Pepsi shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $124k | 882 | 140.44 |
| 2025-06-30 | $64k | 487 | 132.04 |
| 2025-03-31 | $73k | 487 | 149.94 |
| 2024-12-31 | $82k | 536 | 152.06 |
| 2024-09-30 | $91k | 536 | 170.05 |
| 2024-06-30 | $83k | 500 | 164.93 |
| 2024-03-31 | $88k | 500 | 175.01 |
| 2023-12-31 | $85k | 500 | 169.84 |
| 2023-09-30 | $85k | 500 | 169.44 |
| 2023-06-30 | $93k | 500 | 185.22 |
| 2023-03-31 | $91k | 500 | 182.30 |
| 2022-12-31 | $90k | 500 | 180.00 |
| 2022-09-30 | $82k | 500 | 164.00 |
| 2022-06-30 | $83k | 500 | 166.00 |
| 2022-03-31 | $84k | 500 | 168.00 |
| 2021-12-31 | $87k | 500 | 174.00 |
| 2021-09-30 | $75k | 500 | 150.00 |
| 2021-06-30 | $76k | 514 | 147.86 |
| 2021-03-31 | $76k | 539 | 141.00 |
| 2020-12-31 | $76k | 514 | 147.86 |
| 2020-09-30 | $5.0k | 35 | 142.86 |