Pepsi shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $216k | 1.3k | 170.49 |
| 2025-06-30 | $402k | 3.0k | 132.04 |
| 2025-03-31 | $650k | 4.3k | 149.94 |
| 2024-12-31 | $462k | 3.0k | 152.06 |
| 2024-09-30 | $564k | 3.3k | 170.05 |
| 2024-06-30 | $491k | 3.0k | 164.93 |
| 2024-03-31 | $517k | 3.0k | 175.01 |
More positions owned by Up Strategic Wealth Investment Advisors
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