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Pepsi shares owned by Milestone Advisory Partners

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

Historical chart of Milestone Advisory Partners investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $220k 1.3k 169.44
2023-06-30 $241k 1.3k 185.22
2023-03-31 $237k 1.3k 182.30
2022-12-31 $235k 1.3k 180.66
2022-09-30 $222k 1.4k 163.48
2022-06-30 $230k 1.4k 169.37
2022-03-31 $227k 1.4k 167.16
2020-06-30 $1.2M 7.2k 167.36

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

Top funds holding Pepsi

BlackRock
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco
Massachusetts Financial Services
T. Rowe Price Associates
Amundi
Deutsche Bank Aktiengesellschaft

View all funds holding Pepsi