Pepsi shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $656k | 3.9k | 170.08 |
| 2024-06-30 | $604k | 75k | 8.01 |
| 2024-03-31 | $574k | 3.3k | 175.16 |
| 2023-12-31 | $576k | 3.4k | 169.86 |
| 2023-09-30 | $563k | 3.3k | 169.58 |
| 2023-06-30 | $631k | 3.4k | 185.20 |
| 2023-03-31 | $530k | 2.9k | 182.29 |
| 2022-09-30 | $486k | 3.0k | 163.03 |
| 2022-06-30 | $473k | 2.8k | 166.55 |
| 2022-03-31 | $473k | 2.8k | 167.20 |
| 2021-12-31 | $487k | 2.8k | 173.49 |
| 2021-09-30 | $529k | 3.5k | 150.53 |
| 2021-06-30 | $430k | 2.9k | 148.43 |
| 2021-03-31 | $393k | 2.9k | 136.79 |
| 2020-12-31 | $393k | 2.9k | 136.79 |
| 2020-09-30 | $258k | 1.9k | 138.86 |
| 2020-06-30 | $172k | 1.3k | 132.31 |
| 2020-03-31 | $144k | 1.2k | 119.90 |
| 2019-12-31 | $155k | 1.1k | 136.68 |
| 2019-09-30 | $152k | 1.1k | 136.69 |
| 2019-06-30 | $307k | 2.3k | 131.08 |
| 2019-03-31 | $85k | 694 | 122.48 |
| 2018-12-31 | $69k | 628 | 109.87 |