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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Jeppson 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)
7,257
Value
$982.6K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of PEP by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,257$982.6K0.3%+110+1.5%AddedHolders
Q1 20267,147$1.11M0.3%+85+1.2%AddedHolders
Q4 20257,062$1.01M0.3%+50+0.7%AddedHolders
Q3 20257,012$984.8K0.3%+162+2.4%AddedHolders
Q2 20256,850$904.5K0.3%+80+1.2%AddedHolders
Q1 20256,770$1.02M0.4%−625−8.5%ReducedHolders
Q4 20247,395$1.12M0.4%+282+4.0%AddedHolders
Q3 20247,113$1.21M0.4%00.0%UnchangedHolders
Q2 20247,113$1.17M0.4%−307−4.1%ReducedHolders
Q1 20247,420$1.30M0.5%−60−0.8%ReducedHolders
Q4 20237,480$1.27M0.5%+27+0.4%AddedHolders
Q3 20237,453$1.26M0.6%−930−11.1%ReducedHolders
Q2 20238,383$1.55M0.7%−290−3.3%ReducedHolders
Q1 20238,673$1.58M0.7%−95−1.1%ReducedHolders
Q4 20228,768$1.58M0.7%−175−2.0%ReducedHolders
Q3 20228,943$1.46M0.7%00.0%UnchangedHolders
Q2 20228,943$1.49M0.6%+3,965+79.7%AddedHolders
Q1 20224,978$833.0K0.4%−80−1.6%ReducedHolders
Q4 20215,058$879.0K0.4%00.0%UnchangedHolders
Q3 20215,058$760.0K0.4%00.0%UnchangedHolders
Q2 20215,058$749.0K0.4%−190−3.6%ReducedHolders
Q1 20215,248$742.0K0.4%––Holders

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