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Pepsi shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $466k 2.8k 167.26
2024-06-30 $495k 2.9k 170.45
2024-03-31 $493k 2.9k 171.54
2023-12-31 $568k 3.3k 171.39
2023-09-30 $538k 3.2k 166.93
2023-06-30 $629k 3.4k 186.54
2023-03-31 $595k 3.2k 183.64
2022-12-31 $551k 3.1k 180.66

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View all positions for Rooted Wealth Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi