Pepsi shares owned by Xcel Wealth Management
Historical chart of Xcel Wealth Management investment in Pepsi
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All positions including Pepsi held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $943k | 5.4k | 175.01 |
| 2023-12-31 | $937k | 5.5k | 169.84 |
| 2023-09-30 | $945k | 5.6k | 169.44 |
| 2023-06-30 | $1.1M | 6.1k | 185.22 |
| 2023-03-31 | $2.4M | 13k | 182.30 |
| 2022-12-31 | $2.4M | 13k | 180.66 |
| 2022-09-30 | $2.7M | 17k | 163.25 |
| 2022-06-30 | $2.9M | 18k | 166.67 |
| 2022-03-31 | $3.0M | 18k | 167.39 |
| 2021-12-31 | $3.7M | 22k | 173.69 |
| 2021-09-30 | $3.2M | 21k | 150.43 |
| 2021-06-30 | $3.2M | 22k | 148.18 |
| 2021-03-31 | $3.0M | 21k | 141.47 |
| 2020-12-31 | $2.9M | 19k | 148.27 |
| 2020-09-30 | $2.6M | 19k | 138.58 |
| 2020-06-30 | $2.3M | 18k | 132.25 |
| 2020-03-31 | $1.6M | 13k | 120.08 |
| 2019-12-31 | $1.4M | 11k | 136.60 |
| 2019-09-30 | $1.5M | 11k | 137.08 |
| 2019-06-30 | $1.2M | 9.0k | 131.05 |
| 2019-03-31 | $1.1M | 9.0k | 122.48 |
| 2018-12-31 | $993k | 9.0k | 110.47 |
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