Pepsi shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Pepsi
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All positions including Pepsi held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $34M | 200k | 170.05 |
| 2024-06-30 | $44M | 269k | 164.93 |
| 2024-03-31 | $38M | 217k | 175.00 |
| 2023-12-31 | $53M | 317k | 167.86 |
| 2023-09-30 | $42M | 249k | 169.44 |
| 2023-06-30 | $44M | 237k | 185.21 |
| 2023-03-31 | $43M | 234k | 182.30 |
| 2022-12-31 | $37M | 204k | 180.66 |
| 2022-09-30 | $31M | 190k | 163.26 |
| 2022-06-30 | $29M | 174k | 166.66 |
| 2022-03-31 | $28M | 166k | 167.38 |
| 2021-12-31 | $29M | 167k | 173.71 |
| 2021-09-30 | $24M | 157k | 150.41 |
| 2021-06-30 | $24M | 161k | 148.17 |
| 2021-03-31 | $20M | 139k | 141.45 |
| 2020-12-31 | $19M | 127k | 148.30 |
| 2020-09-30 | $17M | 120k | 138.60 |
| 2020-06-30 | $15M | 114k | 132.26 |
| 2020-03-31 | $11M | 91k | 120.10 |
| 2019-12-31 | $11M | 80k | 136.67 |
| 2019-09-30 | $9.1M | 66k | 137.10 |
| 2019-06-30 | $8.5M | 65k | 131.13 |
| 2019-03-31 | $4.6M | 38k | 122.55 |
| 2018-12-31 | $3.2M | 29k | 110.49 |
| 2018-09-30 | $3.4M | 31k | 111.78 |
| 2018-06-30 | $2.6M | 24k | 108.89 |
| 2018-03-31 | $2.1M | 19k | 109.15 |
| 2017-12-31 | $2.0M | 16k | 119.90 |
| 2017-09-30 | $1.5M | 14k | 111.41 |
| 2017-06-30 | $1.5M | 13k | 115.49 |
| 2017-03-31 | $1.1M | 9.4k | 111.87 |
| 2016-12-31 | $544k | 5.2k | 104.64 |