Pepsi shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $987k | 7.0k | 140.44 |
| 2025-06-30 | $913k | 6.9k | 132.04 |
| 2025-03-31 | $1.0M | 7.0k | 149.94 |
| 2024-12-31 | $1.1M | 6.9k | 152.06 |
| 2024-09-30 | $1.2M | 6.9k | 170.05 |
| 2024-06-30 | $1.1M | 6.9k | 164.93 |
| 2024-03-31 | $1.3M | 7.4k | 175.01 |
| 2023-12-31 | $1.3M | 7.7k | 169.84 |
| 2023-09-30 | $1.3M | 7.7k | 169.44 |
| 2023-06-30 | $1.4M | 7.7k | 185.22 |
| 2023-03-31 | $1.4M | 7.6k | 182.30 |
| 2022-12-31 | $1.4M | 7.7k | 180.66 |
| 2022-09-30 | $1.3M | 7.7k | 163.31 |
| 2022-06-30 | $1.3M | 7.8k | 166.65 |
| 2022-03-31 | $979k | 5.9k | 167.32 |
| 2021-12-31 | $1.2M | 7.0k | 173.75 |
| 2021-09-30 | $1.1M | 7.1k | 150.40 |
| 2021-06-30 | $963k | 6.5k | 148.15 |
| 2021-03-31 | $902k | 6.4k | 141.51 |
| 2020-12-31 | $955k | 6.4k | 148.34 |
| 2020-09-30 | $903k | 6.5k | 138.67 |
| 2020-06-30 | $865k | 6.5k | 132.22 |