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Pepsi shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 15k 176.26
2023-12-31 $2.6M 15k 171.09
2023-09-30 $2.5M 15k 169.44
2023-06-30 $2.6M 14k 185.22
2023-03-31 $2.4M 13k 182.31
2022-12-31 $2.3M 13k 181.81
2022-09-30 $2.1M 13k 163.24
2022-06-30 $2.1M 13k 166.44
2022-03-31 $2.1M 12k 167.37
2021-12-31 $2.1M 12k 174.80
2021-09-30 $1.8M 12k 150.64
2021-06-30 $1.8M 12k 148.14
2021-03-31 $1.7M 12k 141.43
2020-12-31 $1.8M 12k 149.29