Pepsi shares owned by Lipe & Dalton
Historical chart of Lipe & Dalton investment in Pepsi
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All positions including Pepsi held by Lipe & Dalton consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Pepsi by Lipe & Dalton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $310k | 2.3k | 132.20 |
| 2025-03-31 | $352k | 2.3k | 150.11 |
| 2024-12-31 | $357k | 2.3k | 152.24 |
| 2024-09-30 | $428k | 2.5k | 170.18 |
| 2024-06-30 | $415k | 2.5k | 165.01 |
| 2024-03-31 | $467k | 2.7k | 175.10 |
| 2023-12-31 | $453k | 2.7k | 169.85 |
| 2023-09-30 | $452k | 2.7k | 169.48 |
| 2023-06-30 | $494k | 2.7k | 185.23 |
| 2023-03-31 | $486k | 2.7k | 182.23 |
| 2022-12-31 | $482k | 2.7k | 180.73 |
| 2022-09-30 | $435k | 2.7k | 163.10 |
| 2022-06-30 | $444k | 2.7k | 166.48 |
| 2022-03-31 | $446k | 2.7k | 167.23 |
| 2021-12-31 | $490k | 2.8k | 173.64 |
| 2021-09-30 | $401k | 2.7k | 150.36 |
| 2021-06-30 | $395k | 2.7k | 148.11 |
| 2021-03-31 | $377k | 2.7k | 141.36 |
| 2020-12-31 | $418k | 2.8k | 148.38 |
| 2020-09-30 | $390k | 2.8k | 138.45 |
| 2020-06-30 | $373k | 2.8k | 132.41 |
| 2020-03-31 | $338k | 2.8k | 119.99 |
| 2019-12-31 | $379k | 2.8k | 136.72 |
| 2019-09-30 | $373k | 2.7k | 137.28 |
| 2019-06-30 | $373k | 2.8k | 131.11 |
| 2019-03-31 | $349k | 2.8k | 122.67 |
| 2018-12-31 | $314k | 2.8k | 110.37 |
| 2018-09-30 | $318k | 2.8k | 111.78 |
| 2018-06-30 | $310k | 2.8k | 108.96 |
| 2018-03-31 | $311k | 2.8k | 109.31 |
| 2017-12-31 | $341k | 2.8k | 119.86 |
| 2017-09-30 | $317k | 2.8k | 111.42 |
| 2017-06-30 | $329k | 2.8k | 115.64 |
| 2017-03-31 | $296k | 2.6k | 111.91 |
| 2016-12-31 | $298k | 2.8k | 104.75 |
| 2016-09-30 | $342k | 3.1k | 108.74 |
| 2016-06-30 | $354k | 3.3k | 105.83 |
| 2016-03-31 | $343k | 3.3k | 102.54 |
| 2015-12-31 | $334k | 3.3k | 99.85 |
| 2015-09-30 | $335k | 3.6k | 94.34 |
| 2015-06-30 | $331k | 3.6k | 93.21 |
| 2015-03-31 | $340k | 3.6k | 95.75 |
| 2014-12-31 | $336k | 3.6k | 94.62 |
| 2014-09-30 | $331k | 3.6k | 93.21 |
| 2014-06-30 | $347k | 3.9k | 89.29 |
| 2014-03-31 | $337k | 3.9k | 86.72 |
| 2013-12-31 | $336k | 4.1k | 82.84 |
| 2013-09-30 | $298k | 3.8k | 79.49 |
| 2013-06-30 | $340k | 4.2k | 81.80 |
| 2013-03-31 | $296k | 3.7k | 79.14 |
| 2012-12-31 | $304k | 4.4k | 68.51 |