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Pepsi shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 28k 170.05
2024-03-31 $4.3M 25k 175.01
2023-12-31 $4.2M 25k 169.84
2022-12-31 $7.6M 42k 180.66
2022-09-30 $6.5M 40k 163.25

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Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Invesco
Massachusetts Financial Services
Goldman Sachs Group
T. Rowe Price Associates

View all funds holding Pepsi