Pepsi shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 26k | 170.05 |
| 2024-06-30 | $4.7M | 29k | 164.93 |
| 2024-03-31 | $5.2M | 29k | 175.01 |
| 2023-12-31 | $5.4M | 32k | 169.84 |
| 2023-09-30 | $4.7M | 28k | 169.44 |
| 2023-06-30 | $5.0M | 27k | 185.22 |
| 2023-03-31 | $5.0M | 28k | 182.30 |
| 2022-12-31 | $4.9M | 27k | 180.66 |
| 2022-09-30 | $4.4M | 27k | 163.23 |
| 2022-06-30 | $4.3M | 26k | 166.66 |
| 2022-03-31 | $4.4M | 25k | 173.86 |
| 2021-12-31 | $4.5M | 26k | 173.70 |
| 2021-09-30 | $3.9M | 26k | 150.39 |
| 2021-06-30 | $3.8M | 26k | 148.16 |
| 2021-03-31 | $3.7M | 26k | 141.46 |
| 2020-12-31 | $3.5M | 24k | 149.32 |
| 2020-09-30 | $3.2M | 23k | 138.58 |
| 2020-06-30 | $3.0M | 23k | 132.25 |
| 2020-03-31 | $2.7M | 23k | 120.06 |
| 2019-12-31 | $1.0M | 7.6k | 137.53 |
| 2019-09-30 | $809k | 5.9k | 137.00 |
| 2019-06-30 | $838k | 6.4k | 131.04 |
| 2019-03-31 | $774k | 6.3k | 122.43 |
| 2018-12-31 | $828k | 7.4k | 111.28 |
| 2018-09-30 | $1.1M | 10k | 111.81 |
| 2018-06-30 | $952k | 8.7k | 108.87 |
| 2018-03-31 | $1.0M | 9.2k | 109.18 |
| 2017-12-31 | $966k | 8.0k | 120.48 |
| 2017-09-30 | $593k | 5.3k | 111.28 |
| 2017-06-30 | $614k | 5.3k | 115.48 |
| 2017-03-31 | $559k | 5.0k | 111.44 |
| 2016-12-31 | $427k | 4.1k | 102.97 |
| 2016-09-30 | $419k | 4.0k | 105.78 |
| 2016-06-30 | $445k | 4.2k | 105.78 |
| 2016-03-31 | $423k | 4.1k | 102.57 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors