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Pepsi shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Pepsi

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

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Quarterly reported holdings in Pepsi by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for JFS Wealth Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi