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Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

PEP holding history

PepsiCo Inc in every 13F filed by Moser Wealth Advisors, 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 2025 holdings

Shares (Q2 2025)
9,293
Value
$1.23M
% of portfolio
0.6%
Quarters held
17
Since Q1 2021
Holdings of PEP by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20259,293$1.23M0.6%+228+2.5%AddedHolders
Q1 20259,065$1.36M0.7%+200+2.3%AddedHolders
Q4 20248,865$1.35M0.7%−366−4.0%ReducedHolders
Q3 20249,231$1.57M0.8%+110+1.2%AddedHolders
Q2 20249,121$1.50M0.8%+305+3.5%AddedHolders
Q1 20248,816$1.54M0.9%+168+1.9%AddedHolders
Q4 20238,648$1.47M0.9%+225+2.7%AddedHolders
Q3 20238,423$1.43M1.0%+15+0.2%AddedHolders
Q2 20238,408$1.56M1.0%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20228,516$1.54M1.2%+390+4.8%AddedHolders
Q3 20228,126$1.33M1.0%+10+0.1%AddedHolders
Q2 20228,116$1.35M1.0%−146−1.8%ReducedHolders
Q1 20228,262$1.38M0.9%+812+10.9%AddedHolders
Q4 20217,450$1.29M0.8%+623+9.1%AddedHolders
Q3 20216,827$1.03M0.7%00.0%UnchangedHolders
Q2 20216,827$1.01M0.7%−14−0.2%ReducedHolders
Q1 20216,841$968.0K0.7%––Holders

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