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ShankerValleau Wealth Advisors, Inc. → PEP
ShankerValleau Wealth Advisors, Inc. PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 8.3K | — | — |
| Q2 2026 | $1.1M | 8.3K | — | — |
| Q1 2026 | $1.3M | 8.3K | — | — |
| Q4 2025 | $1.2M | 8.3K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B