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Pepsi shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $135k 738 182.30
2022-12-31 $133k 738 180.66
2022-09-30 $122k 746 163.54
2022-06-30 $123k 738 166.67
2022-03-31 $124k 738 168.02
2021-12-31 $128k 738 173.44
2021-09-30 $106k 708 149.72
2021-06-30 $105k 708 148.31
2021-03-31 $100k 708 141.24
2020-12-31 $105k 708 148.31

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

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