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Livermore
Livermore
ZHEN

Provident Wealth Management, LLC

SEC CIK
0001799797
Latest filing
Aug 4, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Provident 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)
1,521
Value
$205.9K
% of portfolio
0.1%
Quarters held
20
Since Q2 2021
Holdings of PEP by Provident Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,521$205.9K0.1%+32+2.1%AddedHolders
Q1 20261,489$231.2K0.1%00.0%UnchangedHolders
Q4 20251,489$213.7K0.1%00.0%UnchangedHolders
Q3 20251,489$209.1K0.1%+1,489NewHolders
Q2 20250$00.0%−1,513−100.0%Sold outHolders
Q1 20251,513$226.9K0.1%00.0%UnchangedHolders
Q4 20241,513$230.1K0.1%+24+1.6%AddedHolders
Q3 20241,489$253.2K0.1%00.0%UnchangedHolders
Q2 20241,489$245.6K0.1%−105−6.6%ReducedHolders
Q1 20241,594$279.0K0.1%00.0%UnchangedHolders
Q4 20231,594$270.7K0.1%00.0%UnchangedHolders
Q3 20231,594$270.1K0.1%00.0%UnchangedHolders
Q2 20231,594$295.2K0.1%+47+3.0%AddedHolders
Q1 20231,547$282.0K0.1%+137+9.7%AddedHolders
Q4 20221,410$254.7K0.1%+3+0.2%AddedHolders
Q3 20221,407$230.0K0.1%+11+0.8%AddedHolders
Q2 20221,396$233.0K0.1%−4−0.3%ReducedHolders
Q1 20221,400$234.0K0.1%+48+3.6%AddedHolders
Q4 20211,352$235.0K0.2%00.0%UnchangedHolders
Q3 20211,352$203.0K0.2%00.0%UnchangedHolders
Q2 20211,352$200.0K0.2%+1,352NewHolders