Pepsi shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Pepsi
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All positions including Pepsi held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60M | 353k | 170.05 |
| 2024-06-30 | $55M | 332k | 164.93 |
| 2024-03-31 | $56M | 319k | 175.01 |
| 2023-12-31 | $52M | 306k | 169.84 |
| 2023-09-30 | $52M | 305k | 169.44 |
| 2023-06-30 | $55M | 1.8k | 30384.03 |
| 2023-03-31 | $310k | 5.0k | 62.45 |
| 2022-12-31 | $51M | 281k | 180.66 |
| 2022-09-30 | $46M | 279k | 163.26 |
| 2022-06-30 | $42M | 253k | 166.66 |
| 2022-03-31 | $41M | 245k | 167.38 |
| 2021-12-31 | $42M | 239k | 173.71 |
| 2021-09-30 | $35M | 5.2k | 6625.81 |
| 2021-06-30 | $32M | 218k | 148.17 |
| 2021-03-31 | $29M | 202k | 141.45 |
| 2020-12-31 | $25M | 167k | 148.30 |
| 2020-09-30 | $22M | 157k | 138.60 |
| 2020-06-30 | $20M | 153k | 132.26 |
| 2020-03-31 | $18M | 153k | 120.10 |
| 2019-12-31 | $27M | 195k | 136.67 |
| 2019-09-30 | $26M | 189k | 137.10 |
| 2019-06-30 | $25M | 187k | 131.13 |
| 2019-03-31 | $20M | 161k | 122.55 |
| 2018-12-31 | $18M | 162k | 110.48 |
| 2018-09-30 | $18M | 158k | 111.80 |
| 2018-06-30 | $16M | 151k | 108.87 |
| 2018-03-31 | $16M | 148k | 109.15 |
| 2017-12-31 | $20M | 168k | 119.92 |
| 2017-09-30 | $18M | 159k | 111.43 |
| 2017-06-30 | $17M | 149k | 115.49 |
| 2017-03-31 | $16M | 146k | 111.86 |
| 2016-12-31 | $13M | 139k | 93.74 |
| 2016-09-30 | $14M | 132k | 108.77 |
| 2016-06-30 | $14M | 131k | 105.94 |
| 2016-03-31 | $14M | 139k | 102.48 |
| 2015-12-31 | $16M | 162k | 99.92 |
| 2015-09-30 | $15M | 163k | 94.30 |
| 2015-06-30 | $15M | 162k | 93.34 |
| 2015-03-31 | $15M | 156k | 95.62 |
| 2014-12-31 | $15M | 154k | 94.56 |
| 2014-09-30 | $14M | 155k | 93.09 |
| 2014-06-30 | $13M | 146k | 89.34 |
| 2014-03-31 | $12M | 141k | 83.50 |
| 2013-12-31 | $11M | 134k | 82.94 |
| 2013-09-30 | $10M | 127k | 79.50 |
| 2013-06-30 | $10M | 123k | 81.79 |
| 2013-03-31 | $9.8M | 124k | 79.11 |
| 2012-09-30 | $8.0M | 113k | 70.77 |
| 2012-06-30 | $7.3M | 104k | 70.66 |
| 2012-03-31 | $6.3M | 96k | 66.35 |
| 2011-12-31 | $6.2M | 93k | 66.35 |