Pepsi shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 10k | 170.05 |
| 2024-06-30 | $1.7M | 10k | 164.93 |
| 2024-03-31 | $1.8M | 10k | 175.06 |
| 2023-12-31 | $1.8M | 10k | 169.86 |
| 2023-09-30 | $1.8M | 10k | 169.47 |
| 2023-06-30 | $1.9M | 10k | 185.22 |
| 2023-03-31 | $1.9M | 10k | 182.32 |
| 2022-12-31 | $1.9M | 10k | 180.68 |
| 2022-09-30 | $1.7M | 10k | 163.29 |
| 2022-06-30 | $1.7M | 10k | 166.67 |
| 2022-03-31 | $1.7M | 10k | 167.34 |
| 2021-12-31 | $1.8M | 10k | 173.72 |
| 2021-09-30 | $745k | 5.0k | 150.51 |
| 2021-06-30 | $733k | 5.0k | 148.08 |
| 2021-03-31 | $700k | 5.0k | 141.41 |
| 2020-12-31 | $882k | 6.0k | 148.24 |
| 2020-09-30 | $825k | 6.0k | 138.66 |
| 2020-06-30 | $787k | 6.0k | 132.27 |
| 2020-03-31 | $715k | 6.0k | 120.17 |
| 2019-12-31 | $776k | 5.7k | 136.72 |
| 2019-09-30 | $729k | 5.3k | 137.13 |
| 2019-06-30 | $736k | 5.6k | 131.05 |
| 2019-03-31 | $700k | 5.7k | 122.46 |
| 2018-12-31 | $643k | 5.8k | 110.56 |
| 2018-09-30 | $650k | 5.8k | 111.76 |
| 2018-06-30 | $638k | 5.9k | 108.86 |
| 2018-03-31 | $651k | 6.0k | 109.21 |
| 2017-12-31 | $703k | 5.9k | 119.95 |
| 2017-09-30 | $661k | 5.9k | 111.35 |
| 2017-06-30 | $680k | 5.9k | 115.43 |
| 2017-03-31 | $662k | 5.9k | 111.90 |
| 2016-12-31 | $619k | 5.9k | 104.63 |
| 2016-09-30 | $652k | 6.0k | 108.83 |
| 2016-06-30 | $645k | 6.1k | 105.89 |
| 2016-03-31 | $522k | 5.1k | 102.53 |
| 2015-12-31 | $519k | 5.2k | 99.98 |
| 2015-09-30 | $572k | 6.1k | 94.30 |
| 2015-06-30 | $576k | 6.2k | 93.42 |
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