Pepsi shares owned by Lee Financial
Historical chart of Lee Financial investment in Pepsi
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Quarterly reported holdings in Pepsi by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 2.1k | 140.44 |
| 2025-06-30 | $289k | 2.2k | 132.04 |
| 2025-03-31 | $387k | 2.6k | 149.94 |
| 2024-12-31 | $421k | 2.8k | 152.53 |
| 2024-09-30 | $442k | 2.6k | 170.05 |
| 2024-06-30 | $455k | 2.8k | 164.93 |
| 2024-03-31 | $263k | 1.5k | 175.56 |
| 2023-12-31 | $118k | 687 | 171.16 |
| 2023-09-30 | $121k | 711 | 169.44 |
| 2023-06-30 | $127k | 687 | 185.22 |
| 2023-03-31 | $125k | 687 | 182.30 |
| 2022-12-31 | $128k | 707 | 180.66 |
| 2022-09-30 | $115k | 707 | 163.10 |
| 2022-06-30 | $112k | 669 | 166.96 |
| 2022-03-31 | $111k | 652 | 170.00 |
| 2021-12-31 | $116k | 682 | 170.00 |
| 2021-09-30 | $106k | 703 | 150.00 |
| 2021-06-30 | $100k | 678 | 147.49 |
| 2021-03-31 | $107k | 758 | 141.16 |
| 2020-12-31 | $98k | 658 | 148.94 |
| 2020-09-30 | $94k | 681 | 138.03 |
| 2020-06-30 | $114k | 859 | 132.71 |
| 2020-03-31 | $103k | 859 | 119.91 |
| 2019-12-31 | $133k | 971 | 136.97 |
| 2019-09-30 | $133k | 971 | 136.97 |
| 2019-06-30 | $127k | 971 | 130.79 |
| 2019-03-31 | $97k | 793 | 122.32 |
| 2018-12-31 | $73k | 658 | 110.94 |
| 2018-09-30 | $74k | 658 | 112.46 |
| 2018-06-30 | $99k | 908 | 109.42 |
| 2018-03-31 | $99k | 907 | 109.42 |
| 2017-12-31 | $112k | 933 | 120.04 |
| 2017-09-30 | $104k | 933 | 111.47 |
| 2017-06-30 | $108k | 933 | 115.76 |
| 2017-03-31 | $104k | 933 | 111.47 |
| 2016-12-31 | $98k | 933 | 105.04 |