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Pepsi shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 4.4k 140.45
2025-03-31 $924k 6.2k 149.95
2024-12-31 $928k 6.1k 152.05
2024-09-30 $1.1M 6.4k 167.84

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View all positions for Shum Financial Group

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