Back to PEP
AFFINITY WEALTH LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
4
Latest value
$123K
Q3 2025
Peak value
$140K
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $139K |
| Q1 2025 | $140K |
| Q2 2025 | $123K |
| Q3 2025 | $123K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2025 | $123K | 879 | — | — |
| Q2 2025 | $123K | 932 | — | — |
| Q1 2025 | $140K | 932 | — | — |
| Q4 2024 | $139K | 913 | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B
Other AFFINITY WEALTH LLC positions
SCHW-PJ
$56.2MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$45.3MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$42.6MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$38.5MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$36.7MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$31MSchwab U.S. Large-Cap Growth ETF
SCHW-PJ
$29.4MSchwab U.S. Large-Cap Growth ETF
ETHA
$27.7MInvesco Nasdaq 100 ETF