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Pepsi shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $375k 2.2k 169.84
2023-09-30 $388k 2.3k 169.44
2023-06-30 $404k 2.2k 185.22
2023-03-31 $397k 2.2k 182.30
2022-12-31 $386k 2.1k 180.63

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Victory Portfolios Ii Core Intermediat (UITB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Diversified Mu (TAXF)
J P Morgan Exchange Traded F Active Growth (JGRO)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

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