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Pepsi shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $698k 4.0k 175.01

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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