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
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Quarterly reported holdings in Pepsi by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 9.8k | 140.44 |
| 2025-06-30 | $1.3M | 9.9k | 132.04 |
| 2025-03-31 | $1.0M | 6.9k | 149.93 |
| 2024-12-31 | $1.0M | 6.9k | 152.05 |
| 2024-06-30 | $420k | 2.5k | 164.93 |
More positions owned by Heritage Oak Wealth Advisors
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