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Pepsi shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $576k 4.3k 135.40

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
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Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Pepsi

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Franklin Resources
Invesco
Wells Fargo & Company
Amundi
Ubs Global Asset Management Americas

View all funds holding Pepsi