Pepsi shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Pepsi
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All positions including Pepsi held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 2.2k | 140.44 |
| 2025-06-30 | $281k | 2.1k | 132.04 |
| 2025-03-31 | $303k | 2.0k | 149.94 |
| 2024-12-31 | $283k | 1.9k | 152.06 |
| 2024-09-30 | $332k | 2.0k | 170.05 |
| 2024-03-31 | $357k | 2.0k | 175.01 |
| 2023-12-31 | $329k | 1.9k | 169.84 |
| 2023-09-30 | $328k | 1.9k | 169.44 |
| 2023-06-30 | $386k | 2.1k | 185.22 |
| 2023-03-31 | $383k | 2.1k | 182.30 |
| 2022-12-31 | $378k | 2.1k | 180.66 |
| 2022-09-30 | $339k | 2.1k | 163.45 |
| 2022-06-30 | $341k | 2.0k | 170.16 |
| 2022-03-31 | $300k | 1.8k | 167.60 |
| 2021-12-31 | $310k | 1.8k | 173.77 |
| 2021-09-30 | $268k | 1.8k | 150.22 |
| 2021-06-30 | $264k | 1.8k | 147.98 |
| 2020-06-30 | $210k | 1.5k | 135.92 |
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