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Pepsi shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Pepsi

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All positions including Pepsi held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $76M 434k 175.01
2023-12-31 $51M 300k 169.84
2023-09-30 $72M 423k 169.44
2023-06-30 $85M 459k 185.22
2023-03-31 $90M 492k 182.30
2022-12-31 $99M 547k 180.66
2022-09-30 $92M 561k 163.26
2022-06-30 $100M 601k 166.66
2022-03-31 $97M 579k 167.38
2021-12-31 $106M 607k 173.71
2021-09-30 $93M 618k 150.41
2021-06-30 $135M 910k 148.17
2021-03-31 $126M 892k 141.45
2020-12-31 $126M 850k 148.30
2020-09-30 $117M 847k 138.60
2020-06-30 $109M 820k 132.26
2020-03-31 $94M 785k 120.10
2019-12-31 $110M 803k 136.67
2019-09-30 $106M 772k 137.10
2019-06-30 $105M 803k 131.13
2019-03-31 $96M 783k 122.55
2018-12-31 $75M 677k 110.36
2018-09-30 $74M 664k 111.80
2018-06-30 $72M 660k 108.87
2018-03-31 $72M 660k 109.15
2017-12-31 $75M 631k 119.35
2017-09-30 $71M 636k 111.43
2017-06-30 $71M 618k 115.49
2017-03-31 $68M 607k 111.86
2016-12-31 $62M 590k 104.63
2016-09-30 $64M 585k 108.77
2016-06-30 $63M 591k 106.00
2016-03-31 $62M 601k 102.48
2015-12-31 $62M 623k 99.92
2015-09-30 $65M 684k 94.30
2015-06-30 $60M 639k 93.34
2015-03-31 $60M 631k 95.12
2014-12-31 $58M 609k 94.56
2014-09-30 $53M 570k 93.09
2014-06-30 $51M 571k 89.34
2014-03-31 $46M 553k 83.50
2013-12-31 $32M 386k 82.94
2013-09-30 $14M 171k 79.50
2013-06-30 $41M 497k 81.79
2013-03-31 $4.0M 50k 79.12
2012-12-31 $29M 429k 68.43
2012-09-30 $7.8M 111k 70.77
2012-06-30 $21M 290k 70.66
2011-12-31 $16M 236k 66.35
2011-09-30 $13M 212k 61.90
2011-03-31 $15M 231k 64.41
2010-12-31 $4.9M 76k 65.33

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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