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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PEP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PEP Position History
PepsiCo, Inc. • Consumer Defensive
Quarters held
5
Latest value
$129.3M
Q3 2026
Peak value
$180.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $180.2M |
| Q4 2025 | $177.5M |
| Q1 2026 | $142.7M |
| Q2 2026 | $135M |
| Q3 2026 | $129.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $129.3M | 1.09M | — | — |
| Q2 2026 | $135M | 1.06M | — | — |
| Q1 2026 | $142.7M | 984.4K | — | — |
| Q4 2025 | $177.5M | 1.28M | — | — |
| Q3 2025 | $180.2M | 1.28M | — | — |
Other funds holding PEP
$19.2B
$17.9B
$17.3B
$17.2B
$10.1B
$9.7B
$9.6B
$9.2B