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Pepsi shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 487 140.36
2025-06-30 $67k 510 132.09
2025-03-31 $76k 507 150.09
2024-12-31 $72k 505 142.72

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi