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Pepsi shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 320 155.29
2025-12-31 $10k 70 143.53
2025-09-30 $20k 140 140.44

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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