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Pepsi shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $746k 5.2k 143.52
2025-09-30 $687k 4.9k 140.44
2025-06-30 $620k 4.7k 132.04
2025-03-31 $692k 4.6k 149.93

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Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Northern Trust
Franklin Resources
Susquehanna International
Goldman Sachs Group
Invesco
Bank of New York Mellon
Wells Fargo & Company
Ubs Global Asset Management Americas

View all funds holding Pepsi