Pepsi shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $923k | 5.3k | 175.00 |
| 2023-09-30 | $885k | 5.2k | 169.47 |
| 2023-06-30 | $957k | 5.2k | 185.23 |
| 2023-03-31 | $948k | 5.2k | 182.33 |
| 2022-12-31 | $856k | 4.7k | 180.66 |
| 2022-09-30 | $785k | 4.8k | 163.17 |
| 2022-06-30 | $1.4M | 8.2k | 166.61 |
| 2022-03-31 | $1.3M | 7.7k | 167.42 |
| 2021-12-31 | $1.3M | 7.5k | 173.74 |
| 2021-09-30 | $1.0M | 6.8k | 150.46 |
| 2021-06-30 | $1.0M | 6.8k | 148.12 |
| 2021-03-31 | $1.0M | 7.1k | 141.52 |
| 2020-12-31 | $1.0M | 6.8k | 148.35 |
| 2020-09-30 | $900k | 6.5k | 138.53 |
| 2020-06-30 | $859k | 6.5k | 132.26 |
| 2020-03-31 | $733k | 6.1k | 120.14 |
| 2019-12-31 | $1.1M | 49k | 22.58 |
| 2019-09-30 | $811k | 5.9k | 136.99 |
| 2019-06-30 | $739k | 5.6k | 131.05 |
| 2019-03-31 | $691k | 5.6k | 122.52 |
| 2018-12-31 | $614k | 5.6k | 110.45 |
| 2018-09-30 | $613k | 5.5k | 111.86 |
| 2018-06-30 | $570k | 5.2k | 108.94 |
| 2018-03-31 | $564k | 5.2k | 109.13 |
| 2017-12-31 | $610k | 5.1k | 119.87 |
| 2017-09-30 | $532k | 4.8k | 111.34 |
| 2017-06-30 | $572k | 5.0k | 115.46 |
| 2017-03-31 | $571k | 5.1k | 111.85 |
| 2016-12-31 | $551k | 5.3k | 104.57 |
| 2016-09-30 | $568k | 5.2k | 108.75 |
| 2016-06-30 | $547k | 5.2k | 105.99 |
| 2016-03-31 | $519k | 5.1k | 102.57 |
| 2015-12-31 | $529k | 5.3k | 99.94 |
| 2015-09-30 | $482k | 5.1k | 94.21 |
| 2015-06-30 | $461k | 4.9k | 93.30 |
| 2015-03-31 | $471k | 4.9k | 95.67 |
| 2014-12-31 | $465k | 4.9k | 94.67 |
| 2014-09-30 | $437k | 4.7k | 93.16 |
| 2014-06-30 | $414k | 4.6k | 89.30 |
| 2014-03-31 | $352k | 4.2k | 83.59 |
| 2013-12-31 | $341k | 4.1k | 82.89 |
| 2013-09-30 | $328k | 4.1k | 79.42 |
| 2013-06-30 | $303k | 3.7k | 81.85 |
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