Pepsi shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $785k | 4.8k | 164.93 |
| 2024-03-31 | $793k | 4.5k | 175.01 |
| 2023-12-31 | $729k | 4.3k | 169.84 |
| 2023-09-30 | $701k | 4.2k | 167.18 |
| 2023-06-30 | $693k | 3.7k | 185.22 |
| 2023-03-31 | $677k | 3.7k | 182.30 |
| 2022-12-31 | $698k | 3.9k | 180.66 |
| 2022-09-30 | $658k | 3.7k | 178.90 |
| 2022-06-30 | $647k | 3.8k | 169.77 |
| 2022-03-31 | $608k | 3.6k | 167.45 |
| 2021-12-31 | $629k | 3.6k | 173.23 |
| 2021-09-30 | $549k | 3.7k | 150.33 |
| 2021-06-30 | $541k | 3.7k | 148.14 |
| 2021-03-31 | $563k | 3.8k | 148.24 |
| 2020-12-31 | $547k | 3.9k | 138.59 |
| 2020-09-30 | $579k | 4.3k | 135.06 |
| 2020-06-30 | $575k | 4.3k | 134.13 |
| 2020-03-31 | $568k | 4.3k | 131.09 |
| 2019-12-31 | $616k | 4.3k | 142.16 |
| 2019-09-30 | $624k | 4.5k | 137.54 |
| 2019-06-30 | $587k | 4.5k | 131.11 |
| 2019-03-31 | $553k | 4.5k | 121.62 |
| 2018-12-31 | $516k | 4.7k | 110.42 |
| 2018-09-30 | $499k | 4.7k | 105.54 |
| 2018-06-30 | $671k | 6.1k | 109.14 |
| 2018-03-31 | $671k | 6.1k | 109.14 |
| 2017-12-31 | $3.0M | 25k | 119.93 |
| 2017-09-30 | $3.2M | 29k | 111.44 |
| 2017-06-30 | $4.3M | 37k | 115.48 |
| 2017-03-31 | $4.3M | 38k | 111.85 |
| 2016-12-31 | $4.4M | 42k | 104.64 |
| 2016-09-30 | $4.6M | 43k | 108.78 |
| 2016-06-30 | $6.1M | 58k | 105.94 |
| 2016-03-31 | $6.2M | 61k | 102.48 |
| 2015-12-31 | $6.1M | 61k | 99.93 |
| 2015-09-30 | $4.6M | 49k | 94.29 |
| 2015-06-30 | $4.6M | 50k | 93.32 |
| 2015-03-31 | $4.9M | 51k | 96.42 |
| 2014-12-31 | $4.8M | 50k | 94.56 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors