Family Wealth Group »

Pepsi shares owned by Family Wealth Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Family Wealth Group from 13F filings

Historical chart of Family Wealth Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Family Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by Family Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $304k 1.8k 169.82

More positions owned by Family Wealth Group

Vanguard S&p 500 Etf idx (VOO)
Ishares Tr rus200 grw idx (IWY)
Ishares Inc core msci emkt (IEMG)
SPDR DJ Wilshire Large Cap (SPLG)
Ishares Tr core msci intl (IDEV)
Ishares Tr rus200 val idx (IWX)
Amazon (AMZN)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Apple (AAPL)
iShares Barclays Credit Bond Fund (USIG)
Microsoft Corporation (MSFT)
iShares MSCI EAFE Growth Index (EFG)
SPDR Barclays Capital Aggregate Bo (SPAB)
iShares Russell Midcap Value Index (IWS)
iShares MSCI EAFE Value Index (EFV)

View all positions for Family Wealth Group

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi