Pepsi shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Pepsi
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Download as csvQuarterly reported holdings in Pepsi by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 140.44 |
| 2025-06-30 | $1.4M | 11k | 132.04 |
| 2025-03-31 | $1.9M | 13k | 149.94 |
| 2024-12-31 | $1.8M | 12k | 152.06 |
| 2024-09-30 | $2.7M | 16k | 170.05 |
| 2024-06-30 | $2.6M | 16k | 164.93 |
| 2024-03-31 | $2.9M | 16k | 175.01 |
| 2023-12-31 | $2.9M | 17k | 169.84 |
| 2023-09-30 | $3.0M | 18k | 169.44 |
| 2023-06-30 | $3.4M | 19k | 185.22 |
| 2023-03-31 | $3.5M | 19k | 182.30 |
| 2022-12-31 | $3.5M | 20k | 180.66 |
| 2022-09-30 | $3.1M | 20k | 160.00 |
| 2022-06-30 | $3.5M | 21k | 166.64 |
| 2022-03-31 | $3.7M | 22k | 167.36 |
| 2021-12-31 | $3.5M | 21k | 171.43 |
| 2021-09-30 | $3.0M | 20k | 150.40 |
| 2021-06-30 | $2.8M | 19k | 148.17 |
| 2021-03-31 | $2.7M | 19k | 140.97 |
| 2020-12-31 | $2.9M | 19k | 148.61 |
| 2020-09-30 | $2.7M | 19k | 139.68 |
| 2020-06-30 | $2.5M | 19k | 133.33 |
| 2020-03-31 | $780k | 6.6k | 118.03 |
| 2019-12-31 | $787k | 5.8k | 136.63 |
| 2019-09-30 | $692k | 5.0k | 137.08 |
| 2019-06-30 | $503k | 3.8k | 131.12 |
| 2019-03-31 | $421k | 3.4k | 122.71 |
| 2018-12-31 | $390k | 3.5k | 110.57 |
| 2018-09-30 | $248k | 2.2k | 111.55 |
| 2018-06-30 | $241k | 2.2k | 108.71 |
| 2018-03-31 | $235k | 2.2k | 109.09 |
| 2017-12-31 | $140k | 1.2k | 119.47 |
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