Pepsi shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in Pepsi
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All positions including Pepsi held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 17k | 143.52 |
| 2025-09-30 | $2.4M | 17k | 140.44 |
| 2025-06-30 | $2.0M | 16k | 132.04 |
| 2025-03-31 | $2.2M | 15k | 149.94 |