Pepsi shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.7k | 140.44 |
| 2025-06-30 | $684k | 5.2k | 132.05 |
| 2025-03-31 | $1.2M | 8.2k | 149.93 |
| 2024-12-31 | $1.2M | 8.0k | 152.06 |
| 2024-09-30 | $1.6M | 9.4k | 170.05 |
| 2024-06-30 | $1.5M | 9.1k | 164.93 |
| 2024-03-31 | $1.6M | 9.1k | 175.00 |
| 2023-12-31 | $1.5M | 8.5k | 169.85 |
| 2023-09-30 | $1.5M | 9.0k | 169.43 |
| 2023-06-30 | $1.6M | 8.6k | 185.22 |
| 2023-03-31 | $1.5M | 8.3k | 182.31 |
| 2022-12-31 | $1.5M | 8.3k | 180.66 |
| 2022-09-30 | $1.1M | 7.0k | 163.33 |
| 2022-06-30 | $1.1M | 6.6k | 166.72 |
| 2022-03-31 | $1.1M | 6.3k | 167.46 |
| 2021-12-31 | $1.1M | 6.1k | 173.67 |
| 2021-09-30 | $875k | 5.8k | 150.34 |
| 2021-06-30 | $739k | 5.0k | 148.10 |
| 2021-03-31 | $617k | 4.4k | 141.51 |
| 2020-12-31 | $602k | 4.1k | 148.28 |
| 2020-09-30 | $712k | 5.1k | 138.58 |
| 2019-12-31 | $437k | 3.2k | 136.65 |
| 2019-09-30 | $437k | 3.2k | 137.08 |
| 2019-06-30 | $419k | 3.2k | 131.22 |
| 2019-03-31 | $392k | 3.2k | 122.46 |
| 2018-12-31 | $287k | 2.6k | 110.51 |
| 2018-09-30 | $292k | 2.6k | 111.62 |
| 2018-06-30 | $298k | 2.6k | 112.88 |
| 2018-03-31 | $265k | 2.4k | 109.10 |
| 2017-12-31 | $304k | 2.5k | 119.78 |