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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Consilium Wealth Advisory, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of PEP by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,982−100.0%Sold outHolders
Q2 20241,982$326.8K0.2%−513−20.6%ReducedHolders
Q1 20242,495$436.6K0.2%−190−7.1%ReducedHolders
Q4 20232,685$455.9K0.3%−40−1.5%ReducedHolders
Q3 20232,725$461.7K0.3%−2,081−43.3%ReducedHolders
Q2 20234,806$890.3K0.6%+1,498+45.3%AddedHolders
Q1 20233,308$603.0K0.5%−604−15.4%ReducedHolders
Q4 20223,912$706.7K0.6%+3,912NewHolders