Pepsi shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Pepsi
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Quarterly reported holdings in Pepsi by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $210k | 1.5k | 143.54 |
| 2025-09-30 | $208k | 1.5k | 140.56 |
| 2025-03-31 | $217k | 1.4k | 150.06 |
| 2024-12-31 | $219k | 1.4k | 152.20 |
| 2024-09-30 | $244k | 1.4k | 170.21 |
| 2024-06-30 | $237k | 1.4k | 165.04 |
| 2024-03-31 | $250k | 1.4k | 175.19 |
| 2023-09-30 | $260k | 1.5k | 169.41 |
More positions owned by Lakeshore Financial Planning
View all positions for Lakeshore Financial Planning