Pepsi shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 17k | 140.44 |
| 2025-06-30 | $2.2M | 17k | 132.04 |
| 2025-03-31 | $2.6M | 18k | 149.94 |
| 2024-12-31 | $2.6M | 17k | 152.06 |
| 2024-09-30 | $3.0M | 18k | 170.05 |
| 2024-06-30 | $1.8M | 11k | 164.93 |
| 2024-03-31 | $1.9M | 11k | 175.00 |
| 2023-12-31 | $1.8M | 11k | 169.84 |
| 2023-09-30 | $1.8M | 11k | 169.44 |
| 2023-06-30 | $2.0M | 11k | 185.22 |
| 2023-03-31 | $2.1M | 11k | 182.29 |
| 2022-12-31 | $2.1M | 12k | 180.66 |
| 2022-09-30 | $2.0M | 12k | 163.23 |
| 2022-06-30 | $2.0M | 12k | 166.63 |
| 2022-03-31 | $1.9M | 12k | 167.38 |
| 2021-12-31 | $2.0M | 12k | 173.70 |
| 2021-09-30 | $1.7M | 11k | 150.45 |
| 2021-06-30 | $1.6M | 11k | 148.18 |
| 2021-03-31 | $1.5M | 11k | 141.41 |
| 2020-12-31 | $1.6M | 11k | 148.26 |
| 2020-09-30 | $1.7M | 12k | 138.60 |
| 2020-06-30 | $1.6M | 12k | 132.27 |
| 2020-03-31 | $1.5M | 13k | 120.13 |
| 2019-12-31 | $1.7M | 13k | 136.64 |
| 2019-09-30 | $1.7M | 13k | 137.11 |
| 2019-06-30 | $1.6M | 13k | 131.14 |
| 2019-03-31 | $1.5M | 13k | 122.59 |
| 2018-12-31 | $1.4M | 13k | 110.48 |
| 2018-09-30 | $1.5M | 14k | 111.82 |
| 2018-06-30 | $1.6M | 15k | 108.85 |
| 2018-03-31 | $1.6M | 15k | 109.17 |
| 2017-12-31 | $1.8M | 15k | 119.93 |
| 2017-09-30 | $1.8M | 16k | 111.45 |
| 2017-06-30 | $1.8M | 16k | 115.50 |
| 2017-03-31 | $1.7M | 16k | 104.64 |
| 2016-12-31 | $1.7M | 16k | 104.64 |
| 2016-09-30 | $1.7M | 16k | 108.79 |
| 2016-06-30 | $2.0M | 19k | 105.92 |
| 2016-03-31 | $1.9M | 19k | 102.49 |
| 2015-12-31 | $1.9M | 19k | 99.96 |
| 2015-09-30 | $1.7M | 19k | 94.28 |
| 2015-06-30 | $1.7M | 19k | 93.33 |
| 2015-03-31 | $1.8M | 19k | 95.63 |
| 2014-12-31 | $1.8M | 19k | 94.57 |
| 2014-09-30 | $1.8M | 19k | 93.08 |
| 2014-06-30 | $1.8M | 20k | 89.32 |
| 2014-03-31 | $1.6M | 20k | 83.50 |
| 2013-12-31 | $1.7M | 21k | 82.93 |
| 2013-09-30 | $1.5M | 19k | 79.49 |
| 2013-06-30 | $1.6M | 19k | 81.79 |
| 2013-03-31 | $1.5M | 19k | 79.14 |