Pepsi shares owned by Peak Retirement Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Peak Retirement Planning
from 13F filings
Historical chart of Peak Retirement Planning investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Peak Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 13k | 140.44 |
| 2025-06-30 | $1.3M | 10k | 132.03 |
| 2025-03-31 | $1.0M | 6.7k | 149.94 |
| 2024-12-31 | $797k | 5.2k | 151.91 |