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Pepsi shares owned by Root Financial Partners

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Pepsi

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All positions including Pepsi held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $425k 3.0k 140.45
2025-06-30 $512k 3.9k 132.05
2025-03-31 $565k 3.8k 149.96
2024-12-31 $451k 3.0k 152.04

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View all positions for Root Financial Partners

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi