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Pepsi shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 71k 170.05
2024-06-30 $10M 62k 164.93
2024-03-31 $3.4M 12k 274.44
2023-12-31 $3.4M 20k 169.89
2023-09-30 $210k 1.2k 169.44
2019-09-30 $201k 1.5k 137.30
2018-12-31 $451k 4.0k 113.77