Pepsi shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 31k | 175.01 |
| 2023-12-31 | $5.1M | 30k | 169.84 |
| 2023-09-30 | $4.9M | 29k | 169.44 |
| 2023-06-30 | $5.3M | 28k | 185.22 |
| 2023-03-31 | $5.1M | 28k | 182.30 |
| 2022-12-31 | $5.2M | 29k | 180.66 |
| 2022-09-30 | $4.7M | 29k | 163.27 |
| 2022-06-30 | $4.7M | 28k | 166.67 |
| 2022-03-31 | $5.0M | 30k | 167.38 |
| 2021-12-31 | $5.2M | 30k | 173.70 |
| 2021-09-30 | $4.5M | 30k | 150.41 |
| 2021-06-30 | $4.5M | 31k | 148.15 |
| 2021-03-31 | $4.4M | 31k | 141.45 |
| 2020-12-31 | $3.6M | 24k | 148.32 |
| 2020-09-30 | $583k | 4.2k | 138.58 |
| 2020-06-30 | $630k | 4.8k | 132.21 |
| 2020-03-31 | $578k | 4.8k | 120.12 |
| 2019-12-31 | $661k | 4.8k | 136.57 |
| 2019-09-30 | $664k | 4.8k | 137.19 |
| 2019-06-30 | $558k | 4.3k | 131.14 |
| 2019-03-31 | $354k | 2.9k | 122.45 |
| 2018-12-31 | $399k | 3.6k | 110.47 |