Pepsi shares owned by West Financial Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.7k | 40 | 143.53 |
| 2024-12-31 | $153 | 1 | 153.00 |
| 2023-09-30 | $6.9k | 41 | 169.46 |
| 2022-09-30 | $97k | 595 | 163.03 |
| 2022-06-30 | $99k | 595 | 166.39 |
| 2022-03-31 | $100k | 595 | 168.07 |
| 2021-12-31 | $109k | 625 | 174.40 |
| 2021-09-30 | $94k | 625 | 150.40 |
| 2021-06-30 | $93k | 625 | 148.80 |
| 2021-03-31 | $88k | 625 | 140.80 |
| 2020-12-31 | $93k | 625 | 148.80 |