Optivise Advisory Services »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 2.1k 170.04
2024-06-30 $376k 2.3k 164.96

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Invesco
Massachusetts Financial Services
Goldman Sachs Group
T. Rowe Price Associates

View all funds holding Pepsi