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Bordeaux Wealth Advisors LLC

SEC CIK
0001821271
Latest filing
Aug 4, 2025

PEP holding history

PepsiCo Inc in every 13F filed by Bordeaux 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2022
Holdings of PEP by Bordeaux Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,245−100.0%Sold outHolders
Q3 20241,245$211.7K<0.1%+1,245NewHolders
Q3 20230$00.0%−1,248−100.0%Sold outHolders
Q2 20231,248$231.2K0.1%+1,248NewHolders
Q4 20220$00.0%−1,345−100.0%Sold outHolders
Q3 20221,345$220.0K0.1%+1,345NewHolders