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Livermore
Livermore
ZHEN

Live Oak Private Wealth LLC

SEC CIK
0001799877
Latest filing
Jul 20, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Live Oak Private Wealth 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)
6,848
Value
$927.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by Live Oak Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,848$927.2K0.1%−130−1.9%ReducedHolders
Q1 20266,978$1.08M0.2%−132−1.9%ReducedHolders
Q4 20257,110$1.02M0.1%+80+1.1%AddedHolders
Q3 20257,030$987.3K0.1%+119+1.7%AddedHolders
Q2 20256,911$912.5K0.1%−48−0.7%ReducedHolders
Q1 20256,959$1.04M0.2%+47+0.7%AddedHolders
Q4 20246,912$1.05M0.2%+25+0.4%AddedHolders
Q3 20246,887$1.17M0.2%−58−0.8%ReducedHolders
Q2 20246,945$1.15M0.2%−453−6.1%ReducedHolders
Q1 20247,398$1.29M0.2%−260−3.4%ReducedHolders
Q4 20237,658$1.30M0.2%−5−0.1%ReducedHolders
Q3 20237,663$1.30M0.3%−30−0.4%ReducedHolders
Q2 20237,693$1.42M0.3%+74+1.0%AddedHolders
Q1 20237,619$1.39M0.3%−32−0.4%ReducedHolders
Q4 20227,651$1.38M0.3%−95−1.2%ReducedHolders
Q3 20227,746$1.26M0.3%−37−0.5%ReducedHolders
Q2 20227,783$1.30M0.3%+1,932+33.0%AddedHolders
Q1 20225,851$979.0K0.2%−1,142−16.3%ReducedHolders
Q4 20216,993$1.22M0.2%−75−1.1%ReducedHolders
Q3 20217,068$1.06M0.2%+568+8.7%AddedHolders
Q2 20216,500$963.0K0.2%+126+2.0%AddedHolders
Q1 20216,374$902.0K0.2%––Holders

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