Pepsi shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.0M | 81k | 99.03 |
| 2024-09-30 | $9.3M | 82k | 113.21 |
| 2024-06-30 | $10M | 89k | 114.19 |
| 2024-03-31 | $11M | 89k | 121.25 |
| 2023-12-31 | $9.4M | 83k | 113.69 |
| 2023-09-30 | $9.4M | 83k | 113.36 |
| 2023-06-30 | $9.1M | 76k | 118.77 |
| 2023-03-31 | $9.8M | 81k | 120.76 |
| 2022-12-31 | $8.8M | 76k | 115.40 |
| 2022-09-30 | $7.7M | 74k | 103.14 |
| 2022-06-30 | $7.6M | 73k | 103.94 |
| 2022-03-31 | $8.5M | 78k | 108.93 |
| 2021-12-31 | $7.9M | 73k | 108.43 |
| 2021-09-30 | $6.9M | 73k | 94.36 |
| 2021-06-30 | $6.6M | 72k | 91.83 |
| 2021-03-31 | $6.1M | 71k | 86.82 |
| 2020-12-31 | $6.4M | 70k | 90.67 |
| 2020-09-30 | $5.5M | 40k | 138.59 |
| 2020-06-30 | $5.5M | 41k | 132.25 |
| 2020-03-31 | $5.0M | 37k | 133.55 |
| 2019-12-31 | $5.7M | 42k | 136.67 |
| 2019-09-30 | $5.8M | 42k | 137.08 |
| 2019-06-30 | $5.3M | 41k | 131.12 |
| 2019-03-31 | $4.9M | 40k | 122.55 |
| 2018-12-31 | $4.3M | 39k | 110.49 |
| 2018-09-30 | $4.2M | 37k | 112.50 |
| 2018-06-30 | $4.3M | 38k | 113.02 |
| 2018-03-31 | $3.4M | 31k | 109.15 |
| 2017-12-31 | $3.3M | 28k | 119.91 |
| 2017-09-30 | $2.6M | 24k | 111.42 |