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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Schneider Downs Wealth Management Advisors, LP, 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)
3,482
Value
$471.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,482$471.5K<0.1%+787+29.2%AddedHolders
Q1 20262,695$418.5K<0.1%−6−0.2%ReducedHolders
Q4 20252,701$387.6K<0.1%+334+14.1%AddedHolders
Q3 20252,367$332.4K<0.1%+359+17.9%AddedHolders
Q2 20252,008$265.2K<0.1%−236−10.5%ReducedHolders
Q1 20252,244$336.5K0.1%+218+10.8%AddedHolders
Q4 20242,026$308.1K0.1%00.0%UnchangedHolders
Q3 20242,026$344.5K0.1%−10.0%ReducedHolders
Q2 20242,027$334.3K0.1%−133−6.2%ReducedHolders
Q1 20242,160$378.0K0.1%+906+72.2%AddedHolders
Q4 20231,254$213.0K0.1%−241−16.1%ReducedHolders
Q3 20231,495$253.3K0.1%−7−0.5%ReducedHolders
Q2 20231,502$278.2K0.1%00.0%UnchangedHolders
Q1 20231,502$273.8K0.1%−33−2.1%ReducedHolders
Q4 20221,535$277.3K0.1%−1,611−51.2%ReducedHolders
Q3 20223,146$514.0K0.2%−1,038−24.8%ReducedHolders
Q2 20224,184$697.0K0.2%+200+5.0%AddedHolders
Q1 20223,984$667.0K0.2%−54−1.3%ReducedHolders
Q4 20214,038$701.0K0.2%−269−6.2%ReducedHolders
Q3 20214,307$648.0K0.2%−34−0.8%ReducedHolders
Q2 20214,341$643.0K0.2%+73+1.7%AddedHolders
Q1 20214,268$604.0K0.1%––Holders

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