Pepsi shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $386k | 2.3k | 170.05 |
| 2024-06-30 | $372k | 2.3k | 164.93 |
| 2024-03-31 | $395k | 2.3k | 175.01 |
| 2023-09-30 | $382k | 2.3k | 169.44 |
| 2023-06-30 | $440k | 2.4k | 185.22 |
| 2023-03-31 | $461k | 2.5k | 182.30 |
| 2022-12-31 | $457k | 2.5k | 180.66 |
| 2022-09-30 | $437k | 2.7k | 163.24 |
| 2021-06-30 | $669k | 4.5k | 148.14 |
| 2021-03-31 | $650k | 4.5k | 143.93 |
| 2020-12-31 | $566k | 3.8k | 148.40 |