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Pepsi shares owned by Values Added Financial

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Pepsi

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All positions including Pepsi held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $252k 1.7k 152.06
2024-09-30 $297k 1.7k 170.05
2024-06-30 $282k 1.7k 164.93
2024-03-31 $279k 1.6k 175.01
2023-12-31 $371k 2.2k 169.84
2023-09-30 $263k 1.6k 169.44
2023-06-30 $286k 1.5k 185.22

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View all positions for Values Added Financial

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Legal & General Group
Wells Fargo & Company
Wellington Management Company
Capital Research Global Investors
Ubs Global Asset Management Americas

View all funds holding Pepsi