Pepsi shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $925k | 6.6k | 140.44 |
| 2025-06-30 | $881k | 6.7k | 132.04 |
| 2025-03-31 | $1.1M | 7.3k | 149.94 |
| 2024-12-31 | $1.1M | 7.3k | 152.06 |
| 2024-09-30 | $1.2M | 7.2k | 170.05 |
| 2024-06-30 | $1.2M | 7.3k | 164.93 |
| 2024-03-31 | $1.2M | 7.1k | 175.01 |
| 2023-12-31 | $1.2M | 7.1k | 172.91 |
| 2023-09-30 | $1.2M | 7.1k | 169.44 |
| 2023-06-30 | $1.3M | 7.1k | 185.21 |
| 2023-03-31 | $1.3M | 7.1k | 182.31 |
| 2022-12-31 | $3.0M | 17k | 180.66 |
| 2022-09-30 | $2.8M | 17k | 163.25 |
| 2022-06-30 | $3.0M | 18k | 166.68 |
| 2021-12-31 | $3.3M | 19k | 173.69 |
| 2021-09-30 | $3.0M | 20k | 150.40 |
| 2021-06-30 | $2.9M | 20k | 149.12 |
| 2021-03-31 | $2.7M | 19k | 141.30 |
| 2020-12-31 | $2.7M | 18k | 148.32 |