Pepsi shares owned by Rooted Wealth Advisors
Historical chart of Rooted Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 2.0k | 141.96 |
| 2025-06-30 | $442k | 3.3k | 135.25 |
| 2025-03-31 | $359k | 2.4k | 146.59 |
| 2024-12-31 | $358k | 2.5k | 145.29 |
| 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 |