Robertson Stephens Wealth Management, LLC

SEC CIK: 0001767307
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PEP holding history

PepsiCo Inc in every 13F filed by Robertson Stephens 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 overview All 13F holders of PEP Full Q2 2026 holdings

Shares (Q2 2026): 20,441
Value: $2.77M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PEP by Robertson Stephens Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,441	$2.77M	0.1%	−1,767−8.0%	Reduced	Holders
Q1 2026	22,208	$3.45M	0.1%	−1,119−4.8%	Reduced	Holders
Q4 2025	23,327	$3.38M	0.1%	−575−2.4%	Reduced	Holders
Q3 2025	23,902	$3.36M	0.1%	−2,226−8.5%	Reduced	Holders
Q2 2025	26,128	$3.45M	0.1%	+1,061+4.2%	Added	Holders
Q1 2025	25,067	$3.76M	0.1%	−3,670−12.8%	Reduced	Holders
Q4 2024	28,737	$4.41M	0.2%	+956+3.4%	Added	Holders
Q3 2024	27,781	$4.72M	0.2%	−3,245−10.5%	Reduced	Holders
Q2 2024	31,026	$5.12M	0.3%	+625+2.1%	Added	Holders
Q1 2024	30,401	$5.36M	0.3%	−820−2.6%	Reduced	Holders
Q4 2023	31,221	$5.34M	0.3%	−2,988−8.7%	Reduced	Holders
Q3 2023	34,209	$5.80M	0.4%	−130−0.4%	Reduced	Holders
Q2 2023	34,339	$6.36M	0.5%	−1,484−4.1%	Reduced	Holders
Q1 2023	35,823	$6.53M	0.5%	+3,187+9.8%	Added	Holders
Q4 2022	32,636	$5.93M	0.6%	−755−2.3%	Reduced	Holders
Q3 2022	33,391	$5.45M	0.6%	−2,376−6.6%	Reduced	Holders
Q2 2022	35,767	$5.96M	0.6%	−405−1.1%	Reduced	Holders
Q1 2022	36,172	$6.05M	0.5%	+3,358+10.2%	Added	Holders
Q4 2021	32,814	$5.74M	0.5%	+20,759+172.2%	Added	Holders
Q3 2021	12,055	$1.81M	0.2%	−834−6.5%	Reduced	Holders
Q2 2021	12,889	$1.91M	0.2%	+1,080+9.1%	Added	Holders
Q1 2021	11,809	$1.67M	0.3%	–	–	Holders

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