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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Aviso Wealth Management, 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)
14,011
Value
$1.90M
% of portfolio
0.7%
Quarters held
11
Since Q4 2023
Holdings of PEP by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,011$1.90M0.7%+5,326+61.3%AddedHolders
Q1 20268,685$1.35M0.6%+51+0.6%AddedHolders
Q4 20258,634$1.24M0.5%−160−1.8%ReducedHolders
Q3 20258,794$1.24M0.5%−410−4.5%ReducedHolders
Q2 20259,204$1.22M0.6%+173+1.9%AddedHolders
Q1 20259,031$1.35M0.7%+685+8.2%AddedHolders
Q4 20248,346$1.27M0.6%+4,136+98.2%AddedHolders
Q3 20244,210$715.8K0.4%+1,256+42.5%AddedHolders
Q2 20242,954$487.2K0.3%−169−5.4%ReducedHolders
Q1 20243,123$546.5K0.3%+518+19.9%AddedHolders
Q4 20232,605$442.4K0.3%–No prior filingHolders