Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in PEPSICO INC (PEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 52,310 | +187 | +0.4% | 3.36% | $7.5M | $142.25 |
| 2025 Q3 | ADDED | 52,123 | +514 | +1.0% | 3.28% | $7.3M | $137.85 |
| 2025 Q2 | ADDED | 51,609 | +2,433 | +4.9% | 3.33% | $6.8M | $128.35 |
| 2025 Q1 | ADDED | 49,176 | +7,234 | +17.2% | 3.80% | $7.4M | $144.17 |
| 2024 Q4 | ADDED | 41,942 | +3,484 | +9.1% | 3.53% | $6.4M | $144.92 |
| 2024 Q3 | ADDED | 38,458 | +1,639 | +4.5% | 3.55% | $6.5M | $160.70 |
| 2024 Q2 | ADDED | 36,819 | +1,115 | +3.1% | 3.70% | $6.1M | $154.68 |
| 2024 Q1 | ADDED | 35,704 | +1,454 | +4.2% | 3.98% | $6.2M | $162.85 |
| 2023 Q4 | ADDED | 34,250 | +285 | +0.8% | 4.08% | $5.8M | $156.84 |
| 2023 Q3 | ADDED | 33,965 | +1,084 | +3.3% | 4.29% | $5.8M | $155.29 |
As of 2025 Q4 — sorted by position size