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Pepsi shares owned by Martel Wealth Advisors

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

Historical chart of Martel Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Martel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 3.0k 140.44
2025-06-30 $396k 3.0k 132.04
2025-03-31 $450k 3.0k 149.94
2024-12-31 $456k 3.0k 152.06