Pepsi shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Pepsi
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Quarterly reported holdings in Pepsi by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 71k | 140.44 |
| 2025-06-30 | $11M | 84k | 132.04 |
| 2025-03-31 | $16M | 106k | 149.94 |
| 2024-12-31 | $16M | 106k | 152.06 |
| 2024-09-30 | $18M | 107k | 170.05 |
| 2024-06-30 | $18M | 107k | 164.93 |
| 2024-03-31 | $18M | 105k | 175.01 |
| 2023-12-31 | $18M | 105k | 169.84 |
| 2023-09-30 | $18M | 105k | 169.44 |
| 2023-06-30 | $20M | 108k | 185.22 |
| 2023-03-31 | $19M | 105k | 182.30 |
| 2022-12-31 | $18k | 98k | 0.18 |
| 2022-09-30 | $17M | 101k | 163.26 |
| 2022-06-30 | $16M | 97k | 166.66 |
| 2022-03-31 | $16M | 96k | 167.38 |
| 2021-12-31 | $17M | 95k | 173.71 |
| 2021-09-30 | $14M | 92k | 150.40 |
| 2021-06-30 | $13M | 90k | 148.17 |
| 2021-03-31 | $14M | 99k | 141.45 |
| 2020-12-31 | $14M | 94k | 148.30 |
| 2020-09-30 | $12M | 89k | 138.60 |
| 2020-06-30 | $6.0M | 46k | 132.26 |
| 2020-03-31 | $5.7M | 48k | 120.11 |
| 2019-12-31 | $7.4M | 54k | 136.66 |
| 2019-09-30 | $7.4M | 54k | 137.10 |
| 2019-06-30 | $7.6k | 54k | 0.14 |
| 2019-03-31 | $6.0M | 49k | 122.46 |
| 2018-12-31 | $5.1M | 46k | 110.48 |
| 2018-09-30 | $4.2M | 39k | 106.55 |
| 2018-06-30 | $4.0M | 38k | 104.11 |
| 2018-03-31 | $3.6M | 34k | 107.06 |
| 2017-12-31 | $4.0M | 34k | 118.00 |
| 2017-09-30 | $3.6M | 32k | 110.01 |
| 2017-06-30 | $3.5M | 31k | 114.27 |
| 2017-03-31 | $3.6M | 32k | 111.94 |
| 2016-12-31 | $3.2M | 31k | 103.26 |
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