Pepsi shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Pepsi
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Quarterly reported holdings in Pepsi by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 71k | 169.84 |
| 2023-09-30 | $12M | 70k | 169.44 |
| 2023-06-30 | $6.5M | 35k | 185.22 |
| 2023-03-31 | $13M | 72k | 182.30 |
| 2022-12-31 | $23M | 130k | 177.77 |
| 2022-09-30 | $23M | 125k | 179.64 |
| 2022-03-31 | $16M | 91k | 173.65 |
More positions owned by WealthPlan Investment Management
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