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Pepsi shares owned by Sage Financial Management Group

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

Historical chart of Sage Financial Management Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 1.4k 169.70
2024-03-31 $272k 1.6k 174.81
2023-12-31 $271k 1.6k 169.59
2023-09-30 $225k 1.3k 169.17
2022-12-31 $240k 1.3k 180.45
2021-03-31 $83k 589 140.92

More positions owned by Sage Financial Management Group

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Sage Financial Management Group

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