Pepsi shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 19k | 140.44 |
| 2025-06-30 | $37M | 283k | 132.04 |
| 2025-03-31 | $43M | 288k | 149.94 |
| 2024-12-31 | $41M | 271k | 152.06 |
| 2024-09-30 | $45M | 264k | 170.05 |
| 2024-06-30 | $42M | 253k | 164.93 |
| 2024-03-31 | $42M | 242k | 175.01 |
| 2023-12-31 | $38M | 226k | 169.84 |
| 2023-09-30 | $38M | 225k | 169.44 |
| 2023-06-30 | $41M | 220k | 185.22 |
| 2023-03-31 | $39M | 216k | 182.30 |
| 2022-12-31 | $37M | 205k | 180.66 |
| 2022-09-30 | $32M | 197k | 163.26 |
| 2022-06-30 | $32M | 191k | 166.66 |
| 2022-03-31 | $25M | 152k | 167.38 |
| 2021-12-31 | $24M | 141k | 173.71 |
| 2021-09-30 | $20M | 132k | 150.41 |
| 2021-06-30 | $19M | 126k | 148.17 |
| 2021-03-31 | $17M | 118k | 141.45 |
| 2020-12-31 | $15M | 102k | 148.30 |
| 2020-09-30 | $13M | 95k | 138.60 |
| 2020-06-30 | $13M | 2 | 6267500.00 |
| 2020-03-31 | $8.8M | 73k | 120.10 |
| 2019-12-31 | $7.8M | 57k | 136.67 |
| 2019-09-30 | $7.4M | 54k | 137.09 |
| 2019-06-30 | $6.7M | 51k | 131.13 |
| 2019-03-31 | $4.9M | 40k | 122.55 |
| 2018-12-31 | $3.9M | 35k | 110.47 |
| 2018-09-30 | $3.8M | 34k | 111.78 |
| 2018-06-30 | $3.3M | 31k | 108.79 |
| 2018-03-31 | $3.4M | 31k | 109.26 |
| 2017-12-31 | $3.5M | 29k | 119.85 |
| 2017-09-30 | $2.9M | 26k | 111.41 |
| 2017-06-30 | $2.9M | 25k | 115.42 |
| 2017-03-31 | $2.7M | 24k | 111.84 |
| 2016-12-31 | $2.4M | 23k | 104.53 |
| 2016-09-30 | $2.4M | 22k | 108.77 |
| 2016-06-30 | $2.6M | 25k | 105.90 |
| 2016-03-31 | $2.4M | 23k | 102.45 |
| 2015-12-31 | $2.2M | 22k | 99.92 |
| 2015-09-30 | $2.1M | 22k | 94.35 |
| 2015-06-30 | $2.1M | 22k | 93.31 |
| 2015-03-31 | $2.1M | 22k | 95.56 |
| 2014-12-31 | $2.1M | 23k | 94.56 |
| 2014-09-30 | $1.7M | 18k | 93.11 |
| 2014-06-30 | $1.6M | 18k | 89.43 |
| 2014-03-31 | $1.5M | 18k | 83.43 |
| 2013-12-31 | $1.8M | 22k | 82.97 |