RFG - Bristol Wealth Advisors »

Pepsi shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 1.6k 143.50
2025-09-30 $275k 2.0k 140.42
2025-06-30 $293k 2.2k 132.03

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Pepsi

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

View all funds holding Pepsi