Pepsi shares owned by Martel Wealth Advisors
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
Download as csvQuarterly 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 |