Pepsi shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Pepsi
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Quarterly reported holdings in Pepsi by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 3.0k | 140.43 |
| 2025-06-30 | $354k | 2.7k | 132.05 |
| 2025-03-31 | $333k | 2.2k | 149.97 |
| 2024-12-31 | $342k | 2.2k | 152.03 |
| 2024-09-30 | $372k | 2.2k | 170.02 |
| 2024-06-30 | $383k | 2.3k | 164.89 |
| 2024-03-31 | $367k | 2.1k | 174.99 |
| 2023-12-31 | $349k | 2.1k | 169.86 |
| 2023-09-30 | $362k | 2.1k | 169.46 |
| 2023-06-30 | $383k | 2.1k | 185.24 |
| 2023-03-31 | $327k | 1.8k | 182.29 |
| 2022-12-31 | $323k | 1.8k | 180.65 |
| 2022-09-30 | $365k | 2.2k | 163.38 |
| 2022-06-30 | $382k | 2.3k | 166.59 |
| 2022-03-31 | $343k | 2.0k | 167.48 |
| 2021-12-31 | $355k | 2.0k | 173.76 |
| 2021-09-30 | $295k | 2.0k | 150.36 |
| 2021-06-30 | $290k | 2.0k | 147.96 |
| 2021-03-31 | $227k | 1.6k | 141.52 |
| 2020-12-31 | $255k | 1.7k | 148.00 |