Pepsi shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $821k | 5.8k | 140.44 |
| 2025-06-30 | $772k | 5.8k | 132.04 |
| 2025-03-31 | $893k | 6.0k | 149.94 |
| 2024-12-31 | $905k | 6.0k | 152.06 |
| 2024-09-30 | $991k | 5.8k | 170.05 |
| 2024-06-30 | $969k | 5.9k | 164.93 |
| 2024-03-31 | $1.0M | 5.8k | 175.01 |
| 2023-12-31 | $989k | 5.8k | 169.84 |
| 2023-09-30 | $987k | 5.8k | 169.44 |
| 2023-06-30 | $1.1M | 5.7k | 185.22 |
| 2023-03-31 | $1.1M | 5.8k | 182.30 |
| 2022-12-31 | $967k | 5.4k | 180.66 |