Pepsi shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Pepsi
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Quarterly reported holdings in Pepsi by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 75k | 170.05 |
| 2024-06-30 | $13M | 76k | 164.93 |
| 2024-03-31 | $13M | 76k | 175.01 |
| 2023-09-30 | $13M | 78k | 169.44 |
| 2023-06-30 | $15M | 79k | 185.22 |
| 2023-03-31 | $12M | 68k | 182.30 |
| 2022-12-31 | $5.1M | 28k | 180.65 |
| 2022-09-30 | $4.3M | 26k | 163.24 |
| 2022-06-30 | $4.4M | 26k | 166.67 |
| 2022-03-31 | $4.4M | 26k | 167.39 |
| 2021-12-31 | $4.2M | 24k | 173.70 |
| 2021-09-30 | $3.4M | 23k | 150.41 |
| 2021-06-30 | $3.2M | 22k | 148.16 |
| 2021-03-31 | $2.7M | 19k | 141.44 |
| 2020-12-31 | $3.1M | 21k | 148.31 |
| 2020-09-30 | $2.6M | 19k | 138.61 |
| 2020-06-30 | $2.4M | 19k | 132.24 |
| 2020-03-31 | $2.0M | 17k | 120.10 |
| 2019-12-31 | $2.3M | 17k | 136.68 |
| 2019-09-30 | $1.6M | 12k | 137.13 |
| 2019-06-30 | $1.4M | 11k | 126.06 |
| 2019-03-31 | $1.1M | 8.9k | 122.58 |
| 2018-12-31 | $764k | 6.9k | 110.47 |
| 2018-09-30 | $463k | 4.2k | 110.82 |
| 2018-06-30 | $440k | 4.0k | 109.62 |
| 2018-03-31 | $390k | 3.6k | 107.03 |
| 2017-12-31 | $557k | 4.7k | 118.01 |
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