Pepsi shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $62k | 354 | 175.14 |
| 2023-12-31 | $41k | 241 | 170.12 |
| 2023-09-30 | $25k | 149 | 166.67 |
| 2023-06-30 | $26k | 145 | 177.42 |
| 2023-03-31 | $15k | 85 | 176.47 |
| 2022-12-31 | $11k | 73 | 150.68 |
| 2022-09-30 | $12k | 73 | 164.38 |
| 2022-06-30 | $12k | 73 | 164.38 |
| 2022-03-31 | $10k | 60 | 166.67 |
| 2021-12-31 | $10k | 60 | 166.67 |
| 2021-09-30 | $9.0k | 60 | 150.00 |
| 2021-06-30 | $9.0k | 60 | 150.00 |
| 2021-03-31 | $8.0k | 60 | 133.33 |
| 2020-12-31 | $9.0k | 60 | 150.00 |
| 2020-09-30 | $8.0k | 60 | 133.33 |
| 2020-06-30 | $8.0k | 60 | 133.33 |
| 2020-03-31 | $7.0k | 60 | 116.67 |
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