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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
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