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Livermore
Livermore
ZHEN

Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Rise 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)
1,581
Value
$214.1K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of PEP by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,581$214.1K0.1%−6−0.4%ReducedHolders
Q1 20261,587$245.4K0.1%−48−2.9%ReducedHolders
Q4 20251,635$234.7K0.1%−197−10.8%ReducedHolders
Q3 20251,832$257.2K0.1%+170+10.2%AddedHolders
Q2 20251,662$219.4K0.1%+104+6.7%AddedHolders
Q1 20251,558$233.6K0.1%+333+27.2%AddedHolders
Q4 20241,225$186.3K0.1%+113+10.2%AddedHolders
Q3 20241,112$189.1K0.1%−458−29.2%ReducedHolders
Q2 20241,570$259.0K0.1%+123+8.5%AddedHolders
Q1 20241,447$253.2K0.1%+750+107.6%AddedHolders
Q4 2023697$118.3K0.1%+106+17.9%AddedHolders
Q3 2023591$100.1K0.1%−5−0.8%ReducedHolders
Q2 2023596$110.3K0.1%−241−28.8%ReducedHolders
Q1 2023837$152.7K0.1%+20+2.4%AddedHolders
Q4 2022817$147.6K0.1%00.0%UnchangedHolders
Q3 2022817$133.0K0.1%+431+111.7%AddedHolders
Q2 2022386$64.0K0.1%+11+2.9%AddedHolders
Q1 2022375$63.0K0.1%+2+0.5%AddedHolders
Q4 2021373$64.8K0.1%–No prior filingHolders