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Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Triangle Securities 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)
19,966
Value
$2.70M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of PEP by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,966$2.70M0.5%−223−1.1%ReducedHolders
Q1 202620,189$3.14M0.7%+197+1.0%AddedHolders
Q4 202519,992$2.87M0.6%−280−1.4%ReducedHolders
Q3 202520,272$2.85M0.6%+1,600+8.6%AddedHolders
Q2 202518,672$2.47M0.6%−1,436−7.1%ReducedHolders
Q1 202520,108$3.01M0.8%+307+1.6%AddedHolders
Q4 202419,801$3.01M0.8%−197−1.0%ReducedHolders
Q3 202419,998$3.40M0.9%−124−0.6%ReducedHolders
Q2 202420,122$3.32M0.9%+147+0.7%AddedHolders
Q1 202419,975$3.50M1.0%+561+2.9%AddedHolders
Q4 202319,414$3.30M1.0%+205+1.1%AddedHolders
Q3 202319,209$3.25M1.2%+116+0.6%AddedHolders
Q2 202319,093$3.54M1.2%−344−1.8%ReducedHolders
Q1 202319,437$3.54M1.3%−481−2.4%ReducedHolders
Q4 202219,918$3.60M1.3%−605−2.9%ReducedHolders
Q3 202220,523$3.35M1.4%−266−1.3%ReducedHolders
Q2 202220,789$3.46M1.3%−89−0.4%ReducedHolders
Q1 202220,878$3.50M1.2%−895−4.1%ReducedHolders
Q4 202121,773$3.78M1.2%−184−0.8%ReducedHolders
Q3 202121,957$3.30M1.1%−53−0.2%ReducedHolders
Q2 202122,010$3.26M1.1%−269−1.2%ReducedHolders
Q1 202122,279$3.15M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.