Pepsi shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 3.2k | 140.42 |
| 2025-06-30 | $423k | 3.2k | 132.02 |
| 2025-03-31 | $523k | 3.5k | 149.92 |
| 2024-12-31 | $536k | 3.5k | 152.04 |
| 2024-09-30 | $680k | 4.0k | 170.02 |
| 2024-06-30 | $660k | 4.0k | 164.90 |
| 2024-03-31 | $699k | 4.0k | 175.01 |
| 2023-12-31 | $678k | 4.0k | 169.81 |
More positions owned by Heritage Wealth Management
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