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Pepsi shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 95k 175.01
2023-12-31 $16M 93k 169.84
2023-09-30 $16M 94k 169.44
2023-06-30 $18M 95k 185.22
2023-03-31 $17M 95k 182.30
2022-12-31 $17M 96k 180.66

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Top funds holding Pepsi

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Wells Fargo & Company
Legal & General Group
Wellington Management Company
CalPERS
Franklin Resources
Massachusetts Financial Services

View all funds holding Pepsi