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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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