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Pepsi shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Pepsi

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All positions including Pepsi held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $367k 2.1k 174.99
2023-12-31 $349k 2.1k 169.86
2023-09-30 $362k 2.1k 169.46
2023-06-30 $383k 2.1k 185.24
2023-03-31 $327k 1.8k 182.29
2022-12-31 $323k 1.8k 180.65
2022-09-30 $365k 2.2k 163.38
2022-06-30 $382k 2.3k 166.59
2022-03-31 $343k 2.0k 167.48
2021-12-31 $355k 2.0k 173.76
2021-09-30 $295k 2.0k 150.36
2021-06-30 $290k 2.0k 147.96
2021-03-31 $227k 1.6k 141.52
2020-12-31 $255k 1.7k 148.00