Pepsi shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 10k | 132.04 |
| 2024-12-31 | $1.9M | 12k | 152.06 |
| 2024-09-30 | $2.0M | 12k | 170.05 |
| 2021-06-30 | $562k | 3.8k | 148.13 |
| 2017-09-30 | $1.6M | 15k | 111.45 |
| 2017-06-30 | $1.6M | 14k | 115.49 |
| 2017-03-31 | $1.5M | 13k | 111.87 |
| 2016-12-31 | $1.3M | 12k | 104.64 |
| 2016-09-30 | $1.2M | 11k | 108.77 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors