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Pepsi shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Pepsi

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All positions including Pepsi held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 13k 152.06
2024-09-30 $2.4M 14k 170.05
2024-06-30 $1.8M 11k 164.93
2024-03-31 $1.9M 11k 175.01
2023-12-31 $1.9M 11k 169.85
2023-09-30 $1.7M 10k 169.44
2023-06-30 $1.4M 7.3k 185.22
2023-03-31 $1.3M 7.0k 182.29
2022-12-31 $837k 4.6k 180.65
2022-09-30 $721k 4.4k 163.20
2022-06-30 $690k 4.1k 166.63
2022-03-31 $1.7M 10k 167.34
2021-12-31 $1.9M 11k 173.69
2021-09-30 $1.6M 11k 150.40
2021-06-30 $1.6M 11k 148.20
2021-03-31 $1.3M 9.1k 141.45
2020-12-31 $1.4M 9.5k 148.27
2020-09-30 $1.0M 7.5k 138.61
2020-06-30 $965k 7.3k 132.26
2020-03-31 $889k 7.4k 120.15
2019-12-31 $748k 5.5k 136.75
2019-09-30 $675k 4.9k 137.06
2019-06-30 $621k 4.7k 132.49
2019-03-31 $509k 4.2k 122.59
2018-12-31 $260k 2.4k 110.50
2018-09-30 $125k 1.1k 111.71
2018-06-30 $41k 378 108.47
2018-03-31 $139k 1.3k 107.25
2017-12-31 $152k 1.3k 117.37
2017-09-30 $137k 1.2k 109.69
2017-06-30 $138k 1.2k 113.96
2017-03-31 $128k 1.1k 111.89
2016-12-31 $125k 1.2k 103.22

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View all positions for Patriot Financial Group Insurance Agency

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Norges Bank Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Capital Research Global Investors
Wellington Management Company
Wells Fargo & Company

View all funds holding Pepsi