Pepsi shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 172k | 175.01 |
| 2023-12-31 | $29M | 172k | 169.84 |
| 2023-09-30 | $30M | 175k | 169.44 |
| 2023-06-30 | $33M | 181k | 185.22 |
| 2023-03-31 | $5.7M | 31k | 182.30 |
| 2022-12-31 | $5.7M | 32k | 180.66 |
| 2022-09-30 | $5.1M | 32k | 163.25 |
| 2022-06-30 | $5.4M | 32k | 166.67 |
| 2022-03-31 | $5.4M | 32k | 167.37 |
| 2021-12-31 | $7.2M | 41k | 173.70 |
| 2021-09-30 | $2.6M | 18k | 150.39 |
| 2021-06-30 | $2.6M | 17k | 148.15 |
| 2021-03-31 | $2.4M | 17k | 141.45 |
| 2020-12-31 | $2.6M | 18k | 148.34 |
| 2020-09-30 | $2.2M | 16k | 138.59 |
| 2020-06-30 | $2.1M | 16k | 132.27 |
| 2020-03-31 | $1.9M | 16k | 120.08 |
| 2019-12-31 | $2.0M | 15k | 136.70 |
| 2019-09-30 | $2.0M | 14k | 137.13 |
| 2019-06-30 | $1.9M | 14k | 131.16 |
| 2019-03-31 | $1.7M | 14k | 122.55 |
| 2018-12-31 | $1.6M | 14k | 110.50 |
| 2018-09-30 | $1.6M | 14k | 111.80 |
| 2018-06-30 | $1.5M | 14k | 108.88 |
| 2018-03-31 | $1.6M | 14k | 109.16 |
| 2017-12-31 | $1.7M | 14k | 119.93 |
| 2017-09-30 | $1.6M | 14k | 111.44 |
| 2017-06-30 | $1.6M | 14k | 115.51 |
| 2017-03-31 | $1.6M | 14k | 111.88 |
| 2016-12-31 | $1.1M | 10k | 104.66 |
| 2016-09-30 | $1.1M | 10k | 108.80 |
| 2016-06-30 | $940k | 8.9k | 105.89 |
| 2016-03-31 | $912k | 8.9k | 102.52 |
| 2015-12-31 | $817k | 8.2k | 99.88 |
| 2015-09-30 | $603k | 6.4k | 94.29 |
| 2015-06-30 | $598k | 6.4k | 93.36 |
| 2015-03-31 | $623k | 6.5k | 95.42 |
| 2014-12-31 | $605k | 6.4k | 94.61 |
| 2014-09-30 | $584k | 6.3k | 93.14 |
| 2013-12-31 | $437k | 5.3k | 82.95 |