Pepsi shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $209k | 1.4k | 149.65 |
| 2024-09-30 | $204k | 1.2k | 170.05 |
| 2024-03-31 | $224k | 1.3k | 175.01 |
| 2023-12-31 | $217k | 1.3k | 169.78 |
| 2023-09-30 | $216k | 1.3k | 169.38 |
| 2023-06-30 | $225k | 1.2k | 185.57 |
| 2023-03-31 | $233k | 1.3k | 182.34 |
| 2022-12-31 | $231k | 1.3k | 180.70 |
| 2022-09-30 | $218k | 1.3k | 163.17 |
| 2022-06-30 | $223k | 1.3k | 166.92 |
| 2022-03-31 | $224k | 1.3k | 167.66 |
| 2021-12-31 | $218k | 1.3k | 173.57 |