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Pepsi shares owned by Nvest Financial

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Nvest Financial from 13F filings

Historical chart of Nvest Financial investment in Pepsi

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20252.5M3M3.5M16k18k20k22k24k
Value ($)Share countHistorical PEP position of Nvest Financial Source: stockzoa.comValue ($)Share count

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All positions including Pepsi held by Nvest Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Nvest Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $3.5M 24k 149.94
2024-12-31 $3.7M 24k 152.06
2024-09-30 $3.4M 20k 170.05
2024-06-30 $3.3M 20k 164.93
2024-03-31 $3.4M 19k 175.01
2023-12-31 $3.0M 18k 169.84
2023-09-30 $3.0M 18k 169.44
2023-06-30 $3.3M 18k 185.22
2023-03-31 $3.0M 16k 182.30
2022-12-31 $2.8M 16k 180.66
2022-09-30 $2.5M 15k 163.26
2022-06-30 $2.6M 16k 166.65
2022-03-31 $2.6M 15k 167.36