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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

PEP holding history

PepsiCo Inc in every 13F filed by Morris Retirement 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)
2,305
Value
$312.0K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of PEP by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,305$312.0K0.1%+2,305NewHolders
Q4 20250$00.0%−1,543−100.0%Sold outHolders
Q3 20251,543$216.6K0.1%−22−1.4%ReducedHolders
Q2 20251,565$206.6K0.1%−429−21.5%ReducedHolders
Q1 20251,994$299.0K0.2%+385+23.9%AddedHolders
Q4 20241,609$244.7K0.1%+25+1.6%AddedHolders
Q3 20241,584$269.4K0.1%+11+0.7%AddedHolders
Q2 20241,573$259.4K0.1%+203+14.8%AddedHolders
Q1 20241,370$239.8K0.1%−432−24.0%ReducedHolders
Q4 20231,802$306.1K0.2%−539−23.0%ReducedHolders
Q3 20232,341$396.6K0.3%+125+5.6%AddedHolders
Q2 20232,216$410.5K0.3%−152−6.4%ReducedHolders
Q1 20232,368$431.7K0.3%−339−12.5%ReducedHolders
Q4 20222,707$489.0K0.4%−124−4.4%ReducedHolders
Q3 20222,831$458.0K0.4%−586−17.1%ReducedHolders
Q2 20223,417$569.0K0.5%−499−12.7%ReducedHolders
Q1 20223,916$655.0K0.5%−185−4.5%ReducedHolders
Q4 20214,101$712.0K0.6%+517+14.4%AddedHolders
Q3 20213,584$539.0K0.5%+289+8.8%AddedHolders
Q2 20213,295$488.0K0.4%−233−6.6%ReducedHolders
Q1 20213,528$499.0K0.5%––Holders

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