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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PEP holding history

PepsiCo Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overviewAll 13F holders of PEPFull Q2 2026 holdings

Shares (Q2 2026)
8,618
Value
$1.17M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of PEP by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,618$1.17M<0.1%−4,636−35.0%ReducedHolders
Q1 202613,254$2.06M0.1%+437+3.4%AddedHolders
Q4 202512,817$1.84M0.1%+1,747+15.8%AddedHolders
Q3 202511,070$1.55M0.1%+2,283+26.0%AddedHolders
Q2 20258,787$1.16M0.1%+2,484+39.4%AddedHolders
Q1 20256,303$945.1K0.1%−3,151−33.3%ReducedHolders
Q4 20249,454$1.44M0.1%+431+4.8%AddedHolders
Q3 20249,023$1.53M0.1%+44+0.5%AddedHolders
Q2 20248,979$1.55M0.1%+608+7.3%AddedHolders
Q1 20248,371$1.47M0.1%+606+7.8%AddedHolders
Q4 20237,765$1.32M0.1%−199−2.5%ReducedHolders
Q3 20237,964$1.35M0.1%−11−0.1%ReducedHolders
Q2 20237,975$1.48M0.2%+4,204+111.5%AddedHolders
Q1 20233,771$687.4K0.1%−116−3.0%ReducedHolders
Q4 20223,887$702.2K0.1%+1,861+91.9%AddedHolders
Q3 20222,026$331.0K0.1%+219+12.1%AddedHolders
Q2 20221,807$301.0K0.1%−175−8.8%ReducedHolders
Q1 20221,982$332.0K0.1%−841−29.8%ReducedHolders
Q4 20212,823$490.0K0.1%–No prior filingHolders