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Pepsi shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $450k 3.2k 140.42
2024-12-31 $232k 1.5k 152.06

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View all positions for National Wealth Management Group

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi