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Pepsi shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Pepsi

23:59:59.999Jun 29, 202423:59:59.999500:00:00Jun 30, 202400:00:00.000500:00:00.001419.58k419.5805k419.581k419.5815k419.582k25432,543.525442,544.52545
Value ($)Share countHistorical PEP position of Heritage Oak Wealth … Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Pepsi by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $420k 2.5k 164.93