Pepsi shares owned by Summit Wealth Group
Historical chart of Summit Wealth Group investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 2.5k | 140.45 |
| 2025-06-30 | $328k | 2.5k | 132.10 |
| 2025-03-31 | $354k | 2.4k | 150.00 |
| 2024-12-31 | $361k | 2.4k | 151.94 |
| 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 |