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Pathway Financial Advisers, LLC → PEP

Pathway Financial Advisers, LLC PEP Position History

PepsiCo, Inc. • Consumer Defensive

Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.6M
Q4 2025$5.7M
Q1 2026$6.2M
Q2 2026$5.4M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M40.5K——
Q2 2026$5.4M39.9K——
Q1 2026$6.2M39.6K——
Q4 2025$5.7M39.7K——
Q3 2025$5.6M40.2K——

Other funds holding PEP

Other Pathway Financial Advisers, LLC positions

AVGO

BROADCOM INC COM

$13.9M
AVGO

BROADCOM INC

$12.8M
AVGO

BROADCOM INC COM

$12.7M
AVGO

BROADCOM INC COM

$12.3M
AVGO

BROADCOM INC

$11.5M
EPDU

ENTERPRISE PRODS PARTNERS L

$11.1M
EPDU

ENTERPRISE PRODS PARTNERS L P COM

$10.9M
EPDU

ENTERPRISE PRODS PARTNERS L

$10.8M