Bernardo Wealth Planning LLC
- SEC CIK
- 0001765595
- Latest filing
- Jul 27, 2026
PEP holding history
PepsiCo Inc in every 13F filed by Bernardo Wealth Planning 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 (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −1,258−100.0% | Sold out | Holders |
| Q2 2024 | 1,258 | $207.4K | 0.1% | +53+4.4% | Added | Holders |
| Q1 2024 | 1,205 | $210.8K | 0.1% | +1+0.1% | Added | Holders |
| Q4 2023 | 1,204 | $204.5K | 0.1% | −36−2.9% | Reduced | Holders |
| Q3 2023 | 1,240 | $210.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 1,240 | $229.7K | 0.1% | −3−0.2% | Reduced | Holders |
| Q1 2023 | 1,243 | $226.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,243 | $224.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 1,243 | $215.0K | 0.1% | +1,243 | New | Holders |