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Pepsi shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $172k 982 175.06
2023-12-31 $143k 792 180.66
2023-09-30 $164k 966 169.44
2023-06-30 $195k 1.1k 185.17
2023-03-31 $192k 1.1k 182.29
2022-12-31 $143k 792 180.66
2022-09-30 $109k 667 163.26
2022-06-30 $111k 667 166.66

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Wells Fargo & Company
Legal & General Group
Wellington Management Company
CalPERS
Franklin Resources
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Pepsi