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Pepsi shares owned by HCR Wealth Advisors

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

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

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Quarterly reported holdings in Pepsi by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
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