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Pepsi shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Pepsi

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All positions including Pepsi held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Wealthquest

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 1.4k 155.29
2022-03-31 $231k 1.3k 173.16
2021-12-31 $231k 1.3k 173.16
2021-09-30 $213k 1.4k 149.89
2021-06-30 $241k 1.6k 147.85
2021-03-31 $222k 1.6k 141.13
2020-12-31 $233k 1.6k 148.03
2020-06-30 $354k 2.7k 132.04
2019-12-31 $475k 3.5k 136.65
2019-09-30 $477k 3.5k 136.95
2019-06-30 $464k 3.5k 131.00
2019-03-31 $401k 3.3k 122.48
2018-12-31 $361k 3.3k 110.26