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Livermore
Livermore
ZHEN

Winch Advisory Services, LLC

SEC CIK
0001585822
Latest filing
Aug 6, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Winch Advisory Services, 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)
899
Value
$121.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Winch Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026899$121.7K<0.1%+37+4.3%AddedHolders
Q1 2026862$133.9K<0.1%+13+1.5%AddedHolders
Q4 2025849$121.8K<0.1%−15−1.7%ReducedHolders
Q3 2025864$121.3K<0.1%+14+1.6%AddedHolders
Q2 2025850$112.3K<0.1%−68−7.4%ReducedHolders
Q1 2025918$137.7K<0.1%+13+1.4%AddedHolders
Q4 2024905$137.6K<0.1%00.0%UnchangedHolders
Q3 2024905$153.9K<0.1%+5+0.6%AddedHolders
Q2 2024900$148.4K<0.1%+11+1.2%AddedHolders
Q1 2024889$155.5K<0.1%+6+0.7%AddedHolders
Q4 2023883$150.0K<0.1%00.0%UnchangedHolders
Q3 2023883$150.0K0.1%+5+0.6%AddedHolders
Q2 2023878$163.0K0.1%+4+0.5%AddedHolders
Q1 2023874$159.0K0.1%+35+4.2%AddedHolders
Q4 2022839$152.0K0.1%00.0%UnchangedHolders
Q3 2022839$137.0K0.1%+20+2.4%AddedHolders
Q2 2022819$137.0K0.1%+103+14.4%AddedHolders
Q1 2022716$120.0K<0.1%+6+0.8%AddedHolders
Q4 2021710$123.0K<0.1%00.0%UnchangedHolders
Q3 2021710$107.0K<0.1%+95+15.4%AddedHolders
Q2 2021615$91.0K<0.1%+80+15.0%AddedHolders
Q1 2021535$76.0K<0.1%––Holders

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