Pepsi shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Pepsi
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Quarterly reported holdings in Pepsi by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 27k | 175.01 |
| 2023-09-30 | $4.2M | 25k | 169.44 |
| 2023-06-30 | $4.5M | 24k | 185.22 |
| 2023-03-31 | $4.2M | 23k | 182.30 |
| 2022-12-31 | $3.8M | 21k | 180.66 |
| 2022-09-30 | $3.2M | 20k | 163.26 |
| 2022-06-30 | $3.0M | 18k | 166.68 |
| 2022-03-31 | $2.8M | 17k | 167.39 |
| 2021-12-31 | $2.8M | 16k | 173.68 |
| 2021-09-30 | $2.4M | 16k | 150.39 |
| 2021-06-30 | $2.1M | 14k | 148.18 |
| 2020-12-31 | $2.5M | 17k | 148.32 |
| 2020-06-30 | $2.0M | 15k | 132.25 |
| 2019-12-31 | $1.9M | 14k | 136.68 |
| 2019-09-30 | $1.9M | 14k | 137.09 |
| 2019-06-30 | $1.8M | 14k | 131.12 |
| 2019-03-31 | $1.7M | 14k | 122.52 |
| 2018-12-31 | $1.4M | 12k | 110.49 |
| 2018-09-30 | $1.2M | 11k | 111.83 |
| 2018-06-30 | $956k | 8.8k | 108.82 |
| 2018-03-31 | $2.9M | 27k | 109.14 |
| 2017-12-31 | $3.3M | 27k | 119.91 |
| 2017-09-30 | $3.0M | 27k | 111.43 |
| 2017-06-30 | $3.2M | 28k | 115.49 |
| 2017-03-31 | $1.0M | 8.9k | 111.82 |
| 2016-12-31 | $970k | 9.3k | 104.64 |
| 2016-09-30 | $1.0M | 9.6k | 108.76 |
| 2016-06-30 | $969k | 9.1k | 105.97 |
| 2016-03-31 | $1.1M | 11k | 102.50 |
| 2015-12-31 | $1.1M | 11k | 99.85 |
| 2015-09-30 | $784k | 8.3k | 94.19 |
| 2015-06-30 | $535k | 5.7k | 93.30 |
| 2015-03-31 | $513k | 5.4k | 95.66 |
| 2014-12-31 | $286k | 3.0k | 94.48 |
| 2014-09-30 | $674k | 7.2k | 93.12 |
| 2014-06-30 | $590k | 6.6k | 89.34 |
| 2014-03-31 | $464k | 5.6k | 83.51 |
| 2013-12-31 | $378k | 4.6k | 82.97 |
| 2013-09-30 | $506k | 6.4k | 79.47 |
| 2013-06-30 | $603k | 7.4k | 81.81 |