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Pepsi shares owned by Wealth Effects

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Wealth Effects from 13F filings

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
2024-03-31 $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