Pepsi shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 18k | 175.01 |
| 2023-09-30 | $2.5M | 15k | 169.45 |
| 2023-06-30 | $2.8M | 15k | 185.22 |
| 2023-03-31 | $2.7M | 15k | 182.30 |
| 2022-12-31 | $1.7M | 9.5k | 180.66 |
| 2022-09-30 | $1.3M | 8.1k | 163.25 |
| 2022-06-30 | $1.5M | 8.9k | 166.69 |
| 2022-03-31 | $1.5M | 8.9k | 167.36 |
| 2021-12-31 | $1.5M | 8.8k | 173.71 |
| 2021-09-30 | $1.3M | 8.8k | 150.45 |
| 2021-06-30 | $1.1M | 7.6k | 148.20 |
| 2021-03-31 | $1.1M | 7.8k | 141.43 |
| 2020-12-31 | $1.1M | 7.4k | 148.29 |
| 2020-09-30 | $974k | 7.0k | 138.59 |
| 2020-06-30 | $820k | 6.2k | 132.32 |
| 2020-03-31 | $1.1M | 9.5k | 120.15 |
| 2019-12-31 | $1.2M | 8.3k | 142.03 |
| 2019-09-30 | $1.1M | 8.2k | 131.99 |
| 2019-06-30 | $1.0M | 8.1k | 127.77 |
| 2019-03-31 | $2.3M | 19k | 122.56 |
| 2018-12-31 | $2.1M | 19k | 112.95 |
| 2018-09-30 | $2.2M | 19k | 115.62 |
| 2018-06-30 | $2.1M | 19k | 108.87 |
| 2018-03-31 | $2.0M | 18k | 109.15 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors