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Pepsi shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $448k 3.1k 143.52
2022-12-31 $830k 4.6k 180.66
2022-09-30 $463k 2.8k 163.32
2022-06-30 $496k 3.0k 166.72
2022-03-31 $671k 4.0k 167.42