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Pepsi shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $338k 1.9k 175.01
2023-12-31 $364k 2.1k 169.84

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi