Pepsi shares owned by Cm Wealth Advisors
Historical chart of Cm Wealth Advisors investment in Pepsi
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All positions including Pepsi held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $974k | 5.7k | 170.05 |
| 2024-06-30 | $945k | 5.7k | 164.93 |
| 2024-03-31 | $1.6M | 8.9k | 178.02 |
| 2023-12-31 | $902k | 5.3k | 171.10 |
| 2023-09-30 | $886k | 5.3k | 168.11 |
| 2023-06-30 | $1.5M | 8.0k | 190.31 |
| 2023-03-31 | $3.0M | 16k | 188.55 |
| 2022-12-31 | $958k | 5.3k | 181.81 |
| 2022-09-30 | $860k | 5.3k | 163.26 |
| 2022-06-30 | $878k | 5.3k | 166.66 |