Pepsi shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 2.8k | 140.44 |
| 2025-06-30 | $333k | 2.5k | 132.04 |
| 2025-03-31 | $386k | 3.5k | 109.64 |
| 2024-12-31 | $398k | 2.6k | 151.57 |
| 2024-09-30 | $503k | 2.7k | 188.19 |
| 2024-06-30 | $440k | 2.7k | 164.93 |
| 2024-03-31 | $467k | 2.7k | 175.01 |
| 2023-12-31 | $445k | 2.6k | 169.84 |
| 2023-09-30 | $444k | 2.6k | 169.44 |
| 2023-06-30 | $496k | 2.7k | 185.22 |
| 2023-03-31 | $478k | 2.6k | 182.30 |
| 2022-12-31 | $473k | 2.6k | 180.66 |
| 2022-09-30 | $428k | 2.6k | 163.36 |
| 2022-03-31 | $439k | 2.6k | 167.56 |
| 2021-12-31 | $455k | 2.6k | 173.66 |
| 2021-09-30 | $394k | 2.6k | 150.38 |
| 2021-06-30 | $388k | 2.6k | 148.09 |
| 2021-03-31 | $371k | 2.6k | 141.60 |
| 2020-12-31 | $389k | 2.6k | 148.47 |
More positions owned by Trinity Financial Advisors
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