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
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Quarterly reported holdings in Pepsi by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 1.8k | 140.46 |
| 2025-06-30 | $221k | 1.7k | 131.98 |
| 2024-12-31 | $331k | 2.2k | 152.03 |
| 2024-09-30 | $458k | 2.7k | 170.04 |
| 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
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