Pepsi shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $329k | 1.9k | 170.05 |
| 2024-06-30 | $340k | 2.1k | 164.93 |
| 2024-03-31 | $345k | 2.0k | 175.01 |
| 2023-12-31 | $391k | 2.3k | 169.84 |
| 2023-09-30 | $473k | 2.8k | 169.44 |
| 2023-06-30 | $507k | 2.7k | 185.22 |
| 2023-03-31 | $467k | 2.6k | 182.30 |
| 2022-12-31 | $385k | 2.1k | 180.66 |
| 2022-09-30 | $266k | 1.6k | 162.85 |
| 2022-06-30 | $277k | 1.7k | 165.37 |
| 2022-03-31 | $249k | 1.5k | 167.46 |
| 2021-12-31 | $254k | 1.4k | 175.93 |
| 2021-09-30 | $271k | 1.8k | 148.15 |
| 2021-06-30 | $271k | 1.8k | 148.17 |
| 2021-03-31 | $255k | 1.8k | 139.53 |
| 2020-12-31 | $249k | 1.7k | 148.39 |