Pepsi shares owned by Planning Directions
Historical chart of Planning Directions investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Planning Directions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $275k | 2.0k | 140.42 |
| 2025-06-30 | $273k | 2.1k | 132.02 |
| 2025-03-31 | $3.7M | 24k | 149.94 |
| 2024-12-31 | $310k | 2.0k | 152.09 |
| 2024-09-30 | $377k | 2.2k | 170.05 |
| 2024-06-30 | $482k | 2.9k | 164.91 |
| 2024-03-31 | $506k | 2.9k | 175.03 |
| 2023-12-31 | $489k | 2.9k | 169.81 |
| 2023-09-30 | $507k | 3.0k | 169.45 |
| 2023-06-30 | $552k | 3.0k | 185.36 |
| 2023-03-31 | $541k | 3.0k | 182.46 |
| 2022-12-31 | $550k | 3.0k | 180.56 |
| 2022-09-30 | $497k | 3.0k | 163.16 |
| 2022-06-30 | $505k | 3.0k | 166.50 |
| 2022-03-31 | $505k | 3.0k | 167.33 |
| 2021-12-31 | $551k | 3.2k | 173.87 |
| 2021-09-30 | $486k | 3.2k | 150.51 |
| 2021-06-30 | $476k | 3.2k | 148.15 |
| 2021-03-31 | $413k | 2.9k | 141.39 |
| 2020-12-31 | $414k | 2.8k | 148.28 |
| 2020-09-30 | $366k | 2.6k | 138.53 |
| 2020-06-30 | $354k | 2.7k | 132.09 |
| 2019-12-31 | $300k | 2.2k | 136.80 |
| 2019-09-30 | $288k | 2.1k | 136.88 |
| 2019-06-30 | $262k | 2.0k | 131.33 |
| 2019-03-31 | $231k | 1.9k | 122.42 |