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Livermore
Livermore
ZHEN

Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Core Wealth Advisors, Inc., 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)
2,667
Value
$361.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,667$361.1K0.1%+332+14.2%AddedHolders
Q1 20262,335$362.6K0.1%+79+3.5%AddedHolders
Q4 20252,256$323.8K0.1%−52−2.3%ReducedHolders
Q3 20252,308$324.1K0.1%−25−1.1%ReducedHolders
Q2 20252,333$308.0K0.1%+86+3.8%AddedHolders
Q1 20252,247$336.9K0.1%+62+2.8%AddedHolders
Q4 20242,185$332.3K0.1%+11+0.5%AddedHolders
Q3 20242,174$369.7K0.1%−61−2.7%ReducedHolders
Q2 20242,235$368.6K0.1%+46+2.1%AddedHolders
Q1 20242,189$383.1K0.1%−160−6.8%ReducedHolders
Q4 20232,349$399.0K0.1%+176+8.1%AddedHolders
Q3 20232,173$368.2K0.2%00.0%UnchangedHolders
Q2 20232,173$402.5K0.2%+1,148+112.0%AddedHolders
Q1 20231,025$186.9K0.1%−47−4.4%ReducedHolders
Q4 20221,072$193.7K0.1%+31+3.0%AddedHolders
Q3 20221,041$170.0K0.1%00.0%UnchangedHolders
Q2 20221,041$173.0K0.1%00.0%UnchangedHolders
Q1 20221,041$174.0K0.1%−345−24.9%ReducedHolders
Q4 20211,386$241.0K0.1%+300+27.6%AddedHolders
Q3 20211,086$163.0K0.1%00.0%UnchangedHolders
Q2 20211,086$161.0K0.1%−193−15.1%ReducedHolders
Q1 20211,279$181.0K0.2%––Holders

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