Pepsi shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $306k | 1.8k | 170.05 |
| 2024-06-30 | $297k | 1.8k | 164.93 |
| 2024-03-31 | $328k | 1.9k | 175.01 |
| 2023-12-31 | $313k | 1.8k | 169.84 |
| 2023-09-30 | $357k | 2.1k | 169.44 |
| 2023-06-30 | $333k | 1.8k | 185.22 |
| 2023-03-31 | $328k | 1.8k | 182.30 |
| 2022-12-31 | $340k | 1.9k | 180.66 |
| 2022-09-30 | $308k | 1.9k | 163.14 |
| 2022-06-30 | $295k | 1.8k | 166.76 |
| 2022-03-31 | $296k | 1.8k | 167.33 |
| 2021-12-31 | $314k | 1.8k | 173.86 |
| 2021-09-30 | $272k | 1.8k | 150.44 |
| 2021-06-30 | $265k | 1.8k | 148.38 |
| 2021-03-31 | $253k | 1.8k | 141.66 |
| 2020-12-31 | $262k | 1.8k | 148.11 |
| 2020-09-30 | $245k | 1.8k | 138.50 |
| 2020-06-30 | $209k | 1.6k | 131.94 |
| 2020-03-31 | $226k | 1.9k | 119.96 |
| 2019-12-31 | $236k | 1.7k | 136.50 |
| 2019-09-30 | $227k | 1.7k | 136.83 |
| 2018-06-30 | $220k | 2.0k | 108.86 |
| 2018-03-31 | $221k | 2.0k | 109.35 |
| 2017-12-31 | $242k | 2.0k | 119.74 |
| 2017-09-30 | $361k | 3.2k | 111.32 |
| 2017-06-30 | $398k | 3.4k | 115.63 |
| 2017-03-31 | $378k | 3.4k | 111.90 |
| 2016-12-31 | $289k | 2.8k | 104.60 |
| 2016-09-30 | $306k | 2.8k | 108.70 |
| 2016-06-30 | $367k | 3.5k | 105.98 |
| 2016-03-31 | $352k | 3.4k | 102.53 |
| 2015-12-31 | $446k | 4.5k | 99.87 |