Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

Pepsi shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in Pepsi

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All positions including Pepsi held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 1.4k 170.06
2024-06-30 $235k 1.4k 164.94
2024-03-31 $249k 1.4k 175.02
2023-12-31 $242k 1.4k 169.85
2023-09-30 $242k 1.4k 169.45
2023-06-30 $264k 1.4k 185.24
2023-03-31 $260k 1.4k 182.32
2022-12-31 $258k 1.4k 180.68
2022-09-30 $233k 1.4k 163.51
2022-06-30 $238k 1.4k 167.02
2022-03-31 $239k 1.4k 167.72
2021-12-31 $248k 1.4k 174.04
2021-09-30 $214k 1.4k 150.18
2021-06-30 $211k 1.4k 148.07
2021-03-31 $202k 1.4k 141.75
2020-12-31 $211k 1.4k 148.07
2019-09-30 $305k 2.2k 137.08
2019-06-30 $292k 2.2k 131.24
2019-03-31 $273k 2.2k 122.70
2018-12-31 $246k 2.2k 110.56
2017-12-31 $296k 2.5k 120.08
2017-09-30 $314k 2.8k 111.55
2017-06-30 $325k 2.8k 115.45
2017-03-31 $315k 2.8k 111.90
2016-12-31 $342k 3.3k 104.75
2016-09-30 $355k 3.3k 108.73
2016-06-30 $269k 2.5k 105.91
2016-03-31 $260k 2.5k 102.36
2015-09-30 $82k 865 94.80
2015-06-30 $81k 865 93.64
2015-03-31 $88k 925 95.14
2014-12-31 $88k 925 95.14
2014-06-30 $71k 800 88.75
2014-03-31 $67k 800 83.75
2013-12-31 $66k 800 82.50

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi