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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PEP holding history

PepsiCo Inc in every 13F filed by CFM Wealth Partners 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)
3,083
Value
$417.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PEP by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,083$417.4K0.1%−4,602−59.9%ReducedHolders
Q1 20267,685$1.19M0.2%+3,557+86.2%AddedHolders
Q4 20254,128$592.5K0.1%−287−6.5%ReducedHolders
Q3 20254,415$620.0K0.1%−215−4.6%ReducedHolders
Q2 20254,630$611.3K0.1%−65−1.4%ReducedHolders
Q1 20254,695$704.0K0.1%+40+0.9%AddedHolders
Q4 20244,655$707.8K0.1%+240+5.4%AddedHolders
Q3 20244,415$750.8K0.1%+78+1.8%AddedHolders
Q2 20244,337$715.3K0.1%−272−5.9%ReducedHolders
Q1 20244,609$806.6K0.2%−11,407−71.2%ReducedHolders
Q4 202316,016$2.72M0.6%−8,808−35.5%ReducedHolders
Q3 202324,824$4.21M1.1%+72+0.3%AddedHolders
Q2 202324,752$4.58M1.1%−40−0.2%ReducedHolders
Q1 202324,792$4.52M1.3%+67+0.3%AddedHolders
Q4 202224,725$4.47M1.3%−320−1.3%ReducedHolders
Q3 202225,045$4.09M1.3%+2,629+11.7%AddedHolders
Q2 202222,416$3.74M1.1%+58+0.3%AddedHolders
Q1 202222,358$3.74M0.9%+348+1.6%AddedHolders
Q4 202122,010$3.81M0.8%00.0%UnchangedHolders
Q3 202122,010$3.31M0.8%00.0%UnchangedHolders
Q2 202122,010$3.26M0.9%00.0%UnchangedHolders
Q1 202122,010$3.11M0.9%––Holders

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