Pepsi shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Pepsi
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All positions including Pepsi held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 2.3k | 140.44 |
| 2025-06-30 | $279k | 2.1k | 132.05 |
| 2025-03-31 | $282k | 1.9k | 149.93 |
| 2024-12-31 | $277k | 1.8k | 152.04 |
| 2024-09-30 | $454k | 2.7k | 170.07 |
| 2024-06-30 | $472k | 2.9k | 164.92 |
| 2024-03-31 | $451k | 2.6k | 175.03 |
| 2023-12-31 | $434k | 2.6k | 169.73 |
| 2023-09-30 | $595k | 3.5k | 169.37 |
| 2023-06-30 | $798k | 4.3k | 185.19 |
| 2023-03-31 | $652k | 3.6k | 182.22 |
| 2022-12-31 | $446k | 2.5k | 180.71 |
| 2022-09-30 | $431k | 2.6k | 163.26 |
| 2022-06-30 | $360k | 2.2k | 166.51 |
| 2022-03-31 | $458k | 2.7k | 167.28 |
| 2021-12-31 | $405k | 2.3k | 173.75 |
| 2021-09-30 | $350k | 2.3k | 150.60 |
| 2021-06-30 | $344k | 2.3k | 148.15 |
| 2021-03-31 | $328k | 2.3k | 141.32 |
| 2020-12-31 | $408k | 2.7k | 148.42 |
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