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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Northwest Wealth Management, 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)
4,631
Value
$627.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,631$627.0K0.1%−241−4.9%ReducedHolders
Q1 20264,872$756.5K0.1%−1,769−26.6%ReducedHolders
Q4 20256,641$953.1K0.1%+1,036+18.5%AddedHolders
Q3 20255,605$787.2K0.1%+1,019+22.2%AddedHolders
Q2 20254,586$605.6K0.1%+1,528+50.0%AddedHolders
Q1 20253,058$458.5K0.1%+184+6.4%AddedHolders
Q4 20242,874$437.0K0.1%+104+3.8%AddedHolders
Q3 20242,770$471.1K0.1%00.0%UnchangedHolders
Q2 20242,770$456.8K0.1%−33−1.2%ReducedHolders
Q1 20242,803$490.6K0.1%−177−5.9%ReducedHolders
Q4 20232,980$506.1K0.2%+111+3.9%AddedHolders
Q3 20232,869$486.1K0.2%−132−4.4%ReducedHolders
Q2 20233,001$555.8K0.2%−28−0.9%ReducedHolders
Q1 20233,029$552.2K0.2%+421+16.1%AddedHolders
Q4 20222,608$471.2K0.2%−103−3.8%ReducedHolders
Q3 20222,711$443.0K0.2%+45+1.7%AddedHolders
Q2 20222,666$444.0K0.2%+30+1.1%AddedHolders
Q1 20222,636$441.0K0.2%+563+27.2%AddedHolders
Q4 20212,073$360.0K0.2%+50+2.5%AddedHolders
Q3 20212,023$304.0K0.2%−5,400−72.7%ReducedHolders
Q2 20217,423$1.10M0.6%+5,417+270.0%AddedHolders
Q1 20212,006$284.0K0.2%––Holders

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