Pepsi shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Pepsi
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Quarterly reported holdings in Pepsi by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $231k | 1.6k | 140.47 |
| 2025-06-30 | $224k | 1.7k | 132.04 |
| 2025-03-31 | $303k | 2.0k | 149.98 |
| 2024-12-31 | $361k | 2.4k | 152.06 |
| 2024-09-30 | $306k | 1.8k | 170.05 |
| 2024-06-30 | $297k | 1.8k | 164.93 |
| 2024-03-31 | $308k | 1.8k | 175.01 |
| 2023-12-31 | $300k | 1.8k | 169.84 |
| 2023-09-30 | $309k | 1.8k | 169.44 |
| 2023-06-30 | $332k | 1.8k | 185.22 |
| 2023-03-31 | $327k | 1.8k | 182.30 |
| 2022-12-31 | $313k | 1.7k | 180.66 |
| 2022-09-30 | $212k | 1.3k | 163.26 |
| 2022-06-30 | $168k | 1.0k | 166.66 |
| 2022-03-31 | $551k | 3.2k | 169.76 |
| 2021-12-31 | $774k | 4.5k | 173.70 |
| 2021-09-30 | $520k | 3.5k | 150.42 |
| 2021-06-30 | $521k | 3.5k | 148.10 |
| 2021-03-31 | $487k | 3.4k | 141.53 |
| 2020-12-31 | $671k | 4.5k | 148.22 |
| 2020-09-30 | $611k | 4.4k | 138.52 |
| 2020-06-30 | $544k | 4.1k | 132.30 |
More positions owned by Rockbridge Investment Management, LCC
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