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Summit Wealth Partners »

Pepsi shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by Summit Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$215k	1.4k	155.34

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Rus 1000 Grw Etf (IWF)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Ishares Tr Core Us Aggbd Et (AGG)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Ishares Tr Msci Usa Min Vol (USMV)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Ishares Tr Core Univrsl Usd (IUSB)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Brown & Brown (BRO)

Ishares Tr Core Msci Eafe (IEFA)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Pepsi

Vanguard Capital Management

State Street Corporation

Vanguard Portfolio Management

Geode Capital Management

Charles Schwab Investment Management

Bank of America Corporation

Susquehanna International

Goldman Sachs Group

Franklin Resources

Wells Fargo & Company

View all funds holding Pepsi

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