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Pepsi shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth Partners investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $10k 96 104.17
2017-12-31 $12k 96 125.00
2017-09-30 $11k 96 114.58
2017-06-30 $11k 96 114.58
2017-03-31 $10k 96 104.17
2016-12-31 $10k 96 104.17
2016-09-30 $10k 96 104.17
2016-06-30 $10k 96 104.17
2016-03-31 $9.0k 96 93.75
2015-12-31 $9.0k 96 93.75