Pepsi shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 5.9k | 170.05 |
| 2024-06-30 | $992k | 6.0k | 164.93 |
| 2024-03-31 | $669k | 3.8k | 175.01 |
| 2023-12-31 | $623k | 3.7k | 169.84 |
| 2023-09-30 | $621k | 3.7k | 169.44 |
| 2023-06-30 | $594k | 3.2k | 185.22 |
| 2023-03-31 | $585k | 3.2k | 182.30 |
| 2022-12-31 | $600k | 3.3k | 180.66 |
| 2022-09-30 | $563k | 3.4k | 163.33 |
| 2022-06-30 | $588k | 3.5k | 166.71 |
| 2022-03-31 | $576k | 3.4k | 167.25 |
| 2021-12-31 | $410k | 2.4k | 173.73 |
| 2021-09-30 | $355k | 2.4k | 150.42 |
| 2021-06-30 | $348k | 2.4k | 148.02 |
| 2021-03-31 | $333k | 2.4k | 141.64 |
| 2020-12-31 | $444k | 3.0k | 148.30 |
| 2020-09-30 | $415k | 3.0k | 138.61 |
| 2020-06-30 | $396k | 3.0k | 132.26 |
| 2020-03-31 | $391k | 3.3k | 120.09 |
| 2019-12-31 | $367k | 2.7k | 136.79 |