Pepsi shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors investment in Pepsi
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All positions including Pepsi held by ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.3k | 140.44 |
| 2025-06-30 | $1.1M | 8.3k | 132.04 |
| 2025-03-31 | $1.3M | 8.5k | 149.94 |
| 2024-12-31 | $1.3M | 8.5k | 152.06 |
| 2024-09-30 | $1.4M | 8.3k | 170.05 |
| 2024-06-30 | $1.4M | 8.3k | 164.93 |
| 2024-03-31 | $1.5M | 8.3k | 175.01 |
| 2023-12-31 | $1.4M | 8.3k | 169.84 |
| 2023-09-30 | $1.4M | 8.3k | 169.44 |
| 2023-06-30 | $1.5M | 8.3k | 185.22 |
| 2023-03-31 | $1.6M | 9.0k | 182.30 |
| 2022-12-31 | $1.6M | 9.0k | 180.66 |
| 2022-09-30 | $1.5M | 9.0k | 163.21 |
| 2022-06-30 | $1.5M | 9.0k | 166.65 |
| 2022-03-31 | $1.5M | 9.0k | 167.42 |
| 2021-12-31 | $1.6M | 9.0k | 173.74 |
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