Pepsi shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 19k | 140.10 |
| 2025-06-30 | $2.4M | 18k | 132.03 |
| 2025-03-31 | $2.7M | 18k | 150.32 |
| 2024-12-31 | $1.8M | 12k | 151.68 |
| 2024-09-30 | $1.2M | 6.8k | 169.60 |
| 2024-06-30 | $1.1M | 6.6k | 165.21 |
| 2024-03-31 | $1.1M | 6.0k | 175.01 |
| 2023-12-31 | $973k | 5.7k | 169.84 |