SFMG Wealth Advisors »

Pepsi shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 12k 170.05
2024-06-30 $2.0M 12k 164.93
2024-03-31 $2.3M 13k 175.01
2023-12-31 $2.3M 13k 169.84
2023-09-30 $2.4M 14k 169.44
2023-06-30 $2.7M 15k 185.22
2023-03-31 $2.7M 15k 182.29
2022-12-31 $2.7M 15k 180.66
2022-09-30 $1.2M 7.3k 169.41
2022-06-30 $1.2M 7.3k 166.64
2022-03-31 $1.2M 7.3k 167.33
2021-12-31 $1.2M 6.8k 173.70
2021-09-30 $880k 5.8k 150.48
2021-06-30 $751k 5.1k 148.13
2021-03-31 $696k 4.9k 141.43
2020-12-31 $881k 5.9k 148.39
2020-09-30 $779k 5.6k 138.51
2020-06-30 $680k 5.1k 132.35
2020-03-31 $427k 3.6k 120.05
2019-12-31 $472k 3.5k 136.53
2019-09-30 $474k 3.5k 137.11
2019-06-30 $454k 3.5k 131.33
2019-03-31 $432k 3.5k 122.66
2018-12-31 $251k 2.3k 110.33
2018-09-30 $243k 2.2k 110.96
2018-06-30 $247k 2.3k 109.05
2018-03-31 $279k 2.6k 108.98
2017-12-31 $310k 2.6k 120.11
2017-09-30 $309k 2.8k 111.51
2017-06-30 $320k 2.8k 115.48
2017-03-31 $314k 2.8k 111.94
2016-12-31 $284k 2.7k 104.80
2016-09-30 $260k 2.4k 108.79
2016-06-30 $264k 2.5k 106.02
2015-12-31 $1.2M 12k 99.88
2015-09-30 $1.1M 11k 94.29
2015-06-30 $1.1M 12k 93.38
2015-03-31 $2.3M 24k 95.61
2014-12-31 $1.1M 12k 94.59
2014-09-30 $1.1M 11k 93.06
2014-06-30 $983k 11k 89.34
2014-03-31 $919k 11k 83.52
2013-12-31 $915k 11k 82.93
2013-09-30 $875k 11k 79.52
2013-06-30 $914k 11k 81.77
2013-03-31 $902k 11k 79.07
2012-09-30 $802k 11k 70.73
2012-06-30 $801k 11k 70.64
2011-12-31 $752k 11k 66.32
2011-09-30 $665k 11k 61.92
2011-03-31 $724k 11k 64.42
2010-12-31 $764k 12k 65.36