SEC 13F Intelligence

Wealth Advisory Solutions, LLC / PEP

Wealth Advisory Solutions, LLC’s Pepsico Inc Position

Does Wealth Advisory Solutions, LLC own Pepsico Inc (PEP)? Yes — 73.7K shares worth $11M (+2.55% of its 13F portfolio) as of Q1 2026, up from 72.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
73.7K
% of Portfolio
+2.55%
Quarters Held
17
currently held

Position History PEP

Reported value by quarter
Q4 ’20: $620,000Q4 ’20Q1 ’21: $314,000Q2 ’21: $522,000Q3 ’21: $716,000Q3 ’21Q1 ’22: $641,000Q2 ’22: $581,000Q3 ’22: $579,000Q3 ’22Q4 ’22: $631,407Q1 ’23: $258,501Q2 ’24: $243,272Q2 ’24Q3 ’24: $267,489Q4 ’24: $264,136Q1 ’25: $5MQ1 ’25Q2 ’25: $10MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.7K$11M+2.55%
Q4 202572.8K$10M+2.43%
Q3 202573.3K$10M+2.49%
Q2 202573.7K$10M+2.46%
Q1 202536.7K$5M+1.46%
Q4 20241.7K$264,136+0.07%
Q3 20241.6K$267,489+0.07%
Q2 20241.5K$243,272+0.07%
Q1 20231.4K$258,501+0.07%
Q4 20223.5K$631,407+0.17%
Q3 20223.5K$579,000+0.16%
Q2 20223.5K$581,000+0.14%
Q1 20223.8K$641,000+0.13%
Q3 20214.8K$716,000+0.16%
Q2 20213.5K$522,000+0.12%
Q1 20212.2K$314,000+0.23%
Q4 20204.2K$620,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of PEP.