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Livermore
Livermore
ZHEN

Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Aprio 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)
13,874
Value
$1.88M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of PEP by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,874$1.88M0.1%−98−0.7%ReducedHolders
Q1 202613,972$2.17M0.1%+3,933+39.2%AddedHolders
Q4 202510,039$2.00M0.1%+769+8.3%AddedHolders
Q3 20259,270$1.30M0.1%+2,145+30.1%AddedHolders
Q2 20257,125$940.8K0.1%+2,557+56.0%AddedHolders
Q1 20254,568$684.9K0.1%+354+8.4%AddedHolders
Q4 20244,214$640.8K0.1%+233+5.9%AddedHolders
Q3 20243,981$677.0K0.1%−501−11.2%ReducedHolders
Q2 20244,482$739.2K0.1%+1,522+51.4%AddedHolders
Q1 20242,960$518.1K0.1%−60−2.0%ReducedHolders
Q4 20233,020$513.0K0.1%+712+30.8%AddedHolders
Q3 20232,308$391.1K0.1%−39−1.7%ReducedHolders
Q2 20232,347$434.6K0.1%+164+7.5%AddedHolders
Q1 20232,183$398.0K0.1%+89+4.3%AddedHolders
Q4 20222,094$378.3K0.1%+230+12.3%AddedHolders
Q3 20221,864$304.0K0.1%+84+4.7%AddedHolders
Q2 20221,780$297.0K0.1%00.0%UnchangedHolders
Q1 20221,780$298.0K0.1%+367+26.0%AddedHolders
Q4 20211,413$245.0K0.1%00.0%UnchangedHolders
Q3 20211,413$213.0K0.1%00.0%UnchangedHolders
Q2 20211,413$209.0K0.1%–No prior filingHolders