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RETIREMENT GUYS FORMULA LLC → PEP

RETIREMENT GUYS FORMULA LLC PEP Position History

PepsiCo, Inc. • Consumer Defensive

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$3M
Q2 2026$2.9M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M26.1K——
Q2 2026$2.9M21.7K——
Q1 2026$3M19.5K——
Q4 2025$1.1M7.8K——

Other funds holding PEP

Other RETIREMENT GUYS FORMULA LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$15.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$12.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$9M
QQQ

INVESCO QQQ TR

$6.7M
QQQ

INVESCO QQQ TR

$6.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$6.3M
AAPL

APPLE INC

$6.2M