Pepsi shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 2.4k | 140.44 |
| 2025-06-30 | $246k | 1.9k | 131.03 |
| 2025-03-31 | $274k | 1.8k | 149.90 |
| 2024-09-30 | $330k | 1.9k | 170.09 |
| 2024-06-30 | $297k | 1.8k | 165.24 |
| 2024-03-31 | $286k | 1.6k | 174.98 |