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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

PepsiCo, Inc. (0QOS.L)

LSE - LSE Delayed price. Currency in USD

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168.36

+0.37

(+0.22%)

At close: 06:05PM BST

Major holders

Currency in USD

0.16%	% of shares held by all insiders
76.86%	% of shares held by institutions
76.98%	% of float held by institutions
4,132	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	131,317,162	31 Dec 2023	9.35%	22,108,557,474
Blackrock Inc.	111,848,651	31 Dec 2023	7.96%	18,830,838,950
State Street Corporation	58,988,802	31 Dec 2023	4.20%	9,931,354,740
Geode Capital Management, LLC	28,178,238	31 Dec 2023	2.01%	4,744,088,166
Morgan Stanley	25,022,737	31 Dec 2023	1.78%	4,212,828,016
Bank of America Corporation	23,378,116	31 Dec 2023	1.66%	3,935,939,624
JP Morgan Chase & Company	21,393,574	31 Dec 2023	1.52%	3,601,822,131
Charles Schwab Investment Management, Inc.	19,001,928	31 Dec 2023	1.35%	3,199,164,609
Northern Trust Corporation	16,235,649	31 Dec 2023	1.16%	2,733,433,875
Norges Bank Investment Management	15,815,703	31 Dec 2023	1.13%	2,662,731,766

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	43,129,602	31 Dec 2023	3.07%	7,261,299,819
Vanguard 500 Index Fund	33,585,844	31 Dec 2023	2.39%	5,654,512,716
Invesco ETF Tr-Invesco QQQ Tr, Series 1 ETF	25,940,305	29 Feb 2024	1.85%	4,367,309,765
Fidelity 500 Index Fund	16,489,359	29 Feb 2024	1.17%	2,776,148,491
SPDR S&P 500 ETF Trust	16,127,617	29 Feb 2024	1.15%	2,715,245,607
iShares Core S&P 500 ETF	14,303,703	29 Feb 2024	1.02%	2,408,171,445
Vanguard Index-Value Index Fund	11,458,506	31 Dec 2023	0.82%	1,929,154,077
Schwab Strategic Tr-Schwab U.S. Dividend Equity ETF	11,321,218	30 Nov 2023	0.81%	1,906,040,269
Vanguard Institutional Index Fund-Institutional Index Fund	9,102,706	31 Dec 2023	0.65%	1,532,531,587
Select Sector SPDR Fund-Consumer Staples	8,105,548	29 Feb 2024	0.58%	1,364,650,066