Pepsi shares owned by Wingate Wealth Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Wingate Wealth Advisors
from 13F filings
Historical chart of Wingate Wealth Advisors investment in Pepsi
Tip: Access up to 7 years of quarterly data
All positions including Pepsi held by Wingate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pepsi by Wingate Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 2.4k | 140.45 |
| 2025-06-30 | $321k | 2.4k | 132.05 |
| 2025-03-31 | $351k | 2.3k | 149.94 |
| 2024-12-31 | $421k | 2.8k | 152.06 |