IVC Wealth Advisors »

Pepsi shares owned by IVC Wealth Advisors

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

Historical chart of IVC Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 6.5k 175.02
2023-12-31 $1.1M 6.7k 169.83
2023-09-30 $1.2M 6.9k 169.43
2023-06-30 $1.3M 6.9k 185.21
2023-03-31 $1.3M 6.9k 182.29
2022-12-31 $1.2M 6.8k 180.65
2022-09-30 $1.0M 6.4k 163.20
2022-06-30 $1.1M 6.3k 166.69
2022-03-31 $1.3M 7.2k 173.77
2021-12-31 $1.3M 7.2k 173.77
2021-09-30 $1.2M 7.7k 150.38
2021-06-30 $1.1M 7.5k 148.12
2021-03-31 $1.1M 7.5k 141.49
2020-12-31 $1.1M 7.3k 148.29