Pepsi shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Pepsi
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Quarterly reported holdings in Pepsi by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $209k | 1.4k | 152.06 |
| 2024-09-30 | $251k | 1.5k | 170.05 |
| 2024-06-30 | $420k | 2.5k | 164.96 |
| 2024-03-31 | $463k | 2.6k | 175.04 |
| 2023-12-31 | $480k | 2.8k | 169.87 |
| 2023-09-30 | $496k | 2.9k | 169.47 |
| 2023-06-30 | $581k | 3.1k | 185.25 |
| 2023-03-31 | $604k | 3.3k | 182.32 |
| 2022-12-31 | $646k | 3.6k | 180.68 |
| 2022-09-30 | $616k | 3.8k | 163.27 |
| 2022-06-30 | $643k | 3.9k | 166.75 |
| 2022-03-31 | $682k | 4.1k | 167.32 |
| 2021-12-31 | $3.0M | 17k | 173.72 |
| 2021-09-30 | $321k | 2.1k | 150.63 |
| 2021-06-30 | $316k | 2.1k | 148.29 |
| 2021-03-31 | $319k | 2.3k | 141.40 |
| 2020-12-31 | $349k | 2.4k | 148.13 |
| 2020-09-30 | $1.8M | 13k | 138.60 |
| 2020-06-30 | $1.7M | 13k | 132.29 |
| 2020-03-31 | $295k | 2.5k | 120.11 |
| 2019-12-31 | $336k | 2.5k | 136.81 |