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Pepsi shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 57k 175.01
2023-12-31 $844k 5.0k 169.85

More positions owned by Simplicity Wealth

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Sprott Physical Gold & Silve Tr Unit (CEF)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi