Pepsi shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Pepsi
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Quarterly reported holdings in Pepsi by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $446k | 3.2k | 140.44 |
| 2025-06-30 | $419k | 3.2k | 132.04 |
| 2025-03-31 | $492k | 3.3k | 149.93 |
| 2024-12-31 | $484k | 3.2k | 152.06 |
| 2024-09-30 | $457k | 2.7k | 170.05 |
| 2024-06-30 | $466k | 2.8k | 164.92 |
| 2024-03-31 | $504k | 2.9k | 175.04 |
| 2023-12-31 | $499k | 2.9k | 169.82 |
| 2023-09-30 | $481k | 2.8k | 169.43 |
| 2023-06-30 | $525k | 2.8k | 185.25 |
| 2023-03-31 | $516k | 2.8k | 182.31 |
| 2022-12-31 | $531k | 2.9k | 180.65 |
| 2022-09-30 | $480k | 2.9k | 163.38 |
| 2022-06-30 | $489k | 2.9k | 166.55 |
| 2022-03-31 | $491k | 2.9k | 167.35 |
| 2021-12-31 | $509k | 2.9k | 173.66 |
| 2021-09-30 | $459k | 3.1k | 150.44 |
| 2021-06-30 | $474k | 3.2k | 148.22 |
| 2021-03-31 | $452k | 3.2k | 141.43 |
| 2020-12-31 | $481k | 3.2k | 148.32 |
More positions owned by Sterling Financial Planning
View all positions for Sterling Financial Planning