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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

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Quarterly reported holdings in Pepsi by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
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