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Pepsi shares owned by Ml & R Wealth Management

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Ml & R Wealth Management from 13F filings

Historical chart of Ml & R Wealth Management investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Ml & R Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $358k 2.1k 169.84
2023-09-30 $365k 2.2k 169.44
2023-06-30 $343k 1.9k 185.22
2023-03-31 $338k 1.9k 182.30

More positions owned by Ml & R Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Rus Mid Cap Etf (IWR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Ml & R Wealth Management

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi