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Pepsi shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Pepsi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pepsi by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $39k 228 169.84
2023-09-30 $4.2k 25 169.44
2023-06-30 $4.6k 25 185.24
2023-03-31 $80k 437 182.30
2022-12-31 $83k 459 180.47

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Ea Series Trust Alpha Arch 1-3 (BOXX)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Pepsi

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Legal & General Group
Wells Fargo & Company
Wellington Management Company
CalPERS
Ubs Global Asset Management Americas
Franklin Resources
T. Rowe Price Associates
Royal Bank of Canada
Massachusetts Financial Services

View all funds holding Pepsi