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Pepsi shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Pepsi

Tip: Access up to 7 years of quarterly data

All positions including Pepsi held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 6.6k 164.94
2024-03-31 $1.1M 6.5k 175.00
2023-12-31 $1.1M 6.7k 169.83
2023-09-30 $1.1M 6.3k 169.43
2023-06-30 $1.2M 6.3k 185.21
2023-03-31 $990k 5.4k 182.30