Skip to main content

Compass Wealth Management, LLC

SEC CIK
0002076480
Latest filing
Jul 21, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Compass Wealth Management, 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)
3,001
Value
$406.3K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of PEP by Compass Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,001$406.3K0.2%+10.0%AddedHolders
Q1 20263,000$466.0K0.2%+3,000NewHolders