Pepsi shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 2.9k | 140.44 |
| 2025-06-30 | $387k | 2.9k | 132.04 |
| 2025-03-31 | $393k | 2.6k | 149.94 |
| 2024-12-31 | $399k | 2.6k | 152.06 |
| 2024-09-30 | $463k | 2.7k | 170.05 |
| 2024-06-30 | $474k | 2.9k | 164.93 |
| 2024-03-31 | $498k | 2.8k | 175.01 |
| 2023-12-31 | $500k | 2.9k | 169.84 |
| 2023-09-30 | $499k | 2.9k | 169.44 |
| 2023-06-30 | $550k | 2.9k | 186.58 |
| 2023-03-31 | $537k | 2.9k | 182.30 |
| 2022-12-31 | $532k | 2.9k | 180.66 |
| 2022-09-30 | $572k | 3.5k | 163.29 |
| 2022-06-30 | $590k | 3.5k | 166.67 |
| 2022-03-31 | $525k | 3.1k | 167.30 |
| 2021-12-31 | $556k | 3.2k | 173.64 |
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