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Pepsi shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 6.2k 167.03
2023-12-31 $935k 5.5k 169.84
2023-09-30 $980k 5.8k 169.44
2023-06-30 $1.9M 11k 183.88
2023-03-31 $872k 4.8k 180.83
2022-12-31 $561k 3.1k 180.66

More positions owned by Iams Wealth Management

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams 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