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Douglas Lane & Associates, LLC → PEP
Douglas Lane & Associates, LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
5
Latest value
$67.2M
Q3 2026
Peak value
$78.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54.7M |
| Q4 2025 | $68.8M |
| Q1 2026 | $78.4M |
| Q2 2026 | $69.2M |
| Q3 2026 | $67.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67.2M | 530.0K | — | — |
| Q2 2026 | $69.2M | 511.2K | — | — |
| Q1 2026 | $78.4M | 504.6K | — | — |
| Q4 2025 | $68.8M | 479.6K | — | — |
| Q3 2025 | $54.7M | 389.7K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B