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Pepsi shares owned by Planned Solutions

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Pepsi

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All positions including Pepsi held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $110k 649 170.05
2023-12-31 $110k 649 169.84
2020-12-31 $82k 550 149.09
2020-09-30 $76k 550 138.18

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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Invesco
Massachusetts Financial Services
Goldman Sachs Group
T. Rowe Price Associates

View all funds holding Pepsi