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Safir Wealth Advisors, LLC

SEC CIK
0001830103
Latest filing
Jul 9, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Safir 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 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2021
Holdings of PEP by Safir Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,410−100.0%Sold outHolders
Q1 20261,410$219.0K0.2%00.0%UnchangedHolders
Q4 20251,410$202.4K0.1%+1,410NewHolders
Q2 20250$00.0%−1,410−100.0%Sold outHolders
Q1 20251,410$211.4K0.2%00.0%UnchangedHolders
Q4 20241,410$214.4K0.2%00.0%UnchangedHolders
Q3 20241,410$239.8K0.2%00.0%UnchangedHolders
Q2 20241,410$232.6K0.2%00.0%UnchangedHolders
Q1 20241,410$246.8K0.2%+1,410NewHolders
Q3 20230$00.0%−1,161−100.0%Sold outHolders
Q2 20231,161$215.0K0.2%00.0%UnchangedHolders
Q1 20231,161$211.7K0.2%−80−6.4%ReducedHolders
Q4 20221,241$224.2K0.2%00.0%UnchangedHolders
Q3 20221,241$203.0K0.2%−100−7.5%ReducedHolders
Q2 20221,341$223.0K0.2%00.0%UnchangedHolders
Q1 20221,341$224.0K0.2%+1,341NewHolders
Q4 20210$00.0%−1,410−100.0%Sold outHolders
Q3 20211,410$212.0K0.2%00.0%UnchangedHolders
Q2 20211,410$209.0K0.2%+1,410NewHolders