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Pepsi shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 7.9k 155.29
2025-12-31 $1.1M 7.9k 143.52
2025-09-30 $1.1M 7.9k 140.44

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Top funds holding Pepsi

Vanguard Group
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
Susquehanna International
Goldman Sachs Group
Franklin Resources
Invesco
Wells Fargo & Company

View all funds holding Pepsi