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Pepsi shares owned by Planning Directions

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

Historical chart of Planning Directions investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Planning Directions

Quarter filed Position value Share count Share price at filing
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