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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
2024-03-31 $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 World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi