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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Intrepid Financial Planning Group 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)
2,283
Value
$309.1K
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of PEP by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,283$309.1K0.1%−57−2.4%ReducedHolders
Q1 20262,340$363.4K0.1%−43−1.8%ReducedHolders
Q4 20252,383$342.0K0.1%−180−7.0%ReducedHolders
Q3 20252,563$360.0K0.1%+38+1.5%AddedHolders
Q2 20252,525$333.4K0.1%−22−0.9%ReducedHolders
Q1 20252,547$381.9K0.2%+22+0.9%AddedHolders
Q4 20242,525$384.0K0.2%−24−0.9%ReducedHolders
Q3 20242,549$433.5K0.2%−16−0.6%ReducedHolders
Q2 20242,565$423.1K0.2%+555+27.6%AddedHolders
Q1 20242,010$351.8K0.2%00.0%UnchangedHolders
Q4 20232,010$341.4K0.2%00.0%UnchangedHolders
Q3 20232,010$340.6K0.2%+600+42.6%AddedHolders
Q2 20231,410$261.2K0.1%00.0%UnchangedHolders
Q1 20231,410$257.0K0.1%00.0%UnchangedHolders
Q4 20221,410$254.7K0.1%00.0%UnchangedHolders
Q3 20221,410$230.0K0.1%+100+7.6%AddedHolders
Q2 20221,310$218.0K0.1%–No prior filingHolders