Back to PEP
Wealth Advisory Solutions, LLC → PEP
Wealth Advisory Solutions, LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$11.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.3M |
| Q4 2025 | $10.4M |
| Q1 2026 | $11.5M |
| Q2 2026 | $9.7M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 47.6K | — | — |
| Q2 2026 | $9.7M | 71.6K | — | — |
| Q1 2026 | $11.5M | 73.7K | — | — |
| Q4 2025 | $10.4M | 72.8K | — | — |
| Q3 2025 | $10.3M | 73.3K | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B