Pepsi shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.0M | 5.9k | 169.46 |
| 2023-06-30 | $1.1M | 5.7k | 185.23 |
| 2023-03-31 | $1.0M | 5.7k | 182.31 |
| 2022-12-31 | $1.0M | 5.8k | 180.66 |
| 2022-09-30 | $1.2M | 7.1k | 163.31 |
| 2022-06-30 | $1.2M | 7.1k | 166.67 |
| 2022-03-31 | $1.2M | 7.2k | 167.43 |
| 2021-12-31 | $1.3M | 7.2k | 173.78 |