Pepsi shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 10k | 175.01 |
| 2023-12-31 | $1.8M | 11k | 169.84 |
| 2023-09-30 | $1.8M | 11k | 169.44 |
| 2023-06-30 | $2.0M | 11k | 185.22 |
| 2023-03-31 | $2.0M | 11k | 182.30 |
| 2022-12-31 | $2.0M | 11k | 180.66 |
| 2022-09-30 | $1.8M | 11k | 163.22 |
| 2022-06-30 | $1.8M | 11k | 166.67 |
| 2022-03-31 | $1.0M | 6.2k | 167.39 |
| 2020-12-31 | $2.7M | 18k | 148.30 |
| 2020-09-30 | $3.8M | 28k | 138.58 |
| 2020-06-30 | $3.7M | 28k | 132.25 |
| 2020-03-31 | $3.5M | 29k | 120.11 |
| 2019-12-31 | $2.9M | 21k | 136.69 |
| 2019-09-30 | $2.9M | 21k | 137.11 |
| 2019-06-30 | $2.7M | 21k | 131.11 |
| 2019-03-31 | $2.6M | 21k | 122.53 |
| 2018-12-31 | $2.3M | 21k | 110.46 |
| 2018-09-30 | $2.4M | 21k | 111.82 |
| 2018-06-30 | $2.3M | 21k | 108.85 |