Prosperity Planning »

Pepsi shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.3k 155.29

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Prosperity Planning

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Charles Schwab Investment Management
Norges Bank Investment Management
Northern Trust
Franklin Resources
Susquehanna International
Goldman Sachs Group
Invesco
Bank of New York Mellon
Wells Fargo & Company
Ubs Global Asset Management Americas
Amundi

View all funds holding Pepsi