Pepsi shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Pepsi
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All positions including Pepsi held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $470k | 3.1k | 152.05 |
| 2024-09-30 | $564k | 3.3k | 170.04 |
| 2024-06-30 | $566k | 3.4k | 164.91 |
| 2024-03-31 | $592k | 3.4k | 175.04 |
| 2023-12-31 | $609k | 3.6k | 169.86 |
| 2023-09-30 | $615k | 3.6k | 169.49 |
| 2023-06-30 | $667k | 3.6k | 185.24 |
| 2023-03-31 | $680k | 3.7k | 182.31 |
| 2022-12-31 | $700k | 3.9k | 180.67 |
| 2022-09-30 | $570k | 3.5k | 163.23 |
| 2022-06-30 | $582k | 3.5k | 166.67 |
| 2022-03-31 | $559k | 3.3k | 167.27 |
| 2021-12-31 | $581k | 3.3k | 173.85 |