Pepsi shares owned by Safir Wealth Advisors
Historical chart of Safir Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Safir Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $202k | 1.4k | 143.52 |
| 2025-03-31 | $211k | 1.4k | 149.94 |
| 2024-12-31 | $214k | 1.4k | 152.06 |
| 2024-09-30 | $240k | 1.4k | 170.05 |
| 2024-06-30 | $233k | 1.4k | 164.93 |
| 2024-03-31 | $247k | 1.4k | 175.01 |
| 2023-06-30 | $215k | 1.2k | 185.22 |
| 2023-03-31 | $212k | 1.2k | 182.30 |
| 2022-12-31 | $224k | 1.2k | 180.66 |
| 2022-09-30 | $203k | 1.2k | 163.58 |
| 2022-06-30 | $223k | 1.3k | 166.29 |
| 2022-03-31 | $224k | 1.3k | 167.04 |
| 2021-09-30 | $212k | 1.4k | 150.35 |
| 2021-06-30 | $209k | 1.4k | 148.23 |
| 2020-12-31 | $209k | 1.4k | 148.23 |