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
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |