Pepsi shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 12k | 140.44 |
| 2025-06-30 | $1.3M | 9.6k | 132.04 |
| 2025-03-31 | $1.8M | 12k | 149.94 |
| 2024-12-31 | $1.4M | 9.1k | 152.07 |
| 2024-09-30 | $1.8M | 10k | 170.05 |
| 2024-06-30 | $1.6M | 10k | 164.93 |
| 2024-03-31 | $1.8M | 10k | 175.01 |
| 2023-12-31 | $977k | 5.8k | 169.84 |
| 2023-09-30 | $736k | 4.3k | 169.44 |
| 2023-06-30 | $1.3M | 6.9k | 182.50 |
| 2023-03-31 | $1.3M | 6.9k | 182.27 |
| 2022-12-31 | $2.2M | 12k | 180.66 |
| 2022-09-30 | $2.4M | 15k | 163.27 |
| 2022-06-30 | $1.7M | 10k | 169.03 |
| 2022-03-31 | $1.1M | 6.5k | 167.35 |
| 2021-06-30 | $595k | 4.0k | 148.27 |