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Pepsi shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 11k 175.02
2023-12-31 $1.6M 9.9k 166.21
2023-09-30 $1.6M 9.3k 169.12
2023-06-30 $1.7M 9.4k 183.88
2023-03-31 $1.9M 10k 180.83
2022-12-31 $2.0M 11k 178.82
2022-09-30 $1.6M 9.5k 166.68
2022-06-30 $1.3M 8.0k 166.69
2022-03-31 $237k 8.2k 29.04
2021-12-31 $1.2M 6.9k 173.03
2021-09-30 $856k 5.6k 152.29
2021-06-30 $959k 6.5k 147.72
2021-03-31 $1.4M 9.6k 143.61
2020-12-31 $1.4M 9.5k 144.22
2020-09-30 $1.3M 9.1k 138.57
2020-06-30 $1.2M 9.3k 132.21
2020-03-31 $626k 5.0k 125.38