Pepsi shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Pepsi by Phillips Wealth Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $512k | 3.1k | 167.50 |
2023-12-31 | $523k | 3.1k | 167.17 |
2023-09-30 | $506k | 3.2k | 160.56 |
2023-06-30 | $573k | 3.1k | 185.22 |
2023-03-31 | $635k | 3.3k | 191.68 |
2022-12-31 | $592k | 3.3k | 177.77 |
More positions owned by Phillips Wealth Planners
Home Depot (HD)
View all positions for Phillips Wealth Planners