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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Quarterly reported holdings in Pepsi by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 49k | 140.44 |
| 2025-06-30 | $6.2M | 47k | 132.04 |
| 2025-03-31 | $12M | 78k | 149.94 |
| 2024-12-31 | $11M | 74k | 152.07 |
| 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 |
More positions owned by Pensionmark Financial Group
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