Whipplewood Advisors »

Pepsi shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pepsi by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 150 140.44
2025-06-30 $49k 372 132.05
2025-03-31 $11k 417 26.31