Pepsi shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Pepsi
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All positions including Pepsi held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 11k | 140.44 |
| 2025-06-30 | $1.5M | 11k | 132.04 |
| 2024-12-31 | $701k | 4.6k | 152.05 |
| 2024-09-30 | $910k | 5.4k | 170.04 |
| 2024-06-30 | $774k | 4.7k | 164.93 |
| 2024-03-31 | $674k | 3.9k | 175.00 |
| 2023-12-31 | $621k | 3.7k | 169.84 |
| 2023-09-30 | $567k | 3.3k | 169.44 |
| 2023-06-30 | $620k | 3.3k | 185.22 |
| 2023-03-31 | $610k | 3.3k | 182.30 |
| 2022-12-31 | $605k | 3.3k | 180.66 |
| 2022-09-30 | $601k | 3.7k | 163.23 |
| 2022-06-30 | $611k | 3.7k | 166.58 |
| 2022-03-31 | $614k | 3.7k | 167.39 |
| 2021-12-31 | $637k | 3.7k | 173.66 |
| 2021-09-30 | $272k | 1.8k | 150.36 |
| 2021-06-30 | $268k | 1.8k | 148.15 |
| 2020-12-31 | $335k | 2.3k | 148.16 |