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Pepsi shares owned by Lokken Investment Group

Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Lokken Investment Group from 13F filings

Historical chart of Lokken Investment Group investment in Pepsi

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All positions including Pepsi held by Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pepsi by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 7.6k 170.05
2024-06-30 $1.2M 7.1k 164.92
2024-03-31 $1.1M 6.4k 175.02
2023-12-31 $1.0M 6.0k 169.84
2023-09-30 $395k 2.3k 169.43
2023-06-30 $339k 1.8k 185.25
2023-03-31 $324k 1.8k 182.30
2022-12-31 $315k 1.7k 180.63
2022-09-30 $284k 1.7k 163.03
2022-06-30 $273k 1.6k 166.57
2022-03-31 $281k 1.6k 171.66
2021-12-31 $291k 1.7k 173.42
2021-09-30 $252k 1.7k 150.18
2021-06-30 $258k 1.7k 148.19
2021-03-31 $254k 1.8k 141.27
2020-12-31 $245k 1.7k 148.13
2012-03-31 $254k 1.8k 141.27