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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Xcel 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of PEP by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,039−100.0%Sold outHolders
Q4 20253,039$436.2K0.1%+139+4.8%AddedHolders
Q3 20252,900$407.3K0.1%−156−5.1%ReducedHolders
Q2 20253,056$403.5K0.1%−514−14.4%ReducedHolders
Q1 20253,570$535.3K0.2%+54+1.5%AddedHolders
Q4 20243,516$534.6K0.1%−816−18.8%ReducedHolders
Q3 20244,332$736.7K0.2%−400−8.5%ReducedHolders
Q2 20244,732$780.4K0.2%−657−12.2%ReducedHolders
Q1 20245,389$943.1K0.3%−125−2.3%ReducedHolders
Q4 20235,514$936.5K0.3%−64−1.1%ReducedHolders
Q3 20235,578$945.1K0.4%−488−8.0%ReducedHolders
Q2 20236,066$1.12M0.4%−7,239−54.4%ReducedHolders
Q1 202313,305$2.43M0.9%+31+0.2%AddedHolders
Q4 202213,274$2.40M0.9%−3,400−20.4%ReducedHolders
Q3 202216,674$2.72M1.0%−852−4.9%ReducedHolders
Q2 202217,526$2.92M1.1%−199−1.1%ReducedHolders
Q1 202217,725$2.97M0.8%−3,733−17.4%ReducedHolders
Q4 202121,458$3.73M1.0%+26+0.1%AddedHolders
Q3 202121,432$3.22M0.9%−129−0.6%ReducedHolders
Q2 202121,561$3.19M1.0%+263+1.2%AddedHolders
Q1 202121,298$3.01M1.1%––Holders

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