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Pepsi shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.5k 140.46
2025-06-30 $304k 2.3k 132.03
2025-03-31 $342k 2.3k 149.95

More positions owned by Strategies Wealth Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

Top funds holding Pepsi

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Charles Schwab Investment Management
Morgan Stanley
Northern Trust
Franklin Resources
Barclays
Invesco
Goldman Sachs Group
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company

View all funds holding Pepsi