Pepsi shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 16k | 175.01 |
| 2023-12-31 | $2.2M | 13k | 169.83 |
| 2023-09-30 | $2.1M | 12k | 169.45 |
| 2023-06-30 | $2.0M | 11k | 185.23 |
| 2023-03-31 | $1.5M | 8.3k | 182.31 |
| 2022-12-31 | $1.2M | 6.4k | 180.67 |
| 2022-09-30 | $948k | 5.8k | 163.22 |
| 2022-06-30 | $423k | 2.5k | 166.60 |
| 2022-03-31 | $425k | 2.5k | 167.39 |
| 2021-12-31 | $445k | 2.6k | 173.69 |