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
Download as csv
Download as Excel
Quarterly reported holdings in Pepsi by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 2.6k | 140.46 |
| 2025-06-30 | $290k | 2.2k | 132.06 |
| 2025-03-31 | $348k | 2.3k | 149.92 |
| 2024-12-31 | $364k | 2.4k | 152.08 |
| 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
View all positions for Wescott Financial Advisory Group