Pepsi shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in Pepsi
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Download as csvQuarterly reported holdings in Pepsi by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $61k | 435 | 140.44 |
| 2025-06-30 | $59k | 445 | 132.04 |
| 2025-03-31 | $274k | 1.8k | 149.94 |
| 2024-12-31 | $671k | 4.4k | 152.06 |
| 2024-09-30 | $1.1M | 6.7k | 170.05 |
| 2024-06-30 | $1.0M | 6.3k | 164.93 |
| 2024-03-31 | $1.1M | 6.5k | 175.01 |
| 2023-12-31 | $1.0M | 6.0k | 169.84 |
| 2023-09-30 | $1.0M | 6.0k | 169.44 |
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