Pepsi shares owned by Burt Wealth Advisors
Historical chart of Burt Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 1.8k | 140.44 |
| 2025-06-30 | $241k | 1.8k | 132.04 |
| 2025-03-31 | $274k | 1.8k | 149.94 |
| 2024-12-31 | $278k | 1.8k | 152.06 |
| 2024-09-30 | $337k | 2.0k | 170.05 |
| 2024-06-30 | $433k | 2.6k | 164.94 |
| 2024-03-31 | $468k | 2.7k | 174.99 |
| 2023-12-31 | $436k | 2.6k | 169.85 |
| 2023-09-30 | $434k | 2.6k | 169.42 |
| 2023-06-30 | $473k | 2.6k | 185.19 |
| 2023-03-31 | $466k | 2.6k | 182.31 |
| 2022-12-31 | $472k | 2.6k | 180.77 |
| 2022-09-30 | $425k | 2.6k | 163.09 |
| 2022-06-30 | $423k | 2.5k | 166.80 |
| 2022-03-31 | $424k | 2.5k | 167.52 |
| 2021-12-31 | $439k | 2.5k | 173.72 |
| 2021-09-30 | $379k | 2.5k | 150.28 |
| 2021-06-30 | $373k | 2.5k | 148.19 |
| 2021-03-31 | $355k | 2.5k | 141.32 |
| 2020-12-31 | $372k | 2.5k | 148.38 |
| 2020-09-30 | $347k | 2.5k | 138.69 |
| 2020-06-30 | $335k | 2.5k | 132.31 |
| 2020-03-31 | $303k | 2.5k | 119.91 |
| 2019-12-31 | $345k | 2.5k | 136.80 |
| 2019-09-30 | $350k | 2.6k | 137.25 |
| 2019-06-30 | $334k | 2.5k | 131.19 |
| 2019-03-31 | $319k | 2.6k | 122.55 |
| 2018-12-31 | $287k | 2.6k | 110.51 |
| 2018-09-30 | $267k | 2.4k | 111.62 |
| 2018-06-30 | $260k | 2.4k | 108.92 |
| 2018-03-31 | $315k | 2.9k | 109.30 |
| 2017-12-31 | $345k | 2.9k | 119.87 |
| 2017-09-30 | $239k | 2.1k | 111.63 |
| 2017-06-30 | $195k | 1.7k | 115.25 |
| 2017-03-31 | $189k | 1.7k | 111.97 |
| 2016-12-31 | $187k | 1.8k | 104.88 |
| 2016-09-30 | $190k | 1.7k | 108.76 |
| 2016-06-30 | $184k | 1.7k | 105.57 |
| 2016-03-31 | $6.0k | 2.7k | 2.19 |
| 2015-12-31 | $151k | 1.5k | 99.67 |
| 2015-09-30 | $142k | 1.5k | 94.04 |
| 2015-06-30 | $141k | 1.5k | 93.69 |
| 2015-03-31 | $144k | 1.5k | 95.59 |
| 2014-12-31 | $141k | 1.5k | 94.25 |