Pepsi shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Pepsi
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All positions including Pepsi held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 1.6k | 140.44 |
| 2025-06-30 | $207k | 1.6k | 132.04 |
| 2025-03-31 | $235k | 1.6k | 149.94 |
| 2024-12-31 | $239k | 1.6k | 152.06 |
| 2024-09-30 | $267k | 1.6k | 170.05 |
| 2024-06-30 | $259k | 1.6k | 164.93 |
| 2024-03-31 | $275k | 1.6k | 175.01 |
| 2023-12-31 | $267k | 1.6k | 169.84 |
| 2023-09-30 | $337k | 2.0k | 169.44 |
| 2023-06-30 | $368k | 2.0k | 185.22 |
| 2023-03-31 | $363k | 2.0k | 182.30 |
| 2022-12-31 | $368k | 2.0k | 180.66 |
| 2022-09-30 | $333k | 2.0k | 163.32 |
| 2022-06-30 | $373k | 2.2k | 166.59 |
| 2022-03-31 | $375k | 2.2k | 167.49 |
| 2021-12-31 | $497k | 2.9k | 173.78 |
| 2021-09-30 | $430k | 2.9k | 150.35 |
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