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Pepsi shares owned by Level Wealth Management

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

Historical chart of Level Wealth Management investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $224k 1.5k 149.94
2024-12-31 $227k 1.5k 152.06

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View all positions for Level Wealth Management

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi