Pepsi shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.5k | 140.44 |
| 2025-06-30 | $223k | 1.7k | 132.04 |
| 2025-03-31 | $297k | 2.0k | 149.94 |
| 2024-12-31 | $333k | 2.2k | 153.54 |
| 2024-09-30 | $404k | 2.4k | 170.05 |
| 2024-06-30 | $655k | 4.0k | 164.93 |
| 2024-03-31 | $673k | 3.8k | 176.22 |
| 2023-12-31 | $649k | 3.8k | 170.99 |
| 2023-09-30 | $587k | 3.5k | 169.44 |
| 2023-06-30 | $560k | 3.0k | 185.20 |
| 2023-03-31 | $535k | 2.9k | 182.28 |
| 2022-12-31 | $541k | 3.0k | 181.83 |
| 2022-09-30 | $496k | 3.0k | 163.43 |
| 2022-06-30 | $471k | 2.8k | 166.49 |