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Pepsi shares owned by AE Wealth Management

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

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
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