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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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