Pepsi shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $598k | 3.4k | 174.99 |
| 2024-06-30 | $525k | 3.2k | 164.93 |
| 2024-03-31 | $598k | 3.4k | 174.99 |
| 2023-12-31 | $647k | 3.8k | 169.82 |
| 2023-09-30 | $586k | 3.5k | 169.42 |
| 2023-06-30 | $623k | 3.4k | 185.21 |
| 2023-03-31 | $621k | 3.4k | 180.87 |
| 2022-12-31 | $620k | 3.4k | 180.67 |
| 2022-09-30 | $565k | 3.5k | 163.39 |
| 2022-06-30 | $491k | 2.9k | 166.67 |
| 2022-03-31 | $476k | 2.8k | 167.31 |
| 2021-12-31 | $494k | 2.8k | 173.70 |
| 2021-09-30 | $225k | 1.5k | 150.70 |
| 2021-06-30 | $221k | 1.5k | 148.12 |
| 2021-03-31 | $205k | 1.5k | 141.38 |
| 2020-12-31 | $570k | 3.8k | 148.21 |
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