PEP icon

PepsiCo
PEP

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
2001
KWB Wealth
California
$1.01M -$15.7K -91 -2%
WAM
2002
WealthTrust Asset Management
Florida
$1.01M +$2.76K +16 +0.3%
ADIM
2003
Alpha DNA Investment Management
Maryland
$1.01M -$774K -4,483 -42%
AWM
2004
Avitas Wealth Management
California
$1M -$751K -4,352 -42%
EFL
2005
ERn Financial LLC
Wisconsin
$1M +$26.4K +153 +3%
WSCM
2006
Wellington Shields Capital Management
New York
$1M -$94.1K -545 -8%
HVP
2007
Hudson Value Partners
Florida
$1M -$25.9K -150 -2%
AAM
2008
Aureus Asset Management
Massachusetts
$999K +$145K +842 +16%
AWG
2009
Altus Wealth Group
Colorado
$998K -$4.49K -26 -0.4%
FM
2010
Foster & Motley
Ohio
$998K -$8.28K -48 -0.8%
ECA
2011
Elevated Capital Advisors
Utah
$997K -$1.45M -8,376 -58%
FCA
2012
FinTrust Capital Advisors
South Carolina
$997K -$19.7K -114 -2%
FW
2013
FullCircle Wealth
Texas
$995K +$1.02M +5,915 New
RCWM
2014
Royal Capital Wealth Management
Indiana
$995K -$26.9K -156 -3%
MIA
2015
MeadowBrook Investment Advisors
Michigan
$994K -$40.6K -235 -4%
MIC
2016
Meridian Investment Counsel
California
$993K +$25.9K +150 +3%
HWA
2017
Heartwood Wealth Advisors
Virginia
$992K +$378K +2,192 +57%
FFS
2018
Founders Financial Securities
Maryland
$988K +$597K +3,462 +137%
KA
2019
KLCM Advisors
Wisconsin
$988K -$8.63K -50 -0.8%
WAG
2020
Winthrop Advisory Group
Massachusetts
$987K -$17.6K -102 -2%
HBT
2021
Heartland Bank & Trust
Illinois
$986K +$7.94K +46 +0.8%
PIM
2022
Profit Investment Management
Maryland
$983K +$280K +1,625 +38%
BW
2023
Bison Wealth
Georgia
$980K – – –
RFA
2024
Resurgent Financial Advisors
Georgia
$980K -$55.9K -324 -5%
BC
2025
Broadwater Capital
Massachusetts
$978K – – –
79 80
81
82 83