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Pepsi shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 4.9k 140.45
2025-06-30 $632k 4.8k 132.04
2024-12-31 $724k 5.0k 144.59
2024-09-30 $537k 3.2k 170.04

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Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust Portfoli S&p1500 (SPTM)
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bridgewealth Advisory Group

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi