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Pepsi shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 2.5k 170.07
2024-06-30 $408k 2.5k 164.95
2024-03-31 $307k 1.8k 175.02
2023-09-30 $290k 1.7k 169.41
2023-06-30 $396k 2.1k 185.18

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Pepsi

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Franklin Resources
Wells Fargo & Company
Capital Research Global Investors
Invesco

View all funds holding Pepsi