Pepsi shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.3k | 140.44 |
| 2025-06-30 | $1.2M | 9.0k | 132.04 |
| 2025-03-31 | $1.8M | 12k | 149.94 |
| 2024-12-31 | $2.1M | 14k | 152.06 |
| 2024-09-30 | $5.2M | 31k | 170.05 |
| 2024-06-30 | $5.1M | 31k | 164.93 |
| 2024-03-31 | $5.0M | 29k | 175.01 |
| 2023-12-31 | $5.1M | 30k | 169.84 |
| 2023-09-30 | $4.7M | 28k | 169.44 |
| 2023-06-30 | $5.0M | 27k | 185.22 |
| 2023-03-31 | $4.5M | 25k | 182.30 |
| 2022-12-31 | $4.5M | 25k | 180.66 |
| 2022-09-30 | $4.1M | 25k | 163.25 |
| 2022-06-30 | $4.2M | 25k | 166.67 |
| 2022-03-31 | $4.5M | 27k | 167.39 |
| 2021-12-31 | $4.8M | 28k | 174.77 |
| 2021-09-30 | $4.0M | 27k | 150.42 |
| 2021-06-30 | $3.7M | 25k | 148.18 |
| 2021-03-31 | $3.3M | 23k | 141.47 |
| 2020-12-31 | $3.0M | 20k | 149.31 |
| 2020-09-30 | $2.4M | 17k | 138.62 |
| 2020-06-30 | $1.7M | 13k | 132.29 |
| 2020-03-31 | $632k | 5.3k | 120.17 |