Pepsi shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Pepsi
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Quarterly reported holdings in Pepsi by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 2.4k | 140.45 |
| 2025-06-30 | $315k | 2.4k | 132.04 |
| 2025-03-31 | $357k | 2.4k | 149.93 |
| 2024-12-31 | $362k | 2.4k | 152.03 |
| 2024-09-30 | $418k | 2.5k | 170.07 |
| 2024-06-30 | $380k | 2.3k | 164.90 |
| 2021-09-30 | $65k | 429 | 151.52 |
| 2021-06-30 | $63k | 427 | 147.54 |
| 2021-03-31 | $60k | 425 | 141.18 |
| 2020-12-31 | $62k | 421 | 147.27 |
| 2020-09-30 | $58k | 421 | 137.77 |
| 2020-06-30 | $55k | 419 | 131.26 |
| 2020-03-31 | $62k | 517 | 119.92 |
| 2019-12-31 | $56k | 413 | 135.59 |
More positions owned by Walled Lake Planning & Wealth Management
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