Pepsi shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Pepsi
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Quarterly reported holdings in Pepsi by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $206k | 1.6k | 132.04 |
| 2025-03-31 | $226k | 1.5k | 149.94 |
| 2024-12-31 | $202k | 1.3k | 152.06 |
| 2024-09-30 | $226k | 1.3k | 170.05 |
| 2024-06-30 | $248k | 1.5k | 164.93 |
| 2024-03-31 | $360k | 2.1k | 174.99 |
| 2023-09-30 | $353k | 2.1k | 169.46 |
| 2023-06-30 | $441k | 2.4k | 185.19 |
| 2023-03-31 | $430k | 2.4k | 182.27 |
| 2022-12-31 | $426k | 2.4k | 180.63 |
| 2022-09-30 | $387k | 2.4k | 163.43 |
| 2022-06-30 | $395k | 2.4k | 166.81 |
| 2022-03-31 | $427k | 2.6k | 167.25 |
| 2021-12-31 | $464k | 2.7k | 173.85 |
| 2021-09-30 | $399k | 2.7k | 150.34 |
| 2021-06-30 | $382k | 2.6k | 148.00 |
| 2021-03-31 | $361k | 2.6k | 141.57 |
| 2020-12-31 | $395k | 2.7k | 148.22 |
| 2020-09-30 | $365k | 2.6k | 138.73 |
| 2020-06-30 | $348k | 2.6k | 132.27 |
| 2020-03-31 | $319k | 2.7k | 119.92 |
| 2019-12-31 | $372k | 2.7k | 136.76 |
| 2019-09-30 | $373k | 2.7k | 137.18 |
| 2019-06-30 | $357k | 2.7k | 131.30 |
| 2019-03-31 | $333k | 2.7k | 122.47 |
| 2018-12-31 | $307k | 2.8k | 110.35 |
| 2018-09-30 | $291k | 2.6k | 111.62 |
| 2018-06-30 | $307k | 2.8k | 108.90 |
| 2018-03-31 | $456k | 4.2k | 109.14 |
| 2017-12-31 | $244k | 2.0k | 120.02 |
| 2017-09-30 | $239k | 2.1k | 111.53 |
| 2017-06-30 | $422k | 3.7k | 115.62 |
| 2017-03-31 | $324k | 2.9k | 111.80 |
| 2016-12-31 | $303k | 2.9k | 104.59 |
| 2016-09-30 | $299k | 2.7k | 108.85 |
| 2016-06-30 | $285k | 2.7k | 106.07 |
| 2016-03-31 | $275k | 2.7k | 102.34 |
| 2015-12-31 | $295k | 3.0k | 99.86 |
| 2015-09-30 | $282k | 3.0k | 94.28 |
| 2015-06-30 | $279k | 3.0k | 93.28 |
| 2015-03-31 | $305k | 3.2k | 95.58 |
| 2014-12-31 | $279k | 3.0k | 94.45 |
More positions owned by Summit Financial Strategies
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