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Pepsi shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Pepsi

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All positions including Pepsi held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 148 175.01
2023-12-31 $20k 118 169.85
2023-09-30 $20k 118 169.44
2023-06-30 $22k 118 185.22
2023-03-31 $22k 118 182.30

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Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi