Pepsi shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Pepsi
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Quarterly reported holdings in Pepsi by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 21k | 140.44 |
| 2025-06-30 | $522k | 4.0k | 132.03 |
| 2025-03-31 | $563k | 3.8k | 149.92 |
| 2024-12-31 | $621k | 4.1k | 152.04 |
| 2024-09-30 | $749k | 4.4k | 170.04 |
| 2024-03-31 | $208k | 1.2k | 175.01 |
| 2012-12-31 | $128k | 1.9k | 68.34 |
| 2012-09-30 | $149k | 2.2k | 69.14 |
| 2012-06-30 | $144k | 2.0k | 70.42 |
| 2012-03-31 | $136k | 2.0k | 66.57 |
| 2011-12-31 | $137k | 2.1k | 66.23 |
| 2011-09-30 | $135k | 2.2k | 62.53 |
| 2010-12-31 | $116k | 1.8k | 63.89 |