Pepsi shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $678k | 4.0k | 170.05 |
| 2024-06-30 | $785k | 4.8k | 164.93 |
| 2024-03-31 | $900k | 5.1k | 175.02 |
| 2023-12-31 | $933k | 5.5k | 169.85 |
| 2023-09-30 | $1.2M | 7.0k | 169.45 |
| 2023-06-30 | $1.3M | 7.0k | 185.23 |
| 2023-03-31 | $1.3M | 7.1k | 182.31 |
| 2022-12-31 | $1.3M | 7.3k | 180.67 |
| 2022-09-30 | $1.2M | 7.7k | 163.31 |
| 2022-06-30 | $1.3M | 7.7k | 166.71 |
| 2022-03-31 | $1.3M | 7.6k | 167.37 |
| 2021-12-31 | $1.3M | 7.7k | 173.72 |
| 2021-09-30 | $1.1M | 7.5k | 150.38 |
| 2021-06-30 | $1.2M | 8.3k | 148.20 |
| 2021-03-31 | $1.2M | 8.7k | 141.46 |
| 2020-12-31 | $1.3M | 8.7k | 148.35 |
| 2020-09-30 | $1.1M | 8.1k | 138.56 |
| 2020-06-30 | $1.1M | 8.3k | 132.32 |
| 2020-03-31 | $906k | 7.5k | 120.06 |
| 2019-12-31 | $1.1M | 7.8k | 136.68 |
| 2019-09-30 | $1.1M | 8.0k | 137.06 |
| 2019-06-30 | $1.0M | 7.8k | 131.15 |
| 2019-03-31 | $1000k | 8.2k | 122.50 |
| 2018-12-31 | $898k | 8.1k | 110.46 |
| 2018-09-30 | $926k | 8.3k | 111.84 |
| 2018-06-30 | $909k | 8.4k | 108.82 |
| 2018-03-31 | $905k | 8.3k | 109.12 |
| 2017-12-31 | $1.0M | 8.4k | 119.92 |
| 2017-09-30 | $982k | 8.8k | 111.41 |
| 2017-06-30 | $1.0M | 8.9k | 115.45 |
| 2017-03-31 | $994k | 8.9k | 111.81 |
| 2016-12-31 | $930k | 8.9k | 104.66 |
| 2016-09-30 | $1.0M | 9.5k | 108.79 |
| 2016-06-30 | $1.0M | 9.5k | 105.97 |
| 2016-03-31 | $954k | 9.3k | 102.50 |
| 2015-12-31 | $989k | 9.9k | 99.88 |
| 2015-09-30 | $932k | 9.9k | 94.29 |
| 2015-03-31 | $984k | 10k | 95.69 |
| 2014-12-31 | $792k | 8.4k | 94.59 |
| 2014-09-30 | $897k | 9.2k | 97.25 |
| 2014-06-30 | $595k | 7.1k | 83.57 |
| 2014-03-31 | $595k | 7.1k | 83.57 |
| 2013-12-31 | $707k | 8.5k | 82.93 |
| 2013-09-30 | $658k | 8.3k | 79.50 |
| 2011-12-31 | $291k | 4.4k | 66.42 |
| 2011-09-30 | $472k | 7.6k | 61.84 |
| 2011-06-30 | $471k | 7.3k | 64.34 |
| 2011-03-31 | $471k | 7.3k | 64.34 |
| 2010-12-31 | $442k | 6.8k | 65.39 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors