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Pepsi shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 202 170.05
2024-03-31 $45k 256 175.01
2023-12-31 $44k 256 169.84

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Franklin Resources
Invesco
Goldman Sachs Group
Massachusetts Financial Services
T. Rowe Price Associates

View all funds holding Pepsi