Pepsi shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $392k | 2.4k | 164.93 |
| 2024-03-31 | $392k | 2.2k | 175.01 |
| 2023-09-30 | $423k | 2.5k | 169.44 |
| 2023-06-30 | $360k | 1.9k | 185.21 |
| 2023-03-31 | $354k | 1.9k | 182.29 |
| 2022-12-31 | $467k | 2.6k | 180.66 |
| 2022-09-30 | $325k | 2.0k | 163.48 |
| 2022-06-30 | $318k | 1.9k | 166.67 |
| 2022-03-31 | $315k | 1.9k | 167.29 |
| 2021-12-31 | $326k | 1.9k | 173.68 |
| 2021-09-30 | $272k | 1.8k | 150.28 |
| 2021-06-30 | $266k | 1.8k | 148.44 |
| 2021-03-31 | $249k | 2.1k | 119.94 |
| 2020-12-31 | $300k | 2.0k | 147.93 |
| 2020-09-30 | $304k | 2.2k | 138.50 |
| 2020-06-30 | $290k | 2.2k | 132.36 |
| 2020-03-31 | $249k | 2.1k | 119.94 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors