Pepsi shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 2.2k | 142.33 |
| 2025-06-30 | $290k | 2.2k | 132.07 |
| 2025-03-31 | $330k | 2.2k | 149.96 |
| 2024-12-31 | $398k | 2.6k | 152.08 |
| 2024-09-30 | $445k | 2.6k | 170.07 |
| 2024-06-30 | $369k | 2.2k | 164.94 |
| 2024-03-31 | $390k | 2.2k | 175.02 |
| 2023-12-31 | $320k | 1.9k | 169.87 |
| 2019-12-31 | $591k | 4.3k | 136.65 |
| 2019-09-30 | $583k | 4.3k | 137.05 |
| 2019-06-30 | $566k | 4.3k | 131.23 |
| 2019-03-31 | $512k | 4.2k | 122.52 |
| 2018-12-31 | $434k | 3.9k | 110.38 |
| 2018-06-30 | $414k | 3.8k | 108.75 |
| 2018-03-31 | $416k | 3.8k | 109.27 |
| 2017-12-31 | $456k | 3.8k | 119.97 |
| 2017-09-30 | $377k | 3.4k | 111.31 |
| 2017-06-30 | $403k | 3.5k | 115.57 |
| 2017-03-31 | $394k | 3.5k | 111.87 |
| 2016-12-31 | $374k | 3.6k | 104.76 |