Pepsi shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 62k | 140.44 |
| 2025-06-30 | $8.0M | 60k | 132.04 |
| 2025-03-31 | $7.8M | 52k | 149.94 |
| 2024-12-31 | $7.1M | 47k | 152.06 |
| 2024-09-30 | $8.1M | 48k | 170.05 |
| 2024-06-30 | $7.4M | 45k | 164.93 |
| 2024-03-31 | $7.3M | 42k | 175.01 |
| 2023-12-31 | $975k | 5.7k | 169.84 |
| 2023-09-30 | $1.4M | 8.1k | 169.44 |
| 2023-06-30 | $1.5M | 8.2k | 185.22 |
| 2023-03-31 | $1.5M | 8.2k | 182.29 |
| 2022-12-31 | $1.7M | 9.2k | 180.66 |
| 2022-09-30 | $1.5M | 9.1k | 163.24 |
| 2022-06-30 | $1.5M | 9.0k | 166.61 |
| 2022-03-31 | $1.5M | 8.7k | 167.34 |
| 2021-12-31 | $1.5M | 8.4k | 173.72 |
| 2021-09-30 | $1.2M | 8.2k | 150.40 |
| 2021-06-30 | $1.3M | 9.0k | 148.19 |
| 2021-03-31 | $1.1M | 8.0k | 141.50 |
| 2020-12-31 | $1.0M | 7.1k | 148.28 |
| 2020-09-30 | $707k | 5.1k | 138.63 |
| 2020-06-30 | $644k | 4.9k | 132.21 |
| 2020-03-31 | $509k | 4.2k | 119.99 |
| 2019-12-31 | $513k | 3.8k | 136.80 |
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