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Pepsi shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $470k 2.8k 169.84
2023-09-30 $455k 2.7k 169.35
2023-06-30 $495k 2.7k 184.48
2023-03-31 $481k 2.6k 182.14
2022-12-31 $461k 2.6k 176.78
2022-09-30 $616k 3.7k 166.67
2022-06-30 $564k 3.4k 167.41
2022-03-31 $359k 2.1k 168.47
2021-12-31 $363k 2.1k 173.52