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Pepsi shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Pepsi

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

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Quarterly reported holdings in Pepsi by KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $711k 4.3k 164.93
2024-06-30 $1.0M 5.8k 175.00
2024-03-31 $1.0M 5.8k 175.00
2023-12-31 $1.1M 6.5k 169.85
2023-09-30 $1.2M 6.5k 185.23
2023-06-30 $1.2M 6.5k 185.23
2023-03-31 $1.1M 6.3k 180.66
2022-12-31 $895k 5.0k 180.67
2022-09-30 $663k 4.1k 163.14
2022-06-30 $649k 3.9k 166.58
2022-03-31 $600k 3.5k 173.86
2021-12-31 $600k 3.5k 173.86
2021-09-30 $215k 1.4k 150.35
2021-06-30 $200k 1.4k 141.34
2021-03-31 $200k 1.4k 141.34