Pepsi shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Pepsi (PEP) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Pepsi
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Quarterly reported holdings in Pepsi by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 1.7k | 140.47 |
| 2025-06-30 | $233k | 1.8k | 132.02 |
| 2025-03-31 | $263k | 1.8k | 149.94 |
| 2024-12-31 | $358k | 2.4k | 152.06 |
| 2024-09-30 | $397k | 2.3k | 170.05 |
| 2024-06-30 | $385k | 2.3k | 164.93 |
| 2024-03-31 | $409k | 2.3k | 175.01 |
| 2023-12-31 | $397k | 2.3k | 169.84 |
| 2023-09-30 | $396k | 2.3k | 169.44 |
| 2023-06-30 | $433k | 2.3k | 185.22 |
| 2023-03-31 | $426k | 2.3k | 182.30 |
| 2022-12-31 | $422k | 2.3k | 180.66 |
| 2022-09-30 | $393k | 2.4k | 163.07 |
| 2022-06-30 | $402k | 2.4k | 166.81 |
| 2022-03-31 | $404k | 2.4k | 167.36 |
| 2021-12-31 | $419k | 2.4k | 173.57 |
| 2021-09-30 | $362k | 2.4k | 150.21 |
| 2021-06-30 | $386k | 2.6k | 148.23 |
| 2021-03-31 | $353k | 2.5k | 141.26 |
| 2020-12-31 | $371k | 2.5k | 148.46 |
| 2020-09-30 | $346k | 2.5k | 138.46 |
| 2020-06-30 | $350k | 2.6k | 132.13 |
| 2020-03-31 | $327k | 2.7k | 120.04 |
| 2019-12-31 | $342k | 2.5k | 136.85 |
| 2019-09-30 | $320k | 2.3k | 137.04 |
| 2019-06-30 | $306k | 2.3k | 131.05 |
| 2019-03-31 | $249k | 2.0k | 122.36 |
| 2018-12-31 | $221k | 2.0k | 110.50 |
| 2018-09-30 | $224k | 2.0k | 112.00 |
| 2018-06-30 | $218k | 2.0k | 109.00 |
| 2018-03-31 | $218k | 2.0k | 109.00 |
| 2017-12-31 | $240k | 2.0k | 120.00 |
More positions owned by White Lighthouse Investment Management
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