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Miller Financial Services LLC → PEP

Miller Financial Services LLC PEP Position History

PepsiCo, Inc. • Consumer Defensive

Quarters held
5
Latest value
$6.9M
Q3 2026
Peak value
$7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.6M
Q1 2026$1.6M
Q2 2026$7M
Q3 2026$6.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.9M54.1K——
Q2 2026$7M51.6K——
Q1 2026$1.6M10.5K——
Q4 2025$1.6M11.4K——
Q3 2025$1.6M11.1K——

Other funds holding PEP

Other Miller Financial Services LLC positions

ETHA

ISHARES TR

$8.2M
ETHA

ISHARES TR

$6.5M
ETHA

ISHARES TR

$5.5M
ETHA

ISHARES TR

$5M
ETHA

ISHARES TR

$4.6M
ETHA

ISHARES TR

$4.6M
AAPL

APPLE INC

$4.3M
VGES

VANGUARD SCOTTSDALE FDS

$4.2M