Pepsi shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 1.3k | 170.05 |
| 2024-06-30 | $231k | 1.4k | 164.93 |
| 2024-03-31 | $247k | 1.4k | 175.01 |
| 2023-12-31 | $16k | 94 | 169.84 |
| 2023-09-30 | $13k | 74 | 169.45 |
| 2023-06-30 | $25k | 136 | 185.22 |
| 2023-03-31 | $25k | 136 | 182.30 |
| 2022-12-31 | $30k | 167 | 180.65 |
| 2022-09-30 | $12k | 74 | 163.26 |
| 2020-03-31 | $337k | 2.8k | 120.10 |
| 2019-12-31 | $383k | 2.8k | 136.49 |
| 2019-09-30 | $385k | 2.8k | 137.21 |
| 2019-06-30 | $416k | 3.2k | 131.11 |
| 2019-03-31 | $332k | 2.7k | 122.51 |