k | 148.17 |
| 2021-03-31 | $26M | 183k | 141.45 |
| 2020-12-31 | $26M | 172k | 149.32 |
| 2020-09-30 | $23M | 160k | 140.80 |
| 2020-06-30 | $23M | 174k | 132.36 |
| 2020-03-31 | $22M | 188k | 118.12 |
| 2019-12-31 | $25M | 182k | 136.77 |
| 2019-09-30 | $13M | 95k | 137.10 |
| 2019-06-30 | $13M | 95k | 131.13 |
| 2019-03-31 | $9.2M | 75k | 122.54 |
| 2018-12-31 | $8.4M | 76k | 111.40 |
| 2018-09-30 | $8.3M | 74k | 111.80 |
| 2018-06-30 | $6.1M | 56k | 108.88 |
| 2018-03-31 | $5.3M | 50k | 107.05 |
| 2017-12-31 | $6.5M | 54k | 120.73 |
| 2017-09-30 | $168k | 1.5k | 112.30 |
| 2017-06-30 | $1.0M | 8.7k | 115.50 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors