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CHAPMAN FINANCIAL GROUP, LLC → PEP
CHAPMAN FINANCIAL GROUP, LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
10
Latest value
$149K
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q3 2025 | $166K |
| Q4 2025 | $2.3M |
| Q4 2025 | $169K |
| Q1 2026 | $2.5M |
| Q1 2026 | $183K |
| Q2 2026 | $2.1M |
| Q2 2026 | $160K |
| Q3 2026 | $2M |
| Q3 2026 | $149K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $149K | 1.2K | — | — |
| Q3 2026 | $2M | 15.4K | — | — |
| Q2 2026 | $160K | 1.2K | — | — |
| Q2 2026 | $2.1M | 15.8K | — | — |
| Q1 2026 | $183K | 1.2K | — | — |
| Q1 2026 | $2.5M | 15.8K | — | — |
| Q4 2025 | $169K | 1.2K | — | — |
| Q4 2025 | $2.3M | 16.3K | — | — |
| Q3 2025 | $166K | 1.2K | — | — |
| Q3 2025 | $2.3M | 16.5K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B