Pepsi shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 3.1k | 139.70 |
| 2025-06-30 | $353k | 2.6k | 135.04 |
| 2025-03-31 | $343k | 2.4k | 144.43 |
| 2024-12-31 | $512k | 3.6k | 142.64 |
| 2024-09-30 | $765k | 4.4k | 174.48 |
| 2024-06-30 | $491k | 3.0k | 163.59 |
| 2024-03-31 | $512k | 3.1k | 167.50 |
| 2023-12-31 | $523k | 3.1k | 167.17 |
| 2023-09-30 | $506k | 3.2k | 160.56 |
| 2023-06-30 | $573k | 3.1k | 185.22 |
| 2023-03-31 | $635k | 3.3k | 191.68 |
| 2022-12-31 | $592k | 3.3k | 177.77 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners