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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $699k 4.0k 175.01
2023-12-31 $678k 4.0k 169.81

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi