Pepsi shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 18k | 143.52 |
| 2025-09-30 | $2.5M | 18k | 140.44 |
| 2025-06-30 | $2.5M | 18k | 137.34 |
| 2025-03-31 | $2.7M | 19k | 144.25 |
| 2024-12-31 | $1.7M | 11k | 152.06 |
| 2024-09-30 | $1.9M | 11k | 170.05 |
| 2024-06-30 | $1.9M | 11k | 164.93 |
| 2024-03-31 | $2.0M | 11k | 175.01 |
| 2023-12-31 | $3.2M | 19k | 171.36 |