Pepsi shares owned by United Asset Strategies
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 25k | 140.44 |
| 2025-06-30 | $2.8M | 22k | 132.04 |
| 2025-03-31 | $3.1M | 21k | 149.94 |
| 2024-12-31 | $1.9M | 12k | 152.06 |
| 2024-09-30 | $2.1M | 12k | 170.05 |
| 2024-06-30 | $2.0M | 12k | 164.93 |
| 2024-03-31 | $2.2M | 13k | 175.01 |
| 2023-12-31 | $2.2M | 13k | 169.83 |
| 2023-09-30 | $2.3M | 14k | 169.44 |
| 2023-06-30 | $2.6M | 14k | 185.22 |
| 2023-03-31 | $3.1M | 17k | 182.30 |
| 2022-12-31 | $3.0M | 17k | 180.66 |
| 2022-09-30 | $2.7M | 17k | 163.28 |
| 2022-06-30 | $2.7M | 17k | 166.68 |
| 2022-03-31 | $4.9M | 29k | 167.39 |
| 2021-12-31 | $4.9M | 28k | 173.71 |
| 2021-09-30 | $4.2M | 28k | 150.40 |
| 2021-06-30 | $4.0M | 27k | 148.15 |
| 2021-03-31 | $3.3M | 23k | 141.45 |
| 2020-12-31 | $3.2M | 22k | 148.32 |
| 2020-09-30 | $3.1M | 23k | 138.58 |
| 2020-06-30 | $3.1M | 23k | 132.25 |
| 2020-03-31 | $2.0M | 17k | 120.07 |
| 2019-12-31 | $2.3M | 17k | 136.67 |
| 2019-09-30 | $2.1M | 15k | 137.10 |
| 2019-06-30 | $1.9M | 15k | 131.14 |
| 2019-03-31 | $1.8M | 14k | 122.53 |
| 2018-12-31 | $1.3M | 11k | 110.45 |
| 2018-09-30 | $1.1M | 9.9k | 111.79 |
| 2018-06-30 | $1.1M | 9.7k | 108.88 |
| 2018-03-31 | $375k | 3.4k | 109.17 |
| 2017-12-31 | $451k | 3.8k | 119.95 |
| 2017-09-30 | $419k | 3.8k | 111.44 |
| 2017-06-30 | $434k | 3.8k | 115.43 |
| 2017-03-31 | $435k | 3.9k | 111.91 |
| 2016-12-31 | $407k | 3.9k | 104.71 |
| 2016-09-30 | $502k | 4.8k | 103.55 |
| 2016-06-30 | $462k | 4.4k | 105.87 |
| 2016-03-31 | $469k | 4.6k | 102.47 |
| 2015-12-31 | $473k | 4.7k | 99.81 |
| 2015-09-30 | $447k | 4.7k | 94.32 |
| 2015-06-30 | $454k | 4.9k | 93.40 |
| 2015-03-31 | $468k | 4.9k | 95.03 |
| 2014-12-31 | $493k | 5.2k | 94.46 |
| 2014-09-30 | $427k | 4.6k | 93.13 |
| 2014-06-30 | $465k | 5.2k | 89.32 |
| 2014-03-31 | $401k | 4.8k | 83.56 |