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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Marshall Financial Group 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
7
Since Q3 2024
Holdings of PEP by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,577−100.0%Sold outHolders
Q1 20261,577$244.8K<0.1%−627−28.4%ReducedHolders
Q4 20252,204$316.3K0.1%−299−11.9%ReducedHolders
Q3 20252,503$351.5K0.1%−307−10.9%ReducedHolders
Q2 20252,810$377.8K0.1%−122−4.2%ReducedHolders
Q1 20252,932$439.6K0.1%−196−6.3%ReducedHolders
Q4 20243,128$475.6K0.1%+70+2.3%AddedHolders
Q3 20243,058$520.0K0.1%+3,058NewHolders