Pepsi shares owned by UMA Financial Services
Historical chart of UMA Financial Services investment in Pepsi
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All positions including Pepsi held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 7.1k | 175.91 |
| 2024-06-30 | $1.1M | 6.9k | 164.77 |
| 2024-03-31 | $1.2M | 7.0k | 167.51 |
| 2023-12-31 | $1.1M | 6.7k | 165.12 |
| 2023-09-30 | $1.1M | 6.7k | 161.35 |
| 2023-06-30 | $1.2M | 6.7k | 185.60 |
| 2023-03-31 | $1.2M | 6.6k | 184.71 |
| 2022-12-31 | $1.1M | 6.6k | 170.68 |
| 2022-09-30 | $1.1M | 6.6k | 165.96 |
| 2022-06-30 | $1.2M | 6.6k | 177.01 |
| 2022-03-31 | $1.1M | 6.6k | 173.87 |
| 2021-12-31 | $1.1M | 6.6k | 174.05 |
| 2021-09-30 | $1.0M | 6.6k | 158.75 |
| 2021-06-30 | $1.0M | 6.6k | 155.13 |
| 2021-03-31 | $937k | 6.5k | 143.21 |
| 2020-12-31 | $940k | 6.9k | 135.43 |
| 2020-09-30 | $950k | 7.0k | 135.14 |
| 2020-06-30 | $1.3M | 9.4k | 135.99 |
| 2020-03-31 | $1.2M | 9.4k | 132.59 |
| 2019-12-31 | $1.3M | 9.7k | 136.52 |
| 2019-09-30 | $1.2M | 9.2k | 133.88 |