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Pepsi shares owned by Ibex Wealth Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Ibex Wealth Advisors from 13F filings

Historical chart of Ibex Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Ibex Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 48k 180.66
2023-12-31 $6.3k 37 168.97
2023-09-30 $6.3M 37k 169.45
2023-03-31 $7.0M 38k 182.29
2022-12-31 $8.7M 48k 180.66
2022-09-30 $7.8M 48k 163.25
2022-06-30 $6.2M 38k 166.65
2022-03-31 $6.1M 36k 167.37
2021-12-31 $5.4M 31k 173.69
2021-09-30 $4.5M 30k 150.40
2021-06-30 $4.2M 28k 148.18
2021-03-31 $3.7M 26k 141.46
2020-12-31 $3.6M 24k 148.28
2020-09-30 $3.2M 23k 138.61
2020-06-30 $3.1M 24k 132.26
2020-03-31 $2.8M 23k 120.10
2019-06-30 $235k 1.8k 130.70
2017-12-31 $279k 2.4k 117.72
2017-09-30 $310k 2.8k 109.93
2017-06-30 $354 18 19.72
2016-12-31 $257k 2.5k 103.21
2016-09-30 $282k 2.6k 109.01