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Philip James Wealth Mangement, LLC → PEP
Philip James Wealth Mangement, LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
4
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.5M |
| Q1 2026 | $12.5M |
| Q2 2026 | $13.1M |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 161.6K | — | — |
| Q2 2026 | $13.1M | 96.4K | — | — |
| Q1 2026 | $12.5M | 80.6K | — | — |
| Q4 2025 | $11.5M | 80.4K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B