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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Liberty 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)
3,725
Value
$578.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of PEP by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,725$578.5K0.1%00.0%UnchangedHolders
Q1 20263,725$578.5K0.1%−85−2.2%ReducedHolders
Q4 20253,810$546.9K0.1%+95+2.6%AddedHolders
Q3 20253,715$521.7K0.1%−61−1.6%ReducedHolders
Q2 20253,776$498.6K0.1%−20−0.5%ReducedHolders
Q1 20253,796$569.2K0.1%+30+0.8%AddedHolders
Q4 20243,766$572.8K0.1%−91−2.4%ReducedHolders
Q3 20243,857$656.0K0.1%−71,585−94.9%ReducedHolders
Q2 202475,442$604.0K0.1%+72,165+2,202.2%AddedHolders
Q1 20243,277$574.0K0.1%−114−3.4%ReducedHolders
Q4 20233,391$576.0K0.1%+71+2.1%AddedHolders
Q3 20233,320$563.0K0.1%−85−2.5%ReducedHolders
Q2 20233,405$630.6K0.2%+496+17.1%AddedHolders
Q1 20232,909$530.3K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20222,981$486.0K0.1%+141+5.0%AddedHolders
Q2 20222,840$473.0K0.2%+11+0.4%AddedHolders
Q1 20222,829$473.0K0.2%+22+0.8%AddedHolders
Q4 20212,807$487.0K0.2%−707−20.1%ReducedHolders
Q3 20213,514$537.0K0.2%+617+21.3%AddedHolders
Q2 20212,897$430.0K0.2%+24+0.8%AddedHolders
Q1 20212,873$393.0K0.2%––Holders

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