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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Heritage Wealth Advisors, 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)
13,449
Value
$1.82M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,449$1.82M0.1%−835−5.8%ReducedHolders
Q1 202614,284$2.22M0.1%−3,939−21.6%ReducedHolders
Q4 202518,223$2.62M0.1%−1,042−5.4%ReducedHolders
Q3 202519,265$2.71M0.1%−263,498−93.2%ReducedHolders
Q2 2025282,763$37.3M1.8%−4,956−1.7%ReducedHolders
Q1 2025287,719$43.1M2.2%+16,601+6.1%AddedHolders
Q4 2024271,118$41.2M2.0%+6,735+2.5%AddedHolders
Q3 2024264,383$45.0M2.1%+11,071+4.4%AddedHolders
Q2 2024253,312$41.8M1.9%+11,279+4.7%AddedHolders
Q1 2024242,033$42.4M1.9%+16,141+7.1%AddedHolders
Q4 2023225,892$38.4M1.9%+1,338+0.6%AddedHolders
Q3 2023224,554$38.0M2.1%+4,418+2.0%AddedHolders
Q2 2023220,136$40.8M2.2%+3,935+1.8%AddedHolders
Q1 2023216,201$39.4M2.2%+10,770+5.2%AddedHolders
Q4 2022205,431$37.1M2.1%+8,094+4.1%AddedHolders
Q3 2022197,337$32.2M2.3%+6,826+3.6%AddedHolders
Q2 2022190,511$31.8M2.2%+38,828+25.6%AddedHolders
Q1 2022151,683$25.4M1.4%+11,062+7.9%AddedHolders
Q4 2021140,621$24.4M1.3%+8,725+6.6%AddedHolders
Q3 2021131,896$19.8M1.2%+6,151+4.9%AddedHolders
Q2 2021125,745$18.6M1.1%+7,811+6.6%AddedHolders
Q1 2021117,934$16.7M1.0%––Holders

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