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Pepsi shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Sar Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 1.4k 155.27
2024-09-30 $216k 1.3k 170.01
2024-06-30 $208k 1.3k 164.90
2024-03-31 $218k 1.2k 174.97
2023-12-31 $207k 1.2k 169.77

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group International SHS (CGIC)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

Top funds holding Pepsi

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Charles Schwab Investment Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Susquehanna International
Goldman Sachs Group
Franklin Resources
Invesco
Wells Fargo & Company

View all funds holding Pepsi