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Trellis Wealth Advisors LLC

SEC CIK
0001989031
Latest filing
Jul 15, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Trellis 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)
4,820
Value
$652.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of PEP by Trellis Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,820$652.6K0.2%00.0%UnchangedHolders
Q1 20264,820$748.5K0.3%−680−12.4%ReducedHolders
Q4 20255,500$789.4K0.3%+5,500NewHolders