Pepsi shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 5.4k | 140.45 |
| 2025-06-30 | $787k | 6.0k | 132.05 |
| 2025-03-31 | $835k | 5.6k | 149.94 |
| 2024-12-31 | $699k | 4.6k | 152.06 |
| 2024-09-30 | $853k | 5.0k | 170.05 |
| 2024-06-30 | $800k | 4.8k | 164.94 |
| 2024-03-31 | $803k | 4.6k | 175.01 |
| 2023-12-31 | $328k | 1.9k | 169.86 |
| 2023-09-30 | $326k | 1.9k | 169.40 |
| 2023-06-30 | $333k | 1.8k | 185.22 |
| 2023-03-31 | $327k | 1.8k | 182.28 |
| 2022-12-31 | $323k | 1.8k | 180.63 |
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