Pepsi shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Pepsi
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Quarterly reported holdings in Pepsi by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $15M | 86k | 169.44 |
| 2023-06-30 | $9.3M | 50k | 185.22 |
| 2023-03-31 | $9.9M | 54k | 182.30 |
| 2022-12-31 | $454k | 2.5k | 178.05 |
| 2022-09-30 | $412k | 2.5k | 161.76 |
| 2022-03-31 | $286k | 1.7k | 172.29 |
| 2021-12-31 | $257k | 1.5k | 173.65 |
| 2021-09-30 | $232k | 1.5k | 156.76 |
| 2021-06-30 | $219k | 1.5k | 147.97 |
| 2021-03-31 | $227k | 1.6k | 142.77 |
| 2020-12-31 | $213k | 1.5k | 143.92 |
| 2020-09-30 | $204k | 1.5k | 137.84 |
| 2020-06-30 | $227k | 1.7k | 132.44 |
| 2020-03-31 | $632k | 5.3k | 120.04 |
| 2019-12-31 | $704k | 5.0k | 139.57 |
| 2019-09-30 | $302k | 2.3k | 134.10 |
| 2019-06-30 | $328k | 2.5k | 131.89 |
| 2019-03-31 | $231k | 1.9k | 121.77 |
| 2018-12-31 | $210k | 1.9k | 110.70 |
| 2018-09-30 | $225k | 2.0k | 111.72 |
| 2018-03-31 | $177k | 1.6k | 108.92 |
| 2017-12-31 | $243k | 2.0k | 120.00 |
| 2017-09-30 | $226k | 2.0k | 111.60 |
| 2014-03-31 | $30k | 356 | 84.27 |
| 2013-12-31 | $30k | 356 | 84.27 |
| 2013-09-30 | $28k | 356 | 79.50 |
| 2013-06-30 | $29k | 356 | 81.79 |