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Livermore
Livermore
ZHEN

Measured Wealth Private Client Group, LLC

SEC CIK
0001720235
Latest filing
Aug 10, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Measured Wealth Private Client 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)
2,683
Value
$363.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Measured Wealth Private Client Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,683$363.3K0.1%+171+6.8%AddedHolders
Q1 20262,512$390.1K0.1%−27−1.1%ReducedHolders
Q4 20252,539$364.4K0.1%−54−2.1%ReducedHolders
Q3 20252,593$364.2K0.1%−8−0.3%ReducedHolders
Q2 20252,601$343.4K0.1%−14−0.5%ReducedHolders
Q1 20252,615$392.1K0.1%−391−13.0%ReducedHolders
Q4 20243,006$457.1K0.1%+41+1.4%AddedHolders
Q3 20242,965$504.2K0.2%−526−15.1%ReducedHolders
Q2 20243,491$575.8K0.2%−227−6.1%ReducedHolders
Q1 20243,718$650.7K0.2%−15−0.4%ReducedHolders
Q4 20233,733$634.0K0.2%−42−1.1%ReducedHolders
Q3 20233,775$639.6K0.3%−138−3.5%ReducedHolders
Q2 20233,913$724.8K0.3%−8−0.2%ReducedHolders
Q1 20233,921$714.7K0.3%−129−3.2%ReducedHolders
Q4 20224,050$731.6K0.3%00.0%UnchangedHolders
Q3 20224,050$661.0K0.3%−40−1.0%ReducedHolders
Q2 20224,090$682.0K0.3%+123+3.1%AddedHolders
Q1 20223,967$664.0K0.2%−394−9.0%ReducedHolders
Q4 20214,361$758.0K0.3%+156+3.7%AddedHolders
Q3 20214,205$633.0K0.2%−1,545−26.9%ReducedHolders
Q2 20215,750$852.0K0.3%+638+12.5%AddedHolders
Q1 20215,112$723.0K0.3%––Holders

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