Pepsi shares owned by Summit Financial
Historical chart of Summit Financial investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 42k | 140.44 |
| 2025-06-30 | $5.1M | 39k | 132.04 |
| 2025-03-31 | $4.2M | 28k | 149.94 |
| 2024-12-31 | $4.0M | 26k | 153.08 |
| 2024-09-30 | $3.1M | 19k | 170.05 |
| 2024-06-30 | $2.9M | 18k | 164.93 |
| 2024-03-31 | $1.8M | 10k | 176.21 |
| 2023-12-31 | $1.6M | 9.6k | 171.09 |
| 2023-09-30 | $1.4M | 8.5k | 169.43 |
| 2023-06-30 | $1.5M | 8.4k | 185.23 |
| 2023-03-31 | $526k | 2.9k | 182.31 |
| 2022-12-31 | $545k | 3.0k | 180.64 |
| 2022-09-30 | $757k | 4.6k | 163.26 |
| 2022-06-30 | $806k | 4.8k | 166.66 |
| 2022-03-31 | $869k | 5.2k | 167.38 |
| 2021-12-31 | $691k | 4.0k | 174.77 |
| 2021-09-30 | $578k | 3.8k | 150.41 |
| 2021-06-30 | $292k | 2.0k | 148.17 |