Pepsi shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 2.4k | 140.49 |
| 2025-06-30 | $317k | 2.4k | 132.08 |
| 2025-03-31 | $359k | 2.4k | 149.99 |
| 2024-12-31 | $364k | 2.4k | 152.05 |
| 2024-09-30 | $419k | 2.5k | 170.03 |
| 2024-06-30 | $407k | 2.5k | 164.91 |
| 2024-03-31 | $614k | 3.5k | 175.00 |
| 2023-12-31 | $595k | 3.5k | 169.83 |
| 2023-09-30 | $594k | 3.5k | 169.43 |
| 2023-06-30 | $612k | 3.3k | 185.21 |
| 2023-03-31 | $602k | 3.3k | 182.30 |
| 2022-12-31 | $808k | 4.5k | 180.66 |
| 2022-09-30 | $730k | 4.5k | 163.17 |
| 2022-06-30 | $745k | 4.5k | 166.63 |
| 2022-03-31 | $552k | 3.3k | 167.53 |
| 2021-12-31 | $574k | 3.3k | 173.57 |
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