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Pepsi shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in Pepsi

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

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Quarterly reported holdings in Pepsi by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 2.4k 170.05
2024-06-30 $399k 2.4k 165.08
2023-06-30 $567k 3.1k 185.23
2023-03-31 $3.0k 558k 0.01