Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PEP holding history

PepsiCo Inc in every 13F filed by Sound View Wealth Advisors Group, 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): 38,915
Value: $5.27M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PEP by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,915	$5.27M	0.3%	−2,995−7.1%	Reduced	Holders
Q1 2026	41,910	$6.51M	0.4%	−68−0.2%	Reduced	Holders
Q4 2025	41,978	$6.02M	0.4%	−96−0.2%	Reduced	Holders
Q3 2025	42,074	$5.91M	0.4%	−1,841−4.2%	Reduced	Holders
Q2 2025	43,915	$5.80M	0.4%	+10,798+32.6%	Added	Holders
Q1 2025	33,117	$4.97M	0.4%	+84+0.3%	Added	Holders
Q4 2024	33,033	$5.02M	0.4%	+1,722+5.5%	Added	Holders
Q3 2024	31,311	$5.32M	0.4%	+2,705+9.5%	Added	Holders
Q2 2024	28,606	$4.72M	0.5%	−46−0.2%	Reduced	Holders
Q1 2024	28,652	$5.01M	0.5%	−2,231−7.2%	Reduced	Holders
Q4 2023	30,883	$5.25M	0.6%	−1,874−5.7%	Reduced	Holders
Q3 2023	32,757	$5.55M	0.7%	+1,610+5.2%	Added	Holders
Q2 2023	31,147	$5.77M	0.8%	−4,751−13.2%	Reduced	Holders
Q1 2023	35,898	$6.54M	0.9%	+5,015+16.2%	Added	Holders
Q4 2022	30,883	$5.25M	0.6%	+3,097+11.1%	Added	Holders
Q3 2022	27,786	$4.54M	1.0%	−326−1.2%	Reduced	Holders
Q2 2022	28,112	$4.68M	1.0%	−434−1.5%	Reduced	Holders
Q1 2022	28,546	$4.78M	0.9%	−1,037−3.5%	Reduced	Holders
Q4 2021	29,583	$5.14M	1.0%	+538+1.9%	Added	Holders
Q3 2021	29,045	$4.37M	0.9%	−373−1.3%	Reduced	Holders
Q2 2021	29,418	$4.36M	0.9%	+1,931+7.0%	Added	Holders
Q1 2021	27,487	$3.89M	0.9%	–	–	Holders

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