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Pepsi shares owned by Safeguard Financial

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

Historical chart of Safeguard Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 1.4k 170.05
2024-06-30 $276k 1.7k 164.93
2023-06-30 $159k 861 184.67

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Safeguard Financial

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi