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Pepsi shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 12k 175.01
2023-12-31 $2.2M 13k 169.84
2023-09-30 $2.1M 12k 169.44
2023-06-30 $2.3M 13k 185.22
2023-03-31 $2.5M 14k 182.30
2022-12-31 $2.4M 13k 180.67
2022-09-30 $2.2M 14k 163.30
2022-06-30 $2.2M 14k 166.64
2022-03-31 $2.3M 14k 167.40
2021-12-31 $2.4M 14k 173.68
2021-09-30 $2.0M 13k 150.41
2021-06-30 $2.0M 13k 148.14
2021-03-31 $1.8M 13k 141.43
2020-12-31 $1.9M 13k 148.33
2020-09-30 $1.9M 13k 138.56
2020-06-30 $1.8M 14k 132.27
2020-03-31 $1.6M 14k 120.11
2019-12-31 $1.9M 14k 136.69
2019-09-30 $1.8M 13k 137.12
2019-06-30 $2.1M 16k 131.13
2019-03-31 $2.0M 16k 122.55
2018-12-31 $1.8M 16k 110.47
2018-09-30 $1.8M 16k 111.78
2018-06-30 $1.8M 16k 108.86
2018-03-31 $1.8M 16k 109.17
2017-12-31 $1.9M 16k 119.93
2017-09-30 $1.7M 16k 111.46
2017-06-30 $1.7M 15k 115.51