Pepsi shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 23k | 140.44 |
| 2025-06-30 | $2.8M | 21k | 132.04 |
| 2025-03-31 | $3.3M | 22k | 149.94 |
| 2024-12-31 | $2.6M | 17k | 152.06 |
| 2024-09-30 | $3.6M | 22k | 170.05 |
| 2024-06-30 | $3.1M | 19k | 164.93 |
| 2024-03-31 | $3.4M | 19k | 175.01 |
| 2023-12-31 | $3.2M | 19k | 169.84 |
| 2023-09-30 | $3.3M | 19k | 169.44 |
| 2023-06-30 | $3.6M | 19k | 185.22 |
| 2023-03-31 | $3.5M | 19k | 182.30 |
| 2022-12-31 | $3.4M | 19k | 180.65 |
| 2022-09-30 | $3.1M | 19k | 163.22 |
| 2022-06-30 | $3.1M | 19k | 166.67 |
| 2022-03-31 | $1.9M | 12k | 167.35 |
| 2021-12-31 | $2.4M | 14k | 173.73 |
| 2021-09-30 | $2.6M | 17k | 150.42 |
| 2021-06-30 | $2.6M | 18k | 148.19 |
| 2021-03-31 | $2.5M | 18k | 141.49 |
| 2020-12-31 | $2.5M | 17k | 148.29 |
| 2020-09-30 | $1.9M | 14k | 138.57 |
| 2020-06-30 | $1.8M | 14k | 132.24 |
| 2020-03-31 | $1.5M | 13k | 120.06 |
| 2019-12-31 | $1.7M | 12k | 136.66 |