Pepsi shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $335k | 2.0k | 170.06 |
| 2024-06-30 | $300k | 1.8k | 164.94 |
| 2024-03-31 | $359k | 2.1k | 175.05 |
| 2023-12-31 | $329k | 1.9k | 169.86 |
| 2023-09-30 | $391k | 2.3k | 169.43 |
| 2023-06-30 | $303k | 1.6k | 185.19 |
| 2023-03-31 | $243k | 1.3k | 182.26 |
| 2022-12-31 | $241k | 1.3k | 180.61 |
| 2022-09-30 | $242k | 1.3k | 181.68 |
| 2022-06-30 | $222k | 1.3k | 167.04 |
| 2021-12-31 | $274k | 1.6k | 173.75 |
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