Pepsi shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 13k | 140.44 |
| 2025-06-30 | $1.5M | 11k | 132.04 |
| 2025-03-31 | $1.9M | 13k | 149.90 |
| 2024-12-31 | $2.0M | 13k | 152.06 |
| 2024-09-30 | $3.5M | 21k | 170.04 |
| 2024-06-30 | $2.4M | 15k | 164.93 |
| 2024-03-31 | $1.9M | 11k | 175.01 |
| 2023-12-31 | $1.0M | 6.0k | 169.84 |
| 2023-09-30 | $2.5M | 2.1k | 1188.58 |
| 2023-06-30 | $485k | 2.6k | 185.22 |