Pepsi shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 4.5k | 140.44 |
| 2025-06-30 | $589k | 4.5k | 132.04 |
| 2025-03-31 | $680k | 4.5k | 149.94 |
| 2024-12-31 | $807k | 5.3k | 152.06 |
| 2024-09-30 | $771k | 4.5k | 170.05 |
| 2024-06-30 | $744k | 4.5k | 164.93 |
| 2024-03-31 | $797k | 4.6k | 175.01 |
| 2023-12-31 | $773k | 4.6k | 169.84 |
| 2023-09-30 | $771k | 4.6k | 169.44 |
| 2023-06-30 | $843k | 4.6k | 185.22 |
| 2023-03-31 | $813k | 4.5k | 182.30 |
| 2022-12-31 | $806k | 4.5k | 180.66 |
| 2022-09-30 | $728k | 4.5k | 163.19 |
| 2022-06-30 | $744k | 4.5k | 166.59 |
| 2022-03-31 | $759k | 4.5k | 167.36 |
| 2021-12-31 | $807k | 4.6k | 173.74 |
| 2021-09-30 | $671k | 4.5k | 150.41 |
| 2021-06-30 | $661k | 4.5k | 148.17 |
| 2021-03-31 | $631k | 4.5k | 141.45 |
| 2020-12-31 | $662k | 4.5k | 148.40 |
| 2020-09-30 | $684k | 4.9k | 138.60 |
| 2020-06-30 | $653k | 4.9k | 132.32 |
| 2020-03-31 | $593k | 4.9k | 120.16 |
| 2019-12-31 | $647k | 4.7k | 136.76 |