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Garton & Associates Financial Advisors LLC → PEP
Garton & Associates Financial Advisors LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $25K |
| Q4 2025 | $4K |
| Q4 2025 | $362K |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.7M |
| Q1 2026 | $371K |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 9.1K | — | — |
| Q2 2026 | $1.7M | 12.4K | — | — |
| Q1 2026 | $371K | 2.4K | — | — |
| Q1 2026 | $1.7M | 10.8K | — | — |
| Q4 2025 | $1.5M | 10.5K | — | — |
| Q4 2025 | $362K | 2.5K | — | — |
| Q4 2025 | $4K | 28 | — | — |
| Q4 2025 | $25K | 175 | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B