Pepsi shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $467k | 3.3k | 140.42 |
| 2025-06-30 | $443k | 3.4k | 132.02 |
| 2025-03-31 | $341k | 2.3k | 149.94 |
| 2024-12-31 | $368k | 2.4k | 152.05 |
| 2024-09-30 | $357k | 2.1k | 170.04 |
| 2024-06-30 | $376k | 2.3k | 164.96 |
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